Senior Manager jobs at Wipfli

At Wipfli, people count. At Wipfli, our people are core to everything we do-the catalyst behind our ability to create exceptional impact and extraordinary results. We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path. People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity. Job Summary: We are seeking an experienced leader to join our Management Consulting practice with a focus on the firm's construction industry clients. This role is ideal for a strategic thinker with strong problem-solving skills and a proven ability to manage multiple projects simultaneously. The successful candidate will bring deep industry knowledge, exceptional analytical capabilities, and a background in construction accounting, with experience as an Accounting Manager or Controller being a strong plus. This position offers the opportunity to lead complex engagements, deliver actionable insights, and drive operational improvements that create measurable impact for our clients. Responsibilities Key Responsibilities Lead consulting engagements by managing multiple client projects simultaneously, ensuring timely delivery and exceptional results. Apply structured problem-solving and root cause analysis to uncover issues and deliver practical, data-driven solutions. Provide industry insights into construction operations, financial processes, and project management best practices. Conduct financial and operational analyses, assessing accounting systems, job costing, and project controls, and recommend improvements for efficiency and compliance. Facilitate workshops, present findings to senior leadership, and build strong relationships with key stakeholders. Oversee projects by developing plans, managing budgets, and monitoring progress to keep initiatives aligned with client objectives. Identify potential risks and implement mitigation strategies to ensure successful outcomes across engagements. Knowledge, Skills and Abilities Qualifications Bachelor's degree in Business, Accounting, Finance, Construction Management, or related field 5+ years in management consulting or leadership roles within the construction industry. Background in construction accounting (Accounting Manager or Controller experience highly desirable). Strong analytical and critical thinking skills. Ability to manage multiple projects and deadlines. Excellent communication and leadership abilities. Proficiency in project management tools and construction accounting software. Benjamin Dzanic, from our recruiting team, will be guiding you through this process. Visit his LinkedIn page to connect! #LI-REMOTE #LI-BD1 Additional Details Additional Details: Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws. Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at ************* Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $117,000 to $158,000, with offers typically not made at the maximum, allowing for future salary increases. The actual salary at the time of offer depends on business related factors like location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant employment laws. Individuals may be eligible for an annual discretionary bonus, subject to participation rules and based on a variety of factors including, but not limited to, individual and Firm performance. Wipfli cares about our associates and offers a variety of benefits to support their well-being. Highlights include 8 health plan options (both HMO & PPO plans), dental and vision coverage, opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program. Other benefits include firm-sponsored basic life and short and long-term disability coverage, a 401(k) savings plan & profit share as well as Firm matching contribution, well-being incentive, education & certification assistance, flexible time off, family care leave, parental leave, family formation benefits, cell phone reimbursement, and travel rewards. Voluntary benefit offerings include critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D. Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location. "Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.

Job Description:Director, Digital Assets, Financial Crimes Models & AnalyticsThe Role We're seeking a Digital Assets Director to serve as a subject-matter expert and to lead the team directly/indirectly responsible for the development and maintenance of innovative cryptocurrency transaction monitoring and trade surveillance solutions. In this 100% crypto-focused role you will partner with Data Engineers, Data Scientists, Business Intelligence and Compliance professionals to oversee the buildout, management, and improvement of Fidelity's blockchain forensics and trade surveillance capabilities. The role will have broad exposure to senior leaders in Fidelity Digital Assets (‘FDA'), Legal, Risk and Compliance functions. You will partner with development teams to build out critical digital asset surveillance processes and be able to identify when a requirement isn't understood, or a process or control isn't sufficient. You will serve as an in-house crypto expert and thought leader, leveraging your expertise across all phases of the model development life cycle. Responsibilities of this role: Drive digital assets model development and enhancement initiatives. Support crypto related new business initiatives from a blockchain analytics and on-chain compliance perspective. Partner with Business Unit Technology functions to support development work relative to digital asset surveillance programs. Manage a small but growing team of digital asset/business intelligence professionals to execute on the Models & Analytics Team's strategic vision. Serve as a subject matter authority on blockchain forensics and cryptocurrency investigations, industry trends and standards. Manage digital asset vendor relationship(s), participate in annual vendor oversight responsibilities and influence product roadmaps to maximize value from the relationships. Maintain relationships with key stakeholders in the Financial Crimes Compliance team and those across Risk, Tech, and Business functions. Present to senior leaders on cryptocurrency compliance trends, risks and impacts to the Financial Crimes Compliance program. Support presentations to federal and state regulators on surveillance models and controls during annual exams and new product approval efforts. Continually increase your knowledge and understanding of the evolving digital asset landscape, always cognizant of technical and regulatory developments, and alert to emerging risks. Providing insight on all aspects of Fidelity's crypto operations Positioning the Financial Crimes Compliance program to continue to protect Fidelity Investments customers and brand for years to come The Expertise and Skills You Bring Prior AML/Fraud advisory, surveillance, or investigative experience. Prior financial crimes model development and/or maintenance experience. Deep knowledge of the digital asset ecosystem, including cryptocurrencies, stablecoins, decentralized finance (bridging/swapping/minting/burning), and more. Experience managing multiple initiatives simultaneously in addition to direct reports with their own projects. Experience with project planning, communicating with stakeholders, and monitoring and maintaining model performance. Prior experience managing a team of high performing individuals with diverse skill sets. Prior experience maintaining critical relationships with senior executives in Compliance, Tech, and Business functions. Personal experience trading cryptocurrencies, stablecoins and/or NFTs. Passion for cryptocurrencies and the broader crypto ecosystem in general. Prior experience supporting regulatory response efforts. Chainalysis Academy or Elliptic LEARN certifications a plus. FINRA Series 7, 63, 24 or 9/10 registrations a plus. Experience with blockchain analytics tools (e.g., Elliptic, Chainalysis, TRM Labs etc.) their various tool suites, and conducting crypto investigations using these products Knowledge of digital asset AML & fraud typologies such as peel chains, mixers/privacy wallets, pig butchering investment and romance scams, use of non-AML/KYC compliant services or dApps to obfuscate prior activity, and indirect exposure through VASP transactions and correspondent relationships Capable of deep-diving raw data to understand database and table structure, data location and potential data gaps (raw vs. front-end systems) while clearly articulating findings Able to navigate front-end systems and the databases where relevant crypto data is being stored communicating with technologists Excellent listening, communication (verbal and written), influencing, and presentation skills Knowledge/experience with Agile frameworks and methodologies a plus Passionate about crypto and its intersection with Financial Crimes Intellectually curious and an early adopter of new technology Very thorough with strong documentation skills Able to communicate and explain crypto concepts to non-technical audience Great demeanor, teammate, and effective contributor Strong interpersonal skills Note: Fidelity is not providing immigration sponsorship for this position The Team The Financial Crimes Models & Analytics Team is part of the Financial Crimes Compliance organization. The organization strives to protect Fidelity's businesses, clients, customers, and reputation by providing effective and timely analytical and investigative services, enabling us to provide the optimal balance of risk management and customer experience. Financial Crimes Models & Analytics is an agile development team supporting all phases of the software development life cycle. We're looking for curious individuals that love data, have a passion for technology and digital assets and thrive in a team-based culture. You will work with vast amounts of data across numerous Fidelity business lines. You'll have the opportunity to learn, test and implement new technologies supporting both existing and new Fidelity businesses. The Financial Crimes Models and Analytics Team within Fidelity Investments Financial Crimes Compliance group is responsible for the design, development and maintenance of the firms FCC detection and screening models. We partner with colleagues across Fidelity's Corporate Technology, Compliance, Investigations, Legal and Risk groups to build software, data science and analytics solutions that support the firms monitoring programs. The Analytics team supports Fidelity's Economic Sanctions, Negative Media, Customer Risk Rating, Insider Trading, Elder Financial Exploitation, Digital Assets, Low-Priced Securities, International Payments, surveillance, and screening programs. The base salary range for this position is $110,000-222,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Certifications:Category:Business Analytics and Insights

Want a meaningful career where you can make a difference? Edward Jones sounds perfect for you. Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones. Words that describe what it's like being part of a firm where everyone is aligned toward a singular focus: serving the client. And everyone is working to make the firm better together - as they grow as individuals. If these words resonate with you, we should talk. Job Overview Position Schedule: Full-Time This job posting is anticipated to remain open for 30 days, from 09-Dec-2025. The posting may close early due to the volume of applicants. What do Talent Senior Managers do? They work as strategic partners with our business Human Resources team and leaders across the firm to better enable associates and leaders at all levels to effectively contribute to our firm's strategy and business plan. What You'll Do: Analyze business priorities and diagnose business needs to create/support targeted interventions including Performance, Succession, Career Management and Development Consult and collaborate with Human Resources colleagues and business leaders to diagnose business needs and create/support targeted short and long interventions including performance, succession, career management, and development Apply a diagnostic approach to understand challenge statement, root cause issues, and develop targeted interventions Lead the design, development, and implementation of talent management solutions Integrate leadership development processes, skill building, coaching, etc. into broader talent management initiatives Create and manage work plans, communication, and sustainability processes to support initiatives Design and implement measurement and evaluation methodology to assess impact and outcomes Provide thought leadership and practical application of research and best practices in talent management solutions Deepen expertise within the team and build capability in the firm among Human Resources and business leaders related to talent management Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page. Hiring Minimum: $99200 Hiring Maximum: $168900 Read More About Job Overview Skills/Requirements What Experience You Need: Master's degree in industrial/organizational psychology, organizational development, human resources, or a related area; PhD preferred. 10+ years of professional experience in Talent Management / Human Resources Development, or related, with experience in BHR preferred, including: Experience leading, designing, and facilitating Performance Management, Succession Planning, Talent, and Development processes Experience building senior leader learning and development plans **Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday.** Current INTERNAL home-based associates: While this role is posted as hybrid, if selected and accepted, you may retain your home-based status. Edward Jones intends in good faith to continue offering the role as home-based, though future business or regulatory needs may require on-site work. Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-HO

* Providing legal support to Agency Finance as a trusted advisor and strategic partner to the transaction teams and other internal partners* Partnering with Agency Finance business partners, Risk and Compliance to evaluate GSE and/or FHA program requirements and develop policies and procedures for compliance, monitoring and reporting* Tracking and managing negotiation of sub-servicing documentation in connection with Freddie Mac securitizations and assist with interpretation of sub-servicing obligations for existing securitizations from an asset management and servicing perspective* Engaging and overseeing outside legal counsel in an effective and efficient manner* Partnering collaboratively with other internal counsel and business teams in the Commercial Bank and across the enterprise* Advising Commercial Bank business partners on communications with external parties, including customers, regulators, partners, industry trade groups and outside law firms* Providing thought and strategic leadership on relevant industry and regulatory developments* Leading projects such as the development of negotiation guidelines and training sessions* Partnering with the Operations team to drive process improvements* Juris Doctor from an accredited law school* Active member in good standing of at least one state bar* At least 4 years of experience as an attorney in a law firm, at a government agency, as a military judge advocate or as in-house counsel* At least 2 years of legal counsel experience focusing on multifamily agency finance transactions* 5+ years of experience in a law firm, in-house legal department, or a combination with a focus on multifamily agency finance transactions (working with Fannie Mae and/or Freddie Mac related transactions)* Working knowledge of commercial real estate lending issues involving title insurance, surveys, zoning, and flood, casualty/liability insurance* Excellent oral and written communication skills* Strong ability to quickly understand the business needs and partner with the business Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. #J-18808-Ljbffr

Cumberland Estate General Manager New Kent, Virginia Cumberland Estate is a rapidly growing organization engaged in land and building acquisitions, historical house restoration, farming and hunting/conservation. We need a highly driven leader with a track record of delivering results on time and building successful teams to lead the organization locally. In addition to the development activities, our business provides guest hospitality, hunting activities, and hosts private events and business conferences. ******************************** **************************** The General Manager is responsible for overseeing all phases of projects, both large and small, from planning and budgeting through execution either using internal resources or 3rd party contractors where required. The General Manager will engage with senior leadership, clients, team leaders, vendors and contractors to ensure efficient operations and smooth project execution. Key Responsibilities: Recruit, build and manage the organization's team. Plan, schedule, and manage all phases of projects ranging from residential decoration to land conversion, construction, etc. Develop and monitor project budgets, timelines, and resource allocation. Coordinate with vendors and contractors Ensure compliance with laws, safety standards, and quality requirements. Conduct regular site inspections to track progress and resolve issues. Communicate project updates to stakeholders and address client needs. Oversee punch list completion, track strategic initiatives, and manage a staff of 25 team members. Qualifications: Proven experience growing an organization and executing strategic initiatives on a timely basis. Strong knowledge of site work, agricultural, or construction methods, codes, and best practices. Excellent leadership, communication, and problem-solving skills. Ability to manage multiple projects simultaneously. Job Requirements: 10 years of experience successfully building and managing a team including recruiting staff, scheduling, and performance management. 10 years of experience in project management or operations in a leadership role. 10 years of general management experience. Working knowledge of construction, farm equipment and heavy equipment operations, maintenance, safety, tools, and implements. Strong people management and teambuilding experience. Good organization skills including project tracking, scheduling, and setting goals. Experience with building construction, remodeling and maintenance is strongly desired. Experience with commercial hunting, hospitality, or sales is a plus. Knowledge of forestry and/or agriculture is a plus.

A leading civil engineering firm is seeking a dynamic Senior Project Manager to help guide a high-performing Water Resources team in Northern Virginia. If you're passionate about stormwater systems, floodplain analysis, dam safety, and navigating complex regulatory environments, this role offers the opportunity to shape impactful infrastructure projects across the region. What You'll Do Lead and review stormwater, floodplain, and dam-related designs and models Oversee QA/QC for plans, reports, and permit submissions Manage clients, project schedules, scopes, and budgets Mentor engineers and coordinate with internal teams, partners, and regulators Support proposals, contract amendments, and business development efforts What We're Looking For 10+ years of relevant experience Bachelor's degree in civil engineering (or related field) Professional Engineer (PE) license in Virginia Strong communication, organizational, and leadership skills Proficiency with H&H modeling tools (HEC-RAS, HEC-HMS, HY-8, Flowmaster, etc.) Bonus Skills Experience with GIS (ArcMap or similar) Experience with AutoCAD Only those with proof of right to work in the US should apply for this role. Apply today or get in touch for more information.

A fast-growing concrete contractor with a strong reputation across Georgia is seeking an experienced Concrete Project Manager to lead structural, civil, and commercial concrete projects from kickoff through closeout. This is a team known for low turnover, consistent backlog, and long-term customer relationships. If you manage concrete packages with confidence and want a company that values ownership, accuracy, and strong field relationships this is the role. What You'll Manage Structural concrete Foundations, slabs, walls, retaining walls Tilt-wall and industrial concrete Site concrete (curb, gutter, paving, sidewalks, flatwork) Commercial, industrial, manufacturing, and municipal projects Key Responsibilities Lead projects from preconstruction through final turnover Build and manage project schedules, budgets, and manpower plans Oversee RFI, submittal, and change order processes Coordinate closely with superintendents, field crews, and subcontractors Manage cost tracking, forecasting, procurement, and delivery schedules Ensure safety, quality control, and compliance with project specifications Build and maintain client relationships with GCs, owners, and trade partners Ideal Candidate 5-20+ years of project management experience in concrete construction Strong background with structural, tilt-wall, commercial, or industrial concrete Proven ability to manage $2M-$30M concrete packages Experience collaborating with supers, estimators, and field leadership Strong understanding of drawings, specs, and concrete sequencing Proficient with Procore, Bluebeam, Microsoft Project, or similar tools Detail-oriented, proactive communicator, and excellent at problem-solving Salary & Benefits 💰 $120,000 - $150,000+ (depending on experience) 📈 Bonus program tied to performance and project profitability 🏥 Full benefits package 🚘 Vehicle allowance or company vehicle (role-dependent) 🎯 Long-term career growth into Senior PM or Operations leadership Why This Company? Stable, reputable concrete contractor operating for 20+ years Strong internal culture people stay 5, 10, even 15+ years Opportunity to manage high-visibility commercial and industrial projects Supportive leadership team that invests in training, technology, and employee development Growing backlog with repeat GC/owner clients across Georgia

First American Industries, Inc. is a full-service mechanical contractor serving commercial and industrial clients. Since 2011, the company has provided a comprehensive range of HVAC and plumbing services to clients in western Pennsylvania and Northern West Virginia. As a family-owned company, First American Industries instills strong family values into their relationships with employees, clients, and the community. Role Description This is an on-site, full-time role for a Project Manager located in Pittsburgh, PA. A Project Manager is responsible for overall planning, execution, and financial performance of commercial plumbing and HVAC projects. This role leads the project team from preconstruction through closeout, ensuring work is completed safely, on schedule, within budget, and in compliance with contract documents and applicable codes. Key Responsibilities Lead all phases of the project from bid award through turnover. Develop and manage project budgets, schedules, and procurement strategies. Serve as primary contact for GC/CM, owners, and design teams; lead project meetings. Review contracts, scopes of work, and drawings; identify risks, clarifications, and value opportunities. Oversee and schedule material and equipment procurement Direct drafting/BIM coordination efforts and resolve clashes with structure and other trades. Prepare and negotiate change orders; track cost impacts and maintain up-to-date forecasts. Approve subcontractor and vendor selections; manage their scopes, performance, and invoices. Monitor job cost, labor productivity, and margins; implement corrective actions as needed. Conduct regular site visits to review progress, quality, and coordination with field leadership. Ensure compliance with company safety policies and regulatory requirements. Oversee start-up, testing, balancing, commissioning, punch lists, and closeout documentation (as-builts, O&M manuals, warranties). Qualifications 3-7 years of experience managing commercial mechanical or plumbing projects. Proven track record delivering projects on time and within budget. Ability to read and interpret construction blueprints and specifications Strong financial acumen (budgeting, cost control, forecasting). Excellent communication, negotiation, and client relationship skills. Strong organization, problem-solving, and decision-making skills. Proficient in Project management software (Procore, Sharepoint, Trimble, etc.)

What to Expect Work on high-impact and diverse projects- You will have the opportunity to advise management on emerging industry trends and key business decisions, optimize key processes, and orchestrate key initiatives. Your work will be important to our business growth and sustainability, and cover a broad spectrum of topics. Own your initiative from end to end- You get to experience the full product cycle - from conception of an idea, to product launch, and ongoing KPI monitoring. You get to see the results of your recommendations & decisions with live data reporting. You get to truly own initiatives that you help to design & continuously improve, from end to end. Learn something new every day- Most if not all projects at Crypto.com are cross-functional, meaning you will be sitting at a roundtable or brainstorming on a whiteboard with colleagues & experts from diverse backgrounds - blockchain engineering, mobile development, design, cybersecurity, customer acquisition, fraud management, banking & finance… What You'll Do In this role, you will spearhead the strategic direction of our core products including our Main App Trading, Loyalty Programs, VISA Card and Pay, among others. Below are some activities you may find yourself doing: Strategic Visionary: Assisting the Strategy team to conceptualize, execute and monitor key strategic initiatives aimed at driving commercial success Subject Matter Expertise: Develop deep subject matter expertise in Crypto CEX trading, Loyalty Program Design, Crypto Payments and other relevant domains Pricing Strategy Optimization: Developing optimal pricing strategies for our all core products (proficiency in Excel modeling and generating data-driven insights is expected) Market Research & Analysis: Developing thematic research memos to advise on market/ sub-sector strategy; Project Coordination & Management: Coordinating cross-functional projects end-to-end from timeline/ deliverable planning to tracking/ reporting; Product Development: Designing & drafting requirements for a new product or feature; Performance Evaluation & Optimization: Deciding & analyzing product KPIs and recommending improvements to drive revenue and user engagement Strategic Partnerships & Investments: Evaluating & driving strategic and investment opportunities Business Projection & Analysis: Projecting business results and engage in strategic discussions with management regarding implications & strategic pivots Overall, you will shoulder the important responsibilities of: (a) At a product level: Design & drive new features to success, (b) At a company level: Define & align business priorities with management, and (c) At an industry level: Generate insights & your own views on the market. What We Look For Below are some key traits we look for, and a list of indicators we watch out for during our screening. (Note that the list is not exhaustive, nor do we expect candidates to possess all traits at the same time.) We value the ability & drive to learn over past experience, as we believe in investing in learning of our team. Intellectual prowess & curiosity Bachelor's Degree in Business Administration, Finance or related field 4+ years of work experience in a field requiring strong problem-solving skills, e.g., management consulting, investment banking, venture capital, equity research; Highly structured approach in thinking, analysis and output generation; Quick learner who is able to translate newly acquired knowledge into actionable insights; Proven ability to take initiative and be proactive in identifying and addressing challenges or opportunities, consistently anticipating and acting upon business needs. (Plus) Strong modeling skills; (Plus) Strong curiosity and a passion for continuous learning (Plus) Proficiency in SQL and Tableau (Plus) Track record in an extracurricular activity/ hobby, e.g., writing, arts, sports, etc.; Literacy in oral & written communication Clarity, conciseness and confidence in communication, e.g., experience communicating with senior stakeholders, public presentations and/ or teaching, a portfolio of writing samples, etc. Ownership, agility & teamwork Pursuit of excellence, always going the extra mile to level up the quality of insights and deliverables; Self-driven and organized, with a relentless focus on following through on alignments and delivering results effectively; High-level of adaptability, being able to quickly reprioritize and iterate based on latest developments; Excellent attention to detail; Collaborative approach to teamwork, demonstrated through coordinating a complex project across multiple work-streams, leading a project team, etc.; (Plus) Experience working with teams from diverse backgrounds, e.g., cross-cultural, cross-industry. #LI-Senior#LI-Remote ***************** Empowered to think big. Try new opportunities while working with a talented, ambitious and supportive team.Transformational and proactive working environment. Empower employees to find thoughtful and innovative solutions.Growth from within. We help to develop new skill-sets that would impact the shaping of your personal and professional growth.Work Culture. Our colleagues are some of the best in the industry; we are all here to help and support one another.One cohesive team. Engage stakeholders to achieve our ultimate goal - Cryptocurrency in every wallet. Work Flexibility Adoption. Flexi-work hour and hybrid or remote set-up Aspire career alternatives through us - our internal mobility program offers employees a new scope. Are you ready to kickstart your future with us? BenefitsCompetitive salary Attractive annual leave entitlement including: birthday, work anniversary 401(k) plan with employer match Eligible for company-sponsored group health, dental, vision, and life/disability insurance Work Flexibility Adoption. Flexi-work hour and hybrid or remote set-up Aspire career alternatives through us. Our internal mobility program can offer employees a diverse scope. Our Crypto.com benefits packages vary depending on region requirements, you can learn more from our talent acquisition team. About Crypto.com:Founded in 2016, Crypto.com serves more than 150 million customers and is the world's fastest growing global cryptocurrency platform. Our vision is simple: Cryptocurrency in Every Wallet™. Built on a foundation of security, privacy, and compliance, Crypto.com is committed to accelerating the adoption of cryptocurrency through innovation and empowering the next generation of builders, creators, and entrepreneurs to develop a fairer and more equitable digital ecosystem. Learn more at ******************* Crypto.com is an equal opportunities employer and we are committed to creating an environment where opportunities are presented to everyone in a fair and transparent way. Crypto.com values diversity and inclusion, seeking candidates with a variety of backgrounds, perspectives, and skills that complement and strengthen our team. Personal data provided by applicants will be used for recruitment purposes only. Please note that only shortlisted candidates will be contacted.

Job DescriptionDescriptionFirm:Meaden & Moore is a leading CPA and business consulting firm that is a eight-time winner of The Plain Dealer's Top Workplaces, a six-time winner of Ohio Magazine's Best Places to Work and awarded Inside Public Accounting's Top 50 Best of Best Firms. All of these prestigious awards speak to how our firm is ran and managed which allows us to build successful careers and long-term opportunities for our team members to contribute and potentially become future owners of a successful practice. We are committed to providing outstanding professional services for our clients, rewarding careers for our staff, and diligent service to our communities. Since 1919, we have focused our expertise and resources on providing superior accounting, tax, forensic, and consulting services to a wide array of clients in a variety of industries. Through careful examination of the issues affecting business success, our CPAs, CFEs, CFFs, advisors, and auditors develop strategies and solutions to help our clients thrive in today's global economy. Position Summary: This position is responsible for the varied duties of many assignments running concurrently, ranging from building and maintaining client relationships to supervising, planning, and completing assignments, to the billing and collection process. The Senior Manager also assumes responsibility for the development, coaching, and supervision of staff, as well as firm growth and management through idea generation and business development. This position provides leadership, direction, and coordination of resources and personnel to ensure client satisfaction in the planning and execution of assignments. Key ResponsibilitiesEssential Duties and Responsibilities: Maintain a thorough understanding of property damage claims, complex business interruption claims, extra expense claims, and other insurance and litigation support analysis. Continue to maintain a comprehensive understanding of insurance policies and issues with the ability to explain clearly to others. Collaborate with peers about current firm and industry issues. Supervise the analysis and schedule preparation of Managers, Senior Accountants, Staff Accountants, and Interns for supervisor review. Serve as expert witness for litigation matters. Monitor WIP to determine appropriate timing of interim and/or final bills and issue bills accordingly. Monitor A/R and follow up as needed on collections. Assist with the recruiting efforts of professionals for the firm. Become a key contact for all technical and non-technical issues. Delegate responsibility to Managers, Senior Accountants, Staff Accountants, and Interns for the timely completion of assignments while maintaining greater responsibility for the ongoing satisfaction and service of the client. Assign teams to handle various claim tasks. Review schedules, reports, and correspondence to ascertain that they meet firm quality standards. Appropriately communicate with members of the investigative team to ensure that needed information is shared, and deadlines and modified deadlines are communicated. Work on simultaneous claims and successfully manage larger loss assignments. Consistently provide quality work product. Consistently meet established deadlines ensuring that work is complete and adequate time has been provided for review processes. Provide timely, consistent coaching and feedback to staff; assist staff in their career development and advancement. Follow Meaden & Moore's administrative practices including entering time, reporting expenses, preparing performance reviews, and completing other requested administrative requirements on a timely basis. Communicate with appropriate Vice President regarding status of assignment, including guidance on resolution of problems. Ensure that problems are communicated and resolved in a timely manner. Proactively participate in billing, collections and other administrative, practice management, or practice development matters. Respect and maintain the confidential and proprietary nature of the documentation and information obtained. Project a professional image as a representative of the firm and a role model for staff. Utilize skill and judgment in resolving issues to the satisfaction of the clients and the firm. Comply with the continuing professional education requirements of governing bodies. Seek opportunities to expand professional network, identifying new prospects and potential clients by generating business and actively participating in a leadership capacity. Actively participate in professional industry organizations. Skills, Knowledge and Expertise Bachelor Degree in Accounting (or related field). CPA license is preferred but not required. Minimum 7 years related experience. A thorough understanding of complex business interruption claims, extra expense claims, property damage claims and employee dishonesty claims. Comprehensive understanding of insurance policy terms and concepts. Interest and ability to serve the needs of all clients (internal and external). Exceptional verbal and written communication skills. Strong organizational and analytical abilities as well as excellent attention to detail Ability to effectively lead and manage Managers, Senior Accountants, Staff Accountants, and Interns. Proficient knowledge of Microsoft Office programs (Excel, Word, Outlook and PowerPoint). Demonstrated aptitude in the following: Building relationships and leadership ability Business development Project management Quantitative and qualitative research and analysis Our Commitment to Diversity and Inclusion and Benefits/CompensationOur Commitment to Diversity and Inclusion:Our human capital is the most valuable asset we have. The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities and talent that our employees invest in their work represents a significant part of not only our culture, but our reputation and company's achievement as well. We embrace and encourage our employees' differences in age, color, disability, ethnicity, family or marital status, gender identity or expression, language, national origin, physical and mental ability, political affiliation, race, religion, sexual orientation, socio-economic status, veteran status, and other characteristics that make our employees unique. Benefits/Compensation:Determining actual compensation relies on many factors including individual candidate experience, qualifications, and comparable benchmarks. Base compensation for this role typically ranges between $140,000 and $220,000. Additionally, we offer discretionary year-end bonuses to supplement your compensation package. We also offer a comprehensive benefits program that includes your choice of medical programs, dental and vision options, generous PTO and holidays, 401k, profit sharing, life insurance, Employee Assistance Program, pet insurance, various perks and discounts, and several bonus opportunities.

At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. **How will you make an impact in this role?** + Advance adoption of Amex debit capabilities + Manage processing partner relationships, integrations, and compliance; regularly engage with external partners on debit + Develop thorough documentation and operationally sustainable processes to ensure consistent results + Negotiate complex contracts with partners and customers + Create and expand relationships with key external debit partners + Develop technical proficiency and requisite fluency with network capabilities, including connectivity, specifications, and processes + Collaborate broadly, sharing roadmap and interoperability considerations, and thought-leadership regarding U.S. debit norms + Build strong positive relationships within Amex, including network, issuing, legal, pricing, policy, technology, and relationship management teams + Maintain deep and current knowledge about the payment services industry, debit and U.S. market trends, new and existing technologies, products, and services **Minimum Qualifications:** + Minimum 3 years' experience in the processing and acquiring of U.S. debit cards with processor, debit network, or acquirer + Sound technical aptitude, analytical, and problem-solving skills + Demonstrated ability to guide, contribute to, and execute on strategies to deliver outcomes aligned to business goals in matrixed organizations + Experience negotiating complex contracts with partners and/or customers + Proven ability to build, maintain, and leverage strong relationships with internal and external stakeholders, including industry partners + Track record of leading through change, challenging the status quo, and leading and producing results with or without authority + Excellent communication and interpersonal skills with the ability to articulate and illustrate complex issues in a simple, non-technical manner + Strong work ethic and organizational skills, with high level of intellectual curiosity, initiative, drive, and attention to detail + Potential travel required within U.S. (~10%) + Bachelor's degree or equivalent industry experience required. **Preferred Qualifications:** + Expansive and active network across payments industry. **Qualifications** Salary Range: $103,750.00 to $174,750.00 annually bonus benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: + Competitive base salaries + Bonus incentives + 6% Company Match on retirement savings plan + Free financial coaching and financial well-being support + Comprehensive medical, dental, vision, life insurance, and disability benefits + Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need + 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy + Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) + Free and confidential counseling support through our Healthy Minds program + Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site . American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the United States is required as the company will not pursue visa sponsorship for these positions. **Job:** Network **Primary Location:** United States **Other Locations:** US-Arizona-Phoenix, US-New York-New York **Schedule** Full-time **Req ID:** 25021234

Credit Acceptance is proud to be an award-winning company with local and national workplace recognition in multiple categories! Our world-class culture is shaped by dedicated Team Members who share a drive to succeed as professionals and together as a company. A great product, amazing people and our stable financial history have made us one of the largest used car finance companies nationally. Our Engineering and Analytics Team Members utilize the latest technology to develop, monitor, and maintain complex practices that help optimize our success. Our Team Members value being challenged, are encouraged to express their ideas, and have the flexibility to enjoy work life balance. We build intrinsic value by partnering with all functions of our business to support their success and make strategic business decisions. We focus on professional development and continuous improvement while enjoying a casual work environment and Great Place to Work culture! The Manager/Senior Manager leads complex modeling initiatives and drives innovation in machine learning and data science. The Manager/Senior Manager designs and deploys advanced statistical and ML models that inform strategic decisions across credit risk, collections, and operations. While formal people management may not be required, the role demands strong leadership, expert-level hands-on model development, deep technical expertise, mentorship, and business acumen to elevate the organization's analytics capabilities. Outcomes and Activities: This position will work from home; occasional planned travel to an assigned Southfield, Michigan office location may be required. However, this position is permitted to work at a Southfield, Michigan office location if requested by the team member. Lead the design and deployment of predictive models for credit risk, collections, and operations Integrate advanced ML techniques (e.g., ensemble models, deep learning, NLP) Mentor and support junior and peer-level data scientists Promote adoption of modern data science tools and platforms Present insights to senior and cross-functional stakeholders Drive experimentation with emerging techniques (e.g., causal inference, GenAI) Requirements: Master's or Ph.D. in a quantitative field 5+ years of experience in predictive modeling and analytics (Manager) 8+ years of experience in predictive modeling and analytics (Senior Manager) 5+ years of experience applying ML in production environments (Manager) 6+ years of experience applying ML in production environments (Senior Manager) Advanced proficiency in Python, SQL, and statistical tools (e.g. R, SAS) Experience with cloud platforms and MLOps tools (Senior Manager) Demonstrated leadership in cross-functional initiatives Thought leader with strong communication and stakeholder management skills Preferred: Experience in consumer lending Experience with model governance, explainability, and responsible AI Experience with cloud platforms and MLOps tools (Manager) Targeted Compensation: Manager: $158,975 - $233,163 base salary + an annual bonus plan Senior Manager: $184,354 - $270,386 base salary + an annual bonus plan This position is not currently open to individuals who require sponsorship now or in the future to work legally for Credit Acceptance, such as H-1b / H-4 or F-1 OPT visa holders. #LI-Remote #zip INDCSHP Benefits Excellent benefits package that includes 401(K) match, adoption assistance, parental leave, tuition reimbursement, comprehensive medical/ dental/vision and many nonstandard benefits that make us a Great Place to Work Our Company Values: To be successful in this role, Team Members need to be: Positive by maintaining resiliency and focusing on solutions Respectful by collaborating and actively listening Insightful by cultivating innovation, accumulating business and role specific knowledge, demonstrating self-awareness and making quality decisions Direct by effectively communicating and conveying courage Earnest by taking accountability, applying feedback and effectively planning and priority setting Expectations: Remain compliant with our policies processes and legal guidelines All other duties as assigned Attendance as required by department Advice! We understand that your career search may look different than others. Our hiring team wants to make sure that this would be a fit not just for us, but for you long term. If you are actively looking or starting to explore new opportunities, send us your application! P.S. We have great details around our stats, success, history and more. We're proud of our culture and are happy to share why - let's talk! Required degrees must have been earned at institutions of Higher Education which are accredited by the Council for Higher Education Accreditation or equivalent. Credit Acceptance is dedicated to providing a safe and inclusive working environment for all. As part of our Culture of Compliance, we are proud to be an Equal Opportunity Employer and value our culturally diverse workforce. All qualified applicants will receive consideration for employment regardless of the person's age, race, color, religion, sex, gender, sexual orientation, gender identity, national origin, veteran or disability status, criminal history, or any other legally protected characteristic. California Residents: Please click here for the California Consumer Privacy Act (CCPA) notice regarding the personal information Credit Acceptance may collect from you. Play the video below to learn more about our Company culture.

What to Expect Work on high-impact and diverse projects- You will have the opportunity to advise management on emerging industry trends and key business decisions, optimize key processes, and orchestrate key initiatives. Your work will be important to our business growth and sustainability, and cover a broad spectrum of topics. Own your initiative from end to end- You get to experience the full product cycle - from conception of an idea, to product launch, and ongoing KPI monitoring. You get to see the results of your recommendations & decisions with live data reporting. You get to truly own initiatives that you help to design & continuously improve, from end to end. Learn something new every day- Most if not all projects at Crypto.com are cross-functional, meaning you will be sitting at a roundtable or brainstorming on a whiteboard with colleagues & experts from diverse backgrounds - blockchain engineering, mobile development, design, cybersecurity, customer acquisition, fraud management, banking & finance… What You'll Do In this role, you will spearhead the strategic direction of our core products including our Main App Trading, Loyalty Programs, VISA Card and Pay, among others. Below are some activities you may find yourself doing: Strategic Visionary: Assisting the Strategy team to conceptualize, execute and monitor key strategic initiatives aimed at driving commercial success Subject Matter Expertise: Develop deep subject matter expertise in Crypto CEX trading, Loyalty Program Design, Crypto Payments and other relevant domains Pricing Strategy Optimization: Developing optimal pricing strategies for our all core products (proficiency in Excel modeling and generating data-driven insights is expected) Market Research & Analysis: Developing thematic research memos to advise on market/ sub-sector strategy; Project Coordination & Management: Coordinating cross-functional projects end-to-end from timeline/ deliverable planning to tracking/ reporting; Product Development: Designing & drafting requirements for a new product or feature; Performance Evaluation & Optimization: Deciding & analyzing product KPIs and recommending improvements to drive revenue and user engagement Strategic Partnerships & Investments: Evaluating & driving strategic and investment opportunities Business Projection & Analysis: Projecting business results and engage in strategic discussions with management regarding implications & strategic pivots Overall, you will shoulder the important responsibilities of: (a) At a product level: Design & drive new features to success, (b) At a company level: Define & align business priorities with management, and (c) At an industry level: Generate insights & your own views on the market. What We Look For Below are some key traits we look for, and a list of indicators we watch out for during our screening. (Note that the list is not exhaustive, nor do we expect candidates to possess all traits at the same time.) We value the ability & drive to learn over past experience, as we believe in investing in learning of our team. Intellectual prowess & curiosity Bachelor's Degree in Business Administration, Finance or related field 4+ years of work experience in a field requiring strong problem-solving skills, e.g., management consulting, investment banking, venture capital, equity research; Highly structured approach in thinking, analysis and output generation; Quick learner who is able to translate newly acquired knowledge into actionable insights; Proven ability to take initiative and be proactive in identifying and addressing challenges or opportunities, consistently anticipating and acting upon business needs. (Plus) Strong modeling skills; (Plus) Strong curiosity and a passion for continuous learning (Plus) Proficiency in SQL and Tableau (Plus) Track record in an extracurricular activity/ hobby, e.g., writing, arts, sports, etc.; Literacy in oral & written communication Clarity, conciseness and confidence in communication, e.g., experience communicating with senior stakeholders, public presentations and/ or teaching, a portfolio of writing samples, etc. Ownership, agility & teamwork Pursuit of excellence, always going the extra mile to level up the quality of insights and deliverables; Self-driven and organized, with a relentless focus on following through on alignments and delivering results effectively; High-level of adaptability, being able to quickly reprioritize and iterate based on latest developments; Excellent attention to detail; Collaborative approach to teamwork, demonstrated through coordinating a complex project across multiple work-streams, leading a project team, etc.; (Plus) Experience working with teams from diverse backgrounds, e.g., cross-cultural, cross-industry. #LI-Senior#LI-Remote ***************** Empowered to think big. Try new opportunities while working with a talented, ambitious and supportive team.Transformational and proactive working environment. Empower employees to find thoughtful and innovative solutions.Growth from within. We help to develop new skill-sets that would impact the shaping of your personal and professional growth.Work Culture. Our colleagues are some of the best in the industry; we are all here to help and support one another.One cohesive team. Engage stakeholders to achieve our ultimate goal - Cryptocurrency in every wallet. Work Flexibility Adoption. Flexi-work hour and hybrid or remote set-up Aspire career alternatives through us - our internal mobility program offers employees a new scope. Are you ready to kickstart your future with us? BenefitsCompetitive salary Attractive annual leave entitlement including: birthday, work anniversary 401(k) plan with employer match Eligible for company-sponsored group health, dental, vision, and life/disability insurance Work Flexibility Adoption. Flexi-work hour and hybrid or remote set-up Aspire career alternatives through us. Our internal mobility program can offer employees a diverse scope. Our Crypto.com benefits packages vary depending on region requirements, you can learn more from our talent acquisition team. About Crypto.com:Founded in 2016, Crypto.com serves more than 150 million customers and is the world's fastest growing global cryptocurrency platform. Our vision is simple: Cryptocurrency in Every Wallet™. Built on a foundation of security, privacy, and compliance, Crypto.com is committed to accelerating the adoption of cryptocurrency through innovation and empowering the next generation of builders, creators, and entrepreneurs to develop a fairer and more equitable digital ecosystem. Learn more at ******************* Crypto.com is an equal opportunities employer and we are committed to creating an environment where opportunities are presented to everyone in a fair and transparent way. Crypto.com values diversity and inclusion, seeking candidates with a variety of backgrounds, perspectives, and skills that complement and strengthen our team. Personal data provided by applicants will be used for recruitment purposes only. Please note that only shortlisted candidates will be contacted.

JOB SUMMARYAs an Audit Senior Manager, you will be a pivotal leader responsible for overseeing and directing the execution of audit engagements across our diverse clientele. Your extensive experience in audit and assurance, combined with exceptional leadership skills, will drive the firm's commitment to delivering top-tier client service, maintaining the highest standards of quality, and fostering the professional growth of your team. Engagement Leadership Lead and manage a team of audit professionals, including managers, seniors, and staff members, in planning, executing, and concluding audit engagements Ensure adherence to engagement timelines, budgets, and firm standards Client Relationship Management Cultivate and maintain strong client relationships, serving as a trusted advisor and primary point of contact for audit engagements Provide strategic insights and recommendations to clients for enhancing financial processes, controls, and reporting Audit Planning and Strategy Collaborate with partners and directors to develop comprehensive audit strategies and plans that align with client objectives, risks, and regulatory requirements Oversee resource allocation, assignment of roles, and development of audit programs Audit Execution, Review and Technical Expertise: Perform intricate audit procedures and review complex accounting and auditing matters to ensure the accuracy and integrity of financial statements and disclosures Apply deep technical knowledge of accounting principles (GAAP), auditing standards, and regulations Team Development and Mentorship Foster a culture of continuous learning and professional growth within the audit team Provide guidance, mentorship, and coaching to managers, seniors, and staff members, enabling their success and development Quality Control and Assurance Ensure that audit documentation, reports, and conclusions meet the highest standards of accuracy, completeness, and compliance with firm policies and regulatory guidelines Implement best practices to enhance the quality and efficiency of audit engagements Business Development Identify opportunities to expand the firm's client base and service offerings Contribute to business development activities, including client proposals, presentations, and networking Risk Management Assess and manage risks associated with audit engagements, including potential areas of concern, conflicts, and liability Implement strategies to mitigate and minimize risks for the firm and clients Thought Leadership Stay current with evolving accounting standards, industry trends, and regulatory changes Share insights and knowledge with the audit team and contribute to the firm's thought leadership initiatives Supervisory responsibilities Will supervise subordinate team members Work environment Work is conducted in a professional office environment with minimal distractions Physical demands Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time Must be able to lift to 15 pounds at a time Travel required Travel may be frequent and unpredictable, depending on client's needs Required education and experience Bachelor's degree in accounting, finance, or a related field 8+ years of relevant experience 5+ years of relevant audit experience within a CPA firm, with progressive leadership responsibilities CPA license is required; equivalent certifications are required for IT audit Responsible for completing the minimum CPE credit requirement Specific positions may require additional industry or specialization certifications Preferred education and experience Experience in professional service environment, such as a CPA firm, financial consulting firm, or similar setting Other duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice. WHO WE ARE UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms. WHAT WE OFFER POSITIVE WORK ENVIRONMENT Enjoy a collaborative and supportive work environment where teamwork is valued. ATTRACTIVE COMPENSATION PACKAGES Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual. COMPREHENSIVE BENEFIT PACKAGE Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.

JOB SUMMARYAs a Senior Manager in the Estate, Gift, and Trust group, you will lead and manage the firm's most complex and high-value client engagements. You will oversee the delivery of strategic tax compliance and planning services for high-net-worth individuals, families, and their advisors. This role requires an advanced understanding of estate, gift, and trust taxation, combined with strong leadership and management skills to guide a team, build client relationships, and contribute to the strategic direction of the firm. Leadership in Tax Compliance and Oversight: Oversee the preparation and review of advanced estate, gift, and trust tax returns (Forms 706, 709, and 1041) with a focus on accuracy and strategic tax optimization Ensure that all engagements comply with federal, state, and local tax regulations, while proactively addressing complex tax issues Provide expert guidance on tax positions and ensure that all tax filings are completed accurately and timely Strategic Tax Planning and Advisory Services: Lead the development and execution of sophisticated tax planning strategies, helping clients maximize wealth transfer while minimizing tax burdens Build and maintain trusted relationships with clients, attorneys, financial advisors, and other stakeholders to provide holistic wealth management solutions Proactively identify opportunities to add value to clients by leveraging advanced tax strategies and tools Client Relationship Management and Business Development: Serve as the primary point of contact for high-value clients, managing their complex needs and delivering exceptional service Cultivate and maintain long-term relationships with clients, fostering loyalty and identifying opportunities for additional services Play a key role in business development, assisting in identifying new opportunities and expanding the firm's client base Team Leadership and Development: Manage, mentor, and motivate a team of professionals, fostering a culture of collaboration, continuous learning, and excellence Review and provide constructive feedback on team members' work to ensure accuracy and adherence to firm standards Develop and implement training programs to elevate team capabilities, preparing staff for future leadership roles Technical Leadership and Thought Leadership: Serve as a technical resource within the firm, staying ahead of changes in estate, gift, and trust tax laws, regulations, and industry trends Conduct and oversee research on complex tax issues, providing strategic insights and delivering practical solutions to clients Develop thought leadership materials and client alerts to position the firm as a trusted advisor in the estate and trust tax space Process Optimization and Innovation: Lead initiatives to streamline workflows, improve efficiency, and implement best practices across the team Identify and drive technological innovations to enhance service delivery and optimize the client experience Oversee the integration of new technologies and tools to continuously improve tax compliance and planning processes Supervisory responsibilities Will supervise subordinate team members Work environment Work is conducted in a professional office environment with minimal distractions Physical demands Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time Must be able to lift up to 15 pounds at a time Travel required Travel may be frequent and unpredictable, depending on client's needs Required education and experience Bachelor's degree in accounting, finance, or a related field Minimum 5 accounting classes, 1 tax class, and one business law class 8+ years of relevant experience preparing and reviewing estate, gift and trust returns Possession of professional certification(s) such as CPA, Enrolled Agent, LLM, CFP, MST, or Juris Doctor (JD) Experience in professional service environment, such as a CPA firm, financial consulting firm, or similar setting Specific positions may require additional industry or specialization certifications Responsible for completing the minimum CPE credit requirement Software: Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, Checkpoint for Tax Research Other duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice. WHO WE ARE UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms. WHAT WE OFFER POSITIVE WORK ENVIRONMENT Enjoy a collaborative and supportive work environment where teamwork is valued. ATTRACTIVE COMPENSATION PACKAGES Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual. COMPREHENSIVE BENEFIT PACKAGE Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity USAA is seeking two talented Solutions Management Consultants to join the Life Company Direct Distribution Team. As a Solutions Management Consultant, you will serve as the primary sales coach and on the job training coordinator for the Life Co. MSR distribution channels. Works with Product Owners, Process Owners, Experience Owners, and Compliance stakeholders to evaluate products, advice, and solutions to develop and deliver compliant sales strategies through training and sustainment activities designed to increase specialist effectiveness to meet member needs and business goals. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, or Tampa, FL. Relocation assistance is not available for this position. What you'll do: Applies advanced knowledge of retirement income solutions, life and health insurance products, long term care, investment products and related topics. Identifies opportunities to enhance product and service offerings to members and increase specialist product knowledge. Identifies and coordinates the life-cycle training needs of retirement income solutions, life and health insurance products, investment products and related topics as needed. Evaluates, develops and/or implements educational and training deliverables, such as seminars, white papers, PowerPoints, and coaching sessions, about available solutions to specialists. Analyzes business unit sales by product to monitor performance and develops and recommends strategies and best practices to meet goals. Conducts book of business or member analysis to assist specialists in identifying member needs and pipeline management Collaborates with specialists to evaluate and/or present solutions and related advice. Follows defined training routines, effectively reports activity, and manages follow up and sustainment. Develops and maintains written procedures and ensures they are current and compliant with applicable laws, rules, and regulations. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. (Total of 10 years of experience without bachelor's degree) 6 years of experience with wholesaling, sales training, and coaching, or related financial services experience. Experience working with qualified and nonqualified retirement plans, all annuity types (including fixed, variable, and immediate) and individual retirement accounts. Advanced knowledge of life insurance products to include term, permanent, and health solutions. Knowledge of relevant industry technology applications, such as Salesforce, Conversant, CRM, MetricStream, NICE and other industry related applications. Demonstrated experience in developing communications and delivering key information effectively to stakeholders and all levels of management to influence decisions centered around sales and business optimization. Knowledgeable in the applications of Agile processes and procedures. Knowledgeable in the application of risk management framework and regulatory requirements for Life Co. What sets you apart: US military experience through military service or a military spouse/domestic partner Current / Active FINRA Series 7 Current / Active Life/Health license CFP (Certified Financial Planner), CLU (Chartered Life Underwriter), or RICP (Retirement Income Certified Professional) designations 10 or more years of experience with wholesaling, sales training, and coaching on financial service products. Previous leadership experience with strong feedback delivery skills Proven track record of coaching others and driving successful behaviors. Working experience with Life, Health and Annuity products and ability to articulate complex concepts. Experience building relationships and working in a matrixed environment. Strong facilitation skills and experience building presentations. Experience utilizing financial planning tools (i.e. Life or Retirement income calculations). Compensation range: The salary range for this position is: $103,450 - $197,730 USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com. Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity Join our Member Value team as a Director of Business and Data Analytics. Lead a talented team to transform member service experiences through end-to-end analytics. You'll uncover insights to drive higher satisfaction and value for our members, refine service strategies, and optimize performance. Partner with business leaders, mentor analytical staff, and translate complex data into actionable recommendations to drive significant change. Shape the future of member experience with data-driven insights. This role is remote eligible in the continental U.S. with occasional business travel. However, individuals residing within a 60-mile radius of a USAA office will be expected to work on-site four days per week. Relocation assistance is available for this position. What you'll do: Leads and collaborates on the strategic, tactical, operational, and financial responsibilities associated with CoSA data storage, data preparation, data exploration, information governance, analytics and information delivery. Oversees and coordinates the strategy of subfunctions in the establishment and execution on the delivery of information and analytics platforms and solutions to the business' key stakeholders and cross-CoSA partners. Responsible for successful end to end process of information management, analytics and delivery. Ensures industry trends and best practices are evaluated and integrated into current process, technology, and development of strategic plans. Provides thought leadership and system thinking to influence relevant data, information, and application architecture decisions to include staying abreast of changes or evolution to industry standards. Leads data reporting to identify reporting opportunities, analytics, and complex projects that includes retirement of reports and promotion of advanced self service capabilities. Provides input on strategic insights to senior leaders and key stakeholders that contribute to functional objectives. Understands the business direction, environment, and strategies, to set the analytic direction and creates strategy to execute the approach that will influence business and drive change. Influences and oversees innovation, provides direction on work prioritization, manages capacity, assists with problem resolution. Oversees the Information delivery experience and risks to ensure teams maintain understanding of business processes, supporting data and applications and presentation of findings and recommendations. Identifies and pursues opportunities to utilize advanced data a delivery and business solutions techniques to optimize their contribution to resolving business issues. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's Degree in Statistics, Mathematics, Operations Research, Engineering or other quantitative field (e.g. finance or a social/behavioral science); OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. 8 years data and analytics related experience, generating results in a complex financial services organization. 3 years of people leadership experience in building, managing and/or developing high-performing teams. Experience collaborating with key resources and stakeholders, influencing decisions and managing work to achieve strategic goals. Strong business acumen in the areas of measuring business outcomes, business operations, industry practices and emerging trends. Experience leading projects using Agile methodologies. Experience conducting moderately large scale data analysis using internal and external data to support business decision making. Proven ability to tell a story through data and communicate effectively with executive level leadership. What sets you apart: Prior U.S. military service or being a military spouse/domestic partner is highly valued. An advanced degree in a quantitative field such as Economics, Finance, Statistics, Mathematics, Actuarial Sciences, Operations Research, Data and/or Business Analysis, Data Science, or a related discipline. A deep understanding of the customer/member journey and service operations. Demonstrated ability to innovate, develop, and implement advanced analytical strategies to enhance member experience across all touchpoints. Exceptional communication and presentation skills, with a proven talent for translating complex insights into tangible business impact. Proven experience in building, mentoring, and leading high-performing analytics teams to achieve strategic objectives. Compensation range: The salary range for this position is: $164,780 - $314,960. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com. Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Provides program management expertise and consultation to business in order to meet department and cross department goals. Responsible for developing, maintaining, and revising program deliverables. Oversees business programs from initiation through rollout and ongoing program management. Accountable for driving programs with medium complexity. Program Management includes managing multiple different projects within a program / portfolio which incorporate multiple larger initiatives and overseeing programs / portfolios and initiatives which are ongoing. Primary Duties & Responsibilities: * Independently leads moderately sized, medium complexity programs or portfolios. Responsible for managing scope, risk, business value, schedule and budget. * Assists in defining objectives to be accomplished by the program team and developing the program plan. Manages programs to ensure appropriate allocation of resources according to program objectives, specifications, deliverables, and changes. * Drives for clarity on program objectives, priorities, and measures. Takes a broad perspective to identify and recommend solutions for program needs. * Develops strong relationships with business clients to manage program delivery expectations and implementation. manages the resources and vendors assigned to program by verifying progress and removing obstacles. * Makes connections across teams to drive identification and managing of inter-dependencies. * Responsible for gathering and delivering metrics required by the program. Uses data to make successes and challenges visible, and to drive insights and action plans to continually adjust and pursue program goals. Leveraging tools and techniques to enable end-to-end value delivery and the best ongoing rollout and ongoing experience. * Builds and maintains strong depth and breadth of industry and company initiatives, products, etc in order to incorporate knowledge in to program objectives. * Understands the key business drivers as they relate to the programs. Conduct analysis to identify scope and nature of program deliverables; programs are intended to solve a department or business need. Qualifications: * Bachelor's Degree with an emphasis in, Business, Project Management or related field preferred OR a significant amount of directly-related work experience beyond the minimum required for the position * Minimum 5 years of related experience to include project analysis, design, documentation, project/support management. * Ability to work with general direction to scope, plan and manage cross-department or multi-department programs * Demonstrated ability to lead and manage complex assignments. * Ability to prioritize work and handle multiple tasks simultaneously, work under pressure and meet tight deadlines. * Seen as a team player and is supportive of group decisions and ideas. * Written and oral communications skills with the ability to build rapport within the company, field and /or outside vendors. * High degree of personal initiative and motivation. * Degree with a project management emphasis or PMI certification preferred * Experience with project methodology through project life cycle phases Compensation Range: Pay Range - Start: $84,350.00 Pay Range - End: $156,650.00 Geographic Specific Pay Structure: Structure 110: $92,820.00 USD - $172,380.00 USD Structure 115: $97,020.00 USD - $180,180.00 USD We believe in fairness and transparency. It's why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you're living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more. Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now! Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.

Provides program management expertise to support the strategy and execution of scalable systems that enable the growth and success of Northwestern Mutual's field force. Responsible for developing, maintaining, and revising program deliverables. Oversees business programs of moderate complexity from initiation through rollout and ongoing program management. Acts as a subject matter expert in talent acquisition to support the field in their local acquisition tactics and provides the right resources to help fill the talent pipeline of the distribution system. Facilitates key priorities by managing cross-functional collaborations and effectively engaging with primary field audiences to drive the success of strategic initiatives. Primary Duties & Responsibilities: * Partners with field recruiters and leaders to integrate sourcing methods and referral systems into recruiting practices, while also consulting on and developing recruitment strategies, communications, and guidance to drive adoption of these initiatives. * Translates best practices into practical, easy-to-understand training materials that enable consistent application at scale. * Independently leads moderately sized, medium complexity programs or portfolios. Responsible for managing scope, risk, business value, schedule and budget. * Assists in defining objectives to be accomplished by the program team and developing the program plan. Manages programs to ensure appropriate allocation of resources according to program objectives, specifications, deliverables, and changes. * Drives for clarity on program objectives, priorities, and measures. Takes a broad perspective to anticipate, identify and recommend solutions for program needs. * Develops strong relationships with business clients to manage program delivery expectations and implementation. manages the resources and vendors assigned to program by verifying progress and removing obstacles. * Makes connections across teams to drive identification and managing of inter-dependencies. Facilitates clear and effective communication with stakeholders. * Responsible for gathering and delivering metrics required by the program. Uses data to make successes and challenges visible, and to drive insights and action plans to continually adjust and pursue program goals. Leveraging tools and techniques to enable end-to-end value delivery and the best ongoing rollout and ongoing experience. * Builds and maintains strong depth and breadth of industry and company initiatives, products, etc in order to incorporate knowledge in to program objectives. * Develops, maintains and updates program related materials and resources, ensuring accuracy, consistency and accessibility. * Understands the key business drivers as they relate to the programs. Conduct analysis to identify scope and nature of program deliverables; programs are intended to solve a department or business need. Qualifications: * Bachelor's Degree with an emphasis in, Business, Project Management or related field preferred OR a significant amount of directly-related work experience beyond the minimum required for the position * Minimum 5 years of related experience to include project analysis, design, documentation, project/support management. * Ability to work with general direction to scope, plan and manage cross-department or multi-department programs * Demonstrated ability to lead and manage complex assignments. * Ability to prioritize work and handle multiple tasks simultaneously, work under pressure and meet tight deadlines. * Seen as a team player and is supportive of group decisions and ideas. * Written and oral communications skills with the ability to build rapport within the company, field and /or outside vendors. * Proven ability to develop engaging and professional content that effectively communicates key messages. * High degree of personal initiative and motivation. * Experience with project methodology through project life cycle phases Compensation Range: Pay Range - Start: $84,350.00 Pay Range - End: $156,650.00 Geographic Specific Pay Structure: 200 - Structure 110: 92,820.00 USD - 172,380.00 USD 200 - Structure 115: 97,020.00 USD - 180,180.00 USD We believe in fairness and transparency. It's why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you're living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more. Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now! Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.