Location: Plano, TX, US

Workplace: Full Time

Department: Financial Services

Job Description:

Auto req ID: 49038 

Harley-Davidson Financial Services (HDFS), a wholly-owned subsidiary of Harley-Davidson, Inc., offers a wide range of financial products and services to motorcycle enthusiasts and Harley-Davidson dealerships. Products available to consumers include financing on motorcycles, MotorClothes™, and parts and accessories; cycle insurance; and extended service plans for Harley-Davidson® motorcycles.

You’ll play a pivotal role in helping us create the company we want to be. And for our employees and H-D community it’s done through being fair, honest, positive and creative. This isn’t just any company. And yours isn’t just any career. It’s part of your story. Ride with us and make it legendary.

Located just outside of the heart of DFW, and in one of the fastest growing suburbs, the Plano, Texas office serves as one of the Company's two operations centers. It serves as the main hub for HDFS’ Commercial Finance business, and also houses employees representing Rider Services, Underwriting, Risk, Enterprise Project Management, Accounting, Compliance, Human Resources, Global Information Services, Communications, and Legal. While this is the primary location for the role, we are also open to a candidate in the Chicago, IL market.  

Job Summary

Acting as a trusted advisor to executive leadership, this position ensures alignment between external capital markets and internal business objectives, delivering sustainable financial performance and competitive advantage. The role leads a growing team, starting with one direct report, and requires exceptional ability to navigate complex, cross-matrixed relationships across the Enterprise.

Job Responsibilities

Strategic Leadership & Capital Strategy

Investor Relationship Management

Financial Analysis & Enterprise Reporting

Risk Management & Compliance

Market Intelligence & Thought Leadership

Education Requirements

Education Specifications

Experience Requirements

Location & Travel

Harley-Davidson is an equal opportunity employer that continues to build a culture of inclusion, belonging and equity through our commitment to attracting and retaining erse talent from all backgrounds, without regard to race, color, religion, sex, sexual orientation, national origin, gender identity, age, disability, veteran status or any other characteristic protected by law. We believe in fairness and providing a level playing field for all. We foster a culture that thrives on erse perspectives and contributions to ignite the creativity and innovation to fuel our business and enhance the employee and customer experience.

The pay range shown represents the national average pay range for this role. Your pay may be more or less than the stated range and is dependent on your geographic location and level of experience.

We offer an inclusive compensation package for all full-time employees including, but not limited to, bonus programs, health insurance benefits, a 401k program, onsite fitness centers, employee discounts on products and accessories, and more. Learn more about Harley-Davidson here.

Applicants must be currently authorized to work in the United States. 

Direct Reports: Yes  

#LI-HDFS

Title: Audit Project Manager - Corporate Functions

Location: Minneapolis, MN, United States Charlotte, NC, United States Irving, TX, United States Milwaukee, WI, United States

Job Description:

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.

Job Description

The Corporate Audit Services (CAS) Audit Project Manager (APM) is primarily responsible for planning and conducting audit engagements, inidually or as part of a team. As the lead auditor, the APM helps influence engagement scope with support from primary audit manager, performs internal audit procedures, and prepares audit reports. This inidual may also be involved in other side projects, department initiatives, and other administrative audit activities.

Primary Responsibilities

• Supervising audit staff in the completion of audit engagements, ensuring the highest quality work delivered timely. Supervision includes:

• Assessing work performed by staff by providing coaching notes that are relevant to the scope, accuracy and completeness of work performed.

• Performing sufficient reviews to ensure work contains relevant facts to support audit scope and conclusions and adhere to internal audit policies and procedures.

• Reviewing issues to ensure potential exposures and significance are included, root causes are identified, and operationally effective and cost-effective actions to address those causes are developed into appropriate recommendations.

• Completing or assisting managers in planning audit engagements. Includes identifying and analyzing business processes, key risks and critical controls; interviewing auditees; determining audit scope; evaluating control design adequacy; and developing audit programs which provide sufficient guidance for testing control performance effectiveness and making evaluations which effectively achieve audit objectives.

• Assisting the managers in reporting and wrap-up phases of audits. Includes appropriate disposition of issues and drafting audit reports which include issues.

• Monitoring progress of audit engagements against plan and schedule. Includes making necessary adjustments and promptly completing work paper reviews on a timely basis to ensure all issues are identified and dispositioned prior to report draft issuance.

• Providing on-the-job training for staff. Includes business knowledge of products, services, and delivery systems; company policies and procedures; applicable laws and regulations; and formal/informal control frameworks.

• Collaborating across the three lines of defense regarding business processes, risks, and controls.

• Coordinating audit activities by integrating other internal audit subject matter teams (Information Technology, Anti-Money Laundering, Compliance, Risk Management, Treasury, etc.) to ensure appropriate and efficient coverage of the business products, services and processes.

• Managing the team's workload to assist other audit teams when resources are needed for areas of higher risk.

• Performing other duties as requested by management.

Preferred Skills/Experience:

• Prior experience in the following areas is highly preferred: corporate real estate and procurement; marketing, analytics and customer experience; strategic financial initiatives, and public affairs and communications.

• Considerable knowledge of applicable laws, regulations, financial services, and regulatory trends that impact their assigned line of business

• Considerable understanding of the business line's operations, products/services, systems, and associated risks/ controls.

• Considerable knowledge of Risk/Compliance/ Audit competencies and ability to hold others accountable on inidual projects.

• Advanced process facilitation, project management, and analytical skills for complex processes.

Tag: INDMO

• This role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days.

If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.

Benefits:

Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:

• Healthcare (medical, dental, vision)

• Basic term and optional term life insurance

• Short-term and long-term disability

• Pregnancy disability and parental leave

• 401(k) and employer-funded retirement plan

• Paid vacation (from two to five weeks depending on salary grade and tenure)

• Up to 11 paid holiday opportunities

• Adoption assistance

• Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

Review our full benefits available by employment status here.

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

E-Verify

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.

The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $105,400.00 - $124,000.00

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.

Title: Document Compliance Coordinator

Location: US - Remote

Job Description:

Put your talents to work at PCM! Whether you work in our Home Care, Clinical Research, Impairments, or Catastrophic Care ision, you will support our mission to deliver care and other services that enhance the quality of life of our clients. Be a part of our dynamic client-focused team and make a difference in your career!

Assists Quality team members with administrative duties. A Document Compliance Coordinator manages, tracks, and maintains a company's records (digital & hardcopy), ensuring quality and compliance by handling document lifecycles, managing approvals, updating systems (like SharePoint), performing data entry, and supporting audits., requiring strong organizational skills, detail-orientation, and proficiency in MS Office and document management software.

Qualifications

• 1-2 years of experience in a professional office setting.
• Detail oriented and accountable for their efforts.
• Strong organizational skills
• Excellent verbal and written communication skills.
• Proficient in Microsoft Office suite.
• Proficiency in document management software.

Essential Functions/Areas of Accountability

• Work cross-functionally with other departments including Quality, Training, Project Management, Site Network, and Legal/Compliance.
• Document Lifecycle Management: Receive, log, file, scan, label, and archive documents and change requests
• Quality & Compliance: Ensure documents (SOPs, batch records) meet company and regulatory standards (GCP).
• System Maintenance: Update databases, track document status Support & Coordination: Assist staff with document retrieval, support audits, and help prepare/review procedural documents.
• Other duties as assigned.

The typical base pay range for this role is USD $60,320 - $86,320 per year.

Inidual base pay depends on various factors, in addition to primary work location, complexity and responsibility of role, job duties/requirements, and relevant experience, skills and other market-based factors.

Available Benefits Include

• Medical
• Dental
• Vision
• 401(k)
• Company Paid Short Term Disability
• Flexible Spending Account (FSA)
• Health Savings Account (HSA)
• Paid Time Off
• Voluntary Benefits

Title: Associate, Asset Management - FNMA-3

Location: Dallas, TX (Pearl St)

Columbus, OH

Overland Park, KS

Job Description:

Purpose and Job Summary:

The primary focus of the Asset Manager position is to provide outstanding service to internal and external clients, and to aid in the administration of our complex servicing portfolio of FNMA and Freddie Mac loans. The Asset Manager will contribute to the asset management team by participating in various duties related to the administrative, financial, capital and operations of the portfolio.

Essential Duties and Responsibilities:

• Monitor physical condition of property collateral by reviewing or conducting property inspections. Follow up with borrower for completion of any required repairs, ensuring completion prior to agreement expiration (if applicable), and advise Investor accordingly.

• Collect, review and analyze property financial operations by the specified due date. Identify underperforming and potentially troubled assets, and escalate through the proper channels to assure that performance issues are appropriately addressed.

• Assess and manage risk by preparing credit watch list rating write ups for executive review and approval

• Review documents from closing to perform loan set up of new or converted loans. As needed, follow up with closing coordinator and legal counsel to collect any missing loan documents, and disseminate pertinent insurance, tax and other information from closing.  Set up appropriate follow up systems to manage ongoing compliance with loan document covenants and ensure proper file set-up.

• Review and approve disbursements from replacement reserves, completion repair, and other collateral escrows in accordance with Investor and established departmental guidelines

• Make collection calls on loans where payments are not received within specified timeframes, follow up to ensure payment receipt, and report status periodically per established guidelines.  Participate in problem loan discussions or required research.  Coordinate sending late payment letters and collection of late charges.  On loans under workout situations, monitor per modified documents and report as required.

• Ensure all loan related system changes per specific loan documentation and/or Investor requirements are completed.

• Assist in tax, insurance, UCC, inspection, and financial certifications to the Investor, as required

• Review and approve loan pay offs per established procedures, from initial borrower request through pay off calculation, verification and approval processes

• Coordinate receipt of any loan assumptions, easement agreements, etc.  Initiate necessary changes to servicing system, add to loan documents list in system, and notify other departments as applicable.  Record agreements if required by Investors, and set appropriate ticklers for follow-up or future/pending changes as applicable.

• Administer balloon and maturing loans per established guidelines

• 14. Cross-train in all areas of department to gain full understanding of all aspects of departmental responsibilities

• Perform any other task assigned by manager or as may be needed by the team.

• Ensure that proper notification, communication, and coordination occurs with internal legal and compliance personnel, when applicable.  Ensure that all job functions are executed in compliance with investor requirements and internal policies and procedures.

• Participate actively as a member of the team and seek to identify opportunities to create value, control costs and reduce risks in our portfolio

• Respond to all internal and external inquiries in a timely, accurate and professional manner and handle to conclusion

• Assist management with special projects or other duties as assigned related to department goals or as may be needed by the team

• Work professionally and harmoniously with team and coworkers

• Other projects and duties as assigned

Travel Requirements - [20%].

Contacts

This position has frequent contact with all levels of employees and management. In addition, this role may interact with outside business partners, vendors, consultants, and other office visitors.

Education, Skills and Experience:

• Associates or Bachelor’s degree preferred with a concentration in Finance, Real Estate, Management or Business desired.

• Minimum one to two years of progressive experience in commercial mortgage servicing or commercial real estate asset management is preferred, with exposure to Freddie Mac and Fannie Mae a plus. An equivalent combination of education and experience which clearly demonstrates knowledge and skill set to perform the job functions may be considered.

• Strong interpersonal skills demonstrated by an ability to communicate effectively with colleagues, clients (internal & external), and various regulatory and industry contacts 

• Creative and effective problem-solving skills, excellent organizational and analytical skills

• Ability to work with and understand financial concepts and perform financial analysis on multifamily and healthcare loans

• An excellent customer service attitude

• Proficiency in Microsoft Office and list other relevant systems or software

• Excellent organizational, communication, presentation, and interpersonal skills

• Ability to plan, organize, and prioritize assignments, and to meet critical and established deadlines; Ability to manage multiple assignments ant transactions simultaneously

• Demonstrated ability to maintain confidentiality and to use discretion in the performance of daily activities

• Professional business image and excellent command of the English language, both verbally and in writing (spelling, grammar, and punctuation)

• Ability to learn quickly and demonstrated ability to work independently and as part of a high-performance team

• Flexibility and ability to work under pressure with tight deadlines and constant interruptions; Ability to adjust priorities in a changing environment

Life at ORIX

We are committed to the health and well-being of our employees and offer a quality, competitive benefits package that provides valuable healthcare and financial protection for our workforce, while emphasizing a healthy work/life balance.

You Time

We want you to have the time needed to recharge and manage life with our competitive vacation policy, floating personal holidays, extensive leave options, our annual observed holidays, and more.

Family Care

Every family has a different journey and ORIX USA Group is proud to offer extensive benefit programs such as: infertility coverage, adoption support, child and elder care, fully paid maternity, and generous parental leave benefits to help you and your families along the way.

Flexible Work Arrangements

ORIX associates enjoy the advantages of our hybrid working model with a 3 day in-office minimum requirement.

ORIX USA is an equal opportunity employer, providing equal employment opportunities (EEO), and is committed to ersifying its workforce. All employees and applicants for employment will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetics, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law. This policy applies to all terms and conditions of employment.

Title: Auditor 2, Zero Balance

Location: US - Remote

Job Description:

 About Us:

Our purpose is to help clients exceed their financial health goals. Across the reimbursement cycle, our scalable solutions and clinical expertise help solve programmatic needs. Enabling our teams with leading technology allows analytics to guide our solutions and keeps us accountable achieving goals. 

We build long-term careers by investing in YOU. We seek to create an environment that cultivates your professional development and personal growth, as we believe your success is our success.  

JOB SUMMARY:

Healthcare Auditors develop contract models for analysis and identify potential insurance reimbursement issues through extensive reviews of hospital claim data and related documents. Auditors also contribute to our knowledge base by conducting research on reimbursement risk areas, reviewing data and processes for quality control, and providing feedback for areas of improvement.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Create and update audit plans, including outlining potential risk areas of a hospital-payer contract based on reimbursement structure and how to manually identify within the data.
• Model and create/update pricing documents based on hospital contracts to calculate expected payments, including percentage of charge, per diems, MSDRG, outlier and/or stoploss, implants, drugs, Medicare, Medicaid, some outpatient, and other reimbursement models.
• Review insurance payments, research applicable sources (contracts, state and federal legislation, insurance payer policies, medical records, etc.) to determine if payment is correct and make recommendations on appropriate next steps.
• Identify contractual and clinical risk areas from commercial and government payors (e.g., Medicare, Medicaid) as well as other specialized audits (such as coordination of benefits and workers’ compensation).
• Develop specifications and procedures to identify and troubleshoot contractual, coding, and administrative areas of underpayment risk using Access, SQL, Excel, and other programs.
• Conduct review of zero-balance hospital accounts to identify underpaid inpatient and outpatient claims.
• Present clear documentation of process, findings, and results of audits.
• Make recommendations to improve internal processes and external client contracts/processes.
• Work with data analyst team to build and validate pricing models.
• Work across project teams to research and outline next steps on identified underpayment trends.
• Other duties as assigned.

MINIMUM QUALIFICATIONS & REQUIREMENTS:

• High School Diploma or equivalent required
• Minimum of 3 years of experience working with large sets of (healthcare) data
• Minimum of 2 years of experience in areas of research and analysis
• Minimum of 2 years of experience with managed care contracts (government and commercial) and hospital reimbursement
• Minimum of 2 years of experience working with inpatient claims
• Minimum of 1 year of experience working with Medicare, Medicaid, outpatient facility claims
• Minimum of 1 year of experience with contract modeling
• Ability to translate complex contract language and healthcare data into actionable information and insights
• Ability to work independently to solve problems and recommend technical solutions (ex. provide calculation/formula to price in Alteryx)
• Intermediate Excel skills, including knowledge of complex formulas and functions (CONCATENATE, IF, pivot tables)
• Basic knowledge of Access (link tables, select/update query, manipulate data in tables) and SQL preferred
• Strong verbal and written communication skills
• Strong organization skills and attention to detail

PHYSICAL DEMANDS:

Title: Accounting Manager II, Austin Financial Services

Location: Municipal Building

Job Description:

time type

Full time

job requisition id

JR102476

JOIN THE CITY OF AUSTIN TEAM

At the City of Austin, we are more than just an employer—we are a vibrant community dedicated to shaping one of the nation's most dynamic and innovative cities. As we strive to fulfill our commitment as public servants, it is important that we ground our efforts in a set of guiding principles – Empathy, Ethics, Excellence, Engagement, and Equity – anchors in delivering services that significantly impact the lives of Austinites. Joining the City of Austin means embarking on a purposeful career, contributing to the community, and being part of a forward-thinking organization that values every employee.

What Makes the City of Austin Special?

• Make a Difference: Join a team driving meaningful change in one of the fastest-growing cities in the nation.

• Value and Innovation : Work in an environment where employees are valued and innovation thrives.

• Competitive Benefits: Enjoy a comprehensive compensation package that includes generous leave, work-life balance programs, and extensive benefits.

• Retirement Security: Plan for the future with the City of Austin Employees' Retirement System.

• Sustainable Transportation Options: Commute easily with access to public transit and bike-friendly infrastructure.

• Focus on Wellness: Stay healthy through wellness programs, on-site fitness centers, and mental health support.

• Career Growth: Advance your skills and expertise with professional development and leadership opportunities.

• Modern Workspaces: Work in innovative and sustainable environments that foster collaboration and inspiration.

By joining us, you become part of a community that values its people and is committed to making Austin the most thriving and resilient city in the country.

Our department provides a variety of financial services and programs. Austin Financial Services (AFS) serves residents, vendors, and City departments.

Our mission is to serve as a trusted steward of public resources with integrity and accountability to ensure a fiscally sound city.

Our staff supports a wide variety of financial processes, including preparing the annual budget and annual fiscal report, procurement processes, franchise agreements, real estate transactions, and overseeing the City’s investment portfolio and debt management.

As an internal support function within the larger City organization, AFS is proud to serve and act as a leader in financial management to its partner departments.

Job Description:

Accounting Manager II

Purpose:

Management of a section of professional and staff accountants, providing high-level accounting services and maintaining financial accounting records and reports within the Utility and/or Corporate Accounting function.

Duties, Functions and Responsibilities:

Essential duties and functions, pursuant to the Americans with Disabilities Act, may include the following. Other related duties may be assigned

• Oversees the preparation of periodic internal and external financial statements, supporting schedules, related notes, and periodic reports to regulators to ensure accuracy and compliance with generally accepted accounting principles and regulatory requirements.

• Oversees the City-wide coordination of year-end close, audit plans, schedules, and workpapers in preparation of the annual external audit, including preparation of the City’s Comprehensive Annual Financial Report (CAFR), Schedule of Expenditures of Federal Awards (SEFA), Schedule of Expenditures of State Awards (SESA), and other regulatory required reports.  

• Provides oversight and assistance to internal and external department financial staff through review and evaluation of financial and accounting transactions, documents, statements, financial summaries, studies, and periodic reports.

• Provides expert assistance to departments and other customers in designing automated or manual systems, implementing internal controls and accounting/reporting procedures, designing/preparing special reports, and interpreting financial data. 

• Ensures that financial transactions are processed in accordance with Generally Accepted Accounting Principles (GAAP), City policy, applicable laws and regulations, and sound business practices.

• Explains City policy and procedures to auditors and regulators and resolve audit differences. 

• Formulates Citywide and departmental polices and operating procedures; provides leadership and training to departmental financial staff and management. 

• Manages the issuance of debt and ensure transactions are recorded in accordance with GAAP; including long term, short term, and refundings.  Oversee/ provide assistance in the development of the Official Statement, rating agency materials, and debt schedules.  Calculate/ monitor debt related ratios.

• Plans methodology, scope of various projects and program activities. 

• Conducts statistical analysis and writes technical reports summarizing project findings. 

• Evaluates program effectiveness and efficiency to meet the organization's business goals. 

• Researches special topics, including new accounting standards, and prepares white papers, reports, and/or presentations of implementation recommendation and guidance to management and staff.

• Develops work plans to achieve section goals, including management of the monthly and annual close cycles, general ledger and bank account reconciliations, and financial statement preparation.

• Projects cost/revenue forecasts to determine utility rate requirements.

• Conducts routine fiscal reviews; develops and reviews financial indicators and fiscal impact statements.

• Analyzes market and economic conditions.

• Manage derivative accounting section and oversee regulatory accounting processes.

Responsibilities - Supervisor and/or Leadership Exercised:

• Responsible for the full range of supervisory activities including selection, training, evaluation, counseling, and recommendation for dismissal

Knowledge, Skills, and Abilities:

Must possess required knowledge, skills, abilities, and experience and be able to explain and demonstrate, with or without reasonable accommodations, that the essential functions of the job can be performed.

• Knowledge of the preparation process of financial statements in conformity with generally accepted accounting principles. 

• Knowledge of accounting practices and financial reporting concepts.

• Knowledge of preferred business practices. 

• Knowledge of manual and automated financial systems. 

• Knowledge of the concepts for review and evaluation of internal control systems and auditing procedures. 

• Knowledge of supervisory and management theory and techniques.

• Skill in analyzing, preparing, reviewing, and balancing routing fiscal transactions and general ledger accounts.

• Skill in managing large volumes of numerical data. * Skill in analyzing/ interpreting complex financial data and proposing viable solutions.

• Skill in effective oral and written communication. * Skill in resolving problems or situations requiring the exercise of good judgment.

• Skill in the application of cost benefit analysis, present value theory, and computer fundamentals.

• Skill in determining needs, gathering, analyzing, and presenting data to provide accurate information for management use.

• Skill in anticipating and accurately predicting the results of alternate courses of action.

• Skill in compiling ision reports.

• Skill in preparing accurate and complex financial statements.

Minimum Qualifications:

• Graduation with a Bachelor’s degree from an accredited college or university with major course work in a field related to accounting, which included twenty-four (24) semester hours in Accounting, plus six (6) years of accounting experience one (1) year of which included a lead capacity and (1) year of which included a managing capacity.

• A Master's degree in Accounting or Business Administration, or a five (5) year Accounting degree, may substitute for one (1) year of accounting experience requirement

Licenses and Certifications Required:

Certified Public Accountant.

Preferred Qualifications:

• Experience in preparing and reviewing complex, consolidated financial statements, with a focus on capital assets.

• Experience researching accounting topics, implementing accounting standards, and presenting recommendations and guidance to senior management and staff.

• Familiarity with or experience in reporting GASB standards related to Capital Assets, leases, subscription-based IT arrangements, and public-private partnership(P3) arrangements.

• Experience managing external audits, ensuring compliance and accuracy.

• Advanced skills in Excel and Access

• Ability to travel to more than one work location

Notes to Candidate:

Position Overview:

The Accounting Manager II is responsible for overseeing fixed asset staff work, developing systems and internal controls, and supervising financial transactions and reporting within the Corporate Asset Accounting unit of Austin Financial Services.

Pay Range:

$97,450 - $125,000  

Hours:

Monday – Friday; 8:00 a.m. to 5:00 p.m.

Telework opportunities may be available after an initial training period. Work schedules are implemented to meet the requirements of the department and are subject to change based on business needs.

Staff eligible to telework must be in the office for at least 40% of their scheduled work week.

Location: 

124 W 8th St, Austin, TX 78701 (Municipal Building)

Application Details: 

• A detailed, complete COA employment application is required. It helps us to better evaluate your qualifications and will be used to determine your salary if you are selected for this position. 

• Please be sure to detail on the application all previous employment that you wish to be considered as part of your qualifications. 

• For each position, please describe your specific experience as it relates to the minimum and preferred qualifications.  

• A résumé is also required, but will not substitute for a complete COA employment application. Resumes are not accepted in place of a completed online application. It is the responsibility of the applicant to provide the detailed and relevant work experience, which would qualify them for the position. 

• When completing the City of Austin employment application, the work experience listed must include a month, year, and a verifiable Supervisor or Human Resources phone number. 

• Incomplete applications will not be considered. 

• Each inidual who submits an Application as provided in the Municipal Civil Service Rules and meets the Minimum Qualifications for a Competitive Position shall be considered a Candidate for that Position. Employees, in Good Standing, who are candidates within the Department or ision that the Position resides in and who meet the Minimum and Preferred Qualifications (if any) of the Position will be included in the initial interview. 

• Use of AI is strictly prohibited to respond to the application and during the interview process.

• Please be aware that the Job Posting Close Date reflects the final day to apply, but the posting will close at 11:59 PM the day before the date listed. All application steps, including attachments and submission, must be fully completed before that time.

Additional Details: 

• Austin Financial Services may close this job posting at any time after it has been advertised for seven (7) days, please apply as soon as possible if interested.

• This position may require a skills assessment. 

• If you are identified as a top candidate, verification of your education, which may include High School graduation or GED equivalent, undergraduate and/or graduate degrees, will be required. 

• This position will require a pre-employment Criminal Background Investigation (CBI). 

• If you are selected as the top candidate for a position, we may contact your current and former employer, as well as the references listed in your application. Please be sure you have listed at least 3 previous supervisors in the application with correct contact information. 

• If you are identified as a top military candidate or a veteran, you must provide a copy of your DD-214.

Travel: 

If you are selected for this position, and meet the Driver Safety Standards in the City of Austin Driver Safety Program, you may drive when necessary to multiple locations as part of your regular job duties. Otherwise, you are responsible for getting to and from these locations. 

90 Day Provision for Additional Vacancy: 

When the same or an additional vacancy occurs within a department in the same job title within 90 days after the start date of the top candidate, the hiring department may offer the additional position to another candidate from the same candidate pool. 

EEO Statement for City of Austin:

The City of Austin will not discriminate against any applicant or employee based on race, creed, color, national origin, sex, gender identity, age, religion, veteran status, disability, or sexual orientation. In addition, the City will not discriminate in employment decisions on the basis of an inidual's AIDS, AIDS Related Complex, or HIV status; nor will the City discriminate against iniduals who are perceived to be at risk of HIV infection, or who associate with iniduals who are believed to be at risk.

EEO Statement for City of Austin:

The City of Austin will not discriminate against any applicant or employee based on race, creed, color, national origin, sex, gender identity, age, religion, veteran status, disability, or sexual orientation. In addition, the City will not discriminate in employment decisions on the basis of an inidual's AIDS, AIDS Related Complex, or HIV status; nor will the City discriminate against iniduals who are perceived to be at risk of HIV infection, or who associate with iniduals who are believed to be at risk.

Product Manager, Accounts Receivable

Uruguay

About Zone & Co.

Zone & Co is on a mission to empower finance professionals to drive strategic growth through seamless, intelligent operations. We build cloud-native software solutions on Oracle NetSuite, automating complex financial processes like billing, accounts payable, reporting, and reconciliation. Our vision is to unlock the full strategic potential of finance by infusing the ERP with the intelligence and automation needed for truly transformative operations. Join our rapidly growing team as we redefine financial efficiency for scaling businesses worldwide.

Our journey has only just begun and we are excited to welcome talented iniduals looking to grow alongside us. If this sounds interesting to you, we’d love to hear from you!

Learn more at www.zoneandco.com or follow us on LinkedIn: linkedin.com/company/zoneandco.

About the role:

We are seeking a highly skilled and passionate Product Manager to lead the strategy, roadmap, and execution for our Accounts Receivable (AR) product initiatives. In this pivotal role, you will be responsible for co-defining the future of how Zone&Co enables businesses to manage the order-to-cash process, optimize collections, and execute accounts receivable with unparalleled efficiency and control, all within the NetSuite ecosystem.

This role requires a deep understanding of corporate order-to-cash cycles, accounts receivable best practices, financial technology, and a keen ability to translate complex financial workflows into intuitive, scalable software solutions.

Key Responsibilities

• Define Product Vision & Strategy: Develop and articulate a compelling product vision and strategy for Zone&Co's Accounts Receivable (AR) offerings, aligning it with Zone&Co's overall product vision and market opportunities.
• Market & Customer Insight: Conduct in-depth market research, competitive analysis, and customer discovery to identify unmet needs, emerging trends, and strategic opportunities in accounts receivable and collections management for NetSuite users.
• Roadmap & Prioritization: Own the product roadmap for your domain, defining clear objectives, key results, and prioritized initiatives. Translate strategic themes into detailed product requirements, user stories, and acceptance criteria.
• Product Development Leadership: Collaborate closely with engineering, design, and QA teams throughout the agile development lifecycle. Provide clear guidance, make informed trade-offs, and ensure timely, high-quality delivery of features.
• Go-to-Market Strategy: Partner with sales, marketing, solutions consulting, and customer success teams to develop compelling product messaging, sales enablement materials, and launch strategies that drive adoption and customer value.
• AR & Collections Expertise: Drive innovation in areas such as electronic invoicing, automated collections management, credit control, cash application automation, lockbox processing, and integrated reconciliation with the general ledger.
• Order-to-Cash Focus: Explore and develop capabilities around customer self-service portals, credit risk assessment, deduction management, and improved visibility across the entire order-to-cash cycle.
• Stakeholder Management: Serve as the subject matter expert for Accounts Receivable, communicating product plans, progress, and performance to internal stakeholders, executive leadership, and external partners.

Requirements

• 6+ years (for PM) of progressive experience in Product Management within FinTech, Enterprise SaaS, or Financial Services, with a direct focus on Accounts Receivable (AR) solutions, Collections Management, or Order-to-Cash process.
• Deep Domain Expertise: In-depth understanding of the order-to-cash process, invoicing, electronic billing, collections strategies, credit management, cash application, and AR/GL reconciliation.
• ERP Acumen: Strong understanding of ERP systems and financial processes. Direct experience with NetSuite (either as a user, consultant, or product manager for a NetSuite-integrated solution) is a significant advantage.
• Technical Fluency: Ability to engage in technical discussions with engineers, understand API capabilities, and grasp the nuances of building scalable, secure financial software.
• Strategic & Analytical Thinking: Proven ability to analyze complex market data, competitive landscapes, and customer insights to define winning product strategies and prioritize effectively.
• Exceptional Communication: Outstanding verbal and written communication skills with the ability to articulate complex concepts clearly to erse audiences (technical, business, executive).
• Execution Focus: A strong track record of successfully bringing complex software products from conception to launch and driving adoption.
• Agile Proficiency: Experience working in agile development environments.
• Bachelor's degree in Business, Finance, Computer Science, or a related field. Relevant certifications a plus.

Title: Sr. Manager, Accounting

Location: 900 Salem St, Smithfield RI

time type

Full time

job requisition id

2122683

Job Description:

Job Description:

The Role

Learn, grow and build your career as a Senior Manager on the Asset Management ("AM") Accounting Team within Fidelity’s Corporate Accounting function, accountable for financial accounting and controllership to Fidelity’s Institutional Asset Management legal entities!

You will be responsible for performing monthly close processes and overseeing monthly close activities that support the Fidelity Institutional Asset Management legal entities. Additionally, you will oversee the preparation of various financial reports including call reports, board presentations, and annual financial statements. You will also support the team’s various modernization efforts and projects on an ad hoc basis.

You will play a key role in the professional development of the accounting professionals on your team. It will also be important for the Senior Manager to form relationships with accounting leadership, peers, central accounting functions (e.g., accounting policy, technology, etc.), billing and other support functions across the firm, and key vendors.

Required Experience, Leadership and Skills:

• Bachelor's degree in Accounting / Finance or equivalent; CPA preferred

• 7+ years experience, Asset Management or financial services accounting preferred

• Ability to lead and develop team members

• Strong communication and social skills. Ability to influence business partners to achieve a desired business outcome. Make well-informed / reasoned decisions

• Maintain a strong control environment. Responsible for operational processes and internal controls to mitigate accounting and operational risks. Evaluate the results of management’s testing of controls performed by internal controls function

• Financial reporting experience. Prepare and review financial statements in accordance with U.S. GAAP

• Audit participation experience. Assist with all aspects of external audits of AM entities. Timely meet requests and provide support. Form relationship with external audit counterparts.

• Accounting operations experience. Timely work through operational issues impacting the accounting close and otherwise, as needed. Review and analyze legal entity results. Maintain documentation of significant related party transactions.

• Maintain an appropriate level of professional skepticism.

• Be change agent to propel the team forward. Identify, socialize and implement operational improvement opportunities.

• Build and maintain relationships with the controls program, the accounting policy function, and centers of excellence within Corporate Accounting, as well as key business partners including but not limited to AM finance, AM operations, corporate tax, and corporate treasury.

• Excellent written and verbal communications skills, including crafting presentations to communicate accounting results and other financial information.

• Be flexible. Be able to work on multiple areas/projects concurrently. Be willing to learn new skills.

• Effectively use financial systems, reporting and teamwork tools (Oracle, Excel, Word, SharePoint, Power BI, etc.)

Certifications:

Category:

Accounting

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.

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 iniduals with certain Criminal Histories.

Finance Manager - Child Care

Location: Chicago Commercial Center

locations

Chicago Commercial Center

time type

Full time

Job Description:

Finance Manager - Child Care

Job Description

You’re not the person who will settle for just any role. Neither are we. Because we’re out to create Better Care for a Better World, and that takes a certain kind of person and teams who care about making a difference. Here, you’ll bring your professional expertise, talent, and drive to building and managing our portfolio of iconic, ground-breaking brands. In this role, you’ll help us deliver better care for billions of people around the world. It starts with YOU.

The Finance Manager will support the North America Child Care business – including the Pull-Ups and Goodnites brands. This position is the financial advisor to the Child Care General Manager and their team and acts as an indispensable partner in achieving business objectives. The position reports to the CFO of Personal Care and is based in Chicago, IL.

In this role, you will:

• Influence the organization in a way that balances market share, top-line growth, profitability, and balance sheet efficiency to create long-term shareholder value

• Identify relevant issues, clarify strategic choices, and bring a point of view to the table that influences the direction of the organization 

• Proactively bring forward insights and ideas

• Drive and lead things that matter across the business

• Take accountability to deliver results that have a meaningful impact on the success of Kimberly-Clark

Responsibilities

• Provide Child Care brand leadership with financial counsel by supplying meaningful analysis and articulating choices relative to current performance, projected business plans (3-year strategical plan, annual budget and monthly forecast), innovation pipeline, and other discrete projects

• Support monthly integrated business planning process by participating in all meetings and leading Integrated Reconciliation meeting

• Key to this delivery is cultivating a cross-functional network and developing a deep understanding of the Child Care businesses.

• Provide thought leadership and sound business management to recommend courses of action to achieve brand and sector goals – including analyzing the ROI of past and future investments (innovation, trade, promotions, A&P and capital spend)

• Act as a source of business knowledge and problem-solving capabilities to ensure sound analyses and recommendations across a wide range of business decisions that may include market growth, innovation, go-to-market strategies, and investments

• Embrace and demonstrate a continuous improvement mindset to improve the quality and productivity of the Personal Care Finance team

• Ensure application of corporate financial controls via effective communication, implementation, and audit of control procedures

• Demonstrate a commitment to quality performance through personal example by adopting a customer-based approach to business support. 

• Personally demonstrate Kimberly-Clark’s leadership behaviors:  Build Trust, Make Decisions, Win Consistently, Think Customer, Continuously Improve, and Build Talent

About Us

Huggies®. Kleenex®. Cottonelle®. Scott®. Kotex®. Poise®. Depend®. Kimberly-Clark Professional®. You already know our legendary brands—and so does the rest of the world. In fact, millions of people use Kimberly-Clark products every day. We know these amazing Kimberly-Clark products wouldn’t exist without talented professionals, like you.

At Kimberly-Clark, you’ll be part of the best team committed to driving innovation, growth and impact. We’re founded on more than 150 years of market leadership, and we’re always looking for new and better ways to perform – so there’s your open door of opportunity. It’s all here for you at Kimberly-Clark.

Led by Purpose. Driven by You.

About You

You perform at the highest level possible, and you appreciate a performance culture fueled by authentic caring.  You want to be part of a company actively dedicated to sustainability, inclusion, wellbeing, and career development.

You love what you do, especially when the work you do makes a difference. At Kimberly-Clark, we’re constantly exploring new ideas on how, when, and where we can best achieve results. When you join our team, you’ll experience Flex That Works: flexible (hybrid) work arrangements that empower you to have purposeful time in the office and partner with your leader to make flexibility work for both you and the business.

In one of our professional roles, you’ll focus on winning with consumers and the market, while putting safety, mutual respect, and human dignity at the center. To succeed in this role, you will need the following qualifications:

• Bachelor's degree in Finance or related field 

• 6+ years of progressive financial analysis experience 

• Demonstrated organizational skills to manage functional workload, multiple priorities, and competing time demands

• Demonstrated ability to effectively utilize strategic corporate tools and processes for data analysis. 

• Strong oral, written, and presentation skills to deliver effective, confident, and results-oriented communications and presentations.

• Advanced computer skills using Excel, and PowerPoint to prepare communications, financial/functional spreadsheets, and presentations

• Developed interpersonal skills to function as an integral part of multiple teams

Preferred Qualifications

• Master’s degree in Business 

• Experience providing financial expertise to Consumer Product businesses

• Experience in analyzing, cultivating, and commercializing product innovation 

• Experience working and influencing in a matrix organization

Total Benefits

Here are just a few of the benefits you’d enjoy working in this role for Kimberly-Clark. For a complete overview, see www.mykcbenefits.com.

Great support for good health with medical, dental, and vision coverage options with no waiting periods or pre-existing condition restrictions. Access to an on-site fitness center, occupational health nurse, and allowances for high-quality safety equipment.

Flexible Savings and spending accounts to maximize health care options and stretch dollars when caring for yourself or dependents.

Diverse income protection insurance options to protect yourself and your family in case of illness, injury, or other unexpected events.

Additional programs and support to continue your education, adopt a child, relocate, or even find temporary childcare.

To Be Considered

Click the Apply button and complete the online application process. A member of our recruiting team will review your application and follow up if you seem like a great fit for this role.

In the meantime, please check out the careers website.

And finally, the fine print….

For Kimberly-Clark to grow and prosper, we must be an inclusive organization that applies the erse experiences and passions of its team members to brands that make life better for people all around the world, which is why we seek to build a workforce that encompasses the experiences of our consumers.  When you bring your original thinking to Kimberly-Clark, you fuel the continued success of our enterprise. We are a committed equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, sexual orientation, gender identity, age, pregnancy, genetic information, citizenship status, or any other characteristic protected by law. 

The statements above are intended to describe the general nature and level of work performed by employees assigned to this classification. Statements are not intended to be construed as an exhaustive list of all duties, responsibilities and skills required for this position. 

Employment is subject to verification of pre-screening tests, which may include drug screening, background check, and DMV check. 

Veterans and members of the Reserve and Guard are highly encouraged to apply.

Kimberly-Clark will support in-country relocation for the chosen candidate for the role. The benefits provided will be per the terms of Kimberly-Clark’s applicable mobility policies. The benefits/policy provided will be decided at Kimberly-Clark’s sole discretion.

#LI-Hybrid​

Grade 9/M1: Grade level and / or compensation may vary based on location/country

Salary Range: 116 380 – 143 740 USD

At Kimberly-Clark, pay is just one aspect of our total rewards package, which also includes a variety of benefits and opportunities to achieve, thrive and grow. Along with base pay, this position offers eligibility for a target bonus and a comprehensive benefits suite, including our 401(k) and Profit Sharing plan. The anticipated base pay range for this role is provided above for a fully qualified hire. Actual pay will depend on several factors, such as location, role, skills, performance, and experience. Please note that the stated pay range applies to US locations only.

Primary Location

Chicago Commercial Center

Additional Locations

Worker Type

Employee

Worker Sub-Type

Regular

Time Type

Full time

Title: Asset Manager, Freddie Mac Asset Management

Location: Dallas, TXColumbus, OH Overland Park, KS

Full time

job requisition id R0004058

Job Description:

Purpose and Job Summary:

The primary focus of the Asset Manager position is to provide outstanding service to internal and external clients, and to aid in the administration of our complex servicing portfolio of Freddie Mac loans. The Asset Manager will contribute to the asset management team by participating in the various duties related to the administrative, financial, capital and operations of the portfolio.

Essential Duties and Responsibilities:

• Monitor physical condition of property collateral by reviewing or conducting property inspections. Follow up with borrower for completion of any required repairs, ensuring completion prior to agreement expiration (if applicable), and advise Investor accordingly.
• Collect, review and analyze property financial operations by the specified due date. Identify underperforming and potentially troubled assets, and escalate through the proper channels to assure that performance issues are appropriately addressed.
• Assess and manage risk by preparing credit watch list rating write ups for executive review and approval
• Review documents from closing to perform loan set up of new or converted loans. As needed, follow up with closing coordinator and legal counsel to collect any missing loan documents, and disseminate pertinent insurance, tax and other information from closing.  Set up appropriate follow up systems to manage ongoing compliance with loan document covenants and ensure proper file set-up.
• Review and approve disbursements from replacement reserves, completion repair, and other collateral escrows in accordance with Investor and established departmental guidelines
• Make collection calls on loans where payments are not received within specified timeframes, follow up to ensure payment receipt, and report status periodically per established guidelines.  Participate in problem loan discussions or required research.  Coordinate sending late payment letters and collection of late charges.  On loans under workout situations, monitor per modified documents and report as required.
• Ensure all loan related system changes per specific loan documentation and/or Investor requirements are completed.
• Assist in tax, insurance, UCC, inspection, and financial certifications to the Investor, as required
• Review and approve loan pay offs per established procedures, from initial borrower request through pay off calculation, verification and approval processes
• Coordinate receipt of any loan assumptions, easement agreements, etc.  Initiate necessary changes to servicing system, add to loan documents list in system, and notify other departments as applicable.  Record agreements if required by Investors, and set appropriate ticklers for follow-up or future/pending changes as applicable.
• Administer balloon and maturing loans per established guidelines
• Cross-train in all areas of department to gain full understanding of all aspects of departmental responsibilities
• Perform any other task assigned by manager or as may be needed by the team.
• Ensure that proper notification, communication, and coordination occurs with internal legal and compliance personnel, when applicable.  Ensure that all job functions are executed in compliance with investor requirements and internal policies and procedures.
• Participate actively as a member of the team and seek to identify opportunities to create value, control costs and reduce risks in our portfolio
• Respond to all internal and external inquiries in a timely, accurate and professional manner and handle to conclusion
• Assist management with special projects or other duties as assigned related to department goals or as may be needed by the team
• Work professionally and harmoniously with team and coworkers
• Other projects and duties as assigned

Travel Requirements - 10%.

Required:

• Associates or Bachelor’s degree preferred with a concentration in Finance, Real Estate, Management or Business desired.
• Minimum one to two years of progressive experience in commercial mortgage servicing or commercial real estate asset management is preferred, with exposure to Freddie Mac a plus. An equivalent combination of education and experience which clearly demonstrates knowledge and skill set to perform the job functions may be considered.
• Strong interpersonal skills demonstrated by an ability to communicate effectively with colleagues, clients (internal & external), and various regulatory and industry contacts 
• Creative and effective problem-solving skills, excellent organizational and analytical skills
• Ability to work with and understand financial concepts and perform financial analysis on multifamily and healthcare loans
• An excellent customer service attitude
• Proficiency in Microsoft Office and list other relevant systems or software
• Excellent organizational, communication, presentation, and interpersonal skills
• Ability to plan, organize, and prioritize assignments, and to meet critical and established deadlines; Ability to manage multiple assignments and transactions simultaneously
• Demonstrated ability to maintain confidentiality and to use discretion in the performance of daily activities
• Professional business image and excellent command of the English language, both verbally and in writing (spelling, grammar, and punctuation)
• Ability to learn quickly and demonstrated ability to work independently and as part of a high-performance team
• Flexibility and ability to work under pressure with tight deadlines and constant interruptions; Ability to adjust priorities in a changing environment

Life at ORIX

We are committed to the health and well-being of our employees and offer a quality, competitive benefits package that provides valuable healthcare and financial protection for our workforce, while emphasizing a healthy work/life balance.

You Time

We want you to have the time needed to recharge and manage life with our competitive vacation policy, floating personal holidays, extensive leave options, our annual observed holidays, and more.

Family Care

Every family has a different journey and ORIX USA Group is proud to offer extensive benefit programs such as: infertility coverage, adoption support, child and elder care, fully paid maternity, and generous parental leave benefits to help you and your families along the way.

Flexible Work Arrangements

ORIX associates enjoy the advantages of our hybrid working model with a 3 day in-office minimum requirement.

ORIX USA is an equal opportunity employer, providing equal employment opportunities (EEO), and is committed to ersifying its workforce. All employees and applicants for employment will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetics, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law. This policy applies to all terms and conditions of employment.

Title: Project Controls Analyst, SR

Location: Houston United States

Job Description:

Requisition ID:  59375

HOUSTON, United States, 77056

ENGIE North America Inc.

Skilled ( >3 experience <15 years)

Industrial Project Management

Permanent

Full - Time

What You Can Expect

ENGIE North America’s GBU Renewables and Flex Power (RFGBU) organization is seeking a highly qualified Senior Project Cost Controls Analyst to join our high‑performing team. In this role, you will be a partner with cross‑functional project teams to deliver comprehensive cost control support throughout the full project lifecycle. You will serve as a key contributor in monitoring, analyzing, and reporting project financial performance, while ensuring alignment with ENGIE’s standards, processes, and strategic objectives.

This position requires regular collaboration with corporate support functions and proficiency in ENGIE’s enterprise systems to effectively manage project data, forecasts, and reporting.

What You Will Do

Support cost control activities across the RFGBU development, construction, and operational projects, including:

• Managing development expenditure budgets, tracking limited notices to proceed (LNTPs), preparing schedules of values (SOV), and supporting planned value (PV) distribution
• Maintaining cost categorization and alignment with predefined budgets and Work Breakdown Structures (WBS)

Partner with and support Project Managers to provide detailed project financial analysis and reporting, including:

• Month‑over‑month (MoM) cost variance analysis by WBS

• MoM updates to estimate at completion (EAC) and estimate to complete (ETC)

• Monthly cost performance KPIs, including CPI

• Monthly earned value management (EVM) calculations

• Ongoing monitoring and reporting of contingency, budget reconciliation, risks, change events, and change orders

• Contribute to department initiatives, including process improvements, workflow optimization, and updates to project controls guidelines

• Provide training and guidance to internal stakeholders to ensure consistent use of project controls processes, tools, and procedures

• Operate independently, managing deliverables with limited supervision while proactively engaging the team to maintain alignment on objectives

What You’ll Bring

• Bachelor’s degree in Business, Project Management, Construction Management, or related field 
• Minimum of five (5) years of project cost controls experience, ideally within the renewable energy sector; experience in oil & gas, utilities, power generation, or other large-scale infrastructure industries with strong cost controls frameworks is also welcomed
• Advanced Microsoft Excel skills, including data import, sorting/filtering, pivot tables, charts/graphs, and custom formulas for cost estimating and analysis
• Hands-on experience with ERP systems such as SAP, COUPA, or comparable platforms supporting procurement, payment, and accounting processes
• Experience using Power BI, including building dashboards and executive-level reporting models
• Strong attention to detail, with the ability to proactively investigate data to understand project risks and underlying issues
• Excellent analytical, organizational, communication, and presentation skills

Additional Details

• This role is eligible for our hybrid in-office work policy and is not eligible for remote work
• Must be available to travel domestically up to 25% of the time and with the need for some overnight trips
• Must be willing and able to comply with all ENGIE ethics and safety policies

Compensation

Salary Range: $77,100 – $118,220 USD annually

This represents the average expected pay range for a qualified candidate.

ENGIE complies with all federal, state, and local minimum wage laws. Actual salary offered may vary depending on geography, experience, education, internal pay alignment, or other bona fide factors. 

In addition to base pay, this position is eligible for a competitive bonus / incentive plan.

Your Talent Acquisition Partner can share more specific information regarding the benefits or the salary for the position based on the work location.

At ENGIE, we take your well-being seriously. Our comprehensive benefits package includes options for medical, dental, vision, life insurance, employer-paid short-term and long-term disability insurance, ESPP, generous paid time off including wellness days, holidays and leave programs. We also help you plan for retirement by offering a 401(k) Retirement Savings Plan with a company match.  But that's not all – we're dedicated to the health and happiness of your entire family, offering supplemental benefits for full time employees that enhance emotional and physical well-being through all stages of life from family forming to caregiver benefits. Explore our benefits package to see how we can support you. Learn more.

Why ENGIE?

ENGIE North America isn’t just participating in the Zero-Carbon Transition, we’re leading it!  Join us as we develop energy that is renewable, efficient, and accessible to everyone.  

At ENGIE, every talent has a role to play in the adventure of the century. Make a difference and enjoy a fulfilling professional experience. Take on exciting challenges and build a career path that reflects who you are.

Join us and be part of the adventure!

ENGIE is proud to be an equal opportunity workplace, and we are firmly committed to creating an inclusive workplace for all employees.  We are committed to providing employees with a work environment free of discrimination and harassment.  All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status.

If you need assistance with this application or a reasonable accommodation due to a disability, you may contact us at [email protected]. This email address is reserved for iniduals with disabilities in need of assistance and is not a means of inquiry regarding positions or application status.

We are unable to sponsor or take over sponsorship of an employment visa for this role at any time.

The safety of our employees is our number one priority. All employees at ENGIE have both a duty and the authority to STOP WORK if unsafe acts are observed.

#LI-DM1

Business Unit:  GBU Renewables & Flexible Power

Division:  R&B NORTHAM

Legal Entity:  ENGIE North America Inc.

Professional Experience:  Skilled ( >3 experience <15 years)

Education Level:  Bachelor's Degree

Company Name:  ENGIE North America

Why this matters to us

Title: Commercial/Small Business Banking Underwriter - Midvale, UT (Remote)

Location: Midvale United States

Job Description:

Did you know that Zions Bancorporation is one of the nation's premier financial services companies with total assets exceeding $70 billion? With local management teams at the helm in 11 western states, Zions is dedicated to making a difference in their local communities. At Zions, we haven't forgotten who keeps us in business, meaning we're committed to the success of our customers, and our employees. Here, the possibilities are endless - come for a job, stay for a career. This position is eligible for remote work.

The ideal candidate for the Commercial Small Business Banking Underwriter position will have the skills and experience necessary to:

• Responsible for compilation of data as it relates to preparation of credit packages (or pre-screens) incorporating spreads, cash flow, value of related collateral, appraisals, audits and other data.
• Interpret outcome of analysis and prepares summary, recommendations and may make joint presentations with Relationship Manager (RM) to Credit Approvers on renewals and new loans submitted.
• Evaluate, analyze and form opinions for the approving or denying of commercial, commercial RE, and/or business banking loan applications.
• Spread financial statements, identify credit strengths and weaknesses, provide detailed and documented analysis of credit worthiness.
• Ensure credit requests are processed in accordance with bank policies, banking regulations and laws.
• Identify risk and mitigating factors related to conducting a thorough credit analysis for approval.
• Respond to internal and external customer inquiries.
• Recommend exceptions based on findings.
• May work closely with Relationship Manager on the more complex aspects of loan structuring, including long term, fixed vs. variable rates, pre-payment penalty and other variables.
• May have authority to approve loans beyond the organizations guidelines.
• Senior most level may function as a lead and be responsible for second level approvals.
• Other duties as assigned.

Qualifications:

• Requires a Bachelor's in Finance, Business, Accounting or a related field and 1+ year commercial, commercial real estate credit or small business underwriting, spread analysis, lending, underwriting concepts, practices and procedures or other directly related experience.
• A combination of education and experience may meet qualifications.
• Basic knowledge of commercial, commercial RE and/or small business credit underwriting, spread analysis, lending, underwriting concepts, practices and procedures.
• Basic knowledge of C&I and CRE loan requirements with the ability to identify risk and mitigating factors related to conducting a thorough credit analysis for approval. Knowledge of balance sheets, income and cash flow statements.
• Good understanding of commercial and/or small business lending policies and procedures and general banking laws and regulations.
• Ability to analysis and research financial statements, business plans, credit reports, debt ratios and loan to value information.
• Possess good judgment, ability to make sound decisions.
• Ability to accept responsibility and handle confidential information.
• Must have good customer relations and communication skills.
• Must be a self-starter, dependable, accurate in completing responsibilities with strong attention to detail and organizational skills.
• Working knowledge of a various related software applications, including spreadsheets, word processing, etc.

Benefits:

• Medical, Dental and Vision Insurance - START DAY ONE!
• Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
• Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
• Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays
• 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
• Mental health benefits including coaching and therapy sessions
• Tuition Reimbursement for qualifying employees
• Employee Ambassador preferred banking products
• Employees may, at the company's discretion, be eligible to receive a cash bonus award

Title: Senior Closing Officer/Lead Closing Officer - Commercial Real Estate and Syndications

Location:

1200 Abernathy Road NE, Atlanta Georgia

Full time

Job Description:

This role can be filled as either a Lead Closing Officer or Senior Closing Officer.

Senior Closing Officer

ABOUT THE JOB (JOB BRIEF)

This position is responsible for:  (a) independently manage and maintain an active closing portfolio consisting of moderate to highly complex loan transactions, (b) be proficient in understanding, analyzing and negotiating legal documents and loan closing due diligence (c) drive the closing process from loan approval through closing, reviewing due diligence along the process; and (d) be responsible for some continued post-closing monitoring.  The product types that the Closing Officer should be proficient in range from simple extensions and modifications to complex borrowing base loans (including multiple tranche transactions), line of credit facilities, standby letters of credit or revenue bond transactions, any of which may be syndicated/participated.  This Closing Officer is required to deliver superior client service to internal and external clients while using sound judgment and decision-making skills in gray areas for “win-win” outcomes while balancing policy, procedures, client needs and bank risks.  Adherence to internal compliance procedures (OFAC, Patriot Act, etc.), credit approval, risk management and document standards is critical.  The Closing Officer is expected to collaborate with the entire Servicing team, sharing information, knowledge, best practices and experiences in order to maximize efficiency, service quality and results.  The Closing Officer may be asked to participate and/or lead special projects on occasion.

Essential Job Functions:

• Provide closing expertise to internal clients in pre-closing process through review of items required to close, review of credit approval and assistance with review of commitment letter and loan documentation

• Proactively drive the closing process with client, utilizing the closing checklist to identify and monitor progress of items required to close the transaction

• Engage/coordinate outside consultants necessary for the transaction including legal counsel and construction consultant

• Accumulate and review all loan documentation and other information for conformity to credit policy, credit approval, and commitment letter; analyze, review and negotiate client-requested changes with counsel and/or Sales as appropriate

• Review and analyze Borrower provided insurance with insurance standards

• Order flood zone determinations and provide analytical review and assurance of all federal regulated requirements are met for SFHA collateral, including movements in and out of a SFHA

• Review and analyze construction documents, including construction schedule, construction budget and construction contracts

• Ensure ongoing communication with client, Sales, legal counsel, title agent, construction consultant, Servicing Officer and all other necessary parties during pre-closing and closing process (initiate pre-closing meetings)

• Work with Servicing Officer, consultant and Sales to ensure project budget is balanced and conforms to loan approval

• Consistently deliver distinctive personalized service to external and internal clients; participate in client meetings

• Ensure all pre-closing conditions of approval are met prior to closing/funding and monitor all post-closing items

• Provide authorization to close to Servicing Officer; work closely with multiple parties to achieve a well-coordinated and timely closing, funding and booking of the transaction

• Effectively communicate and work with banks on syndicated/participated transactions; lead or participate in syndication bank group meetings and ensure Bank documentation and closing requirements are met

• Coordinate collection of all fees and charges necessary to close transaction (and utilizing various appropriate systems for management of such fees and charges)

• Provide required documentation for booking transaction and fees

• Utilize system for timely updates on deal status, and ensure all documentation is in place for timely uploaded and ensure all documentation is maintained in digital closing file

• Utilize internal Compliance Applications in order to ensure adherence to all governmental and fiduciary laws, including OFAC and Patriot Act

• Clearly and immediately communicate problems/issues with appropriate elevation of such problems/issues and assist in the resolution of such issues affecting client service and risk management

• Adherence to timeframes for all required training

Required Qualifications: (License, Certificates, Education, Skills, etc.)

• 4-year College Degree or equivalent real estate business experience

• Paralegal training, law degree and/or LPO license preferred

• Ability to work independently without on-site direct supervision

• Strong knowledge and experience in construction and interim loan financing including commitment/loan structures, title/liens, contracts, leases, AIA documents, project budgets, insurance, loan documents and other legal documentation, and compliance with state/market legal requirements

• Strong solution-oriented and problem-solving skills; detail-oriented

• Demonstrated decision-making ability

• Demonstrated ability to prioritize and handle multiple tasks in a high closing volume environment

• Significant experience with multi-bank loan participations/syndications and secondary market standards

• Strong aptitude for analysis, systems and mathematics

• Strong written and verbal communication skills

• Strong planning and organizational skills

• Proven ability to prioritize and handle multiple tasks in a high-volume environment

• Familiarity with commercial loan accounting systems

• PC proficiency including familiarity with Microsoft Excel, Word and Lotus Notes Email

Lead Closing Officer

ABOUT THE JOB (JOB BRIEF)

Responsible for closing assigned portfolio consisting of a variety of products, primarily in Healthcare Group (HCG) and Institutional Real Estate (IRE).  Independent management of all pre-closing and conduct review of due diligence, including adhering to internal compliance procedures (OFAC, Patriot Act, etc.), credit approval, risk management and documentation standards according to internal closing procedures and controls.  Responsible for providing superior client service in proactively driving the closing process, engaging legal counsel and third-party vendors, following progress on the closing checklist, identifying items/conditions to be satisfied and the party responsible, through funding and all post-closing functions.

Essential Job Functions:

• Provides closing expertise to RM/PM in pre-closing process through review of items required to close, review of credit approval and assistance with review of commitment letter and loan documentation

• Drives closing process with client, utilizing closing checklist to identify and monitor progress of items required to close and responsible parties for such

• Engages/coordinates outside consultants necessary for the transaction including legal counsel

• Accumulates and reviews all loan documentation and other information for conformity to credit policy, credit approval, and commitment letter; reviews and negotiates client-requested changes with counsel and/or RM as appropriate

• Ensures ongoing communication with client, RM, PM, legal counsel, title agent, consultants, Servicing Officer and all other necessary parties during pre-closing and closing process

• Works with Servicing Officer, consultants and RM to ensure project budget is balanced and conforms to loan approval.

• Delivers distinctive personalized service to external and internal clients; participates in client meetings

• Utilizes transaction tracking system to update transaction status

• Ensures all pre-closing conditions of approval are met

• Provides authorization to close to Servicing Officer; works closely with multiple parties to achieve a well-coordinated and timely closing, funding and booking of the transaction

• Effectively communicates and works with banks on syndicated/participated transactions; leads or participates in syndication bank group meetings (each with Team Lead assistance as needed) and ensures Bank documentation and closing requirements are met

• Coordinates collection of all fees and charges necessary to close transaction

• Provides required documentation for booking transaction and fees

• Utilizes RECWeb system for timely updates on deal status, and timely uploading and maintaining of closing file and all appropriate documents

• Ensures all pre-closing conditions of approval are met and proactively monitors all post-closing items

• Utilizes Compliance Applications in order to ensure adherence to all governmental and fiduciary laws, including OFAC and Patriot Act

• Clearly and immediately communicates problems/issues and elevates appropriately; assists in resolving issues affecting client service and risk management

• Adheres to timeframes for all required training

Required Qualifications: (License, Certificates, Education, Skills, etc.)

• 4-year College Degree or equivalent real estate business experience

• Paralegal training, law degree and/or LPO license preferred

• Experience with closing process and real estate loan financing including commitment/loan structures, title/liens, insurance, loan documents, contracts, leases, AIA document, project budgets and other legal documentation and compliance with governmental legal requirements (Familiarity of HCG product a plus).

• Strong solution-oriented and problem-solving skills; detail-oriented

• Demonstrated decision-making ability

• Experience with multi-bank loan participations/syndications and secondary market standards

• Strong aptitude for analysis, systems and mathematics

• Strong written and verbal communication skills

• Strong planning and organizational skills

• Proven ability to prioritize and handle multiple tasks in a high-volume environment

• Familiarity with commercial loan accounting systems

• PC proficiency including familiarity with Microsoft Excel and Word.

COMPETENCIES

Accountability

• Keeps promises and honors commitments.

• Accepts responsibility for mistakes and failures and learns from them.

• Demonstrates open, honest communication.

Business Acumen

• Be knowledgeable about the financial services industry and Key’s competition.

• Understand the value proposition of the business and how it contributes to Key’s business strategy.

• Understand and apply Key’s risk management philosophy in day-to-day interactions.

Client Focus

• Understands the value of excellent client service and demonstrates commitment to client satisfaction for internal and external clients while balancing organizational profitability.

• Actively listens to internal/external client feedback and delivers appropriate solutions.

• Applies judgment within established guidelines to resolve client issues and needs and escalates issues to manager when appropriate.

Develop Self, Staff & Others

• Take ownership of your personal development plan and seek opportunities to further develop your skill set.

• Proactively share your knowledge to help others develop and to improve the performance of the team.

Drive for Results

• Can be counted on to exceed goals successfully; is consistently a solid performer, is very bottom line oriented; steadfastly pushes self and others for results.

• Demonstrates personal accountability for achieving results within established timelines and budget parameters.

• Pursues work with energy, drive and focus.

Effective Collaboration

• Identifies and involves the right stakeholders to make decisions and maximize results.

• Readily shares information, knowledge, best practices, and ideas with teammates.

• Leverages opportunities and capabilities across the team to accomplish goals.

• Attentive and active listener; has the patience to hear people out; can accurately restate the opinion of others even when he/she disagrees.

Lead Change

• Effectively navigate and embrace change; exhibit an openness of new ways of doing things and an adaptable, continuous improvement mindset.

• Make quality decisions in a timely manner; sometimes with incomplete or ambiguous information and under tight deadlines/pressure. 

• Understand the boundaries of your decision making and escalate decisions appropriately.

Managerial Courage

• Openly expresses views and delivers candid and constructive feedback with a positive mindset to teammates and manager.

• Welcomes constructive feedback and strives to improve personal effectiveness based upon feedback.

• Steps up to conflict and views it as an opportunity; finds common ground and fosters cooperation with minimum noise.

Manage Vision and Purpose

• Demonstrate passion for improving business results.

• Understand how your role fits into the vision of the department and the organization.

• Apply an understanding of the department’s vision and purpose to your prioritize work.

Physical Demands

• General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.

Work Location Category

• Hybrid (2+ days)

Key has implemented a role-based Mobile by Design approach to our employee workspaces, dedicating space to those whose roles require specific workspaces, while providing flexible options for roles which are less dependent on assigned workspaces and can be performed effectively in a mobile environment. As a result, this role may be mobile or home based, which means you may work either at a home office or in a Key facility to perform your job duties.

COMPENSATION AND BENEFITS

This position is eligible to earn a base salary in the range of $71,000.00 - $125,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives.

Lead Closing Officer Compensation: This position is eligible to earn a base salary in the range of $57,000 to $87,000 annually depending on job-related factors such as level of experience. Compensation for this role also includes eligibility for short-term incentive compensation and deferred incentive compensation subject to inidual and company performance.

#LI-Hybrid

Associate, Long Term Recovery (Finance & Reporting)

Remote - based anywhere within the USA

Team Rubicon (TR) is seeking an Associate, Long Term Recovery (Finance & Reporting) to join TR's Programs x Long Term Recovery team! The Associate, Long Term Recovery (Finance & Reporting) will ensure the financial efficacy of Team Rubicon’s Long Term Recovery Program while working closely with Team Rubicon’s Finance Department. This will require strong customer service skills, attention-to-detail, and understanding of Generally Accepted Accounting Principles (GAAP) with a specific focus on Accounts Payable (AP). The Associate, Long Term Recovery (Finance & Reporting) will be responsible for tracking departmental budget and project budgets to actual expenditures, ensuring accurate coding of expenses and invoices, and ensuring timely payments to Long Term Recovery's construction and service vendors. 

Every day will be a challenge, but every month brings new opportunities for an organization that is quickly becoming a household name in disaster response. This position reports to TR’s Director, Long Term Recovery and is based remote anywhere within the United States.

Duties:

• Assist in the creation of the Long Term Recovery budget based on established annual goals.
• Track burn rate at the project level as well as against overall Long Term Recovery budget.
• Assist in vendor onboarding to ensure all financial information is provided and accurate.
• Receive, review, and track vendor invoices from receipt to payment.
• Collaborate with the Finance Department to ensure timely payment of invoices.
• Routinely inform Construction Project Managers on payment status to vendors.
• Other duties as needed and as assigned.

Education and Background:

• Bachelor’s degree in Accounting or Business, or equivalent experience preferred but not required
• 1-3 years Accounts Payable (AP) & general accounting experience required
• Experience with accounting software such as Microsoft Business Central or other ERP systems
• Previous 1099 experience using current IRS guidelines required
• Strong knowledge of computer software applications such as Microsoft Office Suite (Word/Excel/PowerPoint)
• Ability to apply Excel VLOOKUP/pivot tables to help summarize and analyze data
• Strong written and verbal communication skills to effectively communicate with different stakeholders

Special Requirements: 

• This is a full-time; REMOTE position and can be based anywhere within the United States and provides a flexible & non-traditional work schedule
• This position may infrequently require nighttime and/or weekend support as well as up to quarterly travel for departmental meetings

Job Type: 

• Full-time; salary, exempt

Pay Range:  

• _$_47,054.40 - _$_70,179.90 per year

The hiring range reflects where in the range we most likely intend to hire for this role. Additionally, compensation within that range can vary for several reasons including market conditions, cost of living, skills/capabilities, experience, etc.

Cultural Values:  

• Mission First, Greyshirts Always: Anyone joining TR must understand that our mission to provide disaster response comes first 
• Step Into The Arena: TR needs leaders who aren’t afraid to dare to be great 
• Everyone Has A Role Know It: Ability to successfully navigate a fast-paced, high-growth environment and solve problems in the face of ambiguity 
• GSD: We are entrepreneurial, resourceful, and determined no matter how chaotic the situation 
• Change Your Socks: We take care of ourselves and each other so we are best equipped to serve those in greatest need 
• Adults Only: Every team member is an adult until proven otherwise 
• Your Mother’s A Donor: Every leader must be committed to fiduciary responsibility, transparency, and financial stewardship

Perks of the Team:  

• Flexible Unlimited Paid Time Off
• Generous holiday schedule (including a paid week off between winter holidays)  
• Matching 401k contributions up to 4% with no vesting requirement 
• 100% company-paid health benefits for employees and their dependents  
• Professional development, leadership development and events/conferences 
• Paid time off to volunteer with the non-profit of your choice
• One-week all-inclusive onboarding experience

Title: Associate, Corporate Treasury

Location: New York United States

Job Description:

Team:Treasury

Job Requisition #: R257586

About this role

Team Overview

The Corporate Treasury team is responsible for managing the firm’s corporate cash management, capital management, as well as liquidity and FX risk management activities globally. The group also provides financial oversight on regulatory capital requirements and seed capital programs.

BlackRock’s central treasury is looking for an Associate with Treasury, Banking or other Corporate Finance experiences and a demonstrated ability to learn quickly, drive efficiency and deliver high quality results in a fast-paced and collaborative environment. The Associate will be responsible for analytical and operational activities relating to cash flows, financial income, capital management and financing activities, and will contribute to cash management operations and various treasury projects.

Responsibilities

• Monitor, forecast and report on the global liquidity and global financial income of the firm

• Monitor, forecast and report on cash flows and regulatory requirements for the Americas region

• Contribute as required to the cash management operations (daily liquidity, cash flow, funding, cash investments, payments, management of bank accounts and bank relationships)

• Manage quarterly idends and capital repatriation transactions for the Americas region

• Analyze data and prepare executive level board or committee presentations

• Contribute to ad hoc projects, financial analyses and other Treasury activities, such as FX hedging, market risk hedging, debt financing, share repurchase and capital management

• Proactively look for opportunities to optimize Treasury processes and controls, enhance policies, reporting tools and data quality, as well as maintain operational excellence

• Effectively manage and be accountable for regular weekly, monthly and quarterly deliverables

• Partner with various internal teams on these activities, including Controllers, Tax, Legal, Product Management and Risk Management

Qualifications

• Bachelor’s Degree or higher, preference for Accounting / Finance

• 3-7 years of treasury, controllers, banking or other corporate finance experience, with a track record of strong performance

• Prior experience in financial services, finance or banking operations, project management, risk management or capital market activities is desirable

• Demonstrable problem-solving, quantitative and analytical skills, with exceptional attention to detail and rigor

• Self-starter, quick learner, team player with collegial orientation and desire to take on responsibility

• Organized and methodical, ability to multi-task and work under tight deadlines

• Ability to clearly articulate and present ideas both in written presentations and orally

• Strong accounting skills preferred

• Proficiency in all Microsoft Office applications, with advanced or expert skills in Excel and VBA coding experience preferred, but not required

For New York, NY Only the salary range for this position is USD$100,000.00 - USD$130,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and inidual performance.

Our benefits

To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about.

Our hybrid work model

BlackRock’s hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person – aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock.

About BlackRock

At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being.  Our clients, and the people they serve, are saving for retirement, paying for their children’s educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress.

This mission would not be possible without our smartest investment – the one we make in our employees. It’s why we’re dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive.

BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. View the EEOC’s Know Your Rights poster and its supplement and the pay transparency statement.

BlackRock is committed to full inclusion of all qualified iniduals and to providing reasonable accommodations or job modifications for iniduals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process. 

BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.

Job Requisition #

Title: Sr Accounts Receivable and Deductions Specialist

Location: Chicago United States

Job Description:

Bel, makers of iconic brands including GoGo squeeZ, Babybel, The Laughing Cow, and Boursin is a growing global company that values your contributions, strives to create a sense of belonging for everyone and offers career growth and development opportunities, as well as competitive total compensation and meaningful well-being benefits from day one. For All, For Good, our company signature, reflects Bel's commitment to Purpose*Full Snacking which unlocks nourishment, joy, and the future of food by providing fruit, veggie and dairy goodness - for all.

The company has headquarters in Chicago (Bel USA) and New York City (Materne North America) and operates 4 manufacturing plants in Little Chute, WI; Brookings, SD; Traverse City, MI; and Nampa, ID.

Job Description Summary

The Sr. Accounts Receivable & Deduction Specialist is responsible for the full accounting life cycle management of a specific portfolio of customers and the day-to-day operations of the Accounts Receivable & Deduction department. This role will manage the deduction process, ensure timely posting of customer payments, follow-up on past due invoices and provide detailed analysis of all deductions to ensure accurate and timely reconciliation and resolution. In addition, this role will participate in supporting special departmental initiatives and projects when assigned. This position will be set in a fast-paced environment and will require accuracy, time management, and flexibility. This is a remote, non-exempt role based in Chicago.

Essential Duties and Responsibilities

• Cash application: Manages daily cash receipts, retrieves lockbox deposits and ACH/EFT reports; creates electronic files and performs cash application. Maintain tracking files and make updates daily.
• AR Balances: Collaborates with the Treasury group to reconcile the general ledger and bank accounts.
• Deductions: Responsible for deduction research and clearing in a timely manner: Assess open Debit Memo's ensuring consistent, timely & accurate reporting and reconciliation.
• Websites: Monitors customer-based websites to obtain deduction and payment documentation.
• EDI: Utilizes EDI platform to retrieve remittance details and solve invoicing issues.
• Brokers: Prepare and process broker check requests, maintaining files and preventing deductions from occurring by processing check requests timely.
• Escalations: Follow guidelines for proper escalation of unresolved items.
• Credibility: Establish relationships cross-functionally and with Customers / Brokers to maintain a steadfast focus on achieving goals and meeting Key Performance Indicator (KPI) targets.
• DEALS: Provides internal support cross-functionally regarding deals that can be closed or remain open due to unresolved deduction balances. Utilize trade management tool.
• Collections: Monitor customer accounts, identifying past-due payments. Follow up with customers on past-due invoices via phone and/or email. Manage collection efforts. Maintain detailed records of collection activities, including communication of payment arrangements, and any actions taken.
• Dispute Resolution: Investigate and resolve customer inquiries, deductions, billing disputes and/or past due invoices. File claims for all invalid deductions. Handle unique or complex billing scenarios.
• Communication: Value added and action-oriented collaboration cross-functionally to Inform others of any specific issues or trends.
• Credit Reviews: Verify the creditworthiness of customers, setting credit limits, and monitoring accounts.
• Accounting Support: Prepare audit files (external, internal and tax) and month-end / fiscal year analyses.
• Other duties: All other duties & special projects as assigned by direct manager or senior management.

Qualifications and Competencies

• High School Diploma or equivalent required; Some accounting college coursework is preferred.
• 10+ years of related AR experience required.
• 5+ years related experience in a deduction/collection role, analysing and reconciling items such as: Trade/Billbacks, Shortages, Logistic Penalties, Spoils and/or other AR deduction miscellaneous items.
• Experience working with Trade Fund/Promotion Management tools preferred.
• Highly proficient technology skills including ERP SAP ECC [or SAP HANA S4] systems and Microsoft Suite [specifically Excel, Word, and Power Point].
• Ability to work independently and as part of a team; Strong organizational and time management skills.
• Flexibility and adaptability: Readiness to adapt to different workflows, communication styles, and priorities as needed to effectively collaborate with various departments and external entities.
• Possesses high credibility, integrity, and adaptability: Effective in establishing rapport and building productive relationships with team members and cross-functional partners.
• Demonstrates professionalism & excellent interpersonal and communication skills (written and verbal).
• Exceptionally detailed and organized, with the ability to step back and analyze for anomalies.

Performance Attributes: Business agility, adaptability, efficiency, accuracy, timeliness, competence, resourceful, and thoroughness of work performed; ability to quickly learn new concepts and processes; drive to take initiative and to improve processes; organized and good record keeping skills; ability to gain the trust and respect of others; maintain the integrity of confidential business and product information; ability to communicate effectively and develop good working relationships with all levels of the company; ability to work with and through others to accomplish goals & objectives of the Company.

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable iniduals with disabilities to perform the essential functions.

Total Rewards

• Base Salary: $73,000-$83,000 (Non-Exempt)
• Bonus Opportunity: 7%
• PTO and Medical, Dental and Vision Benefits from Day 1
• 401k Match

Bel Brands is an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran status, disability status or any other basis protected by applicable federal, state, or local laws. Bel Brands prohibits harassment of applicants or employees based on any of these protected categories. It is also Bel Brand's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Bel Brands is committed to recruiting, hiring and promoting people with disabilities and veterans. If you need an accommodation or assistance in using the website, please call 312-462-1500.

If you think that this job is for you, please click now on the button "Apply".

Title: Client Executive - Southeast Region (Remote)

Location: United States United States

• Employee Status: Regular
• Pay Range: $80,000 - $130,000
• Role Type: Home
• Job Posting - Salary Range: See Pay Range
• Department: Sales & Business Development

Job Description:

Job Description

What we're looking for

• Communication is the key to our success. You grasp concepts quickly and know how to make the complex easy to understand. You can effortlessly share your knowledge of the industry and how data, software, and analytics can transform your customer's business
• Navigate complex environments to achieve results. You collaborate naturally with members across different teams balancing priorities. You excel at bringing the right people to the table, solving issues and identifying opportunities
• You understand your customer by seeing your world through their perspective, speaking their language, and expressing the voice of your customer to improve Experian's solutions
• You have the experience in sales such as developing forecasts, advancing a pipeline, and ensuring delivery of solutions
• You achieve results and exceed expectations to identify new ways to grow our business and expand current partnerships
• You challenge yourself with different opportunities to develop your skills as an Experian leader and influencer
• You prioritize accountability, building trust with your teammates and customers by delivering results
• You will need to reside in the Southeast US (GA, FL, NC, SC, or VA)
• You will report to Experian's Vice President of Sales, Southeast region.

Qualifications

• Successful sales experience with a record of overachievement selling complex solutions and non-tangible value in competitive environment at the executive level.
• Demonstrated experience uncovering sales opportunities for marketing, risk, analytic, fraud and software solutions within financial services
• You understand risk management challenges and growth demands within the banking industry
• Your background indicates an understanding of corporate financial priorities and the programs designed to deliver revenue and profit expectations.
• Bachelor's degree required; MBA preferred
• Travel required, approx. 40%

Additional Information

Benefits/Perks:

• Great compensation package and incentive plan.
• Core benefits including medical, dental, vision, and matching 401K.
• Flexible work environment, ability to work remote, hybrid or in-office.
• Flexible time off including volunteer time off, vacation, sick and 12-paid holidays.
• Explore all our exciting benefits here: https://yourexperianbenefits.com/cand-index.html.

At Experian, our people and culture set us apart. We're committed to creating an environment where everyone feels they belong and can excel. From inclusion and authenticity to work/life balance, development, wellness, collaboration, and recognition, we focus on what matters. Our people-first approach has earned us global recognition: World's Best Workplaces 2024 (Fortune Top 25), Great Place To Work 2025 in 26 countries, and Glassdoor Best Places to Work 2024, among others.

Want to see what life at Experian is really like? Explore Experian Life on social or visit our careers site.

Our compensation reflects the cost of labor across several U.S. geographic markets. The base pay range for this position is listed above. Within this range, inidual pay is determined by work location and additional factors such as job-related skills, experience, and education. You will also be eligible for a variable pay opportunity.

Experian is proud to be an Equal Opportunity Employer for all groups protected under applicable federal, state and local law, including protected veterans and iniduals with disabilities. If you have a disability or special need that requires accommodation, please let us know at the earliest opportunity.

#LI-Remote

Title: Murex Governance & Controls Manager

Location: New York United States

Job type: Remote

Job Description:

Join Mizuho as a Murex Governance & Controls Manager!

Murex Governance & Controls establishes and runs the governance and operational backbone of the Murex COE. The role provides central coordination, controls, reporting, and governance discipline to ensure that the Murex platform operates under a data-driven, transparent, and well-governed operating model.

This function ensures that all stabilization, change, release, and architectural initiatives are executed predictably, auditable, and aligned with business priorities - while giving senior management factual, timely visibility into platform performance, risks, and progress.

Key Responsibilities

1. Governance, Process & Controls

• Establish, maintain, and enforce SOPs, governance standards, RACI frameworks, and documentation requirements across all COE functions.

• Co-chair the Murex Change Advisory Board (MCAB) with Delivery Assurance, ensuring releases are fully risk-assessed, tested, and auditable.

• Define and then operate the Release Risk Assessment Framework, ensuring objective evaluation of each change request and release.

• Ensure full traceability between incidents and changes through control matrices and automated evidence collection.

• Oversee audit readiness and regulatory alignment, ensuring controls are robust, documented, and consistently executed.

• Track and publish governance and compliance KPIs, including RCA closure, documentation currency, CAB adherence, control execution, and change success ratios.

• Lead control attestations, ensuring evidence completeness for SOX, ITIL, operational risk, and technology risk standards.

2. Program, Reporting & Operations

• Maintains the Integrated Murex Program Plan, covering stabilization, releases, infrastructure work, projects and transformation initiatives.

• Run the weekly management cadence across Run, Change, and Control pillars - ensuring alignment, escalation, and priority clarity.

• Own the Murex KPI framework, covering incidents, RCA closure, stability metrics, MTTR, batch performance, automation coverage, release success rate, and delivery velocity.

• Produce executive dashboards and narrative reporting for senior management, governance committees, regulators, and audit functions.

• Maintain the Stability Tracker and long-term trend analytics, demonstrating measurable improvement over time.

• Identify blockers, cross-stream conflicts, and delivery risks; drive escalation and resolution.

• Provide structured communication, transparency, and consistent messaging across Technology, Business, and Risk stakeholders.

3. Cross-Functional Stewardship

• Act as the operations manager for the COE - ensuring consistent and coordinated execution across Production Support, Delivery Assurance, Infrastructure, Architecture, Stabilization, and Design Authorities.

• Provide the Head of Murex COE with a unified operational view of progress, risks, metrics, capacity, and budget.

• Ensure the Murex COE operates under a predictable, controlled, and metrics-driven framework, with high confidence from senior stakeholders.

Key Skills & Experience

Operational & Governance Expertise

• Deep experience running program governance and operational control functions in a complex technology environment.

• Strong command of ITIL, technology risk, SOX/ITGC, and change management frameworks.

• Proven ability to design and enforce governance structures and control processes.

Data & Reporting Leadership

• Demonstrated experience owning KPIs, dashboards, executive reporting, and data modeling for large-scale technology programs.

• Ability to transform data into insight and insight into clear, actionable communication.

Stakeholder & Communication Skills

• Exceptional communication skills with the ability to articulate technology stability, risk, and progress to senior executives.

• Skilled at managing conflicting priorities and driving alignment across erse technology and business teams.

Domain Expertise (Preferred)

• Understanding of capital markets, derivatives products, and front-to-back trade flows.

• Exposure to Murex or similar trading/risk platforms is a significant advantage.

Success Measures

• Stability KPIs trending positively with clear root-cause transparency.

• Timely, accurate executive dashboards that build management confidence.

• Strong adherence to governance controls and regulatory expectations.

• Predictable release execution with fewer incidents linked to change.

• A well-coordinated COE where decisions, priorities, and risks are transparent.

The expected base salary ranges from $200k-$300k. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications and licenses obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus.

#LI-Hybrid

Other requirements

Mizuho has in place a hybrid working program, with varying opportunities for remote work depending on the nature of the role, needs of your department, as well as local laws and regulatory obligations. Roles in some of our departments have greater in-office requirements that will be communicated to you as part of the recruitment process.

Company Overview

Mizuho Financial Group, Inc. is the 15th largest bank in the world as measured by total assets of ~$2 trillion. Mizuho's 60,000 employees worldwide offer comprehensive financial services to clients in 35 countries and 800 offices throughout the Americas, EMEA and Asia. Mizuho Americas is a leading provider of corporate and investment banking services to clients in the US, Canada, and Latin America. Through its acquisition of Greenhill, Mizuho provides M&A, restructuring and private capital advisory capabilities across Americas, 

#LI-MIZUHO

Title: Manager, Financial Administration

Location:

Bethesda, MD or New York, NY

Job Description:

About Us:

ProShares now offers one of the largest lineups of ETFs, with over $90 billion in assets. The company is a leader in strategies such as crypto-linked, idend growth, interest rate hedged bond and geared (leveraged and inverse) ETF investing. ProShares continues to innovate with products that provide strategic and tactical opportunities for investors to manage risk and enhance returns.

Position Summary:

We're seeking a Financial Administration Manager who combines strong analytical skills with a passion for operational excellence. This role is a vital support and coordination function-ensuring the smooth financial administration of our ETFs and mutual funds. As the bridge between internal teams and external service providers, you'll manage key processes, guide vendors, solve problems, and contribute to the continued innovation that defines ProShares. This position is ideal for someone who enjoys working in a dynamic environment, thrives on precision, and takes pride in being a reliable, trusted financial resource.

Essential Job Functions [1]:

• Manage and support core financial processes across ProShares' funds, including financial reporting, expense management, distributions, and tax reporting.
• Oversee of the funds' financial vendors, including administrators, fund accountants, auditors, tax accountants, etc.-ensuring alignment, timeliness, and accuracy.
• Collaborate with internal teams on product launches, fund enhancements, and other initiatives requiring financial expertise.
• Engage in problem-solving and process improvement, helping refine procedures and strengthen internal controls.
• Provide subject-matter expertise on financial and operational aspects of fund administration.
• Contribute to risk management efforts by ensuring compliance with internal policies and regulatory standards.

Education and Experience:

• Bachelor's degree required; CPA desirable
• 3+ years' experience in related financial services roles; SEC experience helpful
• Solid grounding in fund accounting, financial reporting, or auditing
• Proven ability to collaborate across teams and manage multiple projects simultaneously
• Analytical mindset with a proactive, solutions-oriented approach
• Exceptional attention to detail, communication, and organizational skills

Knowledge, Skills and Abilities:

• Excellent analytical and problem-solving skills.
• Innovative thinking and the ability to challenge the status quo.
• Knowledge and expertise in fund administration/operations.
• Ability to work independently within a team structure.

Early Career Period [2]: (90-and 180-day goals):

First 90 Days:

Gain a deep understanding of ProShares' fund administration and fund accounting ecosystem, building strong relationships with internal and external partners.

First 180 Days:

Become a primary point of contact for financial administration service providers, manage select processes, and contribute recommendations that enhance efficiency and control.

The compensation for this position includes salary and incentive pay. The annual base salary range for this role is $95,000 - $150,000 (USD), which does not include discretionary bonus compensation. Total compensation may vary based on experience, role, location, department, and inidual performance.

Our Benefits:

• Competitive pay and discretionary bonus
• Paid time off
• Health care benefits (medical, dental & vision)
• Additional insurance includes basic life, accidental death and dismemberment, supplemental life, disability and legal benefit
• 401(k) retirement plan with matching contribution
• Spending Accounts (Health Care, Dependent Care, and Transportation)
• Wellness Programs (fitness reimbursement, Employee Assistance Program)
• Education assistance
• Hybrid work schedule
• Additional Programs include peer recognition, corporate matching gift

[1] These statements are intended to describe the general nature and level of work involved for this job. It is not an exhaustive list of all responsibilities, duties and skills required of this job. To perform this job successfully, an inidual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable iniduals with disabilities to perform the essential functions.

Additional privacy information for CA residents

EOE STATEMENT

ProShare Advisors LLC and its affiliates are equal opportunity employers and do not discriminate against otherwise qualified applicants on the basis of age, race, color, religion, creed, sex (including pregnancy, childbirth, or related medical conditions), marital or family status, national origin, ancestry, physical or mental disability, mental condition, veteran status, sexual orientation, gender identity, genetic information, or any other characteristic protected by applicable law.

Title: Embedded Payments Analyst (Hybrid, Remote)

Locations:  Wichita, KS; Kansas City, MO; Omaha, NE; Sioux Falls, SD/ Oklahoma, Utah, and Texas.

Job type: Hybrid/ Remote

Job Description:

At Emprise Bank, everything we do is focused on empowering people to thrive. We proudly work to provide an extraordinary customer experience to help our customers achieve their goals.

The Embedded Payments Analyst will work closely with FinTech partners, platform providers, and internal teams to manage operations, oversee risk, and ensure regulatory compliance within the Embedded Banking line of business, including onboarding and ongoing oversight related to ACH, Wires, Faster Payments, and Mobile Deposits.

This position is eligible for a Hybrid schedule in Wichita, KS; Kansas City, MO; Omaha, NE; Sioux Falls, SD; and their surrounding areas. Remote in Oklahoma, Utah, and Texas.

A successful candidate will have:

• Familiarity with banking regulations and compliance requirements (e.g., NACHA, PCI, Reg E, and Reg CC).
• Proficiency in reconciliation and reporting tools; advanced Excel skills preferred.
• Experience with various payment rails and their functionality, as well as processing platforms
• Excellent analytical and problem-solving skills with attention to detail
• Strong communication skills to interact with technical and non-technical stakeholders
• Ability to prioritize and manage multiple tasks in a fast-paced environment
• Proactive mindset with a commitment to continuous improvement.

Essential functions of the role:

Payments Processing and Support

• Monitor and manage daily payment workflows across multiple channels, ensuring accuracy and timeliness.
• Investigate and resolve payment-related issues, collaborating with internal and external stakeholders.
• Support fund flows and account structures to ensure accuracy and efficiency.
• Provide support to the Bank Operations Transaction Services team as needed.

Reconciliation & Reporting:

• Maintain operational integrity through daily reconciliation of all internal accounts, resolving any discrepancies in collaboration with Finance and Accounting teams.
• Generate and analyze reports to track payment performance and identify trends or risks.

Partner Support and Compliance:

• Provide guidance and corrective action to FinTech partners to ensure adherence to applicable rules and regulations.
• Coordinate operational support between FinTech partners, platform providers, and Emprise Bank Operations.
• Support audits and regulatory reviews by providing accurate documentation and insights.
• Identify and mitigate operational risks in payment workflows through risk assessments, monitoring, testing, issue management, and training.
• Maintain current knowledge of relevant laws, regulations, and guidance impacting the Embedded Banking business.

Program Management:

• Support program monthly billing to processors and program managers.
• Familiarity with program contracts and banking regulations to ensure compliance
• Support implementation of new product and service capabilities within delivery deadlines to enhance scalability and accuracy.
• Identify inefficiencies in current processes and recommend improvements.
• Document and maintain standard operating procedures (SOPs) for payment operations.

Other duties as assigned within the scope and responsibility of the job

Requirements

• Bachelor's degree in Finance, Business Administration, or related field (or equivalent experience).
• 3+ years of experience in banking, payments operations, or financial services.
• Strong understanding of payment systems (e.g., ACH, wire transfers, card networks).
• Familiarity with banking regulations and compliance requirements (e.g., NACHA, PCI, Reg E, Reg CC).
• Experience working in an Embedded Banking or FinTech environment preferred

Benefits

In addition to a competitive salary and benefits, Emprise offers professional growth, a rewarding and challenging environment, opportunities to be involved in our communities, and a culture of integrity, passion, and success.

At Emprise Bank, empowering people to thrive means having an all-inclusive culture that honors our commitment to all dimensions of ersity in our workforce and embraces inclusion of all people. People of color, women, LGBTQIA+, veterans, and persons with disabilities are encouraged to apply.

Emprise Bank is an EEO/AA/ADA/Veteran Employer/Member FDIC/Drug Free Workplace.

Emprise Bank participates in E-Verify and will provide your Form-I 9 to the federal government to confirm authorization to work in the United States.

Location: San Jose United States

Job Description:

outline

Contractor

place

San jose, California

• Practices

  Information Systems

• Contract Type

  Contractor

• Remote jobs

  No

• Sub Practices

  Security

Akkodis is seeking a Cybersecurity Risk Manager for a Contract with a client in San Jose, CA(Hybrid). The ideal candidate will lead enterprise-wide risk assessment and governance efforts to strengthen the organization’s security posture.

Rate Range: $80/hour to $90/hour; The rate may be negotiable based on experience, education, geographic location, and other factors.

Cybersecurity Risk Manager job responsibilities include:

• Conduct comprehensive cyber risk assessments using qualitative and quantitative methods (e.g., FAIR) to identify threats, vulnerabilities, and business impact.

• Manage the daily operations of the Security Policy Exception program, ensuring alignment with security governance and risk-mapping processes.

• Maintain and continuously update the cyber risk register to support prioritization, tracking, and remediation of enterprise cyber risks.

• Communicate and translate complex cyber risks to both technical and non-technical stakeholders, providing actionable mitigation recommendations.

• Coordinate cross‑functional teams to develop, agree upon, and implement effective risk mitigation strategies.

• Collaborate with Internal Audit, Compliance, and Security teams to integrate cyber risk practices into the broader organizational risk management framework, leveraging MITRE ATT&CK for threat understanding.

Required Qualifications:

• Bachelor’s degree in Cybersecurity, Information Technology, Computer Science, or a related field.

• 8+ years of experience in cybersecurity risk management, including risk assessments, quantification, and threat modeling.

• Proficiency with industry frameworks such as CSA, CIS, and NIST 800‑53 for risk and control alignment.

• Hands-on experience conducting cyber risk assessments, managing risk exception processes, and communicating risks to technical and business stakeholders.

If you are interested in this role, then please click APPLY NOW. For other opportunities available at Akkodis, or any questions, feel free to contact me at **Sahil.Karna@**akkodisgroup.com.

Pay Details: $80.00 to $90.00 per hour

Benefit offerings available for our associates include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits and a 401K plan. Our benefit offerings provide employees the flexibility to choose the type of coverage that meets their inidual needs. In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other paid leave required by Federal, State, or local law, as well as Holiday pay where applicable.

Equal Opportunity Employer/Veterans/Disabled

Military connected talent encouraged to apply

To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://www.akkodis.com/en/us/candidate-privacy-policy

The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:

• The California Fair Chance Act
• Los Angeles City Fair Chance Ordinance
• Los Angeles County Fair Chance Ordinance for Employers
• San Francisco Fair Chance Ordinance

Massachusetts Candidates Only: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Title: Project Accounting Analyst | REMOTE

Location: Hyattsville ,  Maryland

Contract

Project Accounting Analyst | REMOTE

About the Job:** CRG is seeking a REMOTE Project Accounting Analyst for a stable, long-term ongoing contract that historically gets extended for years! This professional will manage and track project budgets and work directly with multiple Project Managers to help them understand the financial progress and variances of each project, ensuring they stay on track. 

About the Company: Our Retail client with over $80B in annual revenue has over 2,000 stores, across 21 US states, with over 400,000 employees. This company is a leader in sustainable retailing with a passion for delivering excellence. By driving omni channel growth, efficiency in the shopping experience and continuing to develop with new technologies; this company is growing and developing continuing success. The leadership team strives for work-life balance for all its employees, including focusing on creating an inclusive and collaborative environment for contractors!

Location: REMOTE - Must live within 100 miles of one of the following locations:

• Chicago, IL
• Salisbury, NC
• Greenville, SC
• Hyattsville, MD
• Scarborough, ME
• Quincy, MA
• Carlisle, PA
• Manchester, CT

Duration: Ongoing long-term contract that will most likely be extended over and over for 1-2+ years or more!

CRG Benefits for Contractors after 90 days:

• Medical / Health Insurance (Multiple Plan Options)
• HSA and FSA Options (CRG will match $500 of your HSA contributions!)
• Vision and Dental Insurance
• Virtual Visits for Urgent Care, Psychiatry, and Therapy
• 401K - CRG matches up to 4%!
• Life and AD&D Insurance
• Long-Term & Short-Term Disability Insurance
• Accident, Hospital, & Critical Illness Insurance

Description:

• Review and monitor project budgets, identifying areas of over and underspend
• Record daily financial activity for each project and relay the accurate project financials to respective Project Managers
• Complete monthly cost analysis, including budget-vs.-actual analysis, cost-to-complete analysis, and various requirements
• Discuss with Project Managers any identified budget adjustments, recommendations, and/or realignments based on actualized historical information
• Track purchase requisitions, purchase orders, and invoices, and report to management regarding the remaining funding available for projects
• Receive and process invoices against a project’s supplier purchase orders
• Review capital interest calculations based on capital expenditures and purchases
• Investigate project variances and submit variance reports to management
• Prepare financials for project stage gate governance processes
• Research, retrieve, organize data, and prepare various reports
• Process end of period reconciliations and accruals
• Identify and implement process improvements

Requirements:

• 5+ years of experience in project accounting or project financial/budget analyst type of role
• Experience managing and tracking the costs of projects (capital vs. operating expenses), analyzing budget vs actual, and performing forecasting and variance analysis, while working directly with Project Managers
• Past experience with general accounting processes, with strong understanding of US GAAP
• Must have Advanced Excel skills with ability to use short cuts, including pivot tables, VLOOKUPs, formulas, index matching, conditional formatting, filtering, etc.
• Experience initiating and implementing process improvements
• Must have exceptional communication skills to be able to clearly communicate with PMs and team and handle difficult conversations with PMs
• Bachelor’s Degree in Accounting or Finance preferred

Category Codes: JN001, JN005

Title: Tax Coordinator

Location: Los Angeles United States

Job Description:

Job Category

Tax

Job Type

Regular Full-Time

Overview

We believe that human care comes first. Only when our talent thrives can they deliver their very best to our clients. We are honored to serve agents of change in culture-shaping industries – including cannabis, sports and entertainment, technology and state and local government. We stay at the forefront by empowering the next generation of talent: rising leaders full of big ideas, passionate energy, and purpose to effect real change. Our inclusive culture, competitive benefits, and flexible work arrangements are designed to motivate and inspire our team members to build something special.

MGO is a top 50 CPA and advisory firm of 700+ professionals working remotely and in offices throughout the U.S. and India. Through frictionless digital tools, we address the local needs, and fuel the global ambitions, of clients in 97 countries. MGO is proud to be a “Best Place to Work” and is ranked as a leader by Accounting Today and Inside Public Accounting.

Job Details

The Tax Coordinator works closely with the Tax Operations Manager and is responsible for providing administrative support to the Tax team firmwide to ensure client deliverables are met. This is a hybrid role based out of our Century City, CA office.

Core Responsibilities:

· Provide administrative support to leaders and teams delivering client services

· Complete assigned tasks / jobs

· Identify and help solve engagement (job) technical issues, anomalies, non-routine items

· Collaborate and communicate with client and team members in a professional manner

Essential Functions:

· Assemble and deliver tax returns and other deliverables.

· Electronically Transmit and track Federal and State income tax returns and other deliverables. Including Acceptance Letters and proper management of rejections.

· Process New Client Setup and coordinate the completion of the client acceptance process, ensuring compliance with established protocols and obtaining necessary approvals.

· Oversee workflow status of tax returns and deliverables.

· Maintain client data up-to-date in all systems.

· Serve as a Liaison between Tax professionals and clients. Including but not limited to following up on Engagement Letters, E-File forms, Billing and Collections.

· Document Management – Scan, file and maintain documents in electronic filing system(s).

· Engagement Letters – Including but not limited to draft, finalize, deliver, and track all engagement letter for tax professionals.

· Tax organizers – Deliver and track Tax Organizer for tax professionals.

· Mail – Including but not limited to distributing email to tax/office professionals, assist with mailing out client documents and deliverables via FedEx, USPS, etc. Processing certified mail as needed by tax professionals.

Minimum Qualifications:

· 2 -3 years’ experience in administrative role supporting tax services

· Excellent customer service skills (internal and external)

· Strong attention to detail

· Creative problem solving and research skills

· Strong written and verbal communication and interpersonal skills

· Able to work effectively both as part of a team and independently

· Highly motivated and interested in taking the initiative for personal growth and development

· Able to handle multiple priorities, tasks and simultaneous projects

· Ability to work overtime as needed

· Proficient with Microsoft Office (Word, Excel, PowerPoint, Outlook)

· Prior experience with CCH applications preferred

Success Factors:

· Career ownership through proactively seeking assignment, research, helping others, seeking feedback and keeping others informed of available hours

· Team player - help where you can, stay engaged with the team through project completion

· Task/deadline oriented - completing projects within expectations i.e. timeframe and budget

· Continually work to increase quality of work through asking questions and being receptive to review notes and feedback

· Ownership of work - follow through to completion and communicate status with seniors/supervisors often

What's in it for you:

Work at the forefront: Our clients are culture shapers and mavericks breaking new ground in competitive and highly regulated industries. They expect us to deliver truly innovative solutions, built on sound accounting fundamentals, and a vision for the future. That is why we celebrate creative problem solving and seek team members with passion for what’s next. 

Pay Range: $60k - $85k

Job Title: Lead Treasury Assistant

Location: West Lafayette United States

Job Description:

Req Id: 40436

City: West Lafayette

Responsible for oversight of the numerous University bank accounts. Monitor daily bank account balances and activity. Distribute reports to various schools/departments and maintain website of bank data for various departments/schools to reference. Utilize knowledge of complex bank systems and practices to read/interpret the data to resolve banking related issues. Responsible for the initiation of all wire transfers for the university system. Serve as the liaison between various schools/departments, the bank, and the Office of Treasury Operations to resolve various banking related questions, which are often complex.

Hybrid work may be considered for this position based on the candidate's location and interest.

What We're Looking For:

Education and Experience

Qualified candidates will need:

• High School Diploma or equivalent
• 4+ years of experience in banking, finance, or related field

Skills needed:

• Team player who can work independently with the ability interpret and communicate bank data as well as University policies and procedures
• Excellent communication (oral & written) and customer service skills. Detailed oriented
• Ability to influence and build work relationships among a erse workforce at all levels
• Must possess a learning orientation to changing technology influencing business processes
• Personal computer and related software skills

Additional Information:

• Purdue University will not sponsor employment authorization for this position
• A background check will be required for employment in this position
• FLSA: Non-exempt (Eligible For Overtime)
• Retirement Eligibility: Non-exempt Defined Contribution
• Benefit Statement: Purdue University offers a substantial Benefit Package including medical, dental, and vision insurance as well as a generous paid time off package for sick and vacation days

Career Stream

• Administrative and Operational Support 4
• Pay Band: S050
• Job Code: 20004099

Who We Are:

Purdue is a community built on collaboration, with global perspectives, Boilermaker pride and endless opportunity to live, learn and grow. Join us and contribute to our culture.

Equal Opportunity Employer:

Purdue University is an EA/EO employer.

Title: Supervisor, General Ledger Accounting

Location: Midtown Manhattan, NY, United States

Work Type: Hybrid

Job ID: 2505644

Job Description:

As a Supervisor of General Ledger Accounting, you'll be responsible for partnering with the General Ledger Accounting team and Operations leaders to provide excellent service to a portfolio of external resources.

This hybrid role reports to our downtown Corporate office in Manhattan, New York.

Your Responsibilities:

• Manage a portfolio of 60 to 120 clients (number dependent on property complexity) to provide oversight on timely distribution of accurate financials and other client deliverables. Inclusive of the following tasks:

• Review monthly Financial Statement packages for assigned portfolio of properties following the standards established by FirstService Residential.

• Review and analyze report review checklist to determine completeness and accuracy of financial statements.

• Ensure that the accountant segregates the non-operating monies via internal transfers

• Provide feedback and revisions to accountants producing the financial statement packages for the assigned portfolio.

• Investigate issues identified during financial statement review and provide corrective actions/instructions to the accountant responsible for production of the financial statements.

• Provide assistance and guidance to property management groups to resolve issues or questions related to the financial operations for the assigned portfolio.

• Attend Board meetings to provide support on complex financial matters.

• Support and coordinate the development of annual budgets

• Annually collect and deliver documentation and transaction details to auditors using Zendesk and SharePoint platforms

• Utilize and update internal and external tracking systems for requests (i.e. Zendesk and RealServ), inquiries and work tasks requiring execution.

• Evaluate and approve AVID critical and capital invoices to ensure timely and accurate payment processing

• Collaborate with cross departmental teams (financial management, cash management, contract management, insurance, etc.) to review products and programs in place for assigned clients and support in maximizing value for the client.

• Manage property transition in and out requirements within 60 days of receiving notice

• Prepare and deliver monthly Financial Statement packages as needed for specific properties following the standards established by FirstService Residential. Inclusive of the following tasks:

• Confirm bank accounts are reconciled.

• Prepare required reconciliations and supporting schedules for financial package

• Analyze the variance analysis and details for each account to ensure accuracy and completeness.

• Prepare and post journal entries to the General Ledger as needed. Review periodic reports of general ledger accounts to ensure accuracy and correct errors prior to close of accounting period.

• Prepare, review, and analyze transactions from Accounts Receivables and Accounts Payable to ensure they have been accurately coded and recorded. Identify, investigate, resolve, and/or report on discrepancies.

• Initiate and process internal reallocations of non-operating revenue to maintain proper fund separation and financial clarity

• Prepare additional financial reports requested by the Client to be included in the Financial Package or provided to the Property Manager and/or Board of directors

Skills & Qualifications:

• Associate's degree or higher in Accounting, Finance or a related field, or equivalent combination of education and 5 years' experience required.
• Strong knowledge of GAAP accounting practices
• Works effectively with coworkers, clients, customers, and others by sharing ideas in a constructive and positive manner; addresses problems and issues constructively to find mutually acceptable and practical business solutions.
• Must possess a high energy attitude and an ability to multi-task/prioritize different projects at any given time.
• Superior oral and written communication skills.
• Proficiency in Microsoft Suite including Outlook, Excel, and Teams. Experience working with ticketing systems preferred.

What We Offer:

As a full-time associate, you will be eligible for full comprehensive benefits including your choice of multiple medical plans, dental, vision, life insurance, short-term and long-term disability, legal, identity theft, and pet insurance. You will also be eligible for company-paid life insurance and benefits from our employee assistance program. In addition, you will be eligible for paid time off, paid holidays, tuition reimbursement, and a 401(k) with company match.

Compensation

$ 85,000 - $ 115,000 / year

Disclaimer Statement

The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. This is not an all-inclusive job description; therefore, management has the right to assign or reassign schedules, duties and responsibilities to this job at any time.

Title: Lead Servicing Officer (Real Estate Institutional Capital Group Line of Business)

Full time

Location:

1200 Abernathy Road NE, Atlanta Georgia

Job Description:

Job Summary

Responsible for servicing assigned portfolio consisting of a variety of products primarily for the Real Estate Institutional Capital Group Line of Business. Primary servicing functions are for non-owner occupied /interim loan servicing, portfolio administration and related client services. Provide excellent communication with the lending staff and partners supported by the ICG teams. Client segment focus are public and private REITS, real estate private equity firms and advisers and real estate owners. The specialized healthcare team focuses on property financing needs of hospitals and senior housing owners and operators. Independently manage all pre-closing, pre-boarding review of documents and risk management. Responsible for providing superior client service and expertise to both internal and external clients related a portfolio of revolvers/term/bridge loans with ability to manage multiple projects and levels of complexity. Strength and experience also required for problem solving and loan system processing including loan boarding, maintenance, data integrity etc.

Essential Functions

• Responsible for supporting client service functions required by credit and non-credit products offered by the Real Estate Capital Division

• Responsible for all post-closing services for assigned portfolio of medium complexity loan structures.

• Proven ability to prioritize and handle multiple tasks in a high-volume environment

• Provides backup for servicing for team members.

• Provides expertise and assist RM and Closer in pre-closing process by review of loan documents, evaluation of funding requirements and attending closing meetings

• Assimilates and analyzes information necessary to establish medium complexity loan and disbursement controls on bank systems, including borrowing base availability.

• Establishes and maintains servicing files including property additions and releases and letter of credit issuance.

• Identifies exceptions and obtains appropriate approvals as necessary

• Initiates and analyzes standard and custom monitoring requirements including title/tax update, insurance and holdbacks

• Initiates financial and collateral transactions based on customer request or loan document provisions

• Analyzes and facilitates rate, commitment, and collateral changes, loan payments, tax and insurance escrows, flood zone monitoring requirements, DDA/Cash management services, and payoff instruction

• Maintain all aspects of DDA Restricted Collateral Accounts including account opening, disbursements, reconciliations, hold level maintenance and account closing.

• Maintains data integrity of system of record including posting of transactions, on-boarding of new loans and collateral, processing modifications and amendments, and data information maintenance.

• Clearly and immediately communicates problems/issues to Manager and/or RM

• Forms alliance with RMs to provide superior service to client base including achievement of goals for cash management services and off balance sheet transitions.

• Provides expertise to RMs on system requirements. Proactively identifies and assists in resolving issues affecting client service and risk management

• Provides expertise to others by thorough understanding of business requirements of clients and loan related transactions

• Active participation in projects as needed

• Perform other duties as assigned; duties, responsibilities, and/or activities may change or new ones may be assigned at any time with or without notice.

• Comply with all KeyBank policies and procedures, including acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key.

Education

• Bachelor's degree or equivalent experience

Required Qualifications

• 3+ years' experience and knowledge of commercial real estate including commitment/loan structures, title/liens, documentation, and industry practices for collateral release

• Familiarity with Commercial Loan Systems and Deposit Systems

• Strong analytical skills

• Detail-oriented

• Aptitude for analysis, systems and mathematics

• Strong written and verbal communication skills

• Ability to handle multiple tasks in a high-volume environment

• PC proficiency including familiarity with Microsoft Excel and Word;

Competencies

Accountability

• Keeps promises and honors commitments.

• Accepts responsibility for mistakes and failures and learns from them.

• Demonstrates open, honest communication.

Business Acumen

• Be knowledgeable about the financial services industry and Key's competition.

• Understand the value proposition of the business and how it contributes to Key's business strategy.

• Understand and apply Key's risk management philosophy in day-to-day interactions.

Client Focus

• Understands the value of excellent client service and demonstrates commitment to client satisfaction for internal and external clients while balancing organizational profitability.

• Actively listens to internal/external client feedback and delivers appropriate solutions.

• Applies judgment within established guidelines to resolve client issues and needs and escalates issues to manager when appropriate.

Develop Self, Staff & Others

• Take ownership of your personal development plan and seek opportunities to further develop your skill set.

• Proactively share your knowledge to help others develop and to improve the performance of the team.

Drive for Results

• Can be counted on to exceed goals successfully; is consistently a solid performer, is very bottom line oriented; steadfastly pushes self and others for results.

• Demonstrates personal accountability for achieving results within established timelines and budget parameters.

• Pursues work with energy, drive and focus.

Effective Collaboration

• Identifies and involves the right stakeholders to make decisions and maximize results.

• Readily shares information, knowledge, best practices, and ideas with teammates.

• Leverages opportunities and capabilities across the team to accomplish goals.

• Attentive and active listener; has the patience to hear people out; can accurately restate the opinion of others even when he/she disagrees.

Lead Change

• Effectively navigate and embrace change; exhibit an openness of new ways of doing things and an adaptable, continuous improvement mindset.

• Make quality decisions in a timely manner; sometimes with incomplete or ambiguous information and under tight deadlines/pressure.

• Understand the boundaries of your decision making and escalate decisions appropriately.

Managerial Courage

• Openly expresses views and delivers candid and constructive feedback with a positive mindset to teammates and manager.

• Welcomes constructive feedback and strives to improve personal effectiveness based upon feedback.

• Steps up to conflict and views it as an opportunity; finds common ground and fosters cooperation with minimum noise.

Manage Vision and Purpose

• Demonstrate passion for improving business results.

• Understand how your role fits into the vision of the department and the organization.

• Apply an understanding of the department's vision and purpose to your prioritized work.

Physical Demands

• General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.

Work Location Category

• Hybrid (2 days) - Qualified candidate must be able to report to one of the office sites listed 2 days per week.

Key has implemented a role-based Mobile by Design approach to our employee workspaces, dedicating space to those whose roles require specific workspaces, while providing flexible options for roles which are less dependent on assigned workspaces and can be performed effectively in a mobile environment. As a result, this role may be mobile or home based, which means you may work either at a home office or in a Key facility to perform your job duties.

#LI-JK1

COMPENSATION AND BENEFITS

This position is eligible to earn a base salary in the range of $57,000.00 - $87,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives.

Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.

KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.

#LI-Hybrid

Title: Payments Implementation Coordinator II

Locations: Allen, Texas; Lenexa, Kansas; Louisville, Kentucky; Monett, Missouri; Springfield, Missouri

Work Type: Hybrid

Job Description:

At Jack Henry, we're more than a technology company, we're a force for good in financial services. We're redefining how community banks and credit unions connect with the people they serve. Our mission is rooted in people inspired innovation, empowering financial institutions to deliver seamless, secure, and human centered experiences. We deliver cutting-edge solutions that are paving the way for the next generation of digital banking and payments, but our true impact begins with our associates. If you're ready to help transform an industry and grow with a company that values purpose, collaboration, and excellence then we'd love to meet you.

We are seeking to hire an exciting role as an Implementation Coordinator. In this role, candidates will act as the project lead and liaison between the external customer (and Channel Alliances) and Jack Henry, ensuring high customer service standards and providing outstanding implementation service. The Project Implementation Coordinator is partnered with a Project Manager and they will ensure their assigned implementation projects are completed in a timely and high-quality manner.

The EPS Implementation team walks Jack Henry's Financial Institutions and Channel Alliances through the implementation process for each of their products. Candidates will be joining this dispersed team throughout multiple JH offices.

This is a remote position and candidates must live within approximately a 70-mile radius of our office locations in Allen, TX; Lenexa, KS; Springfield, MO; Monett, MO or Louisville, KY.

The salary range for this position is $43,400- $56,000 and will be determined based on location and experience level.

All positions, regardless of location, may require an onsite interview or in-person onboarding requirement to verify your identity.

What you'll be responsible for:

• Prepares customer for implementation. Conducts readiness reviews, ensuring all aspects of the setup are complete.
• Establishes guidelines/timeframes to ensure a successful installation. Ensures milestones are met. Monitors all phases of the installation and escalates issues when necessary. May interact with the project manager.
• Exercises the responsibility and authority to take steps to ensure a successful installation.
• Troubleshoots issues during implementation.
• Documents issues, ensuring they are not repeated in subsequent conversions.
• Will be expected to actively coordinate, organize, and simultaneously run multiple projects.
• May perform other job duties as assigned.

What you'll need to have:

• Minimum of 18 months of experience with one of the following: Software Implementation Coordination, Back-office processing in a financial institution or Payment operations in a financial institution.
• Must be able to work occasional nights and weekends as business needs dictate.

What would be nice for you to have:

• Associate or bachelor's degree preferred.
• Experience with Salesforce.
• Previous experience with software implementations.
• Excellent written and verbal communication skills.
• Experience with or knowledge of hosted environments is a big plus.
• Experience with or knowledge of technical and system applications.
• Experience with or knowledge of various JH products and services.
• Experience with on automation software like Power Automate.

If you got this far, we hope you're feeling excited about this opportunity. Even if you don't feel you meet every single requirement on this posting, we still encourage you to apply. We're looking for passionate, driven iniduals who align with our mission and can bring unique perspectives to our team.

Why Jack Henry?

At Jack Henry, we live by the motto: "Do the right thing, do whatever it takes, and have fun." It's more than a tagline, it's the foundation of our culture. We recognize that our associates are the key to our success, and we're deeply committed to their wellbeing. That's why we offer comprehensive benefits designed to support your physical, mental, and financial health so you can thrive both personally and professionally.

We're also leading the way in technology modernization, helping financial institutions evolve with speed, security, and flexibility. Our strategy focuses on delivering secure data access, mitigating fraud, and enabling seamless integration. Empowering our teams to build innovative solutions that meet the evolving needs of accountholders.

Culture of Commitment

Ask our associates why they love Jack Henry, and many will tell you it is because our culture is exceptional. We do great things together. Our culture empowers us to rise to challenges, seek new opportunities, and support one another through change. It's this shared commitment that drives our success. We're proud to foster an environment where inclusion, sustainability, and community impact are more than values, they're how we operate. Visit our Corporate Sustainability site to learn more about our culture and commitment to our people, customers, community, environment, and shareholders.

Equal Employment Opportunity

At Jack Henry, we know we are better together. We value, respect, and protect the uniqueness each of us brings. Innovation flourishes by including all voices and makes our business - and our society - stronger. Jack Henry is an equal opportunity employer and we are committed to providing equal opportunity in all of our employment practices, including selection, hiring, performance management, promotion, transfer, compensation, benefits, education, training, social, and recreational activities to all persons regardless of race, religious creed, color, national origin, ancestry, physical disability, mental disability, genetic information, pregnancy, marital status, sex, gender, gender identity, gender expression, age, sexual orientation, and military and veteran status, or any other protected status protected by local, state or federal law.

No one will be subject to, and Jack Henry prohibits, any form of discipline, reprisal, intimidation, or retaliation for good faith reports or complaints of discrimination of any kind, pursuing any discrimination claim, or cooperating in related investigations.

Requests for full corporate job descriptions may be requested through the interview process at any time.

Title: Customer Banking Specialist - Broome (31.25hr/wk)

Location:

WA Country

time type

Part time

job requisition id

REQ252415

Job Description:

We are looking for a Customer Banking Specialist to join our Broome branch on a part time basis!

Please note that rosters are predetermined. Before applying please ensure you are available to cover the following roster

Roster (31.25 hours per week): Monday - Friday 9.15am - 4.15pm

See yourself in our team

The Retail Bank is the public face of CommBank - in branches, on the phone, through video conferencing and online. Together we deliver a seamless banking experience for the future to our 10 million+ personal and small business customers.

Do work that matters

In this role you will work collaboratively with your Branch Manager and colleagues to deliver outstanding outcomes for every customer you deal with. Your understanding of your customers and the Bank's offerings means you always know the right specialist to refer customers to for their more complex needs.

More specifically you will:

• Build a personal connection with customers through meaningful conversations
• Work with customers to help them use our in-branch technology and digital banking options
• Ask about and respond to customers' transactional needs in the branch, ensuring they leave satisfied
• Complete Financial Health Checks to assess customers' financial needs and identify any changes
• Perform interviews and process applications for personal loans, credit cards and associated products
• Proactively call customers to build rapport and invite them into the branch for a Financial Health Check or an appointment with a specialist
• Adhere to the Bank's processes and procedures, including accurately reconciling transactions and reviewing customers' financial positions
• Engage with customers by participating in community events and fundraising activities
• Look out for the safety and wellbeing of your team
• Use tools to capture customer feedback, and take action to correct any service breaks and drive improvement

We're interested in hearing from people who

• Have the ability to ask the right questions and find the right solutions, to act with integrity and place the customer at the centre of everything you do
• Can bring your passion for service excellence and, whilst being comfortable working independently, you will also be able to refer our customers to other specialist team members in order to better serve their needs
• Can demonstrate an ability to work in a busy, commercial and driven retail environment whilst seeing the big picture for customers and providing them with holistic solutions
• Most importantly you'll need to have a genuine passion for the customer and for doing the right thing to ensure we're putting our customer's needs first.

If this sounds like the role for you then we would love to hear from you. Apply today!

If you're already part of the Commonwealth Bank Group (including Bankwest, x15ventures), you'll need to apply through Sidekick to submit a valid application. We're keen to support you with the next step in your career.

We're aware of some accessibility issues on this site, particularly for screen reader users. We want to make finding your dream job as easy as possible, so if you require additional support please contact HR Direct on 1800 989 696.

Title: Client Advisor

Location: North Perth, Ontario Canada

Sub Category: Sales and Advisory

Type: Part time

On-site

Req ID: R-0000154644

Job Description:

What is the opportunity?

This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, As an RBC ambassador, you add value in the moments that matter most to clients and collaborate with RBC partners to help clients achieve their goals. Whether you're demonstrating to a client how to use digital banking, on-boarding a new client, or referring a complex opportunity to a specialist, your expertise will contribute to creating meaningful and memorable client experiences to drive client satisfaction and loyalty.

What will you do?

• Proactively engage with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, as well as identifying sales and referral opportunities
• Focus on client education and demonstration, leveraging technology to deliver a memorable client experience, drive sales, and retain business
• Respond to client-initiated contact, assisting them with a full range of financial transactions
• Actively listen and engage clients in conversation to further understand their inidual needs
• Proactively take ownership of resolving and preventing client banking problems
• Cultivate and maintain relationships with partners to make the most of business opportunities and referrals

What do you need to succeed?

Must-have

• Demonstrated passion for putting clients first, as well as success in a hands-on, target-driven sales environment
• Problem-solving and people skills, with the ability to build strong relationships and proactively connect with clients
• Flexibility, eagerness to learn, strong personal ethics, and a hunger for success
• Digital literacy across a broad range of devices (i.e., smartphones, tablets, laptops, etc.)
• Must be able to work all business hours

Nice-to-have

• Track record in building rapport and maintaining client relationships within the financial or service industry
• Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)

What's in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

• A comprehensive Total Rewards Program including competitive compensation, bonuses, and flexible benefits
• Continued opportunities for career advancement
• World-class sales training, coaching, and development opportunities
• Support from a dynamic, collaborative, progressive, and high performing team, as well as world-class tools and training
• Opportunity to achieve great success and grow your career with RBC

Job Skills

Adaptability, Advice Based Solutions, Client Centricity, Client Discovery, Communication, Curious Mindset, Data Analysis, Digital Literacy

Additional Job Details

Address:

175 WALLACE AVE N:NORTH PERTH

City:

North Perth

Country:

Canada

Work hours/week:

0

Employment Type:

Part time

Platform:

PERSONAL & COMMERCIAL BANKING

Job Type:

Casual

Pay Type:

Salaried

Inclusion and Equal Opportunity Employment

At RBC, we believe an inclusive workplace that has erse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

Join our Talent Community

Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.

Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

Title: Customer Banking Specialist - Albury

Location: Albury Australia

Part time

Job Description:

• You are a passionate customer service professional

• We are enhancing the financial wellbeing for our customers

• Together we are delivering outstanding customer experiences

We are currently seeking a customer service professional to join our Albury branch for a permanent part time opportunity.

This position will be 20 hours per week. Rosters are predetermined, before applying, please ensure you are available to cover the following roster:

Monday: 12pm - 4.00pm

Tuesday: 12pm - 4.00pm

Wednesday: 12pm - 4.00pm

Thursday: 12pm - 4.00pm

Friday: 12pm - 4.00pm

No two days are ever the same in our branch-based customer service roles; you will work collaboratively with your Branch Manager and colleagues to deliver outstanding outcomes for every customer you deal with.

More specifically you will:

• Assist customers with general banking transactions, answering questions and queries

• Build a personal connection with customers through meaningful conversations

• Work with customers to use our in-branch technology and digital banking options

• Complete Financial Health Checks to assess customers' financial needs

• Process applications for personal loans, credit cards and associated products

• Use tools to capture customer feedback, take action to correct any service breaks and drive improvement

• Be provided with continuous training and development to support your career aspirations

We're interested in hearing from people who have:

• A passion for delivering outstanding signature customer service with every interaction

• The ability to have great conversations and confidence to ask challenging questions

• Problem solving attitude and curiosity in finding the right solutions

• An open approach to learning new things and goal oriented with the ability to accept feedback for development

• Resilience, self-motivation, and lots of energy

• An ability to work collaboratively as a team to deliver a seamless customer experience

What's Next: As part of our application process, you may be required to complete an online assessment and/or digital interview. We'd encourage you to complete these steps within 48 hours of applying.

If you're already part of the Commonwealth Bank Group (including Bankwest, x15ventures), you'll need to apply through Sidekick to submit a valid application. We're keen to support you with the next step in your career.

We're aware of some accessibility issues on this site, particularly for screen reader users. We want to make finding your dream job as easy as possible, so if you require additional support please contact HR Direct on 1800 989 696.

Title: Customer Banking Specialist - Albury

Location: Albury Australia

time type

Part time

job requisition id

REQ252469

Job Description:

• You are a passionate customer service professional

• We are enhancing the financial wellbeing for our customers

• Together we are delivering outstanding customer experiences

We are currently seeking a customer service professional to join our Albury branch for a 12-month part time opportunity.

This position will be 30 hours per week. Rosters are predetermined, before applying, please ensure you are available to cover the following roster:

Monday: 9:15am - 4.00pm (45mins break)

Tuesday: 9:15am - 4.00pm (45mins break)

Wednesday: 9:15am - 4.00pm (45mins break)

Thursday: 9:15am - 4.00pm (45mins break)

Friday: 9:15am - 4.00pm (45mins break)

No two days are ever the same in our branch-based customer service roles; you will work collaboratively with your Branch Manager and colleagues to deliver outstanding outcomes for every customer you deal with.

More specifically you will:

• Assist customers with general banking transactions, answering questions and queries

• Build a personal connection with customers through meaningful conversations

• Work with customers to use our in-branch technology and digital banking options

• Complete Financial Health Checks to assess customers' financial needs

• Process applications for personal loans, credit cards and associated products

• Use tools to capture customer feedback, take action to correct any service breaks and drive improvement

• Be provided with continuous training and development to support your career aspirations

We're interested in hearing from people who have:

• A passion for delivering outstanding signature customer service with every interaction

• The ability to have great conversations and confidence to ask challenging questions

• Problem solving attitude and curiosity in finding the right solutions

• An open approach to learning new things and goal oriented with the ability to accept feedback for development

• Resilience, self-motivation, and lots of energy

• An ability to work collaboratively as a team to deliver a seamless customer experience

What's Next: As part of our application process, you may be required to complete an online assessment and/or digital interview. We'd encourage you to complete these steps within 48 hours of applying.

If you're already part of the Commonwealth Bank Group (including Bankwest, x15ventures), you'll need to apply through Sidekick to submit a valid application. We're keen to support you with the next step in your career.

Title: Customer Service Representative- Woodsville, NH

Location: Woodsville, NH United States

Job Category: Retail PB & CSR

Requisition Number: CUSTO003454

• Part-Time
• On-site

Job Description:

As the first point of contact for our customers, the Customer Service Representative is critical to Bar Harbor Bank & Trust's success. Customer Service Representatives truly make a difference in our customers' lives by supporting them with their day to day financial needs and building trusted relationships. We know our employees work hard, so we strive to make sure you're supported, appreciated and rewarded for your contributions. If you thrive in a fast-paced, collaborative and engaging environment, consider our current part-time, 20 hours per week opening for a Customer Service Representative in our Woodsville, New Hampshire location.

In a Customer Service Representative role, you can expect to:

• Assist customers in identifying their financial needs and contribute toward the success of the company by recommending additional products and services.
• Recognize and seize opportunities to make referrals for loans, trusts, investments, insurance, and other exceptional services offered by the bank.
• Gain an understanding of the banking industry and begin to contribute toward meeting branch goals in a variety of categories, including deposits and loans.
• Build trusting relationships with iniduals in the communities we serve.
• Be an active participant in, and advocate for, community growth and prosperity.
• Process transactions for customers in a prompt, efficient, courteous and professional manner.
• Provide exceptional customer service, reach effective resolutions, and follow through with customers for all inquiries.

This role focuses on obtaining general banking knowledge and mastering routine transactions, to include account opening. An interest and experience in customer service and a working knowledge of Windows are essential for this position.

Customer service experience and a working knowledge of Windows are essential for this position. An inidual who enjoys being part of a fast paced, team environment will be best matched for this position.

Qualifications

Education

Required

High School or better.

Title: Patient Finance Specialist, ED, Part-Time with Benefits

Location: North Miami Beach, Florida, United States

Job Description:

Jackson North Medical Center

Department: ED Registration

Address: 160 NW 170th Street, North Miami Beach, Florida, 33169

Shift details: Part-Time with Benefits

Summary

Patient Finance Specialist is responsible for timely and accurate patient registration. Interviews patients for all pertinent account information and verifies insurance coverage.

Responsibilities

Interviews patients and or family/relative or other responsible party at workstation or at bedside to obtain all necessary account information. Bedside registration performed utilizing carts/computers on wheels. Obtain patient demographic information with insurance and financial information, as warranted. Searches MPI (Master Patient Index) completely and assigns the correct medical record number. Notify supervisor or designate of any medical record numbers. Verify all insurance and obtain pre-certification/authorization for services, as warranted. Obtain proper authorization for treatment and approved codes from insurance carriers. Assigns insurance plan accurately. Calculate and collect patient liable amounts. Explain policies regarding services rendered according to JHS collection policies. Receives and processes all patient payments in accordance to JHS Collections Policy and Procedure-issues receipts and maintains the integrity of all payments. Secures all required signatures are obtained for treatments, release of medical information, assignment of insurance benefits and payments of services from legally responsible parties. Obtains copies of necessary patient identification and insurance cards. Scans all documents timely. Answers any questions and explains policies clearly. Assists patients and or family/relative with appointment scheduling, as warranted. Process patient charts according to paperwork flow needs and established productivity standards. Produce paperwork on each patient for distribution to appropriate departments. Align pertinent documents for establishing the patients medical record and financial file. Welcomes patients and family members in a professional manner. Contacts clinical staff for emergency medical needs and answer patient and visitor questions. Informs patient of or their representative of delinquent accounts and attempt to obtain payment. Check for physician orders and attached them to the patient medical records to ensure that patient are receiving appropriate tests. Guides patient to his/her destination or refers patient to an available Guest Services Representative. Responsible for timely bed assignment in to ensure patient are placed in appropriate unit based on established criteria. (Specific for Behavioral Health Center). Works closely with unit managers to problem solve issues related to transfers to or from external facilities. (Specific for Behavioral Health Center).Reviews insurance contract matrix to verify appropriate hospital placement in accordance with the patients insurance plans. (Specific for Behavioral Health Center). Attends in-services presentations and completes mandatory education, as warranted. Attends minimum of 80% of scheduled staff meetings. Demonstrates behaviors of service excellence and CARE values (Compassion, Accountability, Respect and Expertise). Performs all other related job duties as assigned.

Experience

Generally requires 0 to 3 years of related experience.

Education

High school diploma is required. Bachelor's degree in related field is strongly preferred.

Skill

Ability to analyze, organize and prioritize work accurately while meeting multiple deadlines. Ability to communicate effectively in both oral and written form. Ability to handle difficult and stressful situations with critical thinking and professional composure. Ability to understand and follow instructions. Ability to exercise sound and independent judgment. Knowledge and skill in use of job appropriate technology and software applications.

Credentials

Valid license or certification is required as needed, based on the job or specialty.

Unit Specific Credential

Working Conditions

Physical Requirements - Job function is sedentary in nature and requires sitting for extended periods of time. Function may require frequent standing or walking. Must be able to lift or carry objects weighing up to 20 pounds. Jobs in this group are required to have close visual acuity to perform activities such as: extended use of computers, preparing and analyzing data and analytics, and other components of a typical office environment. Additional information and provision requests for reasonable accommodation will be provided by the home unit/department in collaboration with the Reasonable Accommodations Committee (RAC).

Environmental Conditions - Jobs in this group are required to function in a fast paced environment with occasional high pressure or emergent and stressful situations. Frequent interaction with a erse population including team members, providers, patients, insurance companies and other members of the public. Function is subject to inside environmental conditions, with occasional outdoor exposures. Possible exposure to various environments such as: communicable diseases, toxic substances, medicinal preparations and other conditions common to a hospital and medical office environment. May wear Personal Protective Equipment (PPE) such as gloves or a mask when exposed to hospital environment outside of office. Reasonable accommodations can be made to enable people with disabilities to perform the described essential functions. Additional information and provision requests for reasonable accommodation will be provided by the home unit/department in collaboration with the Reasonable Accommodations Committee (RAC).

Title: Receptionist

Location: Lynbrook, NY,  United States

Wage Information: The wage range for this position is $17.00/hr - $20.40/hr, dependent on prior work history and experience

Employment type: Part-Time

Job Category: Admin - Clerical

Location: Lynbrook NY, 11563

Community: Park of Lynbrook

Req ID: 2026-274519

Job Description:

Responsibilities

• Answers incoming telephone calls in a cheerful and marketing oriented way, determines purpose of callers, and forwards calls to appropriate personnel or department.
• Retrieves messages from voice mail and forwards to appropriate personnel.
• Takes and delivers messages or transfers calls to voice mail when appropriate personnel are unavailable.
• Answers general questions about the community and provides callers with address, directions, and other information and refers other specific questions to appropriate staff.
• Welcomes on-site visitors, determines nature of business, and announces visitors to appropriate personnel.
• Coordinates guestroom reservations.
• Maintains current list of residents who are hospitalized.
• Updates appointment calendars, including transportation and beauty calendars, as directed.
• Receives, sorts, and routes mail, and maintains and routes publications.
• Distributes written communication, accepts and signs for deliveries (mail, prescriptions, etc.).
• Maintains copy and fax machines, assists users, sends faxes, and retrieves and routes incoming faxes.
• Creates and prints fax cover sheets, memos, correspondence, reports, and other documents when necessary.
• Performs other clerical duties as needed, such as filing, photocopying, and collating.
• Orders, receives, and maintains office supplies.
• Collects rent checks from residents and family members and provides needed information to bookkeeping for billing.
• Collects money for store purchases and meal tickets, etc.
• May drive company vehicle from community to social and other various destinations (only if required by community).
• May perform other duties as assigned.

Qualifications

• High school diploma or general education degree (GED); or one to three years related experience and/or training; or equivalent combination of education and experience.
• Basic First Aid and CPR certification where required.
• Must successfully complete all Atria specified training programs.
• Able to read and comprehend simple instructions, short correspondence, and memos. Able to write simple correspondence. Able to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization.
• Able to add and subtract two digit numbers and to multiply and ide with 10's and 100's.
• Able to apply common sense understanding to carry out detailed but uninvolved written or oral instructions. Able to deal with problems involving a few concrete variables in standardized situations.
• Able to operate: telephone, emergency call system, monitoring board or beeper, photocopier. Able to work various schedules and shifts as needed.

We create communities where employees thrive in their work, helping our residents thrive in their homes.

Atria Senior Living's family of brands has openings for iniduals looking for a career with outstanding benefits, including:

• Paid holidays and PTO
• Employees may receive annual anniversary rewards dependent on classification, starting at $500 for Full Time employees
• Employees may be eligible to receive an Annual Scores Reward of $500 (Full Time) or $250 (Part Time) based on community survey results
• Benefits package also includes Health, Dental, Vision, and Life Insurance
• Retirement Savings Plan / 401(k) employer match
• Tuition reimbursement (U.S Based Communities)
• Enrollment in benefits varies by employee classification; anniversary reward amounts vary by location

As a valued team member at Atria, you'll work in a supportive environment that provides advancement opportunities and promotes a healthy work-life balance. Apply now!

Co-management Coordinator - Medical Staff Services - PRN - Primarily Remote

• Part-Time
• Hybrid
• Woman's Hosp Main Campus
  100 Woman's Way
  Baton Rouge, LA 70817, USA

Job Description:

The Co-Management Coordinator is responsible for organizing, planning and supporting activities of the co-management groups (HSI and PSI) and works directly with physicians, their office personnel and co-management committees. Interacts with all levels of leadership including the Boards and the Executive Committees in compliance with the medical staff bylaws, rules, regulations, and policies, Woman's Hospital Foundation bylaws, and JCAHO standards and guidelines. Performs various duties assigned by Medical Director, Committee Chairs, general membership and hospital administration.

Requirements:

• High school diploma or equivalent required, some college preferred
• Three years of previous experience at the executive assistant level
• Five years of healthcare experience
• Thorough knowledge of bookkeeping/accounting duties to maintain financial data, accounting records, accounts payable, receivable, financial entries and reconciliations
• Thorough knowledge of medical terminology procedures for recording and transcribing minutes
• Knowledge composing reports and correspondence
• Strong computer skills with knowledge of various programs and databases

Responsibilities of the Co-Management Coordinator position include, but are not limited to:

• Plans, organizes and supports company board meetings, executive committees, sub-committees, ad-hoc committees, special projects, general membership meetings as assigned. Plans agendas with appropriate parties prior to meeting the meetings. Preparing and organizing and distributing agendas and any supportive materials prior to meetings.
• Books meeting rooms, sends notices in advance of meetings, coordinates arrangements for refreshments, media, support personnel, etc. as needed.
• Composes minutes, letters and reports within five days after each meeting. Submits minutes for committee approval. Follows up on actions and recommendations generated at meetings by writing/composing communications and securing responses by assigned deadlines.
• Maintains accuracy of performance improvement initiative spreadsheet. Requests metric data monthly, with weekly follow-up. Updates metrics spreadsheets with data as received.
• Developing and distributing PowerPoint presentations for each quarterly staff meeting.
• Confirms accuracy of metrics data each quarter and submits for confirmation and payment processing
• Submits for approval and group compensation on a regular basis to Boards, Executive Committees and hospital administration.
• Manages banking account, reconciling and reporting monthly. Maintains accuracy of both QuickBooks and QuickBooks Online based on credits and debits to company banking account. Process invoices and payments on a regular schedule and as needed for each group.
• Runs financial reports as requested. Reconciles banking accounts and reports monthly to the boards of directors
• Organizing and submitting accounting data to companies' accountant each year to ensure timely tax documentation and filing. Distributing tax documentation to each company's membership in a timely manner.
• Insuring timely renewal of companies' directors and officers' insurance coverage and general liability insurance coverage each year.
• Drafts monthly Medical Director reports, including accomplishments and work plans. Submits to Medical Directors and Hospital Administration for review and approval each month.
• Sending invitations to join each company to newly eligible physicians. Processing applications for co-management membership and maintaining up-to-date contact information and membership lists for each company.
• Revises Medical Staff Services monthly calendar for HSI and PSI to include call schedule, hospital committees on which members participate and recurrent meetings. Distributes to appropriate parties.
• Maintains the co-management groups websites. Notifies appropriate hospital contacts to update data each month. Posts notices, meeting minutes and other appropriate data as needed.
• Creates, maintains and updates policies as required.
• Checks any correspondence regularly and responds within two business days.
• Checks mailbox at least weekly; opens and distributes mail as appropriate.
• Provides administrative support to Medical Directors and committee chairs as indicated, including writing letters, memos and articles for physician communication.
• Maintains files for correspondence; documents and retains in accordance with retention policies.
• Assists with special projects as requested.
• Performs other tasks as requested by the co-management group and hospital leadership.

Hours

PRN; this position is not eligible for benefits

Primarily remote; On Campus for required meetings

Pay

$20.82 to $33.31; plus PRN differential

A Work Experience with Purpose

Woman's is one of the largest specialty hospitals in the country dedicated to the care of women and infants. Nationally recognized for exceptional patient care, innovative programs, and a supportive work environment, we consistently exceed state and national benchmarks for patient satisfaction-a reflection of our commitment to those we serve.

We're home to Louisiana's largest delivery service and perform thousands of procedures annually, including over 8,500 surgeries and 35,000 breast procedures. Woman's was the first hospital in the Baton Rouge area to earn Magnet designation for nursing excellence, and we're honored to be named one of Modern Healthcare's Best Places to Work in Healthcare year after year.

We are proud of the care our staff provides to patients-and to one another-every day.

Woman's Hospital is an equal opportunity employer. We do not discriminate on the basis of race, color, religion, sex, sexual orientation, age, disability, genetic information, veteran status, national origin, gender identity and/or expression, marital status or any other characteristic protected by federal, state or local law.

Title: Director, Transaction Monitoring

Location: Dublin County Dublin IE

Workplace: Hybrid remote

Job Description:

About us

At Fenergo, we’re not just building software—we’re transforming how the world’s leading financial institutions fight financial crime. Headquartered in Dublin and trusted by over 100 of the world’s top financial institutions, we’re on a mission to change the game. 

We’re more than a global leader in AI-powered client lifecycle management—we’re reimagining how financial institutions tackle compliance. From Know Your Customer (KYC) and Anti-Money Laundering (AML) to rapidly evolving regulations, we turn complexity into clarity. Our FinCrime Operating System, powered by agentic AI and intelligent automation, helps financial institutions move faster, act smarter, and stay safer across 120+ countries. 

But we don’t stop there. 

At Fenergo, we believe in a world where financial institutions aren’t just compliant—they’re confident. Where technology doesn’t just meet regulations—it stays ahead of them. Our mission is to empower financial institutions to stop financial crime and create a safer world.  

Every product we build, every innovation we deliver, and every partnership we forge is shaped by that belief. We’re tackling some of the toughest challenges in financial technology. From speeding up onboarding to uncovering hidden risks, our work empowers banks to serve their customers with speed, integrity, and peace of mind. 

Join us, and be part of a team that’s building smart solutions, solving real problems, and shaping the future—together. 

About this role

As Director of Fenergo’s Transaction Monitoring (TM) solution, you will be responsible for ensuring we develop and deliver a market leading solution embedded in an enterprise-grade AML/ CLM platform. You’ll work closely with cross-functional teams (engineering, customers, product owners and client solutions) to define typologies, regulatory demands and customer expectations, ensuring these are mapped into the product and roadmap plans.  

You will possess deep domain transaction monitoring expertise with experience of tuning, managing and maintaining a transaction mentoring solution within a financial institution. This will be a visible role within the organisation where you will engage with customers as the transaction monitoring subject matter expert, supporting sales and post sales engagements. You will support detailed transaction monitoring product documentation but align with product management to horizon scan, mapping expected risks and future regulatory requirements into future product development plans.  

Responsibilities 

• Transaction monitoring SME. Deep domain knowledge of transaction monitoring implementation in financial services with hands-on experience of customer segmentation, model building, rule tuning and workflow management. 

• Own TM typology library.  Map new and existing typologies to out-of-the-box detection models. 

• Coverage & effectiveness analysis. Assess coverage across products, channels, geographies, and customer segments, identify gaps and propose enhancements. 

• Model governance. Define best practice model governance process. Work with product owners to implement this effectively into product 

• Regulatory alignment: Work with regulatory team to map expectations from AML/CTF regimes (e.g., FATF, FFIEC, FCA, MAS, AUSTRAC) and model risk principles (e.g., SR 117) into design and tuning governance. 

• Documentation. Maintain model documentation (purpose, design, data lineage, assumptions, limitations, controls, KPIs). Support solution user guide documentation. 

• Partner with product owners on model development, risk coverage, typology build out, segmentation and TM workflow improvements. 

• Collaborate with product owners and development teams to prioritize backlog, deliver releases, and manage dependencies. 

• Engage with Customers acting as subject matter expert supporting sales process and post-sales customer success.

Requirements

Requirements 

• Extensive experience in Transaction Monitoring within financial services, with deep hands-on expertise across customer segmentation, typology development, detection model design, and rule tuning. 

• Experience leading or significantly influencing enterprise-grade AML or Transaction Monitoring products, ideally within a multinational financial services organisation. 

• Demonstrated ability to engage confidently with senior customer stakeholders as a trusted advisor and domain expert. 

• Strong collaboration and influencing skills, with the ability to align erse stakeholders around shared outcomes. 

• Strong communication skills, with the ability to clearly articulate technical and regulatory concepts to both technical and non-technical audiences.

Desirable Experience 

• Experience working within a regtech, SaaS, or enterprise software product organisation. 

• Exposure to global, multi-jurisdictional Transaction Monitoring implementations. 

• Background working with or alongside Product Management functions in shaping long-term product strategy.

Benefits

Our promise to you  

We are striving to become global leaders across all of the categories we operate in and as part of that we are a high-performing highly collaborative team that works cross functionally to accommodate our client’s needs.   

• Collaboration: Working together to achieve our best 

• Outcomes: Drive Success in every engagement  

• Respect: A collective feeling of inclusion and belonging 

• Excellence: Continuously raising the bar

What’s in it for you?  

(Ireland)

• Healthcare cover through the VHI 

• Company pension contribution  

• Life assurance/ Income protection 

• 23 days annual leave 

• 3 company closure days 

• Annual bonus opportunity 

• Work From Home set-up allowance 

• Opportunity to work with clients and colleagues on a global scale for a world leader in Client Lifecycle Management 

• Other competitive company benefits, such as flexible working hours, work from home policy, bike to work scheme, sports and social committee, weekly fitness and sports classes and much more 

• Buddy system for all new starters 

• Collaborative working environment 

• Extensive training programs, classroom and online, through ‘Fenergo University’ 

• Opportunity to work on a cutting-edge Fintech Product, using the latest of tools and technologies 

• Defined training and role tracking to allow you see and assess your own career development and progress. 

• Active sports and social club 

• State of the art offices in the heart of Dublin’s Docklands with great facilities, canteen and games area

Diversity, Equality, and Inclusivity 

Fenergo is an equal opportunity employer. We are committed to creating a erse and inclusive workplace, where all employees are valued, respected, and can reach their full potential. We do not discriminate based on race, colour, religion, sex, national origin, age, disability, or any other characteristic protected by applicable law. Our hiring decisions are based solely on qualifications, merit, and business needs. We believe that a erse workforce enriches our company culture, fosters innovation, and contributes to our overall success. We strive to provide a fair and supportive environment for all employees, promoting equal opportunities for career development and advancement. We encourage all qualified iniduals to apply for employment opportunities and join our team in contributing to a collaborative and inclusive work environment.

Title: Pricing & Forecasting Consultant

Location: Redmond WA US

Type: Full-time

Workplace: Fully remote

Job Description:

We're excited to welcome new team members and are only considering candidates based in Washington State and Texas for this engagement. If you are not currently located in one of these states, you will not be considered.

We are looking for an analytical, execution‑oriented Pricing & Forecasting Consultant to support a Finance Manager on Azure infrastructure, AI, applications, and support offerings. In this role, you’ll help shape how services are priced, delivered, and forecasted to meet revenue goals and long‑range financial plans. You’ll work closely with Finance and Offering teams, driving pricing decisions, financial evaluations, and planning motions that directly influence growth.

Please note:

• This is a 6-month contract, with opportunity for extension.

• This is a fully remote opportunity.

As a Pricing & Forecasting Consultant for AG Consulting Partners, a typical day might include the following:

• Leading pricing and financial forecasting for Azure infrastructure, AI, and application support offerings across both existing services and new proposals.

• Supporting pricing and value assessments for Azure Enhanced Support and Azure Mission Critical Support, including developing recommendations and proposal inputs.

• Performing offering‑level financial evaluations, including pricing strategy, profitability and margin analysis, and alignment with the broader Azure services portfolio.

• Driving core Azure financial planning motions such as Rhythm of Business (ROB) financial cycles and Long Range Planning (LRP) for priority offerings.

• Collaborating closely with Finance and Offering teams to ensure pricing, delivery models, and cost structures support revenue targets and margin expectations.

• Building and refining financial models in Excel to test scenarios, understand cost drivers, and assess the impact of different pricing structures.

This job is for you if:

• You are highly analytical and detail‑oriented, and you enjoy working in Excel to build and interpret financial models.

• You naturally connect pricing decisions to broader business and strategic goals, not just the numbers in a model.

• You are curious and coachable, with a strong desire to become a Subject Matter Expert (SME) on Azure offerings, costs, and delivery models.

• You communicate clearly and can translate financial insights into straightforward recommendations for non‑finance stakeholders.

• You collaborate well across finance, product/offering, and business teams, seeking input and building alignment rather than working in a silo.

• You are comfortable operating with partial information, asking thoughtful questions, and iterating as you learn more about the business.

Requirements

You have:

• Intermediate‑level Excel skills and experience working with financial or analytical models.

• Either a strong understanding, or a clear willingness to learn, key offer components such as COGS, pricing structures, delivery models, and cost drivers.

• The ability to understand how pricing and offer design influence revenue, profitability, and long‑range financial outcomes.

• Experience working cross‑functionally with finance and/or business teams to support decisions with data and analysis.

• Background in long‑range planning, Rhythm of Business (ROB) cycles, or similar planning cadences.

You might also have:

• Prior experience in pricing, financial planning & analysis (FP&A), or business operations for cloud or SaaS offerings.

• Exposure to Azure or other major cloud platforms (infrastructure, AI, or application services).

• Experience communicating financial insights and recommendations to senior stakeholders.​

Benefits

About Us

AG Consulting Partners, Inc. is a Redmond-based boutique consulting firm. Our mission is to embrace the entrepreneurial spirit to relentlessly deliver an exceptional experience and results for our people and our clients.

We take care of our people. Our excellent benefits to full-time employees include competitive salary, medical, dental, vision, PTO, 401k matching, education reimbursement, wellness allowances, community and philanthropic events, and flexible career paths.

See what our employees have to say about our company Working at AG Consulting Partners | Glassdoor

We’re humbled to be consistently acknowledged by local and national organizations for our success, including Consulting Magazine, Puget Sound Business Journal, and Inc. 5000.

Note: Applicants must be authorized to work for any employer in the U.S. We are unable to provide assistance or sponsorship for employment Visas and Visa extensions at this time.

The compensation for this position is tailored to reflect your unique skill set, relevant experience, and the current dynamics of the job market. We strive to ensure that our compensation package is competitive and fair, taking into account various factors to provide a rewarding opportunity for our team members.

The annual salary range for this role is: 80,500 - 95,000 in addition to our comprehensive benefits package.

Title: QC Analyst

Location: Costa Mesa, California, United States

Type: Full-time

Workplace: Fully remote

Job Description:

About JMAC Lending:

With over 25 years of experience, JMAC Lending has been dedicated to enhancing the client experience through our cutting-edge products, outstanding service, and unwavering support. We are committed to empowering our partners and driving business growth together. Our culture is centered around exceeding current market options, making us the preferred lender for our clients. Our team boasts impressive credentials and engages in continuous learning, ensuring a perfect blend of knowledge and expertise. Built on a foundation of ethical integrity, our company efficiently and skillfully delivers competitive product pricing for both wholesale and correspondent lending, prioritizing our clients' needs.

The Opportunity:

The Quality Control Analyst is a proactive and skilled professional who will take charge of the QC process by autonomously conducting QC reviews for both prefunding and post-closing loans. This role involves ensuring that all loans meet compliance standards and are underwritten (and closed) correctly, in accordance with the latest FNMA/FHLMC, FHA, VA, investor, internal, and regulatory guidelines.

This is a Full-Time/Fully Remote opportunity offering competitive pay ranging from $29-$36 per hour.

Corporate hours are 8:00-5:00 Pacific Time, but we are open to some flexibility

Key Responsibilities:

• Maintain a pipeline of prefunding and post-closing loans to review within the required turn times.

• Fully assess loan quality, eligibility, and compliance of selected loans assigned.

• Ensure selected loans are in compliance with federal and state regulations, as well as the most current FNMA/FHLMC, FHA, VA, internal, and investor requirements.

• Perform review of credit, income documentation, calculations, and assets used to qualify for accuracy and compliance in order to validate underwriter’s loan approval.

• Increase process efficiency by identifying potential risk and mitigating factors that may impact the Company through credit decisions and the customer's ability to repay the loan.

• Provide interactive feedback and clear communication throughout the audit process with the Underwriters, Funders, and their respective Managers.

• Regularly communicate and provide audit findings to the QC Supervisor.

• Provide updates, reporting and audit findings to internal workgroup(s), for review and mitigate major defects found, when applicable.

• Perform other duties as assigned in order to support the QC business uni

Requirements

• Requires minimum 5 years previous experience in mortgage QC, including experience with conventional, jumbo/non-conforming, and government loans.

• Previous experience in reviewing and analyzing mortgage credit packages, AUS findings, and calculating loan ratios and variables.

• Prior working knowledge and experience in the calculation and verification of income and assets, evaluation of credit reports, purchase contracts, appraisals, title commitments, and other loan pertinent documentation.

• Excellent written and verbal communication skills.

• Excellent customer support skills and service orientation.

• Ability to work cooperatively and professionally in a fast-paced production environment.

• Strong attention to detail and strong communication skills.

• Strong organization skills and ability to prioritize and work well under time constraints to meet deadlines.

• Must be able to endure heavy workloads during peak periods.

• Strong working knowledge and use of Microsoft Office Suite, including Word and Excel.

Benefits

• Comprehensive Health Care Package (Medical, Dental & Vision)

• Life Insurance Options (Basic, Voluntary & AD&D)

• Generous Paid Time Off (Vacation & Holidays)

• Retirement Savings Plan (401k)

• Short-Term & Long-Term Disability Coverage

• Family Leave Benefits

• Wellness Support Resources

JMAC Lending, Inc. is an Equal Employment Employer. We are committed to workforce ersity. Qualified applicants will receive consideration without regards to age, race, religion, sex, sexual orientation, gender identity or national origin.

DISCLAIMER: JMAC Lending is an evolving company. As such this job description is not necessarily an exhaustive list of all responsibilities, duties, skills, efforts, requirements or working conditions associated with the job. While this is intended to be an accurate reflection of the current job, management reserves the right to revise the job or to require that other or different tasks be performed as assigned.

Title: Technical Training Manager

Locations:

Chippenham, England, United Kingdom

Wells, England, United Kingdom

Exeter, England, United Kingdom

Yeovil, England, United Kingdom

Workplace: Hybrid remote

Job Description:

Old Mill is a growing, people-focused accountancy, tax and financial planning firm, and we are looking for an experienced Technical Training Manager to lead and deliver our technical training across the accountancy business.

Reporting to the Head of Compliance, this role is responsible for designing, delivering and overseeing technical training programmes that ensure regulatory compliance while supporting the ongoing professional development of our people.

The role

Working closely with Compliance, HR, senior stakeholders and external training providers, you will ensure our accountancy teams have the technical knowledge, skills and behaviours required to meet professional standards and deliver excellent client service.

Key responsibilities

• Designing, developing and delivering technical training programmes aligned with regulatory and business requirements

• Ensuring training materials remain accurate, current and reflective of legislative and professional changes

• Coordinating external training provision

• Planning and overseeing CPD requirements and monitoring completion throughout the year

• Acting as the firm’s Qualified Person Responsible for Training (QPRT)

• Delivering ethics training for ACA trainees

• Leading ICAEW Approved Employer visits

• Supporting induction and ongoing development for accountancy professionals across the firm

• Evaluating training impact and using data and feedback to drive continuous improvement

About you

• ICAEW qualified

• Significant experience within the accountancy profession, either in practice or in a technical training role

• Confident facilitator with strong presentation and communication skills

• Highly organised, with the ability to manage multiple initiatives at pace

• Analytical, proactive and comfortable working both independently and collaboratively

About Us:

At Old Mill, we’re more than just an accountancy, tax and financial planning firm. With a team of over 350 professionals, we blend the close-knit culture of a local business with the capabilities of a larger organisation. Our open, collaborative environment encourages innovation and values every inidual’s contribution. We prioritise professional growth, wellbeing, and flexibility, offering a hybrid working model with three days a week in the office. Together, we create a workplace where everyone can thrive and be part of something meaningful.

Benefits

At Old Mill, we go beyond the basics to offer a benefits package designed to support your personal and professional growth:

• Generous Holiday Allowance – Start with 28 days of annual leave, plus bank holidays, with the option to purchase up to 5 additional days.

• Celebrate Your Birthday – Enjoy an extra day off to celebrate.

• Flexible Working – A commitment to hybrid working model with 3 days a week in the office, allowing for a great work-life balance.

• Employee Assistance Programme – Confidential support available 24/7 for your mental, physical, and financial wellbeing.

• Perks and Discounts – Access to exclusive employee discounts on a wide range of products and services.

• Pension Scheme – A competitive pension to help plan for your future

Title: Service Manager (Italian Speaking)

Location: Athens Attica GR

Type: Full-time

Workplace: Hybrid remote

Job Description:

We are QUALCO, the technology arm of Qualco Group, with over 25 years of experience in delivering innovative solutions to the financial sector. We serve clients in over 30 countries, helping banks and other financial institutions manage credit and loans effectively while ensuring full regulatory compliance. Our advanced software leverages analytics, artificial intelligence, and digital technologies to support every stage of the credit and lending lifecycle, remaining at the forefront of fintech innovation.

At QUALCO, we empower the financial world with innovative technology. As a Service Manager (Italian Speaking), you will be part of our Service Delivery team in Athens and you'll engage directly with our strategic clients to ensure Qualco delivers on our contractual commitments, whilst ensuring our services are aligned to meet our customers' business needs.

A Day in the Life of a Service Manager at Qualco will include:

• Raise, manage and resolve incidents as well as change requests within the production operation environment (post-Go-Live) with a focus on ensuring minimal client business impact and maximum client satisfaction;
• Manage the support SLAs ensuring that wider client contracts are being adhered to;
• Act as the key liaison between the client and Qualco;
• Ensure relevant KPIs are established, agreed and measured regularly with the client;
• Share common KPIs with other Qualco stakeholders (Business Development, Product, Solution Design) about customer satisfaction, customer retention and long-term customer profitability;
• Carry out the corresponding reporting & communication to all related stakeholders;
• Perform root cause analysis of incidents to prevent recurrence;
• Identify and propose client support process improvements, such as known errors and incident workaround knowledge base;
• Identify the key client stakeholders at the day-to-day, operational level and nurture them in order to transform this User Group to Qualco supporters and ambassadors;
• Ensure the end client receives the correct mix of services from Qualco services portfolio in order to increase operational efficiency;
• Develop further and strengthen a culture of excellent client service to all internal stakeholders; and
• Ensure that all activities and duties are carried out in full compliance with regulatory requirements and supporting the continued implementation of the Group Anti-Bribery and Corruption Policy.

Requirements

To be considered you should have:

• BSc Degree in Information Technology, Computer Science or equivalent;
• 5 years of experience in similar role in the SW or Banking Industry;
• Understanding of S/W development and working knowledge of Debt Management software, will be considered an asset;
• Project Management, strong communication and interpersonal skills, problem-solving ability and negotiation skills;
• Experience in working in cross-functional, multicultural teams in a fast-paced, dynamic environment and a high level of ownership;
• ITIL qualification or good familiarity with ITIL; and
• Excellent knowledge of the English and Italian languages both oral and written communication skills.

Benefits

Your Life @ Qualco 

As a #Qmember, you will live out every day in a truly human-centered culture, based on mutual respect, trust, and cooperation. Your performance and commitment to our shared goals will be recognized, and there will be great opportunities to ensure your career growth.  

 Competitive compensation, ticket restaurant card, and annual bonus programs. 

 Cutting-edge IT equipment, mobile, and data plan. 

 Modern facilities, free coffee, beverages, and indoor parking. 

 Private health insurance, onsite occupational doctor, and workplace counselor. 

 Flexible working model. 

 Onsite gym, wellness facilities, and ping pong room. 

 Career and talent development tools. 

 Mentoring, coaching, personalised annual learning, and development plan. 

 Employee referral bonus, regular wellbeing, ESG, and volunteering activities. 

At QUALCO, we value ersity and inclusivity. Your race, gender identity and expression, age ethnicity or disability make no difference in Qualco. We want to attract, develop, promote, and retain the best people based only on their ability and behavior. 

Disclaimer: Qualco collects and processes personal data in accordance with the EU General Data Protection Regulation (GDPR). We are bound to use the information provided within your job application for recruitment purposes only and not to share these with any third parties. For more details on the processing of your personal data during the Recruitment procedure, please be informed in the , before the submission of your application.

#LI-Hybrid

Title: Administrator

Location: York England GB

Type: Full-time

Workplace: Hybrid remote

Job Description:

About us

At Environment Bank, we’re working together to help restore natural habitats across England. With thousands of acres of new habitat creation already underway, our projects are delivering bioersity gains and helping vital ecosystems to recover and flourish. 

Our erse team includes ecologists, land managers, habitat specialists, geospatial analysts, planning advisors, account managers, digital creatives, legal experts, and more. 

From our habitat specialists to our sales and marketing teams, everyone at Environment Bank is a champion for our values, working towards our goal of reversing bioersity loss. 

Environment Bank is a market-leading organisation in a sector that’s experiencing rapid growth. We’ve already built a highly skilled team of experts and we’re actively looking to expand our team in the coming months. 

We’re incredibly proud of all we achieved so far and we’re still growing. If you'd like to be part of a driven organisation that's making a real difference, find your next role with the team at Environment Bank.

About the role

As the Marketing department's Administrator, you will play a pivotal role in the growth and success of the business by supporting the efficient operation of our dynamic in-house marketing department. You will be highly organised, an excellent communicator, and able to coordinate multiple activities to ensure the seamless execution of our ambitious and erse marketing strategy. 

As a central team member, you will collaborate closely with the Head of Marketing and handle all administrative aspects of our marketing campaigns. You will record tasks and deadlines accurately to support campaign delivery, from strategy and content development to design and deployment. You will communicate with stakeholders across the department and business, as well as with external contacts and agencies. You will also manage the departmental budget by raising POs and working with our accounts team to process payments and ship event items. 

To manage expectations, we are looking for a solid administrator, who is not especially looking for a career in Marketing. It is more about having someone who gets satisfaction from supporting the team and celebrating in their successes.

Key responsibilities

• Administer our marketing campaign register, coordinating the team to ensure the smooth delivery of projects.  

• Raise all POs through our accounting system and administer the marketing budget. 

• Book and organise calendars and meetings, record minutes, and assign actions. 

• Source relevant events, contacts, print and promotional items, and carry out general administrative activities. 

• Coordinate activities with external stakeholders, including trade publications and agencies.

Requirements

• Excellent organisational and communication skills (both written and verbal) 

• The ability to proactively manage multiple tasks and work to deadlines 

• Good working knowledge of Microsoft Office, including Word, PPT and Excel; with HubSpot/CRM and project management software being advantageous 

• Some marketing experience preferred but not essential 

• Strong willingness to learn new skills and software

Benefits

As an organisation, we believe that work should be fulfilling, inspiring, and balanced, so we’re creating a space where our team can thrive, both personally and professionally – providing flexible working arrangements, mental wellbeing support, and more.  

We offer... 

•  Performance-based annual bonus up to 10% of salary 

   Pension scheme with employer-matched contributions at 6% of salary 

•  30 days of annual leave, plus paid bank holidays, birthday, and wellbeing day 

   Option to purchase 5 additional days of annual leave after probation

•  Hybrid flexible working options 

   Regional and departmental team co-working days 

•  Expenses-paid whole company meet twice a year 

   Team fundraising and charity events 
   Ongoing career development with training and mentoring 

•  Medical cash back scheme to cover everyday healthcare costs 

  ‍ Employee assistance mental wellbeing support 
  Enhanced sickness pay allowance

Director of Finance

Location: Remote - U.S.

Job Description:

Pulumi is seeking a hands-on Director of Finance to own the company’s finance function end-to-end. This role will lead financial planning and analysis while also maintaining ownership of accounting operations, reporting, and compliance, with responsibility for leading the finance function today and preparing it to scale over time. You will partner closely with the CEO and executive team to translate strategy into financial plans, provide visibility into performance and runway, and build scalable finance processes to support Pulumi’s next phase of growth. 

This role is ideal for a finance leader who enjoys operating independently, building from first principles, and balancing strategic thinking with day-to-day execution.

Expect to be challenged, learn, teach, and collaborate with a world class team of people.

While Pulumi is headquartered in Seattle, WA., we are dedicated to being a remote first company. This role can be located remotely in the United States.

In this Role, You Will:

Financial Planning & Analysis

• Partner with company leadership to develop financial goals, operational targets, and long-range plans aligned with business strategy
• Own company-wide budgeting, forecasting, and financial planning, providing frequent status updates and variance analysis
• Build and maintain financial models to support headcount planning, spend decisions, and growth initiatives
• Appraise the company’s financial position and deliver regular reporting on financial performance, liquidity, runway, and growth
• Forecast cash flows and manage the company’s cash and capital structure
• Provide scenario modeling and decision support for strategic initiatives and business tradeoffs
• Prepare executive-level, board, and stakeholder financial reporting in partnership with leadership

Accounting, Finance Operations & Compliance

• Oversee and manage daily finance and accounting operations, including accounts receivable and payable, payroll (including commissions and bonuses), billing and invoicing, and sales transactions
• Directly manage a lean finance team while laying the groundwork for future team expansion as needed
• Own the general ledger and oversee monthly and quarterly close, financial reporting, and audit readiness
• Ensure consistent application of corporate accounting principles, procedures, and revenue recognition policies in compliance with U.S. GAAP
• Ensure compliance with all local, state, federal, and international tax requirements and regulatory filings
• Maintain the company fiscal calendar, ensuring timely execution of all reporting deadlines, including close cycles and tax filings
• Design, implement, and continuously improve scalable finance policies, processes, and internal controls
• Lead the evolution of the finance function to support company growth, including upgrading financial systems, tools, and infrastructure
• Manage relationships with external partners such as auditors, tax advisors, payroll providers, and financial institutions
• Support investor and stakeholder reporting in coordination with executive leadership, as needed
• Analyze cost structures, operational metrics, and financial data to inform decision-making and improve efficiency.

What We’re Looking For

• 7+ years of progressive finance experience in high-growth SaaS environments
• Demonstrated ownership of both FP&A and accounting/controller responsibilities
• Strong financial modeling, forecasting, and analytical skills
• Experience operating with minimal oversight in early-stage or scaling companies
• Successfully evaluated, implemented, and integrated financial systems and tools; Netsuite implementation experience preferred
• Certified Professional Accountant (CPA) or Certified Financial Analyst (CFA) preferred
• Comfortable operating as a team of one initially and building over time
• Clear, confident communicator who can translate finance into business insights
• Analytical problem-solver with the judgment and communication skills to influence and partner with the CEO and executive leadership team

Compensation

• Base Salary Range: $175,000 to $210,000
• All full time employee offers at Pulumi include base salary, bonus or variable, equity and benefits (details below).

Benefits & Perks at Pulumi:

Healthcare Coverage:

Time Off:

401(k):

Parental Leave:

Remote-First Culture:

Professional Development:

Equity Ownership:

Additional Support:

About Pulumi:

Pulumi is reimagining how teams build cloud software, enabling developers and infrastructure experts to work better together through a unique combination of programming languages, tools, and systems innovation.

Our flagship infrastructure as code technology is open source and our SaaS product, Pulumi Cloud, provides platform teams, secrets management, and cloud management capabilities, and more. We have pioneered leveraging AI across all of these areas with our LLM-powered Pulumi Copilot to push the boundaries of what's possible. At Pulumi, we dream big, in the pursuit of helping our customers out-innovate and win.

Founded in 2017 by industry veterans with over five decades of combined experience building developer platforms, Pulumi now has a global community of more than 350,000 members and serves over 3,250 customers. Despite our rapid growth, we're still only getting started, and are early in our mission to democratize the cloud. If you thrive in a fast-paced, high-performance, we want to work with you to accelerate Pulumi's impact.

Title: EAR Transition Manager

Location:

• Minneapolis, Minnesota
• Charlotte, North Carolina

Full time

Hybrid

Job Description:

Lead and take accountability for delivering a consistent onboarding experience for recruits in Ameriprise’s Experienced Advisor Recruiting (EAR) and External Practice Acquisitions (EPA) programs, through effective project management of all aspects of the EAR Onboarding Playbook. Ensure efficient transition of the EAR’s book of business to Ameriprise by researching the book, planning for appropriate situations, and providing expert consulting on the transition to field leaders, operations staff, and the EAR.

If you are not located close to a physical office, remote work is considered for qualified candidates.

Key Responsibilities

• Execute the EAR project play book and ensure successful onboarding of new EAR advisors to Ameriprise.  Serve as the main point of contact and provide assistance for escalated or complex questions, issues, or situations. and assist advisors, staff, and leaders with navigation through departments, systems, processes, procedures, policies, tools and capabilities.  Provide branch and practice level consultation as identified or requested. 
• Develop, sustain, and maximize strong working relationships with field leaders, recruits and their staff, corporate partners, and internal EAR Onboarding colleagues throughout the experience.  
• Manage all aspects of an EAR advisors progress throughout their transition period.  Work with field partners to ensure ramp up results for each EAR onboarded. 
• Demonstrate and maintain a strong fundamental knowledge of Ameriprise products, industry standard products, practices, and tools. Maintain strong brokerage, legal, regulatory and compliance knowledge. Act as expert on Thomson ONE/BETA systems, tools, and capabilities.
• Demonstrate and maintain a strong fundamental knowledge of:
• New business and transfer policies and processes across all Ameriprise products
• Financial services products and investment types
• EAR Onboarding processes, tools, and policies
• Identify and drive process improvements and innovations to drive and enhance EAR advisors onboarding experiences