Commercial Property Management / Shopping Centers / Retail This Jobot Job is hosted by: Steven Zacharias Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume. Salary: $85,000 - $110,000 per year A bit about us: We are one of the leading commercial real estate companies in the DMV area that just acquired two more properties and are actively looking for a Property Manager! If interested, apply directly or email me at Why join us? $85,000-$110,000 base salary Discretionary bonus of up to 5% pro-rated to start date Cell phone reimbursement of $95.00 per month (paid semi-monthly) Auto Allowance (amount to be determined after a 90 day analysis. In the interim, you'll submit an expense reimbursement for mileage). 80 hours of vacation and 40 hours of sick Health, Dental, Vision 401k with company match Job Details Responds to tenant needs, ensuring that administrative and building technical staff resolve problems promptly. Ensures that services are provided in compliance with policies, procedures, regulations and contractual obligations and standards. Ensures periodic regular property inspections. Recommends and/or approves alterations, maintenance and reconditioning as necessary. Contracts for and supervises vendor services as required. Supports the Brokerage department with marketing and leasing of the property, showing space to prospective tenants. Coordinates tenant move-ins and move-outs, and space inspections with tenants and Development/Construction department. Acts as primary contact with property owners to ensure that objectives are being met. Prepares and delivers timely, accurate and complete reports. Develops and controls annual budgets for operating and capital expenses. Forecasts management plans and prepares monthly performance reports, explaining variances. Supports the Lease Administration department in the collection of rent in compliance with lease terms, preparation of all required legal notices, and recommendations and coordination of legal action as necessary. Overview: Supports the Lease Administration department with the review and reconciliation of tenant rent and recovery charges. Supports the Lease Administration and Brokerage departments with negotiation of early terminations of leases. Provides lease analysis for client's review and approval, as needed. Documents settlement of and notifies affected parties, as needed. Supports all property sales by overseeing due diligence process and monitoring the activity of outside brokers. Develops business relationships through membership and participation in professional, industry/trade and civic organizations. Performs other duties as assigned. Scope of Responsibilities: Provides formal supervision to individual employees within single functional or operational area. Approves subordinate's recommendations for staff recruitment, selection, promotion, advancement, corrective action and termination. Effectively recommends same for direct reports to next level management for review and approval. Plans and monitors appropriate staffing levels and utilization of labor, including overtime. Prepares and delivers performance appraisal for staff. Mentors and coaches team members to further develop competencies. Leads by example and models behaviors that are consistent with the company's values. Qualifications: Bachelor's degree (BA/BS) from four-year college or university and 5+ years of related experience and/or training. Real estate license is preferred. CPM or RPA professional designation or candidacy preferred. Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
05/13/2024
Full time
Commercial Property Management / Shopping Centers / Retail This Jobot Job is hosted by: Steven Zacharias Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume. Salary: $85,000 - $110,000 per year A bit about us: We are one of the leading commercial real estate companies in the DMV area that just acquired two more properties and are actively looking for a Property Manager! If interested, apply directly or email me at Why join us? $85,000-$110,000 base salary Discretionary bonus of up to 5% pro-rated to start date Cell phone reimbursement of $95.00 per month (paid semi-monthly) Auto Allowance (amount to be determined after a 90 day analysis. In the interim, you'll submit an expense reimbursement for mileage). 80 hours of vacation and 40 hours of sick Health, Dental, Vision 401k with company match Job Details Responds to tenant needs, ensuring that administrative and building technical staff resolve problems promptly. Ensures that services are provided in compliance with policies, procedures, regulations and contractual obligations and standards. Ensures periodic regular property inspections. Recommends and/or approves alterations, maintenance and reconditioning as necessary. Contracts for and supervises vendor services as required. Supports the Brokerage department with marketing and leasing of the property, showing space to prospective tenants. Coordinates tenant move-ins and move-outs, and space inspections with tenants and Development/Construction department. Acts as primary contact with property owners to ensure that objectives are being met. Prepares and delivers timely, accurate and complete reports. Develops and controls annual budgets for operating and capital expenses. Forecasts management plans and prepares monthly performance reports, explaining variances. Supports the Lease Administration department in the collection of rent in compliance with lease terms, preparation of all required legal notices, and recommendations and coordination of legal action as necessary. Overview: Supports the Lease Administration department with the review and reconciliation of tenant rent and recovery charges. Supports the Lease Administration and Brokerage departments with negotiation of early terminations of leases. Provides lease analysis for client's review and approval, as needed. Documents settlement of and notifies affected parties, as needed. Supports all property sales by overseeing due diligence process and monitoring the activity of outside brokers. Develops business relationships through membership and participation in professional, industry/trade and civic organizations. Performs other duties as assigned. Scope of Responsibilities: Provides formal supervision to individual employees within single functional or operational area. Approves subordinate's recommendations for staff recruitment, selection, promotion, advancement, corrective action and termination. Effectively recommends same for direct reports to next level management for review and approval. Plans and monitors appropriate staffing levels and utilization of labor, including overtime. Prepares and delivers performance appraisal for staff. Mentors and coaches team members to further develop competencies. Leads by example and models behaviors that are consistent with the company's values. Qualifications: Bachelor's degree (BA/BS) from four-year college or university and 5+ years of related experience and/or training. Real estate license is preferred. CPM or RPA professional designation or candidacy preferred. Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
Overview Welcome Home! Build your career with Lennar! As one of the nation's largest builders, Lennar has built over one million new homes for families across America. Since 1954, our communities have catered to all lifestyles and family dynamics, whether you are a first-time or move-up buyer, multigenerational family, or active adult. At Lennar, Everything's Included in our homes, and Everyone's Included on our team. Our Everyone's Included vision is to be as inclusive and diverse as the communities we build unleashing the power of diversity within our workforce to drive innovation & sustainable growth. Land Development Manager: Lennar is seeking a Land Development Manager who will oversee the field operations for assigned projects of the land development department. Create opportunities that fit company's land development strategies and understanding of current market trends in land development and homebuilding. Oversee various contractor/ consulting/municipal contracts which provide for, and relate to the approval and development of residential properties. Assists Director with due diligence efforts for potential acquisition targets. Responsibilities Responsible to deliver finished lots and communities to meet the business plan of the division Oversee projects from permit approvals through construction and final certification, community turnover and bond release. Responsible for the successful delivery of new projects through use of construction schedules, contract documents, land development budgets, environmental studies, Geotechnical reports, Engineering and Architectural construction plans and permit compliance reports. Ensure timely and accurate design and installation of all land development improvements including but not limited to grading operations, water and sewer services, dry utilities, paving and sidewalks, landscapes and landscape improvements to include, but not limited to entrance and amenity features. Development/entitlement budgeting Responsible for NPDES and SWPPP management and compliance on developments and third party lot deals Provides leadership to managers to ensure coordination of project(s) between field and administrative personnel Ensure that contractual and other commitments are kept with contractors/consultants and trade partners and that they comply with all approved policies, procedures, ethical standards, applicable laws and regulations Establish relationships with developers, contractors, consultants and approving governing authorities Responsible for site improvement bidding and bid selection leading to site improvement contract negotiations Responsible for value engineering during the design process to reduce improvement costs without sacrificing quality Coordinates with homebuilding operations to ensure lots are delivered to agreed upon expectations. Critically review engineering plans Oversee and coordinator planning, permit and construction process and effectively forecast long-term scheduled and budgets for assigned developments Plan, schedule budget and contract for above plus common elements such as entrance features, global landscape programs, maintenance contracts and community wide utility plans Overall material management planning and effective field operations Negotiate utility extension agreements Resolve issues with agencies having jurisdiction over project and region Cash flow generation and maintenance Ensure clear line of communication on projects of deliveries Ensure efficient and seamless operations between LDM & Builder areas of responsibility Qualifications High School Diploma or equivalent required Bachelor degree in business administration, engineering, accounting, finance or similar program preferred Minimum 5 years of experience in Land development, or Construction related field Minimum 3 years of experience in Land development management role Computer literacy, including word-processing, spreadsheet analysis, project scheduling and data management software. Ability to communicate effectively and concisely, both verbally and in writing. Must exercise initiative and achieve objectives with minimal supervision. Must be detail-oriented and a problem-solver able to deal with complex situations. Valid Driver's License and good driving record. Valid auto insurance coverage required. Lennar Core Values Our commitment to Quality, Value, and Integrity is the underlying foundation upon which Lennar was built, and these three fundamental principles still guide us in caring for our customers, associates, shareholders, and community. Life at Lennar! Lennar recognizes our associates are the heart of the company's success. Learn new skills, build your path, and become an integral part of the Lennar Family. When You Join: Health Insurance - Medical, Dental & Vision Vacation - 3 weeks of vacation per year to start Holidays, Sick Leave, & Personal Days 401(k) Savings Plan with company match Paid Maternity & Bonding Leave New Hire Referral Bonus Program Product Purchase Discount for Associates Associate Assistance Plan Everyone's Included Day - In the spirit of inclusion, diversity, and caring for our community, Lennar encourages our Associates to take a day to connect, reflect and inspire those around us, in a way that is uniquely important to you. And More ! ! Lennar is an equal opportunity employer and complies with all applicable federal, state, and local fair employment practices laws. Type Regular Full-Time
05/12/2024
Full time
Overview Welcome Home! Build your career with Lennar! As one of the nation's largest builders, Lennar has built over one million new homes for families across America. Since 1954, our communities have catered to all lifestyles and family dynamics, whether you are a first-time or move-up buyer, multigenerational family, or active adult. At Lennar, Everything's Included in our homes, and Everyone's Included on our team. Our Everyone's Included vision is to be as inclusive and diverse as the communities we build unleashing the power of diversity within our workforce to drive innovation & sustainable growth. Land Development Manager: Lennar is seeking a Land Development Manager who will oversee the field operations for assigned projects of the land development department. Create opportunities that fit company's land development strategies and understanding of current market trends in land development and homebuilding. Oversee various contractor/ consulting/municipal contracts which provide for, and relate to the approval and development of residential properties. Assists Director with due diligence efforts for potential acquisition targets. Responsibilities Responsible to deliver finished lots and communities to meet the business plan of the division Oversee projects from permit approvals through construction and final certification, community turnover and bond release. Responsible for the successful delivery of new projects through use of construction schedules, contract documents, land development budgets, environmental studies, Geotechnical reports, Engineering and Architectural construction plans and permit compliance reports. Ensure timely and accurate design and installation of all land development improvements including but not limited to grading operations, water and sewer services, dry utilities, paving and sidewalks, landscapes and landscape improvements to include, but not limited to entrance and amenity features. Development/entitlement budgeting Responsible for NPDES and SWPPP management and compliance on developments and third party lot deals Provides leadership to managers to ensure coordination of project(s) between field and administrative personnel Ensure that contractual and other commitments are kept with contractors/consultants and trade partners and that they comply with all approved policies, procedures, ethical standards, applicable laws and regulations Establish relationships with developers, contractors, consultants and approving governing authorities Responsible for site improvement bidding and bid selection leading to site improvement contract negotiations Responsible for value engineering during the design process to reduce improvement costs without sacrificing quality Coordinates with homebuilding operations to ensure lots are delivered to agreed upon expectations. Critically review engineering plans Oversee and coordinator planning, permit and construction process and effectively forecast long-term scheduled and budgets for assigned developments Plan, schedule budget and contract for above plus common elements such as entrance features, global landscape programs, maintenance contracts and community wide utility plans Overall material management planning and effective field operations Negotiate utility extension agreements Resolve issues with agencies having jurisdiction over project and region Cash flow generation and maintenance Ensure clear line of communication on projects of deliveries Ensure efficient and seamless operations between LDM & Builder areas of responsibility Qualifications High School Diploma or equivalent required Bachelor degree in business administration, engineering, accounting, finance or similar program preferred Minimum 5 years of experience in Land development, or Construction related field Minimum 3 years of experience in Land development management role Computer literacy, including word-processing, spreadsheet analysis, project scheduling and data management software. Ability to communicate effectively and concisely, both verbally and in writing. Must exercise initiative and achieve objectives with minimal supervision. Must be detail-oriented and a problem-solver able to deal with complex situations. Valid Driver's License and good driving record. Valid auto insurance coverage required. Lennar Core Values Our commitment to Quality, Value, and Integrity is the underlying foundation upon which Lennar was built, and these three fundamental principles still guide us in caring for our customers, associates, shareholders, and community. Life at Lennar! Lennar recognizes our associates are the heart of the company's success. Learn new skills, build your path, and become an integral part of the Lennar Family. When You Join: Health Insurance - Medical, Dental & Vision Vacation - 3 weeks of vacation per year to start Holidays, Sick Leave, & Personal Days 401(k) Savings Plan with company match Paid Maternity & Bonding Leave New Hire Referral Bonus Program Product Purchase Discount for Associates Associate Assistance Plan Everyone's Included Day - In the spirit of inclusion, diversity, and caring for our community, Lennar encourages our Associates to take a day to connect, reflect and inspire those around us, in a way that is uniquely important to you. And More ! ! Lennar is an equal opportunity employer and complies with all applicable federal, state, and local fair employment practices laws. Type Regular Full-Time
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report . 1 Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating. Team Overview: Edward D. Jones & Co, L.P. ("Edward Jones") is seeking a Fund Investment Guidelines Specialist II for our Proprietary Funds Investment Guidelines ("PFIG") team, whose primary goal is overseeing and executing daily investment guidelines and monitoring functions over the Bridge Builder Trust Mutual Funds and Edward Jones Money Market Fund, as well as providing meaningful contributions to the success of multiple oversight programs that are designed to prevent, detect, and assist in resolving potential violations of federal securities laws and regulations for Edward Jones Fund complex, and Service Providers. As a member of the PFIG team, you will be interacting with multiple asset management teams and service providers in the industry, as well as stakeholder across Edward Jones. What You Will Do: The core focus of the PFIG team is to partner with stakeholders, evaluate, analyze, oversee, and execute the daily first line investment guidelines operations processes: Performs daily monitoring of post-trade portfolio compliance test results generated by Charles River (CRD). Research each exception and escalate potential breaches and other significant findings to the Investment Guidelines management team. Daily monitoring of liquidity risk and money market fund programs. Participates in Olive Street Investment Advisers, LLC, and respective sub-adviser 15(c) reviews. Completes Internal Revenue Service tax compliance testing on a quarterly basis. Participates in annual fund matrix review and procedure testing exercises. Identifying, analyzing, and resolving investment guidelines issues across the fund complex. Assists with overseeing subadviser due diligence, investment compliance monitoring, facilitating and reviewing quarterly questionnaires. Prepares periodic (daily, weekly, monthly etc.) compliance documentation, including results of all automated and manual fund guideline rules in accordance with departmental procedures. Effective monitoring of the investment guidelines' mailbox for communications from overlay manager, sub-advisers, internal stakeholders, and service providers. As an associate within Investment Guidelines team, you will interact with various internal business departments across Edward Jones. As a team member, you will primarily be responsible for interpreting and analyzing the fund investment guidelines and partnering with the fund administrators in applying them into the compliance system. Developing and maintaining relationships with internal stakeholders, sub-adviser firms, and key service providers. Provide real-time leadership advice and guidance to the stakeholders on investment-related guidelines matters. Researching, analyzing, and interpreting current, new, and proposed regulatory requirements. Implementing and documenting new policies and procedures relating to mutual funds, Collective Investment Trusts, and investment advisers. Reviewing, analyzing, and testing current policies and procedures; identifying, recommending, and implementing new and/or enhanced practices. Serving as a subject-matter expert on assigned compliance-related matters. Assists senior level team members with additional routine and more senior tasks and assignments (i.e., data management, new sub-adviser on boarding, etc.). This position is known internally as a Specialist II-Fund Admin What Experience You Need: 5+ years of related experience in asset management industry focusing on regulatory, securities, or investment compliance experience. Bachelor's degree in business, Finance, pre-law, or equivalent education and experience. Securities licenses Series 7 and Series 66 required within 6 months of hire. Familiarity with the following programs strongly preferred: Charles River Compliance System, Bloomberg, Refinitive, and MyState Street. Proficient with Microsoft Office 365. Experience in preparing periodic and/or ad hoc Management and Board reporting. Extensive Compliance experience related to equities and/or global equities. Ability to effectively communicate (verbal and written) complex ideas, processes, and situations to various audiences including senior business stakeholders, investment analysts, portfolio managers, and various oversight committees. The ideal candidate is entrepreneurial, collaborative, and able to work independently on daily tasks while taking responsibility for seeing projects through to their completion. Demonstrates organization and time management skills to be able to meet deadlines. Desire to work in fast-paced environment with a high attention to detail that is at the cutting edge of investment management innovation. Excellent writing skills, including experience writing memoranda, and policy and procedure documents. Ability to balance multiple priorities and demands concurrently. What Could Set You Apart: Experience working in the investment management industry and knowledge of investment products strongly preferred. Working knowledge, understanding and experience with the Investment Company Act of 1940, Securities and Exchange Act of 1933, Securities Exchange Act of 1934, and Mutual Fund Compliance experience preferred. Strong understanding of the sub-adviser and service provider oversight relationships, including participation in due diligence meetings, sub-adviser and service provider outreach, enhancements to policies and procedures (as necessary), and continued monitoring of sub-adviser and service provider risk practices. Understands and applies intermediate knowledge of product/tool/systems, regulatory issues, with the ability to apply the knowledge to the Edward Jones business model, philosophies, and values. Proficient at creating spreadsheets, creating, and analyzing reports, developing measures and external resources. Comfortable working across multiple functions, geographies and partners with maturity and judgement Familiarity with completing the annual prospectus, Statement of Additional Information guideline review and facilitate changes to compliance monitoring system rule coding, as needed. Work in ambiguous and overly complex situations, create clarity, demonstrate sound judgement, and drive towards effective outcomes. Work well under pressure and meet critical deadlines in a very time sensitive environment. Ability to comprehend complex data sets. Comfortable engaging various technologies and software packages like Diligent and Smartsheet. Superb critical thinking and problem-solving abilities. Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday. At Edward Jones, w e are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate: Salary: $70659 - $116516 Category: Headquarters
05/12/2024
Full time
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report . 1 Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating. Team Overview: Edward D. Jones & Co, L.P. ("Edward Jones") is seeking a Fund Investment Guidelines Specialist II for our Proprietary Funds Investment Guidelines ("PFIG") team, whose primary goal is overseeing and executing daily investment guidelines and monitoring functions over the Bridge Builder Trust Mutual Funds and Edward Jones Money Market Fund, as well as providing meaningful contributions to the success of multiple oversight programs that are designed to prevent, detect, and assist in resolving potential violations of federal securities laws and regulations for Edward Jones Fund complex, and Service Providers. As a member of the PFIG team, you will be interacting with multiple asset management teams and service providers in the industry, as well as stakeholder across Edward Jones. What You Will Do: The core focus of the PFIG team is to partner with stakeholders, evaluate, analyze, oversee, and execute the daily first line investment guidelines operations processes: Performs daily monitoring of post-trade portfolio compliance test results generated by Charles River (CRD). Research each exception and escalate potential breaches and other significant findings to the Investment Guidelines management team. Daily monitoring of liquidity risk and money market fund programs. Participates in Olive Street Investment Advisers, LLC, and respective sub-adviser 15(c) reviews. Completes Internal Revenue Service tax compliance testing on a quarterly basis. Participates in annual fund matrix review and procedure testing exercises. Identifying, analyzing, and resolving investment guidelines issues across the fund complex. Assists with overseeing subadviser due diligence, investment compliance monitoring, facilitating and reviewing quarterly questionnaires. Prepares periodic (daily, weekly, monthly etc.) compliance documentation, including results of all automated and manual fund guideline rules in accordance with departmental procedures. Effective monitoring of the investment guidelines' mailbox for communications from overlay manager, sub-advisers, internal stakeholders, and service providers. As an associate within Investment Guidelines team, you will interact with various internal business departments across Edward Jones. As a team member, you will primarily be responsible for interpreting and analyzing the fund investment guidelines and partnering with the fund administrators in applying them into the compliance system. Developing and maintaining relationships with internal stakeholders, sub-adviser firms, and key service providers. Provide real-time leadership advice and guidance to the stakeholders on investment-related guidelines matters. Researching, analyzing, and interpreting current, new, and proposed regulatory requirements. Implementing and documenting new policies and procedures relating to mutual funds, Collective Investment Trusts, and investment advisers. Reviewing, analyzing, and testing current policies and procedures; identifying, recommending, and implementing new and/or enhanced practices. Serving as a subject-matter expert on assigned compliance-related matters. Assists senior level team members with additional routine and more senior tasks and assignments (i.e., data management, new sub-adviser on boarding, etc.). This position is known internally as a Specialist II-Fund Admin What Experience You Need: 5+ years of related experience in asset management industry focusing on regulatory, securities, or investment compliance experience. Bachelor's degree in business, Finance, pre-law, or equivalent education and experience. Securities licenses Series 7 and Series 66 required within 6 months of hire. Familiarity with the following programs strongly preferred: Charles River Compliance System, Bloomberg, Refinitive, and MyState Street. Proficient with Microsoft Office 365. Experience in preparing periodic and/or ad hoc Management and Board reporting. Extensive Compliance experience related to equities and/or global equities. Ability to effectively communicate (verbal and written) complex ideas, processes, and situations to various audiences including senior business stakeholders, investment analysts, portfolio managers, and various oversight committees. The ideal candidate is entrepreneurial, collaborative, and able to work independently on daily tasks while taking responsibility for seeing projects through to their completion. Demonstrates organization and time management skills to be able to meet deadlines. Desire to work in fast-paced environment with a high attention to detail that is at the cutting edge of investment management innovation. Excellent writing skills, including experience writing memoranda, and policy and procedure documents. Ability to balance multiple priorities and demands concurrently. What Could Set You Apart: Experience working in the investment management industry and knowledge of investment products strongly preferred. Working knowledge, understanding and experience with the Investment Company Act of 1940, Securities and Exchange Act of 1933, Securities Exchange Act of 1934, and Mutual Fund Compliance experience preferred. Strong understanding of the sub-adviser and service provider oversight relationships, including participation in due diligence meetings, sub-adviser and service provider outreach, enhancements to policies and procedures (as necessary), and continued monitoring of sub-adviser and service provider risk practices. Understands and applies intermediate knowledge of product/tool/systems, regulatory issues, with the ability to apply the knowledge to the Edward Jones business model, philosophies, and values. Proficient at creating spreadsheets, creating, and analyzing reports, developing measures and external resources. Comfortable working across multiple functions, geographies and partners with maturity and judgement Familiarity with completing the annual prospectus, Statement of Additional Information guideline review and facilitate changes to compliance monitoring system rule coding, as needed. Work in ambiguous and overly complex situations, create clarity, demonstrate sound judgement, and drive towards effective outcomes. Work well under pressure and meet critical deadlines in a very time sensitive environment. Ability to comprehend complex data sets. Comfortable engaging various technologies and software packages like Diligent and Smartsheet. Superb critical thinking and problem-solving abilities. Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday. At Edward Jones, w e are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate: Salary: $70659 - $116516 Category: Headquarters
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report . 1 Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating. Team Overview: Edward D. Jones & Co, L.P. ("Edward Jones") is seeking a Fund Investment Guidelines Specialist II for our Proprietary Funds Investment Guidelines ("PFIG") team, whose primary goal is overseeing and executing daily investment guidelines and monitoring functions over the Bridge Builder Trust Mutual Funds and Edward Jones Money Market Fund, as well as providing meaningful contributions to the success of multiple oversight programs that are designed to prevent, detect, and assist in resolving potential violations of federal securities laws and regulations for Edward Jones Fund complex, and Service Providers. As a member of the PFIG team, you will be interacting with multiple asset management teams and service providers in the industry, as well as stakeholder across Edward Jones. What You Will Do: The core focus of the PFIG team is to partner with stakeholders, evaluate, analyze, oversee, and execute the daily first line investment guidelines operations processes: Performs daily monitoring of post-trade portfolio compliance test results generated by Charles River (CRD). Research each exception and escalate potential breaches and other significant findings to the Investment Guidelines management team. Daily monitoring of liquidity risk and money market fund programs. Participates in Olive Street Investment Advisers, LLC, and respective sub-adviser 15(c) reviews. Completes Internal Revenue Service tax compliance testing on a quarterly basis. Participates in annual fund matrix review and procedure testing exercises. Identifying, analyzing, and resolving investment guidelines issues across the fund complex. Assists with overseeing subadviser due diligence, investment compliance monitoring, facilitating and reviewing quarterly questionnaires. Prepares periodic (daily, weekly, monthly etc.) compliance documentation, including results of all automated and manual fund guideline rules in accordance with departmental procedures. Effective monitoring of the investment guidelines' mailbox for communications from overlay manager, sub-advisers, internal stakeholders, and service providers. As an associate within Investment Guidelines team, you will interact with various internal business departments across Edward Jones. As a team member, you will primarily be responsible for interpreting and analyzing the fund investment guidelines and partnering with the fund administrators in applying them into the compliance system. Developing and maintaining relationships with internal stakeholders, sub-adviser firms, and key service providers. Provide real-time leadership advice and guidance to the stakeholders on investment-related guidelines matters. Researching, analyzing, and interpreting current, new, and proposed regulatory requirements. Implementing and documenting new policies and procedures relating to mutual funds, Collective Investment Trusts, and investment advisers. Reviewing, analyzing, and testing current policies and procedures; identifying, recommending, and implementing new and/or enhanced practices. Serving as a subject-matter expert on assigned compliance-related matters. Assists senior level team members with additional routine and more senior tasks and assignments (i.e., data management, new sub-adviser on boarding, etc.). This position is known internally as a Specialist II-Fund Admin What Experience You Need: 5+ years of related experience in asset management industry focusing on regulatory, securities, or investment compliance experience. Bachelor's degree in business, Finance, pre-law, or equivalent education and experience. Securities licenses Series 7 and Series 66 required within 6 months of hire. Familiarity with the following programs strongly preferred: Charles River Compliance System, Bloomberg, Refinitive, and MyState Street. Proficient with Microsoft Office 365. Experience in preparing periodic and/or ad hoc Management and Board reporting. Extensive Compliance experience related to equities and/or global equities. Ability to effectively communicate (verbal and written) complex ideas, processes, and situations to various audiences including senior business stakeholders, investment analysts, portfolio managers, and various oversight committees. The ideal candidate is entrepreneurial, collaborative, and able to work independently on daily tasks while taking responsibility for seeing projects through to their completion. Demonstrates organization and time management skills to be able to meet deadlines. Desire to work in fast-paced environment with a high attention to detail that is at the cutting edge of investment management innovation. Excellent writing skills, including experience writing memoranda, and policy and procedure documents. Ability to balance multiple priorities and demands concurrently. What Could Set You Apart: Experience working in the investment management industry and knowledge of investment products strongly preferred. Working knowledge, understanding and experience with the Investment Company Act of 1940, Securities and Exchange Act of 1933, Securities Exchange Act of 1934, and Mutual Fund Compliance experience preferred. Strong understanding of the sub-adviser and service provider oversight relationships, including participation in due diligence meetings, sub-adviser and service provider outreach, enhancements to policies and procedures (as necessary), and continued monitoring of sub-adviser and service provider risk practices. Understands and applies intermediate knowledge of product/tool/systems, regulatory issues, with the ability to apply the knowledge to the Edward Jones business model, philosophies, and values. Proficient at creating spreadsheets, creating, and analyzing reports, developing measures and external resources. Comfortable working across multiple functions, geographies and partners with maturity and judgement Familiarity with completing the annual prospectus, Statement of Additional Information guideline review and facilitate changes to compliance monitoring system rule coding, as needed. Work in ambiguous and overly complex situations, create clarity, demonstrate sound judgement, and drive towards effective outcomes. Work well under pressure and meet critical deadlines in a very time sensitive environment. Ability to comprehend complex data sets. Comfortable engaging various technologies and software packages like Diligent and Smartsheet. Superb critical thinking and problem-solving abilities. Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday. At Edward Jones, w e are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate: Salary: $70659 - $116516 Category: Headquarters
05/12/2024
Full time
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report . 1 Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating. Team Overview: Edward D. Jones & Co, L.P. ("Edward Jones") is seeking a Fund Investment Guidelines Specialist II for our Proprietary Funds Investment Guidelines ("PFIG") team, whose primary goal is overseeing and executing daily investment guidelines and monitoring functions over the Bridge Builder Trust Mutual Funds and Edward Jones Money Market Fund, as well as providing meaningful contributions to the success of multiple oversight programs that are designed to prevent, detect, and assist in resolving potential violations of federal securities laws and regulations for Edward Jones Fund complex, and Service Providers. As a member of the PFIG team, you will be interacting with multiple asset management teams and service providers in the industry, as well as stakeholder across Edward Jones. What You Will Do: The core focus of the PFIG team is to partner with stakeholders, evaluate, analyze, oversee, and execute the daily first line investment guidelines operations processes: Performs daily monitoring of post-trade portfolio compliance test results generated by Charles River (CRD). Research each exception and escalate potential breaches and other significant findings to the Investment Guidelines management team. Daily monitoring of liquidity risk and money market fund programs. Participates in Olive Street Investment Advisers, LLC, and respective sub-adviser 15(c) reviews. Completes Internal Revenue Service tax compliance testing on a quarterly basis. Participates in annual fund matrix review and procedure testing exercises. Identifying, analyzing, and resolving investment guidelines issues across the fund complex. Assists with overseeing subadviser due diligence, investment compliance monitoring, facilitating and reviewing quarterly questionnaires. Prepares periodic (daily, weekly, monthly etc.) compliance documentation, including results of all automated and manual fund guideline rules in accordance with departmental procedures. Effective monitoring of the investment guidelines' mailbox for communications from overlay manager, sub-advisers, internal stakeholders, and service providers. As an associate within Investment Guidelines team, you will interact with various internal business departments across Edward Jones. As a team member, you will primarily be responsible for interpreting and analyzing the fund investment guidelines and partnering with the fund administrators in applying them into the compliance system. Developing and maintaining relationships with internal stakeholders, sub-adviser firms, and key service providers. Provide real-time leadership advice and guidance to the stakeholders on investment-related guidelines matters. Researching, analyzing, and interpreting current, new, and proposed regulatory requirements. Implementing and documenting new policies and procedures relating to mutual funds, Collective Investment Trusts, and investment advisers. Reviewing, analyzing, and testing current policies and procedures; identifying, recommending, and implementing new and/or enhanced practices. Serving as a subject-matter expert on assigned compliance-related matters. Assists senior level team members with additional routine and more senior tasks and assignments (i.e., data management, new sub-adviser on boarding, etc.). This position is known internally as a Specialist II-Fund Admin What Experience You Need: 5+ years of related experience in asset management industry focusing on regulatory, securities, or investment compliance experience. Bachelor's degree in business, Finance, pre-law, or equivalent education and experience. Securities licenses Series 7 and Series 66 required within 6 months of hire. Familiarity with the following programs strongly preferred: Charles River Compliance System, Bloomberg, Refinitive, and MyState Street. Proficient with Microsoft Office 365. Experience in preparing periodic and/or ad hoc Management and Board reporting. Extensive Compliance experience related to equities and/or global equities. Ability to effectively communicate (verbal and written) complex ideas, processes, and situations to various audiences including senior business stakeholders, investment analysts, portfolio managers, and various oversight committees. The ideal candidate is entrepreneurial, collaborative, and able to work independently on daily tasks while taking responsibility for seeing projects through to their completion. Demonstrates organization and time management skills to be able to meet deadlines. Desire to work in fast-paced environment with a high attention to detail that is at the cutting edge of investment management innovation. Excellent writing skills, including experience writing memoranda, and policy and procedure documents. Ability to balance multiple priorities and demands concurrently. What Could Set You Apart: Experience working in the investment management industry and knowledge of investment products strongly preferred. Working knowledge, understanding and experience with the Investment Company Act of 1940, Securities and Exchange Act of 1933, Securities Exchange Act of 1934, and Mutual Fund Compliance experience preferred. Strong understanding of the sub-adviser and service provider oversight relationships, including participation in due diligence meetings, sub-adviser and service provider outreach, enhancements to policies and procedures (as necessary), and continued monitoring of sub-adviser and service provider risk practices. Understands and applies intermediate knowledge of product/tool/systems, regulatory issues, with the ability to apply the knowledge to the Edward Jones business model, philosophies, and values. Proficient at creating spreadsheets, creating, and analyzing reports, developing measures and external resources. Comfortable working across multiple functions, geographies and partners with maturity and judgement Familiarity with completing the annual prospectus, Statement of Additional Information guideline review and facilitate changes to compliance monitoring system rule coding, as needed. Work in ambiguous and overly complex situations, create clarity, demonstrate sound judgement, and drive towards effective outcomes. Work well under pressure and meet critical deadlines in a very time sensitive environment. Ability to comprehend complex data sets. Comfortable engaging various technologies and software packages like Diligent and Smartsheet. Superb critical thinking and problem-solving abilities. Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday. At Edward Jones, w e are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate: Salary: $70659 - $116516 Category: Headquarters
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report . 1 Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating. Team Overview: Edward D. Jones & Co, L.P. ("Edward Jones") is seeking a Fund Investment Guidelines Specialist II for our Proprietary Funds Investment Guidelines ("PFIG") team, whose primary goal is overseeing and executing daily investment guidelines and monitoring functions over the Bridge Builder Trust Mutual Funds and Edward Jones Money Market Fund, as well as providing meaningful contributions to the success of multiple oversight programs that are designed to prevent, detect, and assist in resolving potential violations of federal securities laws and regulations for Edward Jones Fund complex, and Service Providers. As a member of the PFIG team, you will be interacting with multiple asset management teams and service providers in the industry, as well as stakeholder across Edward Jones. What You Will Do: The core focus of the PFIG team is to partner with stakeholders, evaluate, analyze, oversee, and execute the daily first line investment guidelines operations processes: Performs daily monitoring of post-trade portfolio compliance test results generated by Charles River (CRD). Research each exception and escalate potential breaches and other significant findings to the Investment Guidelines management team. Daily monitoring of liquidity risk and money market fund programs. Participates in Olive Street Investment Advisers, LLC, and respective sub-adviser 15(c) reviews. Completes Internal Revenue Service tax compliance testing on a quarterly basis. Participates in annual fund matrix review and procedure testing exercises. Identifying, analyzing, and resolving investment guidelines issues across the fund complex. Assists with overseeing subadviser due diligence, investment compliance monitoring, facilitating and reviewing quarterly questionnaires. Prepares periodic (daily, weekly, monthly etc.) compliance documentation, including results of all automated and manual fund guideline rules in accordance with departmental procedures. Effective monitoring of the investment guidelines' mailbox for communications from overlay manager, sub-advisers, internal stakeholders, and service providers. As an associate within Investment Guidelines team, you will interact with various internal business departments across Edward Jones. As a team member, you will primarily be responsible for interpreting and analyzing the fund investment guidelines and partnering with the fund administrators in applying them into the compliance system. Developing and maintaining relationships with internal stakeholders, sub-adviser firms, and key service providers. Provide real-time leadership advice and guidance to the stakeholders on investment-related guidelines matters. Researching, analyzing, and interpreting current, new, and proposed regulatory requirements. Implementing and documenting new policies and procedures relating to mutual funds, Collective Investment Trusts, and investment advisers. Reviewing, analyzing, and testing current policies and procedures; identifying, recommending, and implementing new and/or enhanced practices. Serving as a subject-matter expert on assigned compliance-related matters. Assists senior level team members with additional routine and more senior tasks and assignments (i.e., data management, new sub-adviser on boarding, etc.). This position is known internally as a Specialist II-Fund Admin What Experience You Need: 5+ years of related experience in asset management industry focusing on regulatory, securities, or investment compliance experience. Bachelor's degree in business, Finance, pre-law, or equivalent education and experience. Securities licenses Series 7 and Series 66 required within 6 months of hire. Familiarity with the following programs strongly preferred: Charles River Compliance System, Bloomberg, Refinitive, and MyState Street. Proficient with Microsoft Office 365. Experience in preparing periodic and/or ad hoc Management and Board reporting. Extensive Compliance experience related to equities and/or global equities. Ability to effectively communicate (verbal and written) complex ideas, processes, and situations to various audiences including senior business stakeholders, investment analysts, portfolio managers, and various oversight committees. The ideal candidate is entrepreneurial, collaborative, and able to work independently on daily tasks while taking responsibility for seeing projects through to their completion. Demonstrates organization and time management skills to be able to meet deadlines. Desire to work in fast-paced environment with a high attention to detail that is at the cutting edge of investment management innovation. Excellent writing skills, including experience writing memoranda, and policy and procedure documents. Ability to balance multiple priorities and demands concurrently. What Could Set You Apart: Experience working in the investment management industry and knowledge of investment products strongly preferred. Working knowledge, understanding and experience with the Investment Company Act of 1940, Securities and Exchange Act of 1933, Securities Exchange Act of 1934, and Mutual Fund Compliance experience preferred. Strong understanding of the sub-adviser and service provider oversight relationships, including participation in due diligence meetings, sub-adviser and service provider outreach, enhancements to policies and procedures (as necessary), and continued monitoring of sub-adviser and service provider risk practices. Understands and applies intermediate knowledge of product/tool/systems, regulatory issues, with the ability to apply the knowledge to the Edward Jones business model, philosophies, and values. Proficient at creating spreadsheets, creating, and analyzing reports, developing measures and external resources. Comfortable working across multiple functions, geographies and partners with maturity and judgement Familiarity with completing the annual prospectus, Statement of Additional Information guideline review and facilitate changes to compliance monitoring system rule coding, as needed. Work in ambiguous and overly complex situations, create clarity, demonstrate sound judgement, and drive towards effective outcomes. Work well under pressure and meet critical deadlines in a very time sensitive environment. Ability to comprehend complex data sets. Comfortable engaging various technologies and software packages like Diligent and Smartsheet. Superb critical thinking and problem-solving abilities. Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday. At Edward Jones, w e are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate: Salary: $70659 - $116516 Category: Headquarters
05/12/2024
Full time
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report . 1 Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating. Team Overview: Edward D. Jones & Co, L.P. ("Edward Jones") is seeking a Fund Investment Guidelines Specialist II for our Proprietary Funds Investment Guidelines ("PFIG") team, whose primary goal is overseeing and executing daily investment guidelines and monitoring functions over the Bridge Builder Trust Mutual Funds and Edward Jones Money Market Fund, as well as providing meaningful contributions to the success of multiple oversight programs that are designed to prevent, detect, and assist in resolving potential violations of federal securities laws and regulations for Edward Jones Fund complex, and Service Providers. As a member of the PFIG team, you will be interacting with multiple asset management teams and service providers in the industry, as well as stakeholder across Edward Jones. What You Will Do: The core focus of the PFIG team is to partner with stakeholders, evaluate, analyze, oversee, and execute the daily first line investment guidelines operations processes: Performs daily monitoring of post-trade portfolio compliance test results generated by Charles River (CRD). Research each exception and escalate potential breaches and other significant findings to the Investment Guidelines management team. Daily monitoring of liquidity risk and money market fund programs. Participates in Olive Street Investment Advisers, LLC, and respective sub-adviser 15(c) reviews. Completes Internal Revenue Service tax compliance testing on a quarterly basis. Participates in annual fund matrix review and procedure testing exercises. Identifying, analyzing, and resolving investment guidelines issues across the fund complex. Assists with overseeing subadviser due diligence, investment compliance monitoring, facilitating and reviewing quarterly questionnaires. Prepares periodic (daily, weekly, monthly etc.) compliance documentation, including results of all automated and manual fund guideline rules in accordance with departmental procedures. Effective monitoring of the investment guidelines' mailbox for communications from overlay manager, sub-advisers, internal stakeholders, and service providers. As an associate within Investment Guidelines team, you will interact with various internal business departments across Edward Jones. As a team member, you will primarily be responsible for interpreting and analyzing the fund investment guidelines and partnering with the fund administrators in applying them into the compliance system. Developing and maintaining relationships with internal stakeholders, sub-adviser firms, and key service providers. Provide real-time leadership advice and guidance to the stakeholders on investment-related guidelines matters. Researching, analyzing, and interpreting current, new, and proposed regulatory requirements. Implementing and documenting new policies and procedures relating to mutual funds, Collective Investment Trusts, and investment advisers. Reviewing, analyzing, and testing current policies and procedures; identifying, recommending, and implementing new and/or enhanced practices. Serving as a subject-matter expert on assigned compliance-related matters. Assists senior level team members with additional routine and more senior tasks and assignments (i.e., data management, new sub-adviser on boarding, etc.). This position is known internally as a Specialist II-Fund Admin What Experience You Need: 5+ years of related experience in asset management industry focusing on regulatory, securities, or investment compliance experience. Bachelor's degree in business, Finance, pre-law, or equivalent education and experience. Securities licenses Series 7 and Series 66 required within 6 months of hire. Familiarity with the following programs strongly preferred: Charles River Compliance System, Bloomberg, Refinitive, and MyState Street. Proficient with Microsoft Office 365. Experience in preparing periodic and/or ad hoc Management and Board reporting. Extensive Compliance experience related to equities and/or global equities. Ability to effectively communicate (verbal and written) complex ideas, processes, and situations to various audiences including senior business stakeholders, investment analysts, portfolio managers, and various oversight committees. The ideal candidate is entrepreneurial, collaborative, and able to work independently on daily tasks while taking responsibility for seeing projects through to their completion. Demonstrates organization and time management skills to be able to meet deadlines. Desire to work in fast-paced environment with a high attention to detail that is at the cutting edge of investment management innovation. Excellent writing skills, including experience writing memoranda, and policy and procedure documents. Ability to balance multiple priorities and demands concurrently. What Could Set You Apart: Experience working in the investment management industry and knowledge of investment products strongly preferred. Working knowledge, understanding and experience with the Investment Company Act of 1940, Securities and Exchange Act of 1933, Securities Exchange Act of 1934, and Mutual Fund Compliance experience preferred. Strong understanding of the sub-adviser and service provider oversight relationships, including participation in due diligence meetings, sub-adviser and service provider outreach, enhancements to policies and procedures (as necessary), and continued monitoring of sub-adviser and service provider risk practices. Understands and applies intermediate knowledge of product/tool/systems, regulatory issues, with the ability to apply the knowledge to the Edward Jones business model, philosophies, and values. Proficient at creating spreadsheets, creating, and analyzing reports, developing measures and external resources. Comfortable working across multiple functions, geographies and partners with maturity and judgement Familiarity with completing the annual prospectus, Statement of Additional Information guideline review and facilitate changes to compliance monitoring system rule coding, as needed. Work in ambiguous and overly complex situations, create clarity, demonstrate sound judgement, and drive towards effective outcomes. Work well under pressure and meet critical deadlines in a very time sensitive environment. Ability to comprehend complex data sets. Comfortable engaging various technologies and software packages like Diligent and Smartsheet. Superb critical thinking and problem-solving abilities. Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday. At Edward Jones, w e are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate: Salary: $70659 - $116516 Category: Headquarters
Overview Welcome Home! Build your career with Lennar! As one of the nation's largest builders, Lennar has built over one million new homes for families across America. Since 1954, our communities have catered to all lifestyles and family dynamics, whether you are a first-time or move-up buyer, multi-generational family, or active adult. At Lennar, Everything's Included in our homes, and Everyone's Included on our team. Our Everyone's Included vision is to be as inclusive and diverse as the communities we build unleashing the power of diversity within our workforce to drive innovation & sustainable growth. Due Diligence Manager: Lennar is seeking a Due Diligence Manager who's primary role will be to support the Land Acquisition department through the due diligence process of deals within feasibility, prepare the required business plans ("Greenfolder") for each deal under pursuit, prepare competitive market analysis studies and reports, assemble financial reports and statements, prepare narrative summaries and the due diligence questionnaire needed for the final Greenfolder, manage third party consultants and the delivery dates of their required reports for the final Greenfolder, help to research deal specific tasks, and provide support in underwriting potential opportunities. Responsibilities Primary Duties and Responsibilities: Take charge of the "Greenfolder" process ensuring that the Division completes all due diligence and internal approval items within a timeframe that meets third party seller's contractual requirements, including assembling Green Books by preparing executive summaries, marketing summaries, due diligence questionnaire, aerial photos, lot/ land competitive market analysis, demographic analysis, financial narratives, pricing proformas, community P&L statements, and cash flow statements. Manage processes and third party reports required for deals in due diligence and ensure that all reports are completed and evaluated within the timeframe that meets third party seller's contractual requirements. Assist with and manage contracts, proposals and other documents required for vendors regarding the study and development of the property. Review and evaluate development plans for all new communities as well as existing communities, as required. Research analyze approvals/permits, zoning, engineering plans, improvement estimates, off-site, phase 1 environmental reports, improvements/contributions, soils/geology, wetlands, utilities, affordable housing component/contribution, surveys and building costs. Develop a broad understanding of the market including the competitions communities, house types/sizes, price points, and sales absorptions for each county within the region. Prepare financial analyses, market analyses, and narrative reports for parcels under consideration for purchase. Contact and meet with developers and land sellers upon manager's request. Assist with updating pipeline reports for each county within the region. Provide administrative support and assistance to Vice President of Land Acquisition. Receive invoices from sub-contractors/vendors and direct them to proper party for approval and payment. Manage and establish HOAs for existing assets and new acquisitions, coordinator all HOA related activities and collaborate with HOA management companies as needed. Evaluate land deals and work with Division Management to determine appropriate land price, product, home price, home cost and deal structure to maximize profits. Manage contracts including tracking critical dates and collateral review (i.e., title commitments, title exception documents, surveys, PUDs, concurrency, environmental reports, etc.) while under contract. Work with Division team to prepare monthly closing approvals and wire requests. Maintain corporate records and data base of closing files in both hard copy and electronic format, as well as files and systems needed within the land department. Qualifications Education and Experience Requirements: High School Diploma or equivalent required Bachelor's degree in Finance, Economics, Marketing or similar field of study preferred Minimum 1 years of experience in land acquisitions Valid Driver's License and good driving record Valid auto insurance coverage Computer literacy, including word-processing, spreadsheet analysis, project scheduling and data management software, Financial Management Systems, etc. Ability to communicate effectively and concisely, both verbally and in writing Ability to work well on a team Solid foundation of the fundamental concepts of financial management, projects, and their valuation, corporate valuation, strategic financial decision, and tactical financing decisions Strong understanding of the housing marketplace, market trends and market analysis Strong researching skills and the ability to assemble information on a timely basis from a variety of sources Ability to multitask, prioritizing multiple projects and adapting to changing priorities Must exercise initiative and achieve objectives with minimal supervision Must be detail-oriented and a problem-solver able to deal with complex situations Lennar Core Values Our commitment to Quality, Value, and Integrity is the underlying foundation upon which Lennar was built, and these three fundamental principles still guide us in caring for our customers, associates, shareholders, and community. Life at Lennar! Lennar recognizes our associates are the heart of the company's success. Learn new skills, build your path, and become an integral part of the Lennar Family. When You Join: Health Insurance - Medical, Dental & Vision Vacation - 3 weeks of vacation per year to start Holidays, Sick Leave, & Personal Days 401(k) Savings Plan with company match Paid Maternity & Bonding Leave New Hire Referral Bonus Program Product Purchase Discount for Associates Associate Assistance Plan Everyone's Included Day - In the spirit of inclusion, diversity, and caring for our community, Lennar encourages our Associates to take a day to connect, reflect and inspire those around us, in a way that is uniquely important to you. And More ! Lennar is an equal opportunity employer and complies with all applicable federal, state, and local fair employment practices laws. Type Regular Full-Time
05/11/2024
Full time
Overview Welcome Home! Build your career with Lennar! As one of the nation's largest builders, Lennar has built over one million new homes for families across America. Since 1954, our communities have catered to all lifestyles and family dynamics, whether you are a first-time or move-up buyer, multi-generational family, or active adult. At Lennar, Everything's Included in our homes, and Everyone's Included on our team. Our Everyone's Included vision is to be as inclusive and diverse as the communities we build unleashing the power of diversity within our workforce to drive innovation & sustainable growth. Due Diligence Manager: Lennar is seeking a Due Diligence Manager who's primary role will be to support the Land Acquisition department through the due diligence process of deals within feasibility, prepare the required business plans ("Greenfolder") for each deal under pursuit, prepare competitive market analysis studies and reports, assemble financial reports and statements, prepare narrative summaries and the due diligence questionnaire needed for the final Greenfolder, manage third party consultants and the delivery dates of their required reports for the final Greenfolder, help to research deal specific tasks, and provide support in underwriting potential opportunities. Responsibilities Primary Duties and Responsibilities: Take charge of the "Greenfolder" process ensuring that the Division completes all due diligence and internal approval items within a timeframe that meets third party seller's contractual requirements, including assembling Green Books by preparing executive summaries, marketing summaries, due diligence questionnaire, aerial photos, lot/ land competitive market analysis, demographic analysis, financial narratives, pricing proformas, community P&L statements, and cash flow statements. Manage processes and third party reports required for deals in due diligence and ensure that all reports are completed and evaluated within the timeframe that meets third party seller's contractual requirements. Assist with and manage contracts, proposals and other documents required for vendors regarding the study and development of the property. Review and evaluate development plans for all new communities as well as existing communities, as required. Research analyze approvals/permits, zoning, engineering plans, improvement estimates, off-site, phase 1 environmental reports, improvements/contributions, soils/geology, wetlands, utilities, affordable housing component/contribution, surveys and building costs. Develop a broad understanding of the market including the competitions communities, house types/sizes, price points, and sales absorptions for each county within the region. Prepare financial analyses, market analyses, and narrative reports for parcels under consideration for purchase. Contact and meet with developers and land sellers upon manager's request. Assist with updating pipeline reports for each county within the region. Provide administrative support and assistance to Vice President of Land Acquisition. Receive invoices from sub-contractors/vendors and direct them to proper party for approval and payment. Manage and establish HOAs for existing assets and new acquisitions, coordinator all HOA related activities and collaborate with HOA management companies as needed. Evaluate land deals and work with Division Management to determine appropriate land price, product, home price, home cost and deal structure to maximize profits. Manage contracts including tracking critical dates and collateral review (i.e., title commitments, title exception documents, surveys, PUDs, concurrency, environmental reports, etc.) while under contract. Work with Division team to prepare monthly closing approvals and wire requests. Maintain corporate records and data base of closing files in both hard copy and electronic format, as well as files and systems needed within the land department. Qualifications Education and Experience Requirements: High School Diploma or equivalent required Bachelor's degree in Finance, Economics, Marketing or similar field of study preferred Minimum 1 years of experience in land acquisitions Valid Driver's License and good driving record Valid auto insurance coverage Computer literacy, including word-processing, spreadsheet analysis, project scheduling and data management software, Financial Management Systems, etc. Ability to communicate effectively and concisely, both verbally and in writing Ability to work well on a team Solid foundation of the fundamental concepts of financial management, projects, and their valuation, corporate valuation, strategic financial decision, and tactical financing decisions Strong understanding of the housing marketplace, market trends and market analysis Strong researching skills and the ability to assemble information on a timely basis from a variety of sources Ability to multitask, prioritizing multiple projects and adapting to changing priorities Must exercise initiative and achieve objectives with minimal supervision Must be detail-oriented and a problem-solver able to deal with complex situations Lennar Core Values Our commitment to Quality, Value, and Integrity is the underlying foundation upon which Lennar was built, and these three fundamental principles still guide us in caring for our customers, associates, shareholders, and community. Life at Lennar! Lennar recognizes our associates are the heart of the company's success. Learn new skills, build your path, and become an integral part of the Lennar Family. When You Join: Health Insurance - Medical, Dental & Vision Vacation - 3 weeks of vacation per year to start Holidays, Sick Leave, & Personal Days 401(k) Savings Plan with company match Paid Maternity & Bonding Leave New Hire Referral Bonus Program Product Purchase Discount for Associates Associate Assistance Plan Everyone's Included Day - In the spirit of inclusion, diversity, and caring for our community, Lennar encourages our Associates to take a day to connect, reflect and inspire those around us, in a way that is uniquely important to you. And More ! Lennar is an equal opportunity employer and complies with all applicable federal, state, and local fair employment practices laws. Type Regular Full-Time
Overview: First Citizens Energy Finance leverages its deep industry knowledge and expertise to offer comprehensive financing solutions for renewable and conventional power generation. The unit manages a large, diverse portfolio that includes investments in all asset classes across the energy sector. In H1 2023, the group was ranked in US Power and Energy Project Finance by Power Finance & Risk, a top publication covering the energy project finance industry. This position supports the Energy team at an advanced level through underwriting, analysis, and structuring recommendations for energy portfolios. Identifies, gathers, and reviews financial information to determine borrower risk ratings and appropriate loan structuring. Assesses and communicates risks within new and existing energy accounts. Provides service and support for both associates and clients, assisting in customer calls and may assist in identifying cross-sales opportunities to facilitate lending activities. Responsibilities: Work closely with relationship managers and senior underwriters to prepare and structure proposals for new business opportunities Help support the internal credit approval process with the review, preparation and presentation of credit approval materials Support the due diligence process to review loan documentation, third party reporting, and participate in related discussions with the sponsor/borrower Help coordinate closing process with capital markets, legal, treasury, middle office Mentor the growth and development of analyst staff The base pay for this position is relative to your experience, but the range is generally $110,000 to $125,000 per year. This position is eligible for variable compensation, which may be in the form of incentive, bonus, or commission pay. First Citizens offers a competitive, comprehensive benefits program which you can review here: . Qualifications: Required Bachelor's Degree and 2 years of experience in Commercial Lending or Credit Analysis, financial statement spreading, preparation of projections, and trailing twelve month analysis. OR High School Diploma or GED and 6 years of experience in Commercial Lending or Credit Analysis, financial statement spreading, preparation of projections, and trailing twelve month analysis. Preferred Bachelors Degree in Business, Finance, Economics Preferred Area of Experience: Finance, Banking Skill(s): Completion of a formal credit training program 2+ years project and corporate finance experience with a focus on energy and infrastructure assets including renewables, gas-fired power plants and clean tech Ability to analyze cash flow models and develop own sensitivities; strong Excel skills Strong communication and writing skills Ability to lead and train junior staff Self-starter with ability to multi-task
05/11/2024
Full time
Overview: First Citizens Energy Finance leverages its deep industry knowledge and expertise to offer comprehensive financing solutions for renewable and conventional power generation. The unit manages a large, diverse portfolio that includes investments in all asset classes across the energy sector. In H1 2023, the group was ranked in US Power and Energy Project Finance by Power Finance & Risk, a top publication covering the energy project finance industry. This position supports the Energy team at an advanced level through underwriting, analysis, and structuring recommendations for energy portfolios. Identifies, gathers, and reviews financial information to determine borrower risk ratings and appropriate loan structuring. Assesses and communicates risks within new and existing energy accounts. Provides service and support for both associates and clients, assisting in customer calls and may assist in identifying cross-sales opportunities to facilitate lending activities. Responsibilities: Work closely with relationship managers and senior underwriters to prepare and structure proposals for new business opportunities Help support the internal credit approval process with the review, preparation and presentation of credit approval materials Support the due diligence process to review loan documentation, third party reporting, and participate in related discussions with the sponsor/borrower Help coordinate closing process with capital markets, legal, treasury, middle office Mentor the growth and development of analyst staff The base pay for this position is relative to your experience, but the range is generally $110,000 to $125,000 per year. This position is eligible for variable compensation, which may be in the form of incentive, bonus, or commission pay. First Citizens offers a competitive, comprehensive benefits program which you can review here: . Qualifications: Required Bachelor's Degree and 2 years of experience in Commercial Lending or Credit Analysis, financial statement spreading, preparation of projections, and trailing twelve month analysis. OR High School Diploma or GED and 6 years of experience in Commercial Lending or Credit Analysis, financial statement spreading, preparation of projections, and trailing twelve month analysis. Preferred Bachelors Degree in Business, Finance, Economics Preferred Area of Experience: Finance, Banking Skill(s): Completion of a formal credit training program 2+ years project and corporate finance experience with a focus on energy and infrastructure assets including renewables, gas-fired power plants and clean tech Ability to analyze cash flow models and develop own sensitivities; strong Excel skills Strong communication and writing skills Ability to lead and train junior staff Self-starter with ability to multi-task
Overview Welcome Home! Build your career with Lennar! As one of the nation's largest builders, Lennar has built over one million new homes for families across America. Since 1954, our communities have catered to all lifestyles and family dynamics, whether you are a first-time or move-up buyer, multigenerational family, or active adult. At Lennar, Everything's Included in our homes, and Everyone's Included on our team. Our Everyone's Included vision is to be as inclusive and diverse as the communities we build unleashing the power of diversity within our workforce to drive innovation & sustainable growth. Lennar Core Values Our commitment to Quality, Value, and Integrity is the underlying foundation upon which Lennar was built, and these three fundamental principles still guide us in caring for our customers, associates, shareholders, and community. Due Diligence Manager Lennar is seeking a Due Diligence Manager who's primary role will be to support the Land Acquisition department through the due diligence process of deals within feasibility, prepare the required business plans ("Greenfolder") for each deal under pursuit, prepare competitive market analysis studies and reports, assemble financial reports and statements, prepare narrative summaries and the due diligence questionnaire needed for the final Greenfolder, manage third party consultants and the delivery dates of their required reports for the final Greenfolder, help to research deal specific tasks, and provide support in underwriting potential opportunities. Responsibilities Take charge of the "Greenfolder" process ensuring that the Division completes all due diligence and internal approval items within a timeframe that meets third party seller's contractual requirements, including assembling Green Books by preparing executive summaries, marketing summaries, due diligence questionnaire, aerial photos, lot/ land competitive market analysis, demographic analysis, financial narratives, pricing proformas, community P&L statements, and cash flow statements. Manage processes and third party reports required for deals in due diligence and ensure that all reports are completed and evaluated within the timeframe that meets third party seller's contractual requirements. Assist with and manage contracts, proposals and other documents required for vendors regarding the study and development of the property. Review and evaluate development plans for all new communities as well as existing communities, as required. Research analyze approvals/permits, zoning, engineering plans, improvement estimates, off-site, phase 1 environmental reports, improvements/contributions, soils/geology, wetlands, utilities, affordable housing component/contribution, surveys and building costs. Develop a broad understanding of the market including the competitions communities, house types/sizes, price points, and sales absorptions for each county within the region. Prepare financial analyses, market analyses, and narrative reports for parcels under consideration for purchase. Contact and meet with developers and land sellers upon manager's request. Assist with updating pipeline reports for each county within the region. Provide administrative support and assistance to Vice President of Land Acquisition. Receive invoices from sub-contractors/vendors and direct them to proper party for approval and payment. Manage and establish HOAs for existing assets and new acquisitions, coordinator all HOA related activities and collaborate with HOA management companies as needed. Evaluate land deals and work with Division Management to determine appropriate land price, product, home price, home cost and deal structure to maximize profits. Manage contracts including tracking critical dates and collateral review (i.e., title commitments, title exception documents, surveys, PUDs, concurrency, environmental reports, etc.) while under contract. Work with Division team to prepare monthly closing approvals and wire requests. Maintain corporate records and data base of closing files in both hard copy and electronic format, as well as files and systems needed within the land department. Qualifications High School Diploma or equivalent required. Bachelor's degree in Finance, Economics, Marketing or similar field of study preferred. Minimum 1 years of experience in land acquisitions. Valid Driver's License and good driving record. Valid auto insurance coverage. Computer literacy, including word-processing, spreadsheet analysis, project scheduling and data management software, Financial Management Systems, etc. Ability to communicate effectively and concisely, both verbally and in writing. Ability to work well on a team. Solid foundation of the fundamental concepts of financial management, projects, and their valuation, corporate valuation, strategic financial decision, and tactical financing decisions. Strong understanding of the housing marketplace, market trends and market analysis. Strong researching skills and the ability to assemble information on a timely basis from a variety of sources. Ability to multitask, prioritizing multiple projects and adapting to changing priorities. Must exercise initiative and achieve objectives with minimal supervision. Must be detail-oriented and a problem-solver able to deal with complex situations. Contacts Daily interaction with various division personnel, outside agencies, business partners, consultants and homeowners. Physical Requirements Requires the ability to work in excess of eight hours per day in the confined quarters of an office and/or the field environment. Also requires the ability to operate a motor vehicle, read plans, climb stairs and ladders, bend, stoop, reach, lift, move and/or carry items that are less than 50 pounds. Finger dexterity required in operating a computer keyboard and a calculator. Office work requires sitting at a computer monitor for extended periods of time, completing paperwork, and meeting with vendors and contractors and to receive/return phone messages. Standing is required for filing and copying. This description outlines the basic tasks and requirements for the position noted. It is not a comprehensive listing of all job duties of the associates. FLSA Status Exempt Life at Lennar! Lennar recognizes our associates are the heart of the company's success. Learn new skills, build your path, and become an integral part of the Lennar Family. When You Join: Health Insurance - Medical, Dental & Vision Vacation - 3 weeks of vacation per year to start Holidays, Sick Leave, & Personal Days 401(k) Savings Plan with company match Paid Maternity & Bonding Leave New Hire Referral Bonus Program Product Purchase Discount for Associates Associate Assistance Plan Everyone's Included Day - In the spirit of inclusion, diversity, and caring for our community, Lennar encourages our Associates to take a day to connect, reflect and inspire those around us, in a way that is uniquely important to you. And More ! Lennar is an equal opportunity employer and complies with all applicable federal, state, and local fair employment practices laws. Type Regular Full-Time
05/11/2024
Full time
Overview Welcome Home! Build your career with Lennar! As one of the nation's largest builders, Lennar has built over one million new homes for families across America. Since 1954, our communities have catered to all lifestyles and family dynamics, whether you are a first-time or move-up buyer, multigenerational family, or active adult. At Lennar, Everything's Included in our homes, and Everyone's Included on our team. Our Everyone's Included vision is to be as inclusive and diverse as the communities we build unleashing the power of diversity within our workforce to drive innovation & sustainable growth. Lennar Core Values Our commitment to Quality, Value, and Integrity is the underlying foundation upon which Lennar was built, and these three fundamental principles still guide us in caring for our customers, associates, shareholders, and community. Due Diligence Manager Lennar is seeking a Due Diligence Manager who's primary role will be to support the Land Acquisition department through the due diligence process of deals within feasibility, prepare the required business plans ("Greenfolder") for each deal under pursuit, prepare competitive market analysis studies and reports, assemble financial reports and statements, prepare narrative summaries and the due diligence questionnaire needed for the final Greenfolder, manage third party consultants and the delivery dates of their required reports for the final Greenfolder, help to research deal specific tasks, and provide support in underwriting potential opportunities. Responsibilities Take charge of the "Greenfolder" process ensuring that the Division completes all due diligence and internal approval items within a timeframe that meets third party seller's contractual requirements, including assembling Green Books by preparing executive summaries, marketing summaries, due diligence questionnaire, aerial photos, lot/ land competitive market analysis, demographic analysis, financial narratives, pricing proformas, community P&L statements, and cash flow statements. Manage processes and third party reports required for deals in due diligence and ensure that all reports are completed and evaluated within the timeframe that meets third party seller's contractual requirements. Assist with and manage contracts, proposals and other documents required for vendors regarding the study and development of the property. Review and evaluate development plans for all new communities as well as existing communities, as required. Research analyze approvals/permits, zoning, engineering plans, improvement estimates, off-site, phase 1 environmental reports, improvements/contributions, soils/geology, wetlands, utilities, affordable housing component/contribution, surveys and building costs. Develop a broad understanding of the market including the competitions communities, house types/sizes, price points, and sales absorptions for each county within the region. Prepare financial analyses, market analyses, and narrative reports for parcels under consideration for purchase. Contact and meet with developers and land sellers upon manager's request. Assist with updating pipeline reports for each county within the region. Provide administrative support and assistance to Vice President of Land Acquisition. Receive invoices from sub-contractors/vendors and direct them to proper party for approval and payment. Manage and establish HOAs for existing assets and new acquisitions, coordinator all HOA related activities and collaborate with HOA management companies as needed. Evaluate land deals and work with Division Management to determine appropriate land price, product, home price, home cost and deal structure to maximize profits. Manage contracts including tracking critical dates and collateral review (i.e., title commitments, title exception documents, surveys, PUDs, concurrency, environmental reports, etc.) while under contract. Work with Division team to prepare monthly closing approvals and wire requests. Maintain corporate records and data base of closing files in both hard copy and electronic format, as well as files and systems needed within the land department. Qualifications High School Diploma or equivalent required. Bachelor's degree in Finance, Economics, Marketing or similar field of study preferred. Minimum 1 years of experience in land acquisitions. Valid Driver's License and good driving record. Valid auto insurance coverage. Computer literacy, including word-processing, spreadsheet analysis, project scheduling and data management software, Financial Management Systems, etc. Ability to communicate effectively and concisely, both verbally and in writing. Ability to work well on a team. Solid foundation of the fundamental concepts of financial management, projects, and their valuation, corporate valuation, strategic financial decision, and tactical financing decisions. Strong understanding of the housing marketplace, market trends and market analysis. Strong researching skills and the ability to assemble information on a timely basis from a variety of sources. Ability to multitask, prioritizing multiple projects and adapting to changing priorities. Must exercise initiative and achieve objectives with minimal supervision. Must be detail-oriented and a problem-solver able to deal with complex situations. Contacts Daily interaction with various division personnel, outside agencies, business partners, consultants and homeowners. Physical Requirements Requires the ability to work in excess of eight hours per day in the confined quarters of an office and/or the field environment. Also requires the ability to operate a motor vehicle, read plans, climb stairs and ladders, bend, stoop, reach, lift, move and/or carry items that are less than 50 pounds. Finger dexterity required in operating a computer keyboard and a calculator. Office work requires sitting at a computer monitor for extended periods of time, completing paperwork, and meeting with vendors and contractors and to receive/return phone messages. Standing is required for filing and copying. This description outlines the basic tasks and requirements for the position noted. It is not a comprehensive listing of all job duties of the associates. FLSA Status Exempt Life at Lennar! Lennar recognizes our associates are the heart of the company's success. Learn new skills, build your path, and become an integral part of the Lennar Family. When You Join: Health Insurance - Medical, Dental & Vision Vacation - 3 weeks of vacation per year to start Holidays, Sick Leave, & Personal Days 401(k) Savings Plan with company match Paid Maternity & Bonding Leave New Hire Referral Bonus Program Product Purchase Discount for Associates Associate Assistance Plan Everyone's Included Day - In the spirit of inclusion, diversity, and caring for our community, Lennar encourages our Associates to take a day to connect, reflect and inspire those around us, in a way that is uniquely important to you. And More ! Lennar is an equal opportunity employer and complies with all applicable federal, state, and local fair employment practices laws. Type Regular Full-Time
Middle River Aerostructure Systems
Baltimore, Maryland
Position Title: Senior Contract Manager Location: Baltimore, MD, US, 21220 Date: Sun, 12 May :04:10 CDT Company Name: STENAHCM20 Description: About Us: Middle River Aerostructure Systems is a world-leading manufacturer of thrust reversers (the braking system on a jet engine), engine nacelle components and specialized aerostructures. It supplies and supports these products for engine makers, airplane manufacturers and aircraft operators. Located on Maryland's Chesapeake Bay near Baltimore, MRAS has a 1.7-million sq. ft. facility situated on 180 acres - where the company and its predecessors have designed, built and equipped civil and military aircraft for over 90 years. In 2019, MRAS was acquired by ST Engineering North America, the U.S. affiliate of Singapore-based ST Engineering - becoming a part of its global network of aerospace facilities and offices. With the ownership change, the company was renamed Middle River Aerostructure Systems. Job Summary: With minimal supervision and as a Contracts subject matter expert, serve as an advisor to the business on a wide range complex issues and train, mentor and develop other Contracts personnel. This position will support US domestic and international commercial programs, US Government Programs, maintain SAM.Gov website, negotiate agreements, and implement legal and business strategies to support company objectives. The successful candidate will be highly creative, a critical thinker, problem solver, and convey complex issues in a concise manner. Ensures functional activity is performed in compliance with company policies and procedures and applicable laws and regulations. Must maintain excellent communication skills and be able to work effectively with others at all levels of the organization. Essential Responsibility: The ideal candidate will have broad, in depth demonstrated experience in Contract Management and Compliance and will, at a minimum: Be a subject matter expert in developing, drafting, interpreting, and negotiating US Government, commercial, and international contracts. Knowledgeable with FAR/DFARS/UCC/Incoterms Lead the pre and post contract award process to flow down terms and conditions and customer requirements to functional organizations. Have working knowledge and understanding on international trade compliance (ITAR/EAR) Be able to prioritize high impact activities concurrently. Lead continuous process improvements of policies and procedures as they relate to the Contracts and Compliance functions. Apply both tactical and strategic thinking and strong business acumen in resolving business issues. Perform due diligence reviews on new business opportunities, and conduct risk assessments and risk mitigation approaches on terms and conditions. Advise management of contractual obligations and rights to mitigate risk and protect company business interests. Support new business pursuits and existing contracts. Support development of and conduct Contracts training Interface with DCAA/DCMA including pre and post audits. Support drafting teaming agreements, NDA's, and license agreements Be proficient with Microsoft, SAP, Excel, Word, Outlook and other software applications. Build and maintain strong, positive relationships with internal and external customers. Maintain strong analytical and negotiation skills. Develop contracting templates for standard agreements and other compliance tools. Support new business proposal activity. Manage various types of contracts, including, fixed price, T&M, and cost reimbursable contracts. Other Contracts and Compliance related support activities as necessary. Requirements Bachelor's degree in Business or Engineering from an accredited university or college. Minimum of ten (10) years of progressively responsible experience in US Government, commercial, and international Contract Negotiation and Management. Prefer candidate with CPCM, CFCM, or CCCM professional certification, MBA, or JD. Job Characteristics: Experience in Export and Regulatory compliance is highly preferred. Strong oral and written communication skills. Strong interpersonal and leadership skills. Demonstrated ability to analyze and resolve problems. Ability to influence cross functional teams. Creative problem solving. Consistently delivers on commitments and meeting timelines. Sound judgement. Customer interfacing experience. Computer literacy. Highest degree of ethics and integrity. Experience in aerospace (long-term contracts), defense, and/or aviation industry preferred. MRAS is an equal opportunity employer and service provider and does not discriminate on the basis of race, age, religion, gender, gender identity, national origin, citizenship status, sexual orientation, disability, political affiliation or belief, or any other protected class. We are committed to the principles of Equal Opportunity Employment and are dedicated to making employment decisions based on merit and value. PM23 Nearest Major Market: Baltimore PI5-
05/10/2024
Full time
Position Title: Senior Contract Manager Location: Baltimore, MD, US, 21220 Date: Sun, 12 May :04:10 CDT Company Name: STENAHCM20 Description: About Us: Middle River Aerostructure Systems is a world-leading manufacturer of thrust reversers (the braking system on a jet engine), engine nacelle components and specialized aerostructures. It supplies and supports these products for engine makers, airplane manufacturers and aircraft operators. Located on Maryland's Chesapeake Bay near Baltimore, MRAS has a 1.7-million sq. ft. facility situated on 180 acres - where the company and its predecessors have designed, built and equipped civil and military aircraft for over 90 years. In 2019, MRAS was acquired by ST Engineering North America, the U.S. affiliate of Singapore-based ST Engineering - becoming a part of its global network of aerospace facilities and offices. With the ownership change, the company was renamed Middle River Aerostructure Systems. Job Summary: With minimal supervision and as a Contracts subject matter expert, serve as an advisor to the business on a wide range complex issues and train, mentor and develop other Contracts personnel. This position will support US domestic and international commercial programs, US Government Programs, maintain SAM.Gov website, negotiate agreements, and implement legal and business strategies to support company objectives. The successful candidate will be highly creative, a critical thinker, problem solver, and convey complex issues in a concise manner. Ensures functional activity is performed in compliance with company policies and procedures and applicable laws and regulations. Must maintain excellent communication skills and be able to work effectively with others at all levels of the organization. Essential Responsibility: The ideal candidate will have broad, in depth demonstrated experience in Contract Management and Compliance and will, at a minimum: Be a subject matter expert in developing, drafting, interpreting, and negotiating US Government, commercial, and international contracts. Knowledgeable with FAR/DFARS/UCC/Incoterms Lead the pre and post contract award process to flow down terms and conditions and customer requirements to functional organizations. Have working knowledge and understanding on international trade compliance (ITAR/EAR) Be able to prioritize high impact activities concurrently. Lead continuous process improvements of policies and procedures as they relate to the Contracts and Compliance functions. Apply both tactical and strategic thinking and strong business acumen in resolving business issues. Perform due diligence reviews on new business opportunities, and conduct risk assessments and risk mitigation approaches on terms and conditions. Advise management of contractual obligations and rights to mitigate risk and protect company business interests. Support new business pursuits and existing contracts. Support development of and conduct Contracts training Interface with DCAA/DCMA including pre and post audits. Support drafting teaming agreements, NDA's, and license agreements Be proficient with Microsoft, SAP, Excel, Word, Outlook and other software applications. Build and maintain strong, positive relationships with internal and external customers. Maintain strong analytical and negotiation skills. Develop contracting templates for standard agreements and other compliance tools. Support new business proposal activity. Manage various types of contracts, including, fixed price, T&M, and cost reimbursable contracts. Other Contracts and Compliance related support activities as necessary. Requirements Bachelor's degree in Business or Engineering from an accredited university or college. Minimum of ten (10) years of progressively responsible experience in US Government, commercial, and international Contract Negotiation and Management. Prefer candidate with CPCM, CFCM, or CCCM professional certification, MBA, or JD. Job Characteristics: Experience in Export and Regulatory compliance is highly preferred. Strong oral and written communication skills. Strong interpersonal and leadership skills. Demonstrated ability to analyze and resolve problems. Ability to influence cross functional teams. Creative problem solving. Consistently delivers on commitments and meeting timelines. Sound judgement. Customer interfacing experience. Computer literacy. Highest degree of ethics and integrity. Experience in aerospace (long-term contracts), defense, and/or aviation industry preferred. MRAS is an equal opportunity employer and service provider and does not discriminate on the basis of race, age, religion, gender, gender identity, national origin, citizenship status, sexual orientation, disability, political affiliation or belief, or any other protected class. We are committed to the principles of Equal Opportunity Employment and are dedicated to making employment decisions based on merit and value. PM23 Nearest Major Market: Baltimore PI5-
Overview Welcome Home! Build your career with Lennar! As one of the nation's largest builders, Lennar has built over one million new homes for families across America. Since 1954, our communities have catered to all lifestyles and family dynamics, whether you are a first-time or move-up buyer, multi-generational family, or active adult. At Lennar, Everything's Included in our homes, and Everyone's Included on our team. Our Everyone's Included vision is to be as inclusive and diverse as the communities we build unleashing the power of diversity within our workforce to drive innovation & sustainable growth. Entitlements Manager: Lennar is seeking an Entitlements Manager who is responsible for managing and overseeing due diligence for new acquisitions and the engineering and entitlements process for new communities. Additionally, this person will coordinate with consultants and the land acquisition team to ensure green folders are submitted timely and properly, as well as coordinate with consultants and municipalities to ensure zoning and engineering submittals are approved in accordance with production time-frames and to proper specifications. Finally, this person will review and track due diligence, zoning documents, developer agreements, permits, etc. for new communities. Responsibilities Manage geotechnical, environmental, and other related consultants to perform necessary due diligence for new land acquisitions. Review and finalize consultants' reports for the purpose of identifying and resolving land acquisition, entitlement, and land development risks. Prepare the due diligence questionnaire and other green folder reports and documents in coordination with the land acquisition team for the green folder Meet with City, Count, and Federal agencies to identify and resolve due diligence risk Management of the Coordination with City, County, and Federal agencies to maintain regulatory compliance for entitlements and environmental Work with city officials, consultants, and community action groups to ensure necessary public approvals and permit issuances. Coordinate with development and operations to facilitate the development Coordinate, schedule, and supervise the activities of consultants and subcontractors to ensure necessary approvals and adherence to development Coordinate with attorneys to prepare and review development agreements, and any required agreements with city, county, federal, and regulatory agencies to facilitate Represent the division at Public Hearings and related meetings for the purpose of obtaining all necessary development and construction Maintain a positive company image with peers and municipalities. Develop and maintain relationships with city/county elected officials, planning commissions, review and staff members as well as local organizations. Qualifications BS degree in Land Planning, Engineering, or Environmental Science preferred Working knowledge of State and Federal developmental and environmental laws and local municipal planning and zoning requirements, civil engineering, land planning, and city/county Strong community and area contacts and extensive knowledge of the market area Advanced PC skills, including the use of Excel, Word, and PowerPoint Excellent analytical and writing capabilities Strong communication and interpersonal skills Strong work ethic, team player Strong Organizational Skills Lennar Core Values Our commitment to Quality, Value, and Integrity is the underlying foundation upon which Lennar was built, and these three fundamental principles still guide us in caring for our customers, associates, shareholders, and community. Life at Lennar! Lennar recognizes our associates are the heart of the company's success. Learn new skills, build your path, and become an integral part of the Lennar Family. When You Join: Health Insurance - Medical, Dental & Vision Vacation - 3 weeks of vacation per year to start Holidays, Sick Leave, & Personal Days 401(k) Savings Plan with company match Paid Maternity & Bonding Leave New Hire Referral Bonus Program Product Purchase Discount for Associates Associate Assistance Plan Everyone's Included Day - In the spirit of inclusion, diversity, and caring for our community, Lennar encourages our Associates to take a day to connect, reflect and inspire those around us, in a way that is uniquely important to you. And More ! Lennar is an equal opportunity employer and complies with all applicable federal, state, and local fair employment practices laws. Type Regular Full-Time
05/10/2024
Full time
Overview Welcome Home! Build your career with Lennar! As one of the nation's largest builders, Lennar has built over one million new homes for families across America. Since 1954, our communities have catered to all lifestyles and family dynamics, whether you are a first-time or move-up buyer, multi-generational family, or active adult. At Lennar, Everything's Included in our homes, and Everyone's Included on our team. Our Everyone's Included vision is to be as inclusive and diverse as the communities we build unleashing the power of diversity within our workforce to drive innovation & sustainable growth. Entitlements Manager: Lennar is seeking an Entitlements Manager who is responsible for managing and overseeing due diligence for new acquisitions and the engineering and entitlements process for new communities. Additionally, this person will coordinate with consultants and the land acquisition team to ensure green folders are submitted timely and properly, as well as coordinate with consultants and municipalities to ensure zoning and engineering submittals are approved in accordance with production time-frames and to proper specifications. Finally, this person will review and track due diligence, zoning documents, developer agreements, permits, etc. for new communities. Responsibilities Manage geotechnical, environmental, and other related consultants to perform necessary due diligence for new land acquisitions. Review and finalize consultants' reports for the purpose of identifying and resolving land acquisition, entitlement, and land development risks. Prepare the due diligence questionnaire and other green folder reports and documents in coordination with the land acquisition team for the green folder Meet with City, Count, and Federal agencies to identify and resolve due diligence risk Management of the Coordination with City, County, and Federal agencies to maintain regulatory compliance for entitlements and environmental Work with city officials, consultants, and community action groups to ensure necessary public approvals and permit issuances. Coordinate with development and operations to facilitate the development Coordinate, schedule, and supervise the activities of consultants and subcontractors to ensure necessary approvals and adherence to development Coordinate with attorneys to prepare and review development agreements, and any required agreements with city, county, federal, and regulatory agencies to facilitate Represent the division at Public Hearings and related meetings for the purpose of obtaining all necessary development and construction Maintain a positive company image with peers and municipalities. Develop and maintain relationships with city/county elected officials, planning commissions, review and staff members as well as local organizations. Qualifications BS degree in Land Planning, Engineering, or Environmental Science preferred Working knowledge of State and Federal developmental and environmental laws and local municipal planning and zoning requirements, civil engineering, land planning, and city/county Strong community and area contacts and extensive knowledge of the market area Advanced PC skills, including the use of Excel, Word, and PowerPoint Excellent analytical and writing capabilities Strong communication and interpersonal skills Strong work ethic, team player Strong Organizational Skills Lennar Core Values Our commitment to Quality, Value, and Integrity is the underlying foundation upon which Lennar was built, and these three fundamental principles still guide us in caring for our customers, associates, shareholders, and community. Life at Lennar! Lennar recognizes our associates are the heart of the company's success. Learn new skills, build your path, and become an integral part of the Lennar Family. When You Join: Health Insurance - Medical, Dental & Vision Vacation - 3 weeks of vacation per year to start Holidays, Sick Leave, & Personal Days 401(k) Savings Plan with company match Paid Maternity & Bonding Leave New Hire Referral Bonus Program Product Purchase Discount for Associates Associate Assistance Plan Everyone's Included Day - In the spirit of inclusion, diversity, and caring for our community, Lennar encourages our Associates to take a day to connect, reflect and inspire those around us, in a way that is uniquely important to you. And More ! Lennar is an equal opportunity employer and complies with all applicable federal, state, and local fair employment practices laws. Type Regular Full-Time
Description: Salary Range: $62,000 - $65,000/Annual Schedule: Monday - Friday, 8:00am - 5:00pm Roundhouse, a rapidly growing developer and manager of diverse real estate projects, is seeking a dynamic individual to fill the position of Property Accountant. Founded in 2008, we have operations in four states with over 7,000 multi-family units and over $1.5B of assets under management. We pride ourselves in challenging the status quo to identify emerging trends and markets that improve the lives of our residents and deliver superior returns to our partners. We take a long-term view that prioritizes community building and cultivates pride in the places we build and the cities we inhabit. This position reports to the Controller and is based in Boise, Idaho. Culture and Value Expectations for All Associates: Understands and commits to Roundhouse's Mission, Guiding Principles and Standards. Demonstrates these behaviors in daily work and interactions with residents, co-workers, and all those we serve. Exhibits positive work ethic, inspires others, and adheres to standards of business conduct, compliance, and Roundhouse branding. Displays an intense focus on a resident experience that emphasizes connection with the community, thoughtful design and respect for the environment. Job Responsibilities Manage the monthly financial reporting close process and record journal entries to account for property level business activities, ensuring completeness, accuracy, and compliance with generally accepted accounting principles (GAAP). Reconcile general ledger accounts to sub-ledgers/supporting schedules and prepare monthly bank reconciliations. Assist with Accounts Payable and Accounts Receivable duties. Audit corporate credit card statements and manage expense reports. Assist with compilation and preparation of supporting schedules for interim/annual tax returns. Prepare and coordinate operating, capital improvement, and construction budgets liaising with Asset Management and Development teams. Assist with due diligence requests in connection with acquisitions, financings and refinancing. Prepare quarterly and annual debt compliance packages and other corporate schedules. Liaise between the Accounting and Asset Management teams to provide financial analyses including property operating results and leasing data as part of monthly financial reporting package. Perform ad hoc financial analyses for executives. PM21 Requirements: Bachelor's degree in Accounting, Finance or related field Proficient in US GAAP accrual basis of accounting Proficient in business related software including Microsoft Excel, Word, and PowerPoint Excellent written and verbal communication skills Detail oriented and strong analytical skills Ability to prioritize and meet deadlines Salary & Benefits 9 Paid Holidays, Paid Time Off, Medical/Dental/Vision, Life, and Disability Insurance, 401K with Employer Match, Mental Wellness Program, and Maternity and Parental Leave. This is a full-time position with competitive pay and benefits. Roundhouse is an equal opportunity employer and welcomes candidates of all backgrounds and experiences to apply. Compensation details: 0 Yearly Salary PIe05bb1e8dc90-3517
05/10/2024
Full time
Description: Salary Range: $62,000 - $65,000/Annual Schedule: Monday - Friday, 8:00am - 5:00pm Roundhouse, a rapidly growing developer and manager of diverse real estate projects, is seeking a dynamic individual to fill the position of Property Accountant. Founded in 2008, we have operations in four states with over 7,000 multi-family units and over $1.5B of assets under management. We pride ourselves in challenging the status quo to identify emerging trends and markets that improve the lives of our residents and deliver superior returns to our partners. We take a long-term view that prioritizes community building and cultivates pride in the places we build and the cities we inhabit. This position reports to the Controller and is based in Boise, Idaho. Culture and Value Expectations for All Associates: Understands and commits to Roundhouse's Mission, Guiding Principles and Standards. Demonstrates these behaviors in daily work and interactions with residents, co-workers, and all those we serve. Exhibits positive work ethic, inspires others, and adheres to standards of business conduct, compliance, and Roundhouse branding. Displays an intense focus on a resident experience that emphasizes connection with the community, thoughtful design and respect for the environment. Job Responsibilities Manage the monthly financial reporting close process and record journal entries to account for property level business activities, ensuring completeness, accuracy, and compliance with generally accepted accounting principles (GAAP). Reconcile general ledger accounts to sub-ledgers/supporting schedules and prepare monthly bank reconciliations. Assist with Accounts Payable and Accounts Receivable duties. Audit corporate credit card statements and manage expense reports. Assist with compilation and preparation of supporting schedules for interim/annual tax returns. Prepare and coordinate operating, capital improvement, and construction budgets liaising with Asset Management and Development teams. Assist with due diligence requests in connection with acquisitions, financings and refinancing. Prepare quarterly and annual debt compliance packages and other corporate schedules. Liaise between the Accounting and Asset Management teams to provide financial analyses including property operating results and leasing data as part of monthly financial reporting package. Perform ad hoc financial analyses for executives. PM21 Requirements: Bachelor's degree in Accounting, Finance or related field Proficient in US GAAP accrual basis of accounting Proficient in business related software including Microsoft Excel, Word, and PowerPoint Excellent written and verbal communication skills Detail oriented and strong analytical skills Ability to prioritize and meet deadlines Salary & Benefits 9 Paid Holidays, Paid Time Off, Medical/Dental/Vision, Life, and Disability Insurance, 401K with Employer Match, Mental Wellness Program, and Maternity and Parental Leave. This is a full-time position with competitive pay and benefits. Roundhouse is an equal opportunity employer and welcomes candidates of all backgrounds and experiences to apply. Compensation details: 0 Yearly Salary PIe05bb1e8dc90-3517
Middle River Aerostructure Systems
Baltimore, Maryland
Position Title: Senior Contract Manager Location: Baltimore, MD, US, 21220 Date: Sun, 12 May :04:10 CDT Company Name: STENAHCM20 Description: About Us: Middle River Aerostructure Systems is a world-leading manufacturer of thrust reversers (the braking system on a jet engine), engine nacelle components and specialized aerostructures. It supplies and supports these products for engine makers, airplane manufacturers and aircraft operators. Located on Maryland's Chesapeake Bay near Baltimore, MRAS has a 1.7-million sq. ft. facility situated on 180 acres - where the company and its predecessors have designed, built and equipped civil and military aircraft for over 90 years. In 2019, MRAS was acquired by ST Engineering North America, the U.S. affiliate of Singapore-based ST Engineering - becoming a part of its global network of aerospace facilities and offices. With the ownership change, the company was renamed Middle River Aerostructure Systems. Job Summary: With minimal supervision and as a Contracts subject matter expert, serve as an advisor to the business on a wide range complex issues and train, mentor and develop other Contracts personnel. This position will support US domestic and international commercial programs, US Government Programs, maintain SAM.Gov website, negotiate agreements, and implement legal and business strategies to support company objectives. The successful candidate will be highly creative, a critical thinker, problem solver, and convey complex issues in a concise manner. Ensures functional activity is performed in compliance with company policies and procedures and applicable laws and regulations. Must maintain excellent communication skills and be able to work effectively with others at all levels of the organization. Essential Responsibility: The ideal candidate will have broad, in depth demonstrated experience in Contract Management and Compliance and will, at a minimum: Be a subject matter expert in developing, drafting, interpreting, and negotiating US Government, commercial, and international contracts. Knowledgeable with FAR/DFARS/UCC/Incoterms Lead the pre and post contract award process to flow down terms and conditions and customer requirements to functional organizations. Have working knowledge and understanding on international trade compliance (ITAR/EAR) Be able to prioritize high impact activities concurrently. Lead continuous process improvements of policies and procedures as they relate to the Contracts and Compliance functions. Apply both tactical and strategic thinking and strong business acumen in resolving business issues. Perform due diligence reviews on new business opportunities, and conduct risk assessments and risk mitigation approaches on terms and conditions. Advise management of contractual obligations and rights to mitigate risk and protect company business interests. Support new business pursuits and existing contracts. Support development of and conduct Contracts training Interface with DCAA/DCMA including pre and post audits. Support drafting teaming agreements, NDA's, and license agreements Be proficient with Microsoft, SAP, Excel, Word, Outlook and other software applications. Build and maintain strong, positive relationships with internal and external customers. Maintain strong analytical and negotiation skills. Develop contracting templates for standard agreements and other compliance tools. Support new business proposal activity. Manage various types of contracts, including, fixed price, T&M, and cost reimbursable contracts. Other Contracts and Compliance related support activities as necessary. Requirements Bachelor's degree in Business or Engineering from an accredited university or college. Minimum of ten (10) years of progressively responsible experience in US Government, commercial, and international Contract Negotiation and Management. Prefer candidate with CPCM, CFCM, or CCCM professional certification, MBA, or JD. Job Characteristics: Experience in Export and Regulatory compliance is highly preferred. Strong oral and written communication skills. Strong interpersonal and leadership skills. Demonstrated ability to analyze and resolve problems. Ability to influence cross functional teams. Creative problem solving. Consistently delivers on commitments and meeting timelines. Sound judgement. Customer interfacing experience. Computer literacy. Highest degree of ethics and integrity. Experience in aerospace (long-term contracts), defense, and/or aviation industry preferred. MRAS is an equal opportunity employer and service provider and does not discriminate on the basis of race, age, religion, gender, gender identity, national origin, citizenship status, sexual orientation, disability, political affiliation or belief, or any other protected class. We are committed to the principles of Equal Opportunity Employment and are dedicated to making employment decisions based on merit and value. PM23 Nearest Major Market: Baltimore PId47aaf91d1-
05/08/2024
Full time
Position Title: Senior Contract Manager Location: Baltimore, MD, US, 21220 Date: Sun, 12 May :04:10 CDT Company Name: STENAHCM20 Description: About Us: Middle River Aerostructure Systems is a world-leading manufacturer of thrust reversers (the braking system on a jet engine), engine nacelle components and specialized aerostructures. It supplies and supports these products for engine makers, airplane manufacturers and aircraft operators. Located on Maryland's Chesapeake Bay near Baltimore, MRAS has a 1.7-million sq. ft. facility situated on 180 acres - where the company and its predecessors have designed, built and equipped civil and military aircraft for over 90 years. In 2019, MRAS was acquired by ST Engineering North America, the U.S. affiliate of Singapore-based ST Engineering - becoming a part of its global network of aerospace facilities and offices. With the ownership change, the company was renamed Middle River Aerostructure Systems. Job Summary: With minimal supervision and as a Contracts subject matter expert, serve as an advisor to the business on a wide range complex issues and train, mentor and develop other Contracts personnel. This position will support US domestic and international commercial programs, US Government Programs, maintain SAM.Gov website, negotiate agreements, and implement legal and business strategies to support company objectives. The successful candidate will be highly creative, a critical thinker, problem solver, and convey complex issues in a concise manner. Ensures functional activity is performed in compliance with company policies and procedures and applicable laws and regulations. Must maintain excellent communication skills and be able to work effectively with others at all levels of the organization. Essential Responsibility: The ideal candidate will have broad, in depth demonstrated experience in Contract Management and Compliance and will, at a minimum: Be a subject matter expert in developing, drafting, interpreting, and negotiating US Government, commercial, and international contracts. Knowledgeable with FAR/DFARS/UCC/Incoterms Lead the pre and post contract award process to flow down terms and conditions and customer requirements to functional organizations. Have working knowledge and understanding on international trade compliance (ITAR/EAR) Be able to prioritize high impact activities concurrently. Lead continuous process improvements of policies and procedures as they relate to the Contracts and Compliance functions. Apply both tactical and strategic thinking and strong business acumen in resolving business issues. Perform due diligence reviews on new business opportunities, and conduct risk assessments and risk mitigation approaches on terms and conditions. Advise management of contractual obligations and rights to mitigate risk and protect company business interests. Support new business pursuits and existing contracts. Support development of and conduct Contracts training Interface with DCAA/DCMA including pre and post audits. Support drafting teaming agreements, NDA's, and license agreements Be proficient with Microsoft, SAP, Excel, Word, Outlook and other software applications. Build and maintain strong, positive relationships with internal and external customers. Maintain strong analytical and negotiation skills. Develop contracting templates for standard agreements and other compliance tools. Support new business proposal activity. Manage various types of contracts, including, fixed price, T&M, and cost reimbursable contracts. Other Contracts and Compliance related support activities as necessary. Requirements Bachelor's degree in Business or Engineering from an accredited university or college. Minimum of ten (10) years of progressively responsible experience in US Government, commercial, and international Contract Negotiation and Management. Prefer candidate with CPCM, CFCM, or CCCM professional certification, MBA, or JD. Job Characteristics: Experience in Export and Regulatory compliance is highly preferred. Strong oral and written communication skills. Strong interpersonal and leadership skills. Demonstrated ability to analyze and resolve problems. Ability to influence cross functional teams. Creative problem solving. Consistently delivers on commitments and meeting timelines. Sound judgement. Customer interfacing experience. Computer literacy. Highest degree of ethics and integrity. Experience in aerospace (long-term contracts), defense, and/or aviation industry preferred. MRAS is an equal opportunity employer and service provider and does not discriminate on the basis of race, age, religion, gender, gender identity, national origin, citizenship status, sexual orientation, disability, political affiliation or belief, or any other protected class. We are committed to the principles of Equal Opportunity Employment and are dedicated to making employment decisions based on merit and value. PM23 Nearest Major Market: Baltimore PId47aaf91d1-
Overview Welcome Home! Build your career with Lennar! As one of the nation's largest builders, Lennar has built over one million new homes for families across America. Since 1954, our communities have catered to all lifestyles and family dynamics, whether you are a first-time or move-up buyer, multi-generational family, or active adult. At Lennar, Everything's Included in our homes, and Everyone's Included on our team. Our Everyone's Included vision is to be as inclusive and diverse as the communities we build unleashing the power of diversity within our workforce to drive innovation & sustainable growth. Due Diligence Manager: Lennar is seeking a Due Diligence Manager who's primary role will be to support the Land Acquisition department through the due diligence process of deals within feasibility, prepare the required business plans (Greenfolder) for each deal under pursuit, prepare competitive market analysis studies and reports, assemble financial reports and statements, prepare narrative summaries and the due diligence questionnaire needed for the final Greenfolder, manage third party consultants and the delivery dates of their required reports for the final Greenfolder, help to research deal specific tasks, and provide support in underwriting potential opportunities. Responsibilities Primary Duties and Responsibilities Take charge of the Greenfolder process ensuring that the Division completes all due diligence and internal approval items within a timeframe that meets third party seller's contractual requirements, including assembling Green Books by preparing executive summaries, marketing summaries, due diligence questionnaire, aerial photos, lot/ land competitive market analysis, demographic analysis, financial narratives, pricing proformas, community P&L statements, and cash flow statements. Manage processes and third party reports required for deals in due diligence and ensure that all reports are completed and evaluated within the timeframe that meets third party seller's contractual requirements. Assist with and manage contracts, proposals and other documents required for vendors regarding the study and development of the property. Review and evaluate development plans for all new communities as well as existing communities, as required. Research analyze approvals/permits, zoning, engineering plans, improvement estimates, off-site, phase 1 environmental reports, improvements/contributions, soils/geology, wetlands, utilities, affordable housing component/contribution, surveys and building costs. Develop a broad understanding of the market including the competitions communities, house types/sizes, price points, and sales absorptions for each county within the region. Prepare financial analyses, market analyses, and narrative reports for parcels under consideration for purchase. Contact and meet with developers and land sellers upon manager's request. Assist with updating pipeline reports for each county within the region. Provide administrative support and assistance to Vice President of Land Acquisition. Receive invoices from sub-contractors/vendors and direct them to proper party for approval and payment. Manage and establish HOAs for existing assets and new acquisitions, coordinator all HOA related activities and collaborate with HOA management companies as needed. Evaluate land deals and work with Division Management to determine appropriate land price, product, home price, home cost and deal structure to maximize profits. Manage contracts including tracking critical dates and collateral review (i.e., title commitments, title exception documents, surveys, PUDs, concurrency, environmental reports, etc.) while under contract. Work with Division team to prepare monthly closing approvals and wire requests. Maintain corporate records and data base of closing files in both hard copy and electronic format, as well as files and systems needed within the land department. Qualifications Education and Experience Requirements High School Diploma or equivalent required Bachelor's degree in Finance, Economics, Marketing or similar field of study preferred Minimum 1 years of experience in land acquisitions Valid Driver's License and good driving record Valid auto insurance coverage Computer literacy, including word-processing, spreadsheet analysis, project scheduling and data management software, Financial Management Systems, etc. Ability to communicate effectively and concisely, both verbally and in writing Ability to work well on a team Solid foundation of the fundamental concepts of financial management, projects, and their valuation, corporate valuation, strategic financial decision, and tactical financing decisions Strong understanding of the housing marketplace, market trends and market analysis Strong researching skills and the ability to assemble information on a timely basis from a variety of sources Ability to multitask, prioritizing multiple projects and adapting to changing priorities Must exercise initiative and achieve objectives with minimal supervision Must be detail-oriented and a problem-solver able to deal with complex situations Lennar Core Values Our commitment to Quality, Value, and Integrity is the underlying foundation upon which Lennar was built, and these three fundamental principles still guide us in caring for our customers, associates, shareholders, and community. Life at Lennar! Lennar recognizes our associates are the heart of the company's success. Learn new skills, build your path, and become an integral part of the Lennar Family. When You Join: Health Insurance - Medical, Dental & Vision Vacation - 3 weeks of vacation per year to start Holidays, Sick Leave, & Personal Days 401(k) Savings Plan with company match Paid Maternity & Bonding Leave New Hire Referral Bonus Program Product Purchase Discount for Associates Associate Assistance Plan Everyone's Included Day - In the spirit of inclusion, diversity, and caring for our community, Lennar encourages our Associates to take a day to connect, reflect and inspire those around us, in a way that is uniquely important to you. And More ! FLSA Status: Exempt Lennar is an equal opportunity employer and complies with all applicable federal, state, and local fair employment practices laws. # LI-ML1 Type Regular Full-Time
05/08/2024
Full time
Overview Welcome Home! Build your career with Lennar! As one of the nation's largest builders, Lennar has built over one million new homes for families across America. Since 1954, our communities have catered to all lifestyles and family dynamics, whether you are a first-time or move-up buyer, multi-generational family, or active adult. At Lennar, Everything's Included in our homes, and Everyone's Included on our team. Our Everyone's Included vision is to be as inclusive and diverse as the communities we build unleashing the power of diversity within our workforce to drive innovation & sustainable growth. Due Diligence Manager: Lennar is seeking a Due Diligence Manager who's primary role will be to support the Land Acquisition department through the due diligence process of deals within feasibility, prepare the required business plans (Greenfolder) for each deal under pursuit, prepare competitive market analysis studies and reports, assemble financial reports and statements, prepare narrative summaries and the due diligence questionnaire needed for the final Greenfolder, manage third party consultants and the delivery dates of their required reports for the final Greenfolder, help to research deal specific tasks, and provide support in underwriting potential opportunities. Responsibilities Primary Duties and Responsibilities Take charge of the Greenfolder process ensuring that the Division completes all due diligence and internal approval items within a timeframe that meets third party seller's contractual requirements, including assembling Green Books by preparing executive summaries, marketing summaries, due diligence questionnaire, aerial photos, lot/ land competitive market analysis, demographic analysis, financial narratives, pricing proformas, community P&L statements, and cash flow statements. Manage processes and third party reports required for deals in due diligence and ensure that all reports are completed and evaluated within the timeframe that meets third party seller's contractual requirements. Assist with and manage contracts, proposals and other documents required for vendors regarding the study and development of the property. Review and evaluate development plans for all new communities as well as existing communities, as required. Research analyze approvals/permits, zoning, engineering plans, improvement estimates, off-site, phase 1 environmental reports, improvements/contributions, soils/geology, wetlands, utilities, affordable housing component/contribution, surveys and building costs. Develop a broad understanding of the market including the competitions communities, house types/sizes, price points, and sales absorptions for each county within the region. Prepare financial analyses, market analyses, and narrative reports for parcels under consideration for purchase. Contact and meet with developers and land sellers upon manager's request. Assist with updating pipeline reports for each county within the region. Provide administrative support and assistance to Vice President of Land Acquisition. Receive invoices from sub-contractors/vendors and direct them to proper party for approval and payment. Manage and establish HOAs for existing assets and new acquisitions, coordinator all HOA related activities and collaborate with HOA management companies as needed. Evaluate land deals and work with Division Management to determine appropriate land price, product, home price, home cost and deal structure to maximize profits. Manage contracts including tracking critical dates and collateral review (i.e., title commitments, title exception documents, surveys, PUDs, concurrency, environmental reports, etc.) while under contract. Work with Division team to prepare monthly closing approvals and wire requests. Maintain corporate records and data base of closing files in both hard copy and electronic format, as well as files and systems needed within the land department. Qualifications Education and Experience Requirements High School Diploma or equivalent required Bachelor's degree in Finance, Economics, Marketing or similar field of study preferred Minimum 1 years of experience in land acquisitions Valid Driver's License and good driving record Valid auto insurance coverage Computer literacy, including word-processing, spreadsheet analysis, project scheduling and data management software, Financial Management Systems, etc. Ability to communicate effectively and concisely, both verbally and in writing Ability to work well on a team Solid foundation of the fundamental concepts of financial management, projects, and their valuation, corporate valuation, strategic financial decision, and tactical financing decisions Strong understanding of the housing marketplace, market trends and market analysis Strong researching skills and the ability to assemble information on a timely basis from a variety of sources Ability to multitask, prioritizing multiple projects and adapting to changing priorities Must exercise initiative and achieve objectives with minimal supervision Must be detail-oriented and a problem-solver able to deal with complex situations Lennar Core Values Our commitment to Quality, Value, and Integrity is the underlying foundation upon which Lennar was built, and these three fundamental principles still guide us in caring for our customers, associates, shareholders, and community. Life at Lennar! Lennar recognizes our associates are the heart of the company's success. Learn new skills, build your path, and become an integral part of the Lennar Family. When You Join: Health Insurance - Medical, Dental & Vision Vacation - 3 weeks of vacation per year to start Holidays, Sick Leave, & Personal Days 401(k) Savings Plan with company match Paid Maternity & Bonding Leave New Hire Referral Bonus Program Product Purchase Discount for Associates Associate Assistance Plan Everyone's Included Day - In the spirit of inclusion, diversity, and caring for our community, Lennar encourages our Associates to take a day to connect, reflect and inspire those around us, in a way that is uniquely important to you. And More ! FLSA Status: Exempt Lennar is an equal opportunity employer and complies with all applicable federal, state, and local fair employment practices laws. # LI-ML1 Type Regular Full-Time
Overview: Together, Silicon Valley Bank and First Citizens offer you the strength and stability of a diversified financial institution with a 125-year tradition of service and the personalized approach of a nimble financial partner. First Citizens Bank helps personal, business, commercial and wealth clients build financial strength that lasts. Headquartered in Raleigh, N.C., First Citizens has built a unique legacy of strength, stability and long-term thinking that has spanned generations. First Citizens offers an array of general banking services including a network of more than 550 branches in 23 states and commercial banking expertise delivering best-in-class lending, leasing, and other financial services coast to coast. Parent company First Citizens BancShares, Inc. (NASDAQ: FCNCA) is a top 20 U.S. financial institution with more than $200 billion in assets. The Credit Solutions group manages lending/credit for a wide range of credit relationships across SVB's technology portfolio. Specifically, this role support SVB's National Fintech Credit Solutions team, which provides creative debt solutions to venture capital backed companies in the Fintech ecosystem, including Payments, Alternative Lending, PropTech, InsurTech, NeoBanking, Wealth Management, and Capital Markets. Credit Solutions is responsible for the entire credit process, from structuring and underwriting through portfolio management. You will lead the due diligence process and deal structuring process, partnering with the Relationship Management Team for the delivery and negotiation of credit products for new and existing clients. You'll also be responsible for proactive portfolio management, including maintaining credit quality and profitability targets and building relationships with your clients. The best VPs have a passion for the Fintech market, utilizing sector analysis and competitive trends to develop unique market insights and points of view on trends in the Fintech sector and relevant subsectors. Responsibilities: Manages lending/credit aspects for assigned client relationships and prospects. Leads the due diligence and deal structuring process and partners with Relationship Management to deliver and negotiate the credit solution. Owns the underwriting, documentation and closing process. Responsible for proactive portfolio management, understanding changing risk profiles of their clients and communicating this information and assessment to key stakeholders (internal and external). Recommends and executes on appropriate steps based on changing circumstances across a range of complex issues. Engages with clients independently, building relationships with the appropriate stakeholders, gathering information, and responding to ongoing needs. Provides training to less experienced staff and supports MD/Director in team leadership, including ensuring that resource allocation to their portfolio and to the pipeline is appropriate. Develops insights into loan types, sectors, and demonstrates thought leadership. Leads due diligence, structuring, underwriting and documentation processes independently for complex deals. Able to manage large and complex portfolio with limited oversight. Highly skilled at developing term sheets and deal structures independently and provides expert guidance in the negotiation process with the client. Coaches and mentors less experienced staff members enabling them to show improved efficiency and effectiveness. Independently lead deal modifications as appropriate. Provides insights/thought leadership on deal types as well as guidance on deal structuring, underwriting and documentation negotiations. Able to effectively manage resources to optimize process and outcomes. The base pay for this position is relative to your experience but the range is generally $108,150 - $162,226 per year. This position is eligible for variable compensation, which may be in the form of incentive, bonus, or commission pay. First Citizens offers a competitive, comprehensive benefits program which you can review here: . Qualifications: 6+ years of related experience Or High School Diploma/GED with 12-14 years of related experience. Preferred Qualifications Advanced knowledge of portfolio management practices including expertise in evaluating risk and managing changing situations. Strong structuring and negotiation skills, closing skills and ability to engage and build trust with clients independently. Bachelor's degree or equivalent related experience. Lead the structuring, underwriting, and closing of credit solutions for their assigned prospects / portfolio / sector. Responsible for the process end to end including engaging with Relationship Management, clients/prospects, Credit Admin, Legal partners, and other internal / external stakeholders to ensure successful outcomes. Manages resources effectively and responsible for doing this at scale/volume. Manage assigned portfolio of borrowing relationships, reviewing information, evaluating risk, and engaging with clients, building relationships with appropriate stakeholders. Communicate internally to recommend and execute on responses to changing situations for clients / across the portfolio broadly. Ensures that portfolio management practices meet SVB standards. Support the MD/Director as a leader in team development, including collaboration and coaching of Associates who support the team. (could include acting as manager) Driving subject matter expertise within the team including market, sector and competitive trends, business models, lending models and making the group more scalable through optimizing how we conduct business and manage the portfolio. Leads due diligence, structuring, underwriting and documentation processes independently for complex deals. Able to manage large and complex portfolio with limited oversight. Highly skilled at developing term sheets and deal structures independently and provides expert guidance in the negotiation process with the client. Coaches and mentors less experienced staff members enabling them to show improved efficiency and effectiveness. Independently lead deal modifications as appropriate. Provides insights/thought leadership on deal types as well as guidance on deal structuring, underwriting and documentation negotiations. Able to effectively manage resources to optimize process and outcomes.
05/08/2024
Full time
Overview: Together, Silicon Valley Bank and First Citizens offer you the strength and stability of a diversified financial institution with a 125-year tradition of service and the personalized approach of a nimble financial partner. First Citizens Bank helps personal, business, commercial and wealth clients build financial strength that lasts. Headquartered in Raleigh, N.C., First Citizens has built a unique legacy of strength, stability and long-term thinking that has spanned generations. First Citizens offers an array of general banking services including a network of more than 550 branches in 23 states and commercial banking expertise delivering best-in-class lending, leasing, and other financial services coast to coast. Parent company First Citizens BancShares, Inc. (NASDAQ: FCNCA) is a top 20 U.S. financial institution with more than $200 billion in assets. The Credit Solutions group manages lending/credit for a wide range of credit relationships across SVB's technology portfolio. Specifically, this role support SVB's National Fintech Credit Solutions team, which provides creative debt solutions to venture capital backed companies in the Fintech ecosystem, including Payments, Alternative Lending, PropTech, InsurTech, NeoBanking, Wealth Management, and Capital Markets. Credit Solutions is responsible for the entire credit process, from structuring and underwriting through portfolio management. You will lead the due diligence process and deal structuring process, partnering with the Relationship Management Team for the delivery and negotiation of credit products for new and existing clients. You'll also be responsible for proactive portfolio management, including maintaining credit quality and profitability targets and building relationships with your clients. The best VPs have a passion for the Fintech market, utilizing sector analysis and competitive trends to develop unique market insights and points of view on trends in the Fintech sector and relevant subsectors. Responsibilities: Manages lending/credit aspects for assigned client relationships and prospects. Leads the due diligence and deal structuring process and partners with Relationship Management to deliver and negotiate the credit solution. Owns the underwriting, documentation and closing process. Responsible for proactive portfolio management, understanding changing risk profiles of their clients and communicating this information and assessment to key stakeholders (internal and external). Recommends and executes on appropriate steps based on changing circumstances across a range of complex issues. Engages with clients independently, building relationships with the appropriate stakeholders, gathering information, and responding to ongoing needs. Provides training to less experienced staff and supports MD/Director in team leadership, including ensuring that resource allocation to their portfolio and to the pipeline is appropriate. Develops insights into loan types, sectors, and demonstrates thought leadership. Leads due diligence, structuring, underwriting and documentation processes independently for complex deals. Able to manage large and complex portfolio with limited oversight. Highly skilled at developing term sheets and deal structures independently and provides expert guidance in the negotiation process with the client. Coaches and mentors less experienced staff members enabling them to show improved efficiency and effectiveness. Independently lead deal modifications as appropriate. Provides insights/thought leadership on deal types as well as guidance on deal structuring, underwriting and documentation negotiations. Able to effectively manage resources to optimize process and outcomes. The base pay for this position is relative to your experience but the range is generally $108,150 - $162,226 per year. This position is eligible for variable compensation, which may be in the form of incentive, bonus, or commission pay. First Citizens offers a competitive, comprehensive benefits program which you can review here: . Qualifications: 6+ years of related experience Or High School Diploma/GED with 12-14 years of related experience. Preferred Qualifications Advanced knowledge of portfolio management practices including expertise in evaluating risk and managing changing situations. Strong structuring and negotiation skills, closing skills and ability to engage and build trust with clients independently. Bachelor's degree or equivalent related experience. Lead the structuring, underwriting, and closing of credit solutions for their assigned prospects / portfolio / sector. Responsible for the process end to end including engaging with Relationship Management, clients/prospects, Credit Admin, Legal partners, and other internal / external stakeholders to ensure successful outcomes. Manages resources effectively and responsible for doing this at scale/volume. Manage assigned portfolio of borrowing relationships, reviewing information, evaluating risk, and engaging with clients, building relationships with appropriate stakeholders. Communicate internally to recommend and execute on responses to changing situations for clients / across the portfolio broadly. Ensures that portfolio management practices meet SVB standards. Support the MD/Director as a leader in team development, including collaboration and coaching of Associates who support the team. (could include acting as manager) Driving subject matter expertise within the team including market, sector and competitive trends, business models, lending models and making the group more scalable through optimizing how we conduct business and manage the portfolio. Leads due diligence, structuring, underwriting and documentation processes independently for complex deals. Able to manage large and complex portfolio with limited oversight. Highly skilled at developing term sheets and deal structures independently and provides expert guidance in the negotiation process with the client. Coaches and mentors less experienced staff members enabling them to show improved efficiency and effectiveness. Independently lead deal modifications as appropriate. Provides insights/thought leadership on deal types as well as guidance on deal structuring, underwriting and documentation negotiations. Able to effectively manage resources to optimize process and outcomes.
Job Title Senior Environmental Scientist/Geologist/Engineer (Compliance) Job Type Full-time Career Level Manager Education BS or MS in civil or environmental engineering, environmental science or geology Location Jackson - Ridgeland, MS 39157 US (Primary) Category Professional Job Description Company Description PPM Consultants, Inc. is an environmental and engineering consulting firm providing services to petroleum marketing, manufacturing, commercial, and energy sectors, as well as local, state and federal government. We specialize in providing soil and groundwater assessment and remediation; a full range of air, water, and waste compliance consulting; due diligence; brownfield redevelopment; and other related environmental services. Founded in 1994, PPM now operates seven offices in the Southeast and is consistently listed on the ENR 200 list of largest environmental consulting firms in the country. Position Description The Environmental Compliance position at PPM provides the aspiring professional an incredible opportunity for long-term career success and advancement. This position is located in Jackson, MS, but the possibility for remote work in the state of Mississippi is a possibility. The successful candidate will have the opportunity to work with a large team of environmental compliance professionals conducting work for client facilities across our gulf south footprint and beyond. The model employed by PPM's compliance services is collaborative in nature, including a brief weekly meeting connecting all offices to ensure our compliance knowledge is very deep and not limited to the knowledge base of those in the office of primary assignment. This also brings opportunity to move to another PPM office if a geography change is desired or if family/personal situations precipitate the need. The position allows for a significant amount of flexibility, including work at home options. By the same token, PPM takes pride in its office locations to create a professional, relaxed environment where real relationships and collaboration can be fostered. It is our opinion that this balance of flexibility and work environment creates an environment where we can best serve our clients! General Responsibilities Ensure technical quality of all client deliverables Develop and maintain client and regulatory agency relationships Market PPM services and work to identify and develop project opportunities Mentor and motivate staff, promoting PPM's culture of success Ensure PPM policies and procedures are followed, and the health and safety of staff members is maintained Attend client and industry conferences and trade shows, with willingness to present on subject matter expertise Exhibit strong leadership and decision-making skills Provide input on ways to improve the firm Some occasional travel may be required Job Requirements General Qualifications and Traits BS or MS in civil or environmental engineering, environmental science or geology Around 10-12 years' experience in the environmental industry (specifically compliance) is ideal; however, years of experience will not be the main determining factor Ability to effectively communicate directly with clients and regulatory agencies Enthusiasm for (and experience in) marketing clients and developing business Ability to suggest areas for improvement with internal processes along with possible solutions Honesty and integrity in all business areas Entrepreneurial spirit and motivation to advance career Managing and implementing all aspects of environmental compliance for various industrial clients Perform regulatory and technical research to develop client-specific compliance strategies Prepare and submit required compliance reports to regulatory agencies in multiple states Perform environmental calculations using appropriate methodologies Manage all aspects of compliance projects, including team member resources, subcontractors, budget, scheduling, field activities, data interpretation, and client interaction Positive, helpful and engaging attitude! Must be authorized to work in the United States Job Requirements The successful candidate will already have experience or a strong desire to learn the following types of skills: Clean Water Act Compliance - Prepare General and Individual National Pollutant Discharge Elimination System (NPDES) permit applications or Pretreatment (Indirect Discharge) permit applications including monthly DMRs and other related regulatory deliverables Preparation of Spill Prevention Control and Countermeasures (SPCC) plans for facilities ranging from small industrial/commercial facilities with applicable small quantities of oil to large industrial/petroleum complexes. This includes many different forms of related regulatory consultation and audit related work. Preparation of Facility Response Plans for facilities that trigger "substantial harm" criteria under the SPCC rule. This work is primarily conducted with midstream wholesale petroleum pipeline storage facilities and/or refineries. Preparation of Stormwater Pollution Prevention Plans (SWPPP) for a broad range of facilities ranging to small facilities with General Permits to complex industrial facilities with categorical discharge limitations. - Conduct SPCC and stormwater compliance related auditing for a variety of industries PI259b2e13cb91-2081
05/04/2024
Full time
Job Title Senior Environmental Scientist/Geologist/Engineer (Compliance) Job Type Full-time Career Level Manager Education BS or MS in civil or environmental engineering, environmental science or geology Location Jackson - Ridgeland, MS 39157 US (Primary) Category Professional Job Description Company Description PPM Consultants, Inc. is an environmental and engineering consulting firm providing services to petroleum marketing, manufacturing, commercial, and energy sectors, as well as local, state and federal government. We specialize in providing soil and groundwater assessment and remediation; a full range of air, water, and waste compliance consulting; due diligence; brownfield redevelopment; and other related environmental services. Founded in 1994, PPM now operates seven offices in the Southeast and is consistently listed on the ENR 200 list of largest environmental consulting firms in the country. Position Description The Environmental Compliance position at PPM provides the aspiring professional an incredible opportunity for long-term career success and advancement. This position is located in Jackson, MS, but the possibility for remote work in the state of Mississippi is a possibility. The successful candidate will have the opportunity to work with a large team of environmental compliance professionals conducting work for client facilities across our gulf south footprint and beyond. The model employed by PPM's compliance services is collaborative in nature, including a brief weekly meeting connecting all offices to ensure our compliance knowledge is very deep and not limited to the knowledge base of those in the office of primary assignment. This also brings opportunity to move to another PPM office if a geography change is desired or if family/personal situations precipitate the need. The position allows for a significant amount of flexibility, including work at home options. By the same token, PPM takes pride in its office locations to create a professional, relaxed environment where real relationships and collaboration can be fostered. It is our opinion that this balance of flexibility and work environment creates an environment where we can best serve our clients! General Responsibilities Ensure technical quality of all client deliverables Develop and maintain client and regulatory agency relationships Market PPM services and work to identify and develop project opportunities Mentor and motivate staff, promoting PPM's culture of success Ensure PPM policies and procedures are followed, and the health and safety of staff members is maintained Attend client and industry conferences and trade shows, with willingness to present on subject matter expertise Exhibit strong leadership and decision-making skills Provide input on ways to improve the firm Some occasional travel may be required Job Requirements General Qualifications and Traits BS or MS in civil or environmental engineering, environmental science or geology Around 10-12 years' experience in the environmental industry (specifically compliance) is ideal; however, years of experience will not be the main determining factor Ability to effectively communicate directly with clients and regulatory agencies Enthusiasm for (and experience in) marketing clients and developing business Ability to suggest areas for improvement with internal processes along with possible solutions Honesty and integrity in all business areas Entrepreneurial spirit and motivation to advance career Managing and implementing all aspects of environmental compliance for various industrial clients Perform regulatory and technical research to develop client-specific compliance strategies Prepare and submit required compliance reports to regulatory agencies in multiple states Perform environmental calculations using appropriate methodologies Manage all aspects of compliance projects, including team member resources, subcontractors, budget, scheduling, field activities, data interpretation, and client interaction Positive, helpful and engaging attitude! Must be authorized to work in the United States Job Requirements The successful candidate will already have experience or a strong desire to learn the following types of skills: Clean Water Act Compliance - Prepare General and Individual National Pollutant Discharge Elimination System (NPDES) permit applications or Pretreatment (Indirect Discharge) permit applications including monthly DMRs and other related regulatory deliverables Preparation of Spill Prevention Control and Countermeasures (SPCC) plans for facilities ranging from small industrial/commercial facilities with applicable small quantities of oil to large industrial/petroleum complexes. This includes many different forms of related regulatory consultation and audit related work. Preparation of Facility Response Plans for facilities that trigger "substantial harm" criteria under the SPCC rule. This work is primarily conducted with midstream wholesale petroleum pipeline storage facilities and/or refineries. Preparation of Stormwater Pollution Prevention Plans (SWPPP) for a broad range of facilities ranging to small facilities with General Permits to complex industrial facilities with categorical discharge limitations. - Conduct SPCC and stormwater compliance related auditing for a variety of industries PI259b2e13cb91-2081
- Fortune 500 company. 100+ years in business. Leading midstream service provider. Safety first. Sustainable operations. Environmentally responsible. Employee focused. JOB SUMMARY Looking for a career opportunity? Come join ONEOK as a Right-of-Way and Damage Agent in the Capital Projects division in one of these locations Tulsa, Oklahoma City, Edmond, Dallas, Houston, Denver, or Kansas City. This position will have the ability to work a flex and HYBRID schedule, working from home on Wednesday and Friday. The ideal candidate will have experience with land software, negotiate property rights, research legal documents, and corresponds with landowners. Don't miss this exciting opportunity to make an impact! Job Profile Summary This role is responsible for acquiring rights-of-way (ROW), site easements, leases and real property. Performing due diligence for acquisitions and divestures. Negotiating and settling damage claims. Facilitating permits, terming rights-of-way, etc. with city, state, county and federal government officials. Essential Functions and Responsibilities + Negotiate payments for site easements, leases, real property, and pipeline rights-of-way, bills of sale; negotiate/research and settle damages to landowners' properties. + Facilitate payments that meet the construction project budget. + Manage the field acquisition activities of multiple right of way contract agents involved with major pipelines, compressor sites, pump stations and processing plant projects. + Manage and direct 3rd party ROW contractors for construction projects. + Coordinate ongoing federally mandated Integrity Management Program by verifying ownership and contacting each landowner where survey will be done. Verify where any verification digs will be done, contact landowner and settle damages. + Review and advise project managers of problem title and routing of pipeline projects. + Research and verify title holders/ownership records, survey plats and legal descriptions at county and federal courthouse offices and due diligence data rooms. + Coordinate projects with property owners, company employees, contractors and/or governmental personnel including but not limited to: + Pipeline construction, repair or abandonment + Surface site easements and fee properties + Pipeline crossing/paralleling permits on state highways, county roads, federal lands, railroads and city permits + GIS Routing and rerouting of pipelines + Obtain various city, state, federal and county permits + Compile, analyze, and/or prepare information including but not limited to: + Rights-of-way (ROW) agreements + Encroachment agreements + Bureau of Indian Affairs approval process + Site easements and leases + Warranty Deeds + Due diligence check lists + Construction ROW support + Settlement of damages + City, state and federal permits, right-of-way, easements, etc. + Real estate contracts + Integrity Management Program + Lawsuits and testimony + Appraisals + Payment drafts and bills of sale + Responds to internal and external stakeholder inquiries in matters related to property rights. + Investigates, negotiates, and acquires temporary right of way areas for driveways, construction lay down areas, and other temporary construction needs. + Reviews and processes executed documents according to client requirements; may include requesting payment remittance, recording, etc Education + Bachelor's Degree in a related discipline preferred and/or a combination of formal education and a minimum of four years of work experience as follows: Work Experience + Experience securing rights-of-way and/or acquiring real estate + Experience, knowledge and/or training related to + Work in diversified entities of the company + Pipeline construction methods and procedures + Right-of-way and real estate transactions + Negotiation skills + Knowledge of property law + City, county, federal and state permits + State, county, federal and city easements + Experience reading and interpreting survey descriptions, maps and plats, legal opinions, contracts, real estate records, court documents and correspondence + Experience researching and/or preparing legal documents, leases, contracts, damage appraisals, right-of-way agreements, easements, crossing permit applications, bills of sale and correspondence + Experience interacting, advising, negotiating, testifying and communicating effectively + Strong understanding of natural gas, natural gas liquids, crude oil and refined products pipelines, electric transmission, and distribution principles as related to right-of-way and land rights. + Excellent written and verbal communication skills + Strong negotiation and interpersonal skills + Ability to utilize multiple forms of technology including project databases, Microsoft Office Suite, Google Earth, GIS, DocuSign, etc + Ability to plot metes and bounds descriptions of property and read a variety of maps, electronic and paper. + Ability to evaluate, interpret, and analyze engineering and right-of-way drawings. + Ability to interpret and research (abstract) legal documents. + Skilled in property rights research methods, including courthouse searches for recorded documents and internet research of same + Ability to determine valuation of lands, crops, timber, etc. for damage settlement. + Ability to travel regularly. + 2 to 4 years of Right of Way experience or similar job role. Knowledge, Skills and Abilities + Knowledge of: the use and function of tools and equipment applicable to position including accessing mainframe computers, personal computers and/or mobile phone + Knowledge of: and ability to utilize interpersonal and communication skills + Ability to: apply math and algebraic formulas + Ability to: negotiate with city, state, county and federal government entities to facilitate permits and easements + Ability to: communicate and/or exchange information; conduct oral presentations Licenses and Certifications + Notary Public for appropriate location preferred + Certified Senior Right-of-Way Agent preferred Strength Factor Rating - Physical Demands/Requirements + Sedentary Work - Exerting up to 10 pounds of force occasionally (Occasionally: activity or condition exists up to 1/3 of the time) and/or a negligible amount of force frequently (Frequently: activity or condition exists from 1/3 to 2/3 of the time) to lift, carry, push, pull, or otherwise move objects, including the human body. Sedentary work involves sitting most of the time, but may involve walking or standing for brief periods of time. Jobs are sedentary if walking and standing are required only occasionally and all other sedentary criteria are met. Strength Factor Description - Physical Demands/Requirements + Standing: Remaining on one's feet in an upright position at a work station without moving about (Occasionally) + Walking: Moving about on foot (Frequently) + Sitting: Remaining in a seated position (Constantly) + Lifting: Raising or lowering an object from one level to another (includes upward pulling) (Occasionally) + Carrying: Transporting an object, usually holding it in the hands or arms, or on the shoulder (Occasionally) + Pushing: Exerting force upon an object so that the object moves away from the force (Occasionally) + Pulling: Exerting force upon an object so that the object moves toward the force (includes jerking) (Occasionally) + Climbing: Ladders, Stairs (Occasionally) + Balancing: Maintaining body equilibrium to prevent falling (Occasionally) + Stooping: Bending the body downward and forward by bending the spine at the waist (Occasionally) + Kneeling: Bending the legs at the knees to come to rest on the knee or knees (Occasionally) + Crouching: Bending the body downward and forward by bending the legs and spine (Occasionally) + Crawling: Moving about on the hands and arms in any direction (Occasionally) + Reaching: Extending hands and arms in any direction (Constantly) + Handling: Seizing, holding, grasping, turning or otherwise working with the hand or hands (Manual Dexterity) (Constantly) + Fingering: Picking, pinching or otherwise working with the fingers primarily (Finger Dexterity) (Constantly) + Feeling: Perceiving such attributes of objects/materials as size, shape, temperature, texture, movement or pulsation by receptors in the skin, particularly those of the finger tips (Constantly) + Talking: Expressing or exchanging ideas/information by means of the spoken word (Frequently) + Hearing: Perceiving the nature of sound by the ear (Frequently) + Tasting/Smelling: (Occasionally) + Near Vision: Clarity of vision at 20 inches or less (Constantly) + Far Vision: Clarity of vision at 20 feet for more (Frequently) + Depth Perception: Three-dimensional vision; ability to judge distances and spatial relationships so as to see objects where and as they actually are (Frequently) + Vision: Color - The ability to identify and distinguish colors (Constantly) Working Conditions/Environment + Employee is subject to inside environmental conditions Working Conditions + Well lighted, climate controlled areas (Constantly) + Frequent repetitive motion (Constantly) + CRT (Computer Monitor(s (Constantly) Travel + Travel to other locations and job sites out-of-doors required Driving + Based on assigned tasks, employee may be assigned a company vehicle requiring the applicable driver's license _ONEOK is an equal opportunity employer committed to diversity and inclusion. All qualified applicants will receive consideration for employment without regard to race, color, sex, pregnancy, sexual orientation, age, religion, creed, national origin, gender identity, disability, military/veteran status, genetic information or any other categories protected by applicable law._ _The job description is not intended to be a complete list of all responsibilities . click apply for full job details
05/04/2024
Full time
- Fortune 500 company. 100+ years in business. Leading midstream service provider. Safety first. Sustainable operations. Environmentally responsible. Employee focused. JOB SUMMARY Looking for a career opportunity? Come join ONEOK as a Right-of-Way and Damage Agent in the Capital Projects division in one of these locations Tulsa, Oklahoma City, Edmond, Dallas, Houston, Denver, or Kansas City. This position will have the ability to work a flex and HYBRID schedule, working from home on Wednesday and Friday. The ideal candidate will have experience with land software, negotiate property rights, research legal documents, and corresponds with landowners. Don't miss this exciting opportunity to make an impact! Job Profile Summary This role is responsible for acquiring rights-of-way (ROW), site easements, leases and real property. Performing due diligence for acquisitions and divestures. Negotiating and settling damage claims. Facilitating permits, terming rights-of-way, etc. with city, state, county and federal government officials. Essential Functions and Responsibilities + Negotiate payments for site easements, leases, real property, and pipeline rights-of-way, bills of sale; negotiate/research and settle damages to landowners' properties. + Facilitate payments that meet the construction project budget. + Manage the field acquisition activities of multiple right of way contract agents involved with major pipelines, compressor sites, pump stations and processing plant projects. + Manage and direct 3rd party ROW contractors for construction projects. + Coordinate ongoing federally mandated Integrity Management Program by verifying ownership and contacting each landowner where survey will be done. Verify where any verification digs will be done, contact landowner and settle damages. + Review and advise project managers of problem title and routing of pipeline projects. + Research and verify title holders/ownership records, survey plats and legal descriptions at county and federal courthouse offices and due diligence data rooms. + Coordinate projects with property owners, company employees, contractors and/or governmental personnel including but not limited to: + Pipeline construction, repair or abandonment + Surface site easements and fee properties + Pipeline crossing/paralleling permits on state highways, county roads, federal lands, railroads and city permits + GIS Routing and rerouting of pipelines + Obtain various city, state, federal and county permits + Compile, analyze, and/or prepare information including but not limited to: + Rights-of-way (ROW) agreements + Encroachment agreements + Bureau of Indian Affairs approval process + Site easements and leases + Warranty Deeds + Due diligence check lists + Construction ROW support + Settlement of damages + City, state and federal permits, right-of-way, easements, etc. + Real estate contracts + Integrity Management Program + Lawsuits and testimony + Appraisals + Payment drafts and bills of sale + Responds to internal and external stakeholder inquiries in matters related to property rights. + Investigates, negotiates, and acquires temporary right of way areas for driveways, construction lay down areas, and other temporary construction needs. + Reviews and processes executed documents according to client requirements; may include requesting payment remittance, recording, etc Education + Bachelor's Degree in a related discipline preferred and/or a combination of formal education and a minimum of four years of work experience as follows: Work Experience + Experience securing rights-of-way and/or acquiring real estate + Experience, knowledge and/or training related to + Work in diversified entities of the company + Pipeline construction methods and procedures + Right-of-way and real estate transactions + Negotiation skills + Knowledge of property law + City, county, federal and state permits + State, county, federal and city easements + Experience reading and interpreting survey descriptions, maps and plats, legal opinions, contracts, real estate records, court documents and correspondence + Experience researching and/or preparing legal documents, leases, contracts, damage appraisals, right-of-way agreements, easements, crossing permit applications, bills of sale and correspondence + Experience interacting, advising, negotiating, testifying and communicating effectively + Strong understanding of natural gas, natural gas liquids, crude oil and refined products pipelines, electric transmission, and distribution principles as related to right-of-way and land rights. + Excellent written and verbal communication skills + Strong negotiation and interpersonal skills + Ability to utilize multiple forms of technology including project databases, Microsoft Office Suite, Google Earth, GIS, DocuSign, etc + Ability to plot metes and bounds descriptions of property and read a variety of maps, electronic and paper. + Ability to evaluate, interpret, and analyze engineering and right-of-way drawings. + Ability to interpret and research (abstract) legal documents. + Skilled in property rights research methods, including courthouse searches for recorded documents and internet research of same + Ability to determine valuation of lands, crops, timber, etc. for damage settlement. + Ability to travel regularly. + 2 to 4 years of Right of Way experience or similar job role. Knowledge, Skills and Abilities + Knowledge of: the use and function of tools and equipment applicable to position including accessing mainframe computers, personal computers and/or mobile phone + Knowledge of: and ability to utilize interpersonal and communication skills + Ability to: apply math and algebraic formulas + Ability to: negotiate with city, state, county and federal government entities to facilitate permits and easements + Ability to: communicate and/or exchange information; conduct oral presentations Licenses and Certifications + Notary Public for appropriate location preferred + Certified Senior Right-of-Way Agent preferred Strength Factor Rating - Physical Demands/Requirements + Sedentary Work - Exerting up to 10 pounds of force occasionally (Occasionally: activity or condition exists up to 1/3 of the time) and/or a negligible amount of force frequently (Frequently: activity or condition exists from 1/3 to 2/3 of the time) to lift, carry, push, pull, or otherwise move objects, including the human body. Sedentary work involves sitting most of the time, but may involve walking or standing for brief periods of time. Jobs are sedentary if walking and standing are required only occasionally and all other sedentary criteria are met. Strength Factor Description - Physical Demands/Requirements + Standing: Remaining on one's feet in an upright position at a work station without moving about (Occasionally) + Walking: Moving about on foot (Frequently) + Sitting: Remaining in a seated position (Constantly) + Lifting: Raising or lowering an object from one level to another (includes upward pulling) (Occasionally) + Carrying: Transporting an object, usually holding it in the hands or arms, or on the shoulder (Occasionally) + Pushing: Exerting force upon an object so that the object moves away from the force (Occasionally) + Pulling: Exerting force upon an object so that the object moves toward the force (includes jerking) (Occasionally) + Climbing: Ladders, Stairs (Occasionally) + Balancing: Maintaining body equilibrium to prevent falling (Occasionally) + Stooping: Bending the body downward and forward by bending the spine at the waist (Occasionally) + Kneeling: Bending the legs at the knees to come to rest on the knee or knees (Occasionally) + Crouching: Bending the body downward and forward by bending the legs and spine (Occasionally) + Crawling: Moving about on the hands and arms in any direction (Occasionally) + Reaching: Extending hands and arms in any direction (Constantly) + Handling: Seizing, holding, grasping, turning or otherwise working with the hand or hands (Manual Dexterity) (Constantly) + Fingering: Picking, pinching or otherwise working with the fingers primarily (Finger Dexterity) (Constantly) + Feeling: Perceiving such attributes of objects/materials as size, shape, temperature, texture, movement or pulsation by receptors in the skin, particularly those of the finger tips (Constantly) + Talking: Expressing or exchanging ideas/information by means of the spoken word (Frequently) + Hearing: Perceiving the nature of sound by the ear (Frequently) + Tasting/Smelling: (Occasionally) + Near Vision: Clarity of vision at 20 inches or less (Constantly) + Far Vision: Clarity of vision at 20 feet for more (Frequently) + Depth Perception: Three-dimensional vision; ability to judge distances and spatial relationships so as to see objects where and as they actually are (Frequently) + Vision: Color - The ability to identify and distinguish colors (Constantly) Working Conditions/Environment + Employee is subject to inside environmental conditions Working Conditions + Well lighted, climate controlled areas (Constantly) + Frequent repetitive motion (Constantly) + CRT (Computer Monitor(s (Constantly) Travel + Travel to other locations and job sites out-of-doors required Driving + Based on assigned tasks, employee may be assigned a company vehicle requiring the applicable driver's license _ONEOK is an equal opportunity employer committed to diversity and inclusion. All qualified applicants will receive consideration for employment without regard to race, color, sex, pregnancy, sexual orientation, age, religion, creed, national origin, gender identity, disability, military/veteran status, genetic information or any other categories protected by applicable law._ _The job description is not intended to be a complete list of all responsibilities . click apply for full job details
Fidelity TalentSource LLC
Merrimack, New Hampshire
Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for Fraud Investigators in Merrimack NH, Westlake TX Covington KY, Raleigh NC, Smithfield RI and/or Salt Lake City, UT! The Fraud Investigator position exists within the Financial Intelligence Unit (FIU) to provide exceptional investigative leadership and expertise in the handling of matters that are referred to the group. Critical and analytical thinking are both necessary in order to present information that leads to accurate conclusions and cuts through various investigative complexities. Working in a team environment with other investigators within the group is also a primary focus of this role, along with the ability to provide investigative leadership and direction to significant cases. This position should provide candidates for succession to the position of Senior Fraud Investigator within the FIU. Primary Responsibilities : In accordance with USA Patriot Act regulatory requirements, this role involves the investigation of sophisticated financial fraud cases involving identity theft, money laundering, wire fraud, mail fraud, check fraud, cyber-crimes, securities fraud, forgery, debit card fraud and other related regulatory or criminal violations. Assessing the criticality of issues by utilizing proper information gathering techniques including internal Fidelity systems and external research tools to aid in the investigative process. Preparation of well written investigative reports and analysis that is thorough, timely, well written, logical and highlights concerning activity. Communicating clearly and with confidence while interacting with business clients, senior management, peers and law enforcement. Delivering oral presentations in defense of your position regarding suspicious activity to senior management and moderating weekly and monthly case review meetings. Escalation of issues to appropriate personnel using sound and consistent judgment while ensuring that any available loss mitigation efforts have been initiated. Maintaining liaison with law enforcement and regulatory agencies about incident specific issues that may require follow-up. Assisting peers and managers with investigative knowledge and support. Support efforts in cross group projects and initiatives as needed. Requirements : Bachelor's degree required CFE and/or ACAMS designation desirable A minimum of 3 to 5 years of hands-on investigative experience involving sophisticated financial crimes investigations Skills and Knowledge : Knowledge of Anti-money laundering (AML) regulations (Bank Secrecy Act of 1970, Money Laundering Control Act of 1970, USA Patriot Act of 2001). Excellent analytical and research skills (working knowledge of database systems a plus) Demonstrated strength in practices, principles and techniques supporting criminal, financial, background, business and due diligence investigations. Strong working knowledge of computer systems and applications designed to support investigative efforts. Specific knowledge of fraud detection and risk mitigation products targeted toward the financial services industry. Demonstrated experience in coordinating major case investigations and referrals with state and federal law enforcement and providing litigation support as appropriate, including providing testimony in court proceedings when necessary. Strong working knowledge of financial markets, including equity and derivatives trading, as well as a working knowledge of trading operations. Experience in conducting interviews. Experience investigating financial services, banking and similar business-related crime including investigations involving identity theft, cyber-crimes, financial fraud, securities fraud, money laundering and other related regulatory or criminal violations. Able to handle multiple cases simultaneously; able to personally execute investigative tasks as required by limited resources. Outstanding written and verbal communication skills. Experienced and comfortable delivering both planned and ad hoc presentations. Able to educate and influence senior management regarding complex Fraud/ AML related concepts. Dynamic Working At Fidelity TalentSource, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we call "Dynamic Working." Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity location for at least one week, 5 consecutive days, every four weeks. These requirements are subject to change. Company Overview Fidelity TalentSource, formerly Veritude, is the in-house temporary staffing provider for Fidelity Investments, one of the largest and most diversified global financial services firms in the industry. We recruit individuals from a variety of backgrounds, including technology and customer service, to fill assignments across Fidelity's U.S.-based regional and investor center locations. If you would like to experience Fidelity's diverse and inclusive workplace while expanding your skillset and developing your professional network, consider a role with Fidelity TalentSource. For information about working at Fidelity TalentSource, visit Fidelity TalentSource will reasonably accommodate applicants with disabilities who need adjustments in order to complete the application or interview process. Please email us at if you would like to request an accommodation. Information about Fidelity Investments At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. Fidelity Investments and Fidelity TalentSource are equal opportunity employers. Company Overview Fidelity TalentSource is the in-house temporary staffing provider for Fidelity Investments, one of the largest and most diversified global financial services firms in the industry. We welcome individuals from all backgrounds, including technology and customer service, to fill assignments across Fidelity's U.S.-based regional and investor center locations. If you would like to experience Fidelity's supportive and collaborative culture while expanding your skill set and developing your professional network, consider a role with Fidelity TalentSource. Apply today at . We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity TalentSource will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, please contact our HR team at . Information about Fidelity investments At Fidelity Investments, our customers are at the heart of everything we do. As a privately held company with a rich 75-year history, our mission has remained the same since our founding: to strengthen the financial well-being of our clients . We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. For information about working at Fidelity, visit . Fidelity Investments and Fidelity TalentSource are equal opportunity employers.
05/04/2024
Full time
Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for Fraud Investigators in Merrimack NH, Westlake TX Covington KY, Raleigh NC, Smithfield RI and/or Salt Lake City, UT! The Fraud Investigator position exists within the Financial Intelligence Unit (FIU) to provide exceptional investigative leadership and expertise in the handling of matters that are referred to the group. Critical and analytical thinking are both necessary in order to present information that leads to accurate conclusions and cuts through various investigative complexities. Working in a team environment with other investigators within the group is also a primary focus of this role, along with the ability to provide investigative leadership and direction to significant cases. This position should provide candidates for succession to the position of Senior Fraud Investigator within the FIU. Primary Responsibilities : In accordance with USA Patriot Act regulatory requirements, this role involves the investigation of sophisticated financial fraud cases involving identity theft, money laundering, wire fraud, mail fraud, check fraud, cyber-crimes, securities fraud, forgery, debit card fraud and other related regulatory or criminal violations. Assessing the criticality of issues by utilizing proper information gathering techniques including internal Fidelity systems and external research tools to aid in the investigative process. Preparation of well written investigative reports and analysis that is thorough, timely, well written, logical and highlights concerning activity. Communicating clearly and with confidence while interacting with business clients, senior management, peers and law enforcement. Delivering oral presentations in defense of your position regarding suspicious activity to senior management and moderating weekly and monthly case review meetings. Escalation of issues to appropriate personnel using sound and consistent judgment while ensuring that any available loss mitigation efforts have been initiated. Maintaining liaison with law enforcement and regulatory agencies about incident specific issues that may require follow-up. Assisting peers and managers with investigative knowledge and support. Support efforts in cross group projects and initiatives as needed. Requirements : Bachelor's degree required CFE and/or ACAMS designation desirable A minimum of 3 to 5 years of hands-on investigative experience involving sophisticated financial crimes investigations Skills and Knowledge : Knowledge of Anti-money laundering (AML) regulations (Bank Secrecy Act of 1970, Money Laundering Control Act of 1970, USA Patriot Act of 2001). Excellent analytical and research skills (working knowledge of database systems a plus) Demonstrated strength in practices, principles and techniques supporting criminal, financial, background, business and due diligence investigations. Strong working knowledge of computer systems and applications designed to support investigative efforts. Specific knowledge of fraud detection and risk mitigation products targeted toward the financial services industry. Demonstrated experience in coordinating major case investigations and referrals with state and federal law enforcement and providing litigation support as appropriate, including providing testimony in court proceedings when necessary. Strong working knowledge of financial markets, including equity and derivatives trading, as well as a working knowledge of trading operations. Experience in conducting interviews. Experience investigating financial services, banking and similar business-related crime including investigations involving identity theft, cyber-crimes, financial fraud, securities fraud, money laundering and other related regulatory or criminal violations. Able to handle multiple cases simultaneously; able to personally execute investigative tasks as required by limited resources. Outstanding written and verbal communication skills. Experienced and comfortable delivering both planned and ad hoc presentations. Able to educate and influence senior management regarding complex Fraud/ AML related concepts. Dynamic Working At Fidelity TalentSource, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we call "Dynamic Working." Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity location for at least one week, 5 consecutive days, every four weeks. These requirements are subject to change. Company Overview Fidelity TalentSource, formerly Veritude, is the in-house temporary staffing provider for Fidelity Investments, one of the largest and most diversified global financial services firms in the industry. We recruit individuals from a variety of backgrounds, including technology and customer service, to fill assignments across Fidelity's U.S.-based regional and investor center locations. If you would like to experience Fidelity's diverse and inclusive workplace while expanding your skillset and developing your professional network, consider a role with Fidelity TalentSource. For information about working at Fidelity TalentSource, visit Fidelity TalentSource will reasonably accommodate applicants with disabilities who need adjustments in order to complete the application or interview process. Please email us at if you would like to request an accommodation. Information about Fidelity Investments At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. Fidelity Investments and Fidelity TalentSource are equal opportunity employers. Company Overview Fidelity TalentSource is the in-house temporary staffing provider for Fidelity Investments, one of the largest and most diversified global financial services firms in the industry. We welcome individuals from all backgrounds, including technology and customer service, to fill assignments across Fidelity's U.S.-based regional and investor center locations. If you would like to experience Fidelity's supportive and collaborative culture while expanding your skill set and developing your professional network, consider a role with Fidelity TalentSource. Apply today at . We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity TalentSource will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, please contact our HR team at . Information about Fidelity investments At Fidelity Investments, our customers are at the heart of everything we do. As a privately held company with a rich 75-year history, our mission has remained the same since our founding: to strengthen the financial well-being of our clients . We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. For information about working at Fidelity, visit . Fidelity Investments and Fidelity TalentSource are equal opportunity employers.
JOB PURPOSE: This position is responsible for the execution of division land acquisition strategy including identifying, negotiating, and acquiring new land and lots to meet the divisions future needs. Fosters new and maintains existing relationships with land owners, sellers, developers, brokers in order to expand division's visibility and market presence, Maintaining excellent communications with appropriate internal and external partners, division leadership, and executive team is required. ESSENTIAL FUNCTIONS: Duties and Responsibilities Identify opportunities for land and lot acquisition Negotiate and acquire land and lots necessary to meet company goals and projections; prospect for potential land acquisition opportunities Establish and maintain relationships with Land Developers Establishes broker/seller relationships Analyzes land development proformas Drafts and submits LOIs Negotiate and finalize contracts for targeted acquisitions Maintain reports, critical target dates, contract summaries and periodic market analysis Network with other builders and developers to maintain market awareness, develop contacts and provide information necessary for the division to be a strong competitor Assist the Entitlements group in coordinating the activity of engineers, land planners, architects and general contractors in the underwriting and due diligence assessment of targeted acquisitions. Assist the Entitlements group with local, county, state and federal governmental agencies to annex, zone and otherwise secure regulatory approval for projects Establish and foster professional relationships with state, county and city officials to maximize productivity of targeted projects Manage land purchases through due diligence processes; provide information for and participate in the coordination of land acquisition packages Assess site viability and provide information where appropriate QUALIFICATIONS: Knowledge and Skills A demonstrated ability to lead people and get results through others An ability to think ahead and plan over a 2-3 year time span as well as a long range 5+ year time frames Strong negotiation and contract skills The ability to organize and manage multiple priorities Problem analysis/resolution skills at the strategic and functional level Evaluation of the staff group structure and team plan for continual improvement of efficiency and effectiveness of the group as well as providing individuals with professional and personal growth Must have high level of interpersonal skills to handle sensitive and confidential situations. Position continually requires demonstrated poise, tact and diplomacy Must have knowledge of a variety of computer software applications in word processing and spreadsheets (MSWord, Excel) Knowledge of market trends, pricing, growth and supply Knowledge of local, county, state and federal regulations related to land use and approvals. Broad functional experience in areas of homebuilding and land development financials Education and Work Experience Bachelor's Degree in related field and minimum 5 years' experience within the homebuilding industry with concentration in Land & Entitlement OR equivalent combination of education and/or work experience Exposure to residential homebuilding or land development environment is a positive Land development and/or homebuilding experience is a plus
05/04/2024
Full time
JOB PURPOSE: This position is responsible for the execution of division land acquisition strategy including identifying, negotiating, and acquiring new land and lots to meet the divisions future needs. Fosters new and maintains existing relationships with land owners, sellers, developers, brokers in order to expand division's visibility and market presence, Maintaining excellent communications with appropriate internal and external partners, division leadership, and executive team is required. ESSENTIAL FUNCTIONS: Duties and Responsibilities Identify opportunities for land and lot acquisition Negotiate and acquire land and lots necessary to meet company goals and projections; prospect for potential land acquisition opportunities Establish and maintain relationships with Land Developers Establishes broker/seller relationships Analyzes land development proformas Drafts and submits LOIs Negotiate and finalize contracts for targeted acquisitions Maintain reports, critical target dates, contract summaries and periodic market analysis Network with other builders and developers to maintain market awareness, develop contacts and provide information necessary for the division to be a strong competitor Assist the Entitlements group in coordinating the activity of engineers, land planners, architects and general contractors in the underwriting and due diligence assessment of targeted acquisitions. Assist the Entitlements group with local, county, state and federal governmental agencies to annex, zone and otherwise secure regulatory approval for projects Establish and foster professional relationships with state, county and city officials to maximize productivity of targeted projects Manage land purchases through due diligence processes; provide information for and participate in the coordination of land acquisition packages Assess site viability and provide information where appropriate QUALIFICATIONS: Knowledge and Skills A demonstrated ability to lead people and get results through others An ability to think ahead and plan over a 2-3 year time span as well as a long range 5+ year time frames Strong negotiation and contract skills The ability to organize and manage multiple priorities Problem analysis/resolution skills at the strategic and functional level Evaluation of the staff group structure and team plan for continual improvement of efficiency and effectiveness of the group as well as providing individuals with professional and personal growth Must have high level of interpersonal skills to handle sensitive and confidential situations. Position continually requires demonstrated poise, tact and diplomacy Must have knowledge of a variety of computer software applications in word processing and spreadsheets (MSWord, Excel) Knowledge of market trends, pricing, growth and supply Knowledge of local, county, state and federal regulations related to land use and approvals. Broad functional experience in areas of homebuilding and land development financials Education and Work Experience Bachelor's Degree in related field and minimum 5 years' experience within the homebuilding industry with concentration in Land & Entitlement OR equivalent combination of education and/or work experience Exposure to residential homebuilding or land development environment is a positive Land development and/or homebuilding experience is a plus
A career in our Income Franchise practice, within State and Local Tax services, will provide you with the opportunity to help our clients solve their business issues related to business restructuring, adoption of new tax laws, and communicating local tax developments. You'll help with assessing our client's state and local tax burden and recommend solutions that support their overall business objectives to ensure that their filling positions are consistent with good business practices and with the states applicable tax laws and rules. Our team helps our clients develop favourable solutions related to income and franchise tax controversies. You'll help develop a strategy for our clients to stay ahead of and manage state and local tax burdens and to identify opportunities that result from evolving changes in legislation and administrative policy changes. To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future. As a Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to: Develop new skills outside of comfort zone. Act to resolve issues which prevent the team working effectively. Coach others, recognise their strengths, and encourage them to take ownership of their personal development. Analyse complex ideas or proposals and build a range of meaningful recommendations. Use multiple sources of information including broader stakeholder views to develop solutions and recommendations. Address sub-standard work or work that does not meet firm's/client's expectations. Use data and insights to inform conclusions and support decision-making. Develop a point of view on key global trends, and how they impact clients. Manage a variety of viewpoints to build consensus and create positive outcomes for all parties. Simplify complex messages, highlighting and summarising key points. Uphold the firm's code of ethics and business conduct. We're leading the way as technology-enabled tax advisors who provide value through digitization, automation and increased efficiencies - all made possible by equipping our professionals to succeed in a world where transactions are faster, more complicated and require a deeper level of sophistication. PwC Tax provides unparalleled technical knowledge and specialization and industry insights, coupled with the One Firm knowledge that brings everything PwC offers to solve our clients' needs. Job Requirements and Preferences : Basic Qualifications : Minimum Degree Required : Bachelor Degree Required Fields of Study : Accounting Minimum Years of Experience : 4 year(s) Certification(s) Required : CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity Preferred Qualifications : Degree Preferred : Master Degree Preferred Fields of Study : Taxation, Political Science Preferred Knowledge/Skills : Demonstrates a thorough knowledge of a variety of state and local tax laws, including multi-state income tax planning, compliance, preparing returns, income tax accounting, controversies, restructuring, due diligence and audit defense. Demonstrates thorough technical skills, including FAS 109, unitary filing, apportionment methodologies, tax base rules, tax research, compliance and consulting as it relates to multi-state jurisdictions. Considerable experience identifying and addressing client needs including but not limited to: Building, maintaining, and utilizing networks of client relationships and community involvement; Communicating value propositions; managing resource requirements, project workflow, budgets, billing and collections; and, Preparing and/or coordinating complex written and verbal materials. Considerable experience as a team leader: supervising teams to create an atmosphere of trust; seeking diverse views to encourage improvement and innovation; and coaching staff including providing timely meaningful written and verbal feedback.Demonstrates success as tax technical business advisor, including developing new relationships, making introductions to sell new services and doing so with a One Firm service mindset. Preferred familiarity with a CRM system.Demonstrates knowledge of automation & digitization in a professional services environment including but not limited to: Building, maintaining, and utilizing networks of client relationships and community involvement; Communicating value propositions; managing resource requirements, project workflow, budgets, billing and collections; and, Preparing and/or coordinating complex written and verbal materials. Innovating through new and existing technologies, along with experimenting with digitization solutions; Working with large, complex data sets to build models and leverage data visualization tools to provide insights to clients; and, Utilizing digitization tools to reduce hours and optimize engagements. Knowledge of alternative fee arrangements, including the use of pricing tools, to provide a point of view on pricing strategies.We are transforming the way we deliver tax services. Find out more about what we do on our Tax Career Page at pwc.to/whatwedota Learn more about how we work: PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: All qualified applicants will receive consideration for employment at PwC without regard to race; creed; color; religion; national origin; sex; age; disability; sexual orientation; gender identity or expression; genetic predisposition or carrier status; veteran, marital, or citizenship status; or any other status protected by law. PwC is proud to be an affirmative action and equal opportunity employer. For positions in California, Colorado, Hawaii, Nevada, New York State, or Washington State, or for opportunities that will report to a supervisor, office or other work site in New York State, please visit the following link for pay range information:
05/04/2024
Full time
A career in our Income Franchise practice, within State and Local Tax services, will provide you with the opportunity to help our clients solve their business issues related to business restructuring, adoption of new tax laws, and communicating local tax developments. You'll help with assessing our client's state and local tax burden and recommend solutions that support their overall business objectives to ensure that their filling positions are consistent with good business practices and with the states applicable tax laws and rules. Our team helps our clients develop favourable solutions related to income and franchise tax controversies. You'll help develop a strategy for our clients to stay ahead of and manage state and local tax burdens and to identify opportunities that result from evolving changes in legislation and administrative policy changes. To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future. As a Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to: Develop new skills outside of comfort zone. Act to resolve issues which prevent the team working effectively. Coach others, recognise their strengths, and encourage them to take ownership of their personal development. Analyse complex ideas or proposals and build a range of meaningful recommendations. Use multiple sources of information including broader stakeholder views to develop solutions and recommendations. Address sub-standard work or work that does not meet firm's/client's expectations. Use data and insights to inform conclusions and support decision-making. Develop a point of view on key global trends, and how they impact clients. Manage a variety of viewpoints to build consensus and create positive outcomes for all parties. Simplify complex messages, highlighting and summarising key points. Uphold the firm's code of ethics and business conduct. We're leading the way as technology-enabled tax advisors who provide value through digitization, automation and increased efficiencies - all made possible by equipping our professionals to succeed in a world where transactions are faster, more complicated and require a deeper level of sophistication. PwC Tax provides unparalleled technical knowledge and specialization and industry insights, coupled with the One Firm knowledge that brings everything PwC offers to solve our clients' needs. Job Requirements and Preferences : Basic Qualifications : Minimum Degree Required : Bachelor Degree Required Fields of Study : Accounting Minimum Years of Experience : 4 year(s) Certification(s) Required : CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity Preferred Qualifications : Degree Preferred : Master Degree Preferred Fields of Study : Taxation, Political Science Preferred Knowledge/Skills : Demonstrates a thorough knowledge of a variety of state and local tax laws, including multi-state income tax planning, compliance, preparing returns, income tax accounting, controversies, restructuring, due diligence and audit defense. Demonstrates thorough technical skills, including FAS 109, unitary filing, apportionment methodologies, tax base rules, tax research, compliance and consulting as it relates to multi-state jurisdictions. Considerable experience identifying and addressing client needs including but not limited to: Building, maintaining, and utilizing networks of client relationships and community involvement; Communicating value propositions; managing resource requirements, project workflow, budgets, billing and collections; and, Preparing and/or coordinating complex written and verbal materials. Considerable experience as a team leader: supervising teams to create an atmosphere of trust; seeking diverse views to encourage improvement and innovation; and coaching staff including providing timely meaningful written and verbal feedback.Demonstrates success as tax technical business advisor, including developing new relationships, making introductions to sell new services and doing so with a One Firm service mindset. Preferred familiarity with a CRM system.Demonstrates knowledge of automation & digitization in a professional services environment including but not limited to: Building, maintaining, and utilizing networks of client relationships and community involvement; Communicating value propositions; managing resource requirements, project workflow, budgets, billing and collections; and, Preparing and/or coordinating complex written and verbal materials. Innovating through new and existing technologies, along with experimenting with digitization solutions; Working with large, complex data sets to build models and leverage data visualization tools to provide insights to clients; and, Utilizing digitization tools to reduce hours and optimize engagements. Knowledge of alternative fee arrangements, including the use of pricing tools, to provide a point of view on pricing strategies.We are transforming the way we deliver tax services. Find out more about what we do on our Tax Career Page at pwc.to/whatwedota Learn more about how we work: PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: All qualified applicants will receive consideration for employment at PwC without regard to race; creed; color; religion; national origin; sex; age; disability; sexual orientation; gender identity or expression; genetic predisposition or carrier status; veteran, marital, or citizenship status; or any other status protected by law. PwC is proud to be an affirmative action and equal opportunity employer. For positions in California, Colorado, Hawaii, Nevada, New York State, or Washington State, or for opportunities that will report to a supervisor, office or other work site in New York State, please visit the following link for pay range information:
ERP Financials Project Manager (Microsoft Dynamics) The candidate we are looking for should have a background in Finance and Accounting This candidate should be able to leverage their knowledge while executing in the role of a project manager. ERP Financials Project Manager Roles and Responsibilities - Ensure a comprehensive communication plan is developed and followed to facilitate stakeholder awareness and education regarding the changes being implemented Work to facilitate development of detailed workstream schedules in MS Project and oversee maintenance of those schedules to ensure they stay accurate and current Produce accurate and timely reporting of program status throughout its life cycle Ensure identification, analysis, and monitoring of program risks, issues, and action items Work closely with the Test Lead to develop a thorough and thoughtfully designed test plan that encompasses all workstreams and addresses all facets of testing for the program Maintain adherence to the established IT Project Governance framework (or a framework specifically designed for the ERP Program) while utilizing the appropriate project methodologies and change procedures Effectively communicate and work with Business Users, Analysts, Project Managers, Developers, and all levels of management across the enterprise in a fast-paced environment Understand the challenges and current businesses process Understand new requirements on top of existing functionality Gap / Fit Analysis for due diligence for existing functionalities with out of box functions in Microsoft Dynamics Finance and Operations (Microsoft Dynamics AX) Creation of Functional design document to document the out of box requirements, gaps and integration requirements with test cases Participate in designing, development and testing of the extensions and reports for Microsoft Dynamics Finance and Operations (Microsoft Dynamics AX) Identifying and managing the data migration from legacy Finance applications to Microsoft Dynamics Finance and Operations (Microsoft Dynamics AX) Preparing users test scripts Facilitating the User acceptance testing (UAT) Documents data mappings, data dictionaries, processes, programs and solutions as per established standards ERP Financials Project Manager Skills and Qualifications Experience designing, developing, testing, and implementing Finance ERP solutions using enterprise business process modeling, documenting, POC s and workshops Deep understanding Finance ERP software like Microsoft Dynamics D365 / PeopleSoft Financials / Oracle EBS or SAP Deep understanding of finance and accounting modules such as Accounts Payable, Accounts Receivable, Budgeting, Cash and Bank Management, Compliance, Cost Accounting, Fixed Assets, General Ledger, and others. Understanding of Tax and GAAP accounting Solid experience of working with Cloud ERP s Experience in managing successful ERP implementations Experience in ERP configurations and technical knowledge a plus Active program management experience Excellent communication, organizational, and presentation skills Experience in process re-engineering to drive efficiencies Strong interpersonal skills Ability to work well both independently and on teams Effective problem solving and analytical skills Ability to remain flexible and handle multiple priorities in a fast-paced environment Superior interpersonal skills and positive demeanor Strong verbal and written communication skills Expertise in Financial ERP's like Oracle, Workday or Microsoft Dynamics D365 Solid understanding of Financial business processes Expert level knowledge of Finance and Accounting domain
05/04/2024
Full time
ERP Financials Project Manager (Microsoft Dynamics) The candidate we are looking for should have a background in Finance and Accounting This candidate should be able to leverage their knowledge while executing in the role of a project manager. ERP Financials Project Manager Roles and Responsibilities - Ensure a comprehensive communication plan is developed and followed to facilitate stakeholder awareness and education regarding the changes being implemented Work to facilitate development of detailed workstream schedules in MS Project and oversee maintenance of those schedules to ensure they stay accurate and current Produce accurate and timely reporting of program status throughout its life cycle Ensure identification, analysis, and monitoring of program risks, issues, and action items Work closely with the Test Lead to develop a thorough and thoughtfully designed test plan that encompasses all workstreams and addresses all facets of testing for the program Maintain adherence to the established IT Project Governance framework (or a framework specifically designed for the ERP Program) while utilizing the appropriate project methodologies and change procedures Effectively communicate and work with Business Users, Analysts, Project Managers, Developers, and all levels of management across the enterprise in a fast-paced environment Understand the challenges and current businesses process Understand new requirements on top of existing functionality Gap / Fit Analysis for due diligence for existing functionalities with out of box functions in Microsoft Dynamics Finance and Operations (Microsoft Dynamics AX) Creation of Functional design document to document the out of box requirements, gaps and integration requirements with test cases Participate in designing, development and testing of the extensions and reports for Microsoft Dynamics Finance and Operations (Microsoft Dynamics AX) Identifying and managing the data migration from legacy Finance applications to Microsoft Dynamics Finance and Operations (Microsoft Dynamics AX) Preparing users test scripts Facilitating the User acceptance testing (UAT) Documents data mappings, data dictionaries, processes, programs and solutions as per established standards ERP Financials Project Manager Skills and Qualifications Experience designing, developing, testing, and implementing Finance ERP solutions using enterprise business process modeling, documenting, POC s and workshops Deep understanding Finance ERP software like Microsoft Dynamics D365 / PeopleSoft Financials / Oracle EBS or SAP Deep understanding of finance and accounting modules such as Accounts Payable, Accounts Receivable, Budgeting, Cash and Bank Management, Compliance, Cost Accounting, Fixed Assets, General Ledger, and others. Understanding of Tax and GAAP accounting Solid experience of working with Cloud ERP s Experience in managing successful ERP implementations Experience in ERP configurations and technical knowledge a plus Active program management experience Excellent communication, organizational, and presentation skills Experience in process re-engineering to drive efficiencies Strong interpersonal skills Ability to work well both independently and on teams Effective problem solving and analytical skills Ability to remain flexible and handle multiple priorities in a fast-paced environment Superior interpersonal skills and positive demeanor Strong verbal and written communication skills Expertise in Financial ERP's like Oracle, Workday or Microsoft Dynamics D365 Solid understanding of Financial business processes Expert level knowledge of Finance and Accounting domain