Compensation Type: Hourly Highgate Hotels: Highgate is a leading real estate investment and hospitality management company with over $15 billion of assets under management and a global portfolio of more than 400 hotels spanning North America, Europe, the Caribbean, and Latin America. With a 30-year track record as an innovator in the hospitality industry, this forward-thinking company provides expert guidance through all stages of the property cycle, from planning and development through recapitalization or disposition. Highgate continues to demonstrate success in developing a diverse portfolio of bespoke lifestyle hotel brands, legacy brands, and independent hotels and resorts, featuring contemporary programming and digital acumen. The company utilizes industry-leading revenue management tools that efficiently identify and predict evolving market dynamics to drive outperformance and maximize asset value. With an executive team of seasoned hospitality leaders and corporate offices worldwide, Highgate is a trusted partner for top ownership groups and major hotel brands. Location: Overview: Support the overall operation of both the Executive Office & Human Resource Department in daily administrative functions. Assist the General Manager and Director of Human Resources with key responsibilities for both offices, which includes new hire administration, employee relations, training and communications with both hotel departments and Highgate corporate offices. Responsibilities: Support the employment process including applicant screening, determining eligibility for employment, conducting reference checks and verifying paperwork for accuracy. Refer potential new-hires to department managers when appropriate for interviews. Assist with department outgoing correspondence and memorandums as needed. Maintain all logs (new hire, termination, transfers, department meetings, turnover reports) daily by period and prepare reports in a timely, accurate manner. Assist with all benefit administration including group health insurance, vacation, sick, person, leave of absence, jury duty pay, retirement plan. Ensure all policies and procedures are followed and all completed forms to be accurate with timely submission. Assist with coordination of all other new hire pre-employment steps, including drug testing; reference checks, etc., to ensure compliance with all Company policies and procedures. Respond to all interviewed applicants via telephone or letter within required time frame. Assist with completion of appropriate paperwork for new hires, terminations, payroll action forms and employee status changes on a daily basis and in a timely, accurate manner. Assist with New Hire Orientation: Help administer overview of benefits to new associates.Explain elements of various benefits to associates as required and assist with enrollment and claims processing. Present overview of Highgate Handbook with complete knowledge of all policies and procedures Notify all managers of monthly reviews, prepare payroll action forms and track all completed reviews to ensure reviews are given in a timely manner. Assist the HR department in maintaining accurate employee records. Assist with OSHA, Workers Compensation, and Unemployment Claims responsibilities for hotel. Assist with HR reception area duties: greeting associates, managers and potential new hires. Direct to appropriate manager if necessary. Assist in the production of Employee newsletter. Maintain associate's files and ensure that filing is completed at the end of each week. Assist with Associate Employee Relations Events. Ensure compliance of the Immigration Reform and Control Act for all employees. Maintain inventory of office and benefit supplies on a regular basis. Complete purchase orders needed to replenish such supplies. Keep employee bulletin boards current, post memos, pictures of employee events, loss prevention materials. Distribute paychecks as needed and ensure completed signature pages are collected complete from each department. Assist with other special hotel projects as needed. Provide GM with administrative support through scheduling of key appointments, coordinating in-house meetings & agendas, while assisting with all associate events. Assist the GM & hotel with Social Media management, including but not limited to: timely responses to twitter, on-line reviews, Facebook, Flicker, Yelp, Google+ and any other on-line channel open to the hotel's guests and clients Take the lead on web presence management, with Hyatt Brand Analytics and Micros Interactive our on-line website management vendor, insuring timely follow-up on website updates; these include updates, menus, promos and special calendar events Assist with daily Medalia tracking and reporting out daily results. Ensure timely follow-up from department heads on guest issues Assist with administration and management of hotel programs such as MOD, Lobby Ambassador, Zone management and ensure timely follow-up and communication on all facets of each from scheduling to reporting and execution Support upward, timely communication to Highgate corporate offices and senior leadership and ensure compliance with daily, weekly and monthly deliverables. Assist with weekly coordination of our Gold Passport Reception and assist with invite printing for in-house VIP's Assist with and ensure timely follow-up on all in-house guest communication and requests from within the hotel's guestrooms and present a response to the guest confirming receipt of their request. Assist with timely follow-up to incoming guest correspondence received through the hotel's general mailbox and forward to all departments as deemed necessary for their follow-up In absence of the GM, coordinate and follow-up on all corporate office requests and assist finance as needed on reporting requirements and deadlines Assist other departments on an as need basis when guest influx dictates. Qualifications: Associates or Bachelor's Degree in Human Resources or equivalent 1- 3 years work experience. At least one year Hotel or Human Resource related work experience. Long hours sometimes required. Light work - Exerting up to 20 pounds of force occasionally, and/or up to 10 pounds of force frequently or constantly to lift, carry, push, pull or otherwise move objects. Maintain a warm and friendly demeanor at all times. Must be able to effectively communicate both verbally and written, with all level of employees and guests in an attentive, friendly, courteous and service oriented manner. Must be effective at listening to, understanding, and clarifying concerns raised by employees and guests. Must be able to multitask and prioritize departmental functions to meet deadlines. Approach all encounters with guests and employees in an attentive, friendly, courteous and service-oriented manner. Attend all hotel required meetings and trainings. Maintain regular attendance in compliance with Highgate Hotel Standards, as required by scheduling, which will vary according to the needs of the hotel. Maintain high standards of personal appearance and grooming, which includes wearing the proper uniform and nametag. Comply with Highgate Hotel Standards and regulations to encourage safe and efficient hotel operations. Maximize efforts towards productivity, identify problem areas and assist in implementing solutions. Must be effective in handling problems, including anticipating, preventing, identifying and solving problems as necessary. Must be able to understand and apply complex information, data, etc. from various sources to meet appropriate objectives. Must be able to cross-train in other hotel related areas. Must be able to maintain confidentiality of information. Must be able to show initiative, including anticipating guest or operational needs. Perform other duties as requested by management. Must have basic PC knowledge, minimum typing speed of 35wpm, ability to write and communicate professionally, bi-lingual fluency a plus. Must be hospitality oriented, and possess the ability to work under pressure. Ability to work effectively under time constraints and deadlines. Leadership skills to motivate and develop staff and to ensure accomplishment of goals. Able to set priorities, plan, organize, and delegate. Should possess the ability to complete multiple tasks simultaneously.
12/07/2025
Full time
Compensation Type: Hourly Highgate Hotels: Highgate is a leading real estate investment and hospitality management company with over $15 billion of assets under management and a global portfolio of more than 400 hotels spanning North America, Europe, the Caribbean, and Latin America. With a 30-year track record as an innovator in the hospitality industry, this forward-thinking company provides expert guidance through all stages of the property cycle, from planning and development through recapitalization or disposition. Highgate continues to demonstrate success in developing a diverse portfolio of bespoke lifestyle hotel brands, legacy brands, and independent hotels and resorts, featuring contemporary programming and digital acumen. The company utilizes industry-leading revenue management tools that efficiently identify and predict evolving market dynamics to drive outperformance and maximize asset value. With an executive team of seasoned hospitality leaders and corporate offices worldwide, Highgate is a trusted partner for top ownership groups and major hotel brands. Location: Overview: Support the overall operation of both the Executive Office & Human Resource Department in daily administrative functions. Assist the General Manager and Director of Human Resources with key responsibilities for both offices, which includes new hire administration, employee relations, training and communications with both hotel departments and Highgate corporate offices. Responsibilities: Support the employment process including applicant screening, determining eligibility for employment, conducting reference checks and verifying paperwork for accuracy. Refer potential new-hires to department managers when appropriate for interviews. Assist with department outgoing correspondence and memorandums as needed. Maintain all logs (new hire, termination, transfers, department meetings, turnover reports) daily by period and prepare reports in a timely, accurate manner. Assist with all benefit administration including group health insurance, vacation, sick, person, leave of absence, jury duty pay, retirement plan. Ensure all policies and procedures are followed and all completed forms to be accurate with timely submission. Assist with coordination of all other new hire pre-employment steps, including drug testing; reference checks, etc., to ensure compliance with all Company policies and procedures. Respond to all interviewed applicants via telephone or letter within required time frame. Assist with completion of appropriate paperwork for new hires, terminations, payroll action forms and employee status changes on a daily basis and in a timely, accurate manner. Assist with New Hire Orientation: Help administer overview of benefits to new associates.Explain elements of various benefits to associates as required and assist with enrollment and claims processing. Present overview of Highgate Handbook with complete knowledge of all policies and procedures Notify all managers of monthly reviews, prepare payroll action forms and track all completed reviews to ensure reviews are given in a timely manner. Assist the HR department in maintaining accurate employee records. Assist with OSHA, Workers Compensation, and Unemployment Claims responsibilities for hotel. Assist with HR reception area duties: greeting associates, managers and potential new hires. Direct to appropriate manager if necessary. Assist in the production of Employee newsletter. Maintain associate's files and ensure that filing is completed at the end of each week. Assist with Associate Employee Relations Events. Ensure compliance of the Immigration Reform and Control Act for all employees. Maintain inventory of office and benefit supplies on a regular basis. Complete purchase orders needed to replenish such supplies. Keep employee bulletin boards current, post memos, pictures of employee events, loss prevention materials. Distribute paychecks as needed and ensure completed signature pages are collected complete from each department. Assist with other special hotel projects as needed. Provide GM with administrative support through scheduling of key appointments, coordinating in-house meetings & agendas, while assisting with all associate events. Assist the GM & hotel with Social Media management, including but not limited to: timely responses to twitter, on-line reviews, Facebook, Flicker, Yelp, Google+ and any other on-line channel open to the hotel's guests and clients Take the lead on web presence management, with Hyatt Brand Analytics and Micros Interactive our on-line website management vendor, insuring timely follow-up on website updates; these include updates, menus, promos and special calendar events Assist with daily Medalia tracking and reporting out daily results. Ensure timely follow-up from department heads on guest issues Assist with administration and management of hotel programs such as MOD, Lobby Ambassador, Zone management and ensure timely follow-up and communication on all facets of each from scheduling to reporting and execution Support upward, timely communication to Highgate corporate offices and senior leadership and ensure compliance with daily, weekly and monthly deliverables. Assist with weekly coordination of our Gold Passport Reception and assist with invite printing for in-house VIP's Assist with and ensure timely follow-up on all in-house guest communication and requests from within the hotel's guestrooms and present a response to the guest confirming receipt of their request. Assist with timely follow-up to incoming guest correspondence received through the hotel's general mailbox and forward to all departments as deemed necessary for their follow-up In absence of the GM, coordinate and follow-up on all corporate office requests and assist finance as needed on reporting requirements and deadlines Assist other departments on an as need basis when guest influx dictates. Qualifications: Associates or Bachelor's Degree in Human Resources or equivalent 1- 3 years work experience. At least one year Hotel or Human Resource related work experience. Long hours sometimes required. Light work - Exerting up to 20 pounds of force occasionally, and/or up to 10 pounds of force frequently or constantly to lift, carry, push, pull or otherwise move objects. Maintain a warm and friendly demeanor at all times. Must be able to effectively communicate both verbally and written, with all level of employees and guests in an attentive, friendly, courteous and service oriented manner. Must be effective at listening to, understanding, and clarifying concerns raised by employees and guests. Must be able to multitask and prioritize departmental functions to meet deadlines. Approach all encounters with guests and employees in an attentive, friendly, courteous and service-oriented manner. Attend all hotel required meetings and trainings. Maintain regular attendance in compliance with Highgate Hotel Standards, as required by scheduling, which will vary according to the needs of the hotel. Maintain high standards of personal appearance and grooming, which includes wearing the proper uniform and nametag. Comply with Highgate Hotel Standards and regulations to encourage safe and efficient hotel operations. Maximize efforts towards productivity, identify problem areas and assist in implementing solutions. Must be effective in handling problems, including anticipating, preventing, identifying and solving problems as necessary. Must be able to understand and apply complex information, data, etc. from various sources to meet appropriate objectives. Must be able to cross-train in other hotel related areas. Must be able to maintain confidentiality of information. Must be able to show initiative, including anticipating guest or operational needs. Perform other duties as requested by management. Must have basic PC knowledge, minimum typing speed of 35wpm, ability to write and communicate professionally, bi-lingual fluency a plus. Must be hospitality oriented, and possess the ability to work under pressure. Ability to work effectively under time constraints and deadlines. Leadership skills to motivate and develop staff and to ensure accomplishment of goals. Able to set priorities, plan, organize, and delegate. Should possess the ability to complete multiple tasks simultaneously.
POSITION IS HYBRID IN HUNTSVILLE, AL Job Summary The Senior Contracts Manager is responsible for strategic oversight and operational managementof all government contracts throughout their lifecycle - from capture and proposal development to negotiation, administration, and closeout ensuring all contracts are managed in strict compliance with FAR, DFARS, and related federal acquisition policies, while driving strategies that balance risk mitigation, profitability, and compliance.This role partners closely with Program Management, Finance, Business Development, and Legal to support pre-award and post-award activities, including contract negotiation, risk assessment, and execution.The position requires a seasoned contracts leaderwith deep GovCon expertise,proven negotiation success,and the ability to integrate contracting strategywith finance, legal, and business development functions and will play a pivotal role in shaping contracting policy, ensuring cost-effective execution, and supporting the company's growth from small or mid-tier contractor status into a competitive unrestricted prime. As with any position, additional expectations exist. Some of these include, but are not limited to, adhering to normal working hours, meeting deadlines, following company policies as outlined by the Employee Handbook, communicating regularly with assigned supervisor(s), staying focused on assigned tasks, and completing other tasks as assigned. Responsibilities Serve as the primary point of contact for all contract administration activities, including new awards, modifications, extensions, and closeouts Review, analyze, and interpret contract terms and conditions to ensure compliance with company policies and government regulations Support proposal and capture teams in developing compliant contract responses, pricing structures, and risk assessments Lead contract negotiations with customers, subcontractors, and teaming partners Coordinate with Legal and Finance to ensure alignment between contract obligations, billing, and financial reporting Prepare and maintain contractual documents, including NDAs, Teaming Agreements, Subcontracts, and Task Orders Ensure timely submission of deliverables, contract reports, and modifications Advise program teams on contract interpretation, risk mitigation, and change management Conduct internal audits to monitor compliance and identify areas for improvement Serve as an internal subject matter expert on FAR/DFARS, SBA regulations, and organizational policies related to procurement and contracting Mentor junior contract staff and assist in developing scalable contract management procedures Strategic Objectives Strengthen Compliance and Governance:Build a contracting framework that ensures 100% compliance with FAR/DFARS and internal policies Mitigate Risk Proactively:Identify, quantify, and manage contractual and regulatory risks at every stage of the contract lifecycle Enhance Negotiation Outcomes:Achieve favorable pricing, terms, and conditions through strategic negotiation and stakeholder alignment Optimize Proposal-to-Award Efficiency:Streamline capture, proposal, and contract award processes to improve competitiveness and win rates Develop Talent and Systems:Build a high-performing contracts team supported by modern tools, templates, and training for sustained operational excellence 1. Strategic Leadership Define and execute the overall contracting strategyin alignment with corporate goals and risk appetite Serve as a senior advisor to the CEO, CFO, and COOon contractual and regulatory issues Drive standardization and continuous improvement of contract policies and tools Represent the organization in high-stakes negotiations and compliance reviews 2. Team Management and Development Lead and mentor a team of contracts managers, administrators, and analysts Implement career development and certification pathways (CPCM, CFCM) Establish a collaborative, accountable, and compliance-driven team culture 3. Compliance and Risk Management Ensure adherence to FAR, DFARS, SBA, ITAR and agency-specific supplements Review contracts for legal, financial, and performance risks and develop mitigation plans Lead internal audits and external compliance responses with DCAA, DCMA, or agency inspectors Maintain up-to-date knowledge of regulatory changes and train staff accordingly 4. Contract Negotiations and Pricing Lead negotiations for multi-year, multi-million-dollar contracts and subcontracts Partner with finance, capture, and legal teams to define terms, conditions, and pricing models Ensure cost proposals are fully compliant and defensible in audits and negotiations Maintain positive relationships with Contracting Officers and government stakeholders 5. Proposal and Capture Support Oversee proposal strategy and ensure compliant, compelling submissions Review RFIs, RFPs, and amendments to identify requirements, risks, and opportunities Provide contractual input during capture planning and pricing reviews Ensure timely and accurate preparation of contract modifications and renewals 6. Contract Administration Manage the full contract lifecycle:award, execution, modifications, and closeout Track deliverables, funding, and performance obligations Maintain a centralized, audit-ready contract repository and document control system Coordinate with finance for invoicing, funding status, and billing accuracy 7. Stakeholder and Client Relations Serve as the primary interface for contract matters with executives, legal counsel, auditors, and government representatives Ensure cross-functional coordination between Contracts, Operations, and Program Management Support small business subcontracting compliance and reporting Basic Qualifications Active Secret Clearance Bachelor's degree in Business, Law, or related field 15+ years in government contracting, with 7+ years in leadership or management roles Comprehensive understanding of FAR, DFARS, ITAR, SBA and other federal acquisition regulations Strong leadership, negotiation, risk management and analytical skills with attention to contractual detail Demonstrated ability to manage multiple contracts and priorities in a fast-paced environment Excellent communication and interpersonal skills, with the ability to interface effectively at all organizational levels Proficiency in Microsoft Office Suite and familiarity with contract management systems If applicable: If you are or have been recently employed by the U.S. government, a post-employment ethics letter will be required if employment with VSolvit is offered Preferred Qualifications Master's degree in Business, Law, Contract Management, or related discipline NCMA certification (CPCM, CFCM, or NCMA) Experience with cost-plus, fixed-price, and T&M contract types Experience supporting Navy, Marine Corps, or other DoD customers Prior experience with JAMIS, Deltek, or similar ERP systems Company Summary Join the VSolvit Team! Founded in 2006, VSolvit (pronounced 'We Solve It') is a technology services provider that specializes in cybersecurity, cloud computing, geographic information systems (GIS), business intelligence (BI) systems, data warehousing, engineering services, and custom database and application development. VSolvit is an award winning WOSB, CA CDB, MBE, WBE, and CMMI Level 3 certified company. We offer a customizable health benefits program that best meets the needs of its employees. Offering may include: medical, dental, and vision insurance, life insurance, long and short-term disability and other insurance products, Health Savings Account, Flexible Spending Account, 401K Retirement Plan options, Tuition Reimbursement, and assorted voluntary benefits. Our goal is to grow together and enjoy the work that we do as a team. VSolvit LLC is an Equal Opportunity/Affirmative Action employer and will consider all qualified applicants for employment without regard to race, color, religion, sex, national origin, protected veteran status, or disability status.
12/07/2025
Full time
POSITION IS HYBRID IN HUNTSVILLE, AL Job Summary The Senior Contracts Manager is responsible for strategic oversight and operational managementof all government contracts throughout their lifecycle - from capture and proposal development to negotiation, administration, and closeout ensuring all contracts are managed in strict compliance with FAR, DFARS, and related federal acquisition policies, while driving strategies that balance risk mitigation, profitability, and compliance.This role partners closely with Program Management, Finance, Business Development, and Legal to support pre-award and post-award activities, including contract negotiation, risk assessment, and execution.The position requires a seasoned contracts leaderwith deep GovCon expertise,proven negotiation success,and the ability to integrate contracting strategywith finance, legal, and business development functions and will play a pivotal role in shaping contracting policy, ensuring cost-effective execution, and supporting the company's growth from small or mid-tier contractor status into a competitive unrestricted prime. As with any position, additional expectations exist. Some of these include, but are not limited to, adhering to normal working hours, meeting deadlines, following company policies as outlined by the Employee Handbook, communicating regularly with assigned supervisor(s), staying focused on assigned tasks, and completing other tasks as assigned. Responsibilities Serve as the primary point of contact for all contract administration activities, including new awards, modifications, extensions, and closeouts Review, analyze, and interpret contract terms and conditions to ensure compliance with company policies and government regulations Support proposal and capture teams in developing compliant contract responses, pricing structures, and risk assessments Lead contract negotiations with customers, subcontractors, and teaming partners Coordinate with Legal and Finance to ensure alignment between contract obligations, billing, and financial reporting Prepare and maintain contractual documents, including NDAs, Teaming Agreements, Subcontracts, and Task Orders Ensure timely submission of deliverables, contract reports, and modifications Advise program teams on contract interpretation, risk mitigation, and change management Conduct internal audits to monitor compliance and identify areas for improvement Serve as an internal subject matter expert on FAR/DFARS, SBA regulations, and organizational policies related to procurement and contracting Mentor junior contract staff and assist in developing scalable contract management procedures Strategic Objectives Strengthen Compliance and Governance:Build a contracting framework that ensures 100% compliance with FAR/DFARS and internal policies Mitigate Risk Proactively:Identify, quantify, and manage contractual and regulatory risks at every stage of the contract lifecycle Enhance Negotiation Outcomes:Achieve favorable pricing, terms, and conditions through strategic negotiation and stakeholder alignment Optimize Proposal-to-Award Efficiency:Streamline capture, proposal, and contract award processes to improve competitiveness and win rates Develop Talent and Systems:Build a high-performing contracts team supported by modern tools, templates, and training for sustained operational excellence 1. Strategic Leadership Define and execute the overall contracting strategyin alignment with corporate goals and risk appetite Serve as a senior advisor to the CEO, CFO, and COOon contractual and regulatory issues Drive standardization and continuous improvement of contract policies and tools Represent the organization in high-stakes negotiations and compliance reviews 2. Team Management and Development Lead and mentor a team of contracts managers, administrators, and analysts Implement career development and certification pathways (CPCM, CFCM) Establish a collaborative, accountable, and compliance-driven team culture 3. Compliance and Risk Management Ensure adherence to FAR, DFARS, SBA, ITAR and agency-specific supplements Review contracts for legal, financial, and performance risks and develop mitigation plans Lead internal audits and external compliance responses with DCAA, DCMA, or agency inspectors Maintain up-to-date knowledge of regulatory changes and train staff accordingly 4. Contract Negotiations and Pricing Lead negotiations for multi-year, multi-million-dollar contracts and subcontracts Partner with finance, capture, and legal teams to define terms, conditions, and pricing models Ensure cost proposals are fully compliant and defensible in audits and negotiations Maintain positive relationships with Contracting Officers and government stakeholders 5. Proposal and Capture Support Oversee proposal strategy and ensure compliant, compelling submissions Review RFIs, RFPs, and amendments to identify requirements, risks, and opportunities Provide contractual input during capture planning and pricing reviews Ensure timely and accurate preparation of contract modifications and renewals 6. Contract Administration Manage the full contract lifecycle:award, execution, modifications, and closeout Track deliverables, funding, and performance obligations Maintain a centralized, audit-ready contract repository and document control system Coordinate with finance for invoicing, funding status, and billing accuracy 7. Stakeholder and Client Relations Serve as the primary interface for contract matters with executives, legal counsel, auditors, and government representatives Ensure cross-functional coordination between Contracts, Operations, and Program Management Support small business subcontracting compliance and reporting Basic Qualifications Active Secret Clearance Bachelor's degree in Business, Law, or related field 15+ years in government contracting, with 7+ years in leadership or management roles Comprehensive understanding of FAR, DFARS, ITAR, SBA and other federal acquisition regulations Strong leadership, negotiation, risk management and analytical skills with attention to contractual detail Demonstrated ability to manage multiple contracts and priorities in a fast-paced environment Excellent communication and interpersonal skills, with the ability to interface effectively at all organizational levels Proficiency in Microsoft Office Suite and familiarity with contract management systems If applicable: If you are or have been recently employed by the U.S. government, a post-employment ethics letter will be required if employment with VSolvit is offered Preferred Qualifications Master's degree in Business, Law, Contract Management, or related discipline NCMA certification (CPCM, CFCM, or NCMA) Experience with cost-plus, fixed-price, and T&M contract types Experience supporting Navy, Marine Corps, or other DoD customers Prior experience with JAMIS, Deltek, or similar ERP systems Company Summary Join the VSolvit Team! Founded in 2006, VSolvit (pronounced 'We Solve It') is a technology services provider that specializes in cybersecurity, cloud computing, geographic information systems (GIS), business intelligence (BI) systems, data warehousing, engineering services, and custom database and application development. VSolvit is an award winning WOSB, CA CDB, MBE, WBE, and CMMI Level 3 certified company. We offer a customizable health benefits program that best meets the needs of its employees. Offering may include: medical, dental, and vision insurance, life insurance, long and short-term disability and other insurance products, Health Savings Account, Flexible Spending Account, 401K Retirement Plan options, Tuition Reimbursement, and assorted voluntary benefits. Our goal is to grow together and enjoy the work that we do as a team. VSolvit LLC is an Equal Opportunity/Affirmative Action employer and will consider all qualified applicants for employment without regard to race, color, religion, sex, national origin, protected veteran status, or disability status.
My client is seeking an experienced Senior Manager, Media & Entertainment (M&E) to lead complex accounting and advisory engagements within the firm's M&E practice. This role offers an opportunity to work directly with high-profile clients across the entertainment industry - including studios, streaming platforms, content producers, and IP holders - while managing a team of professionals and driving strategic growth within the division. The ideal candidate is a CPA with strong Big 4 experience, deep knowledge of U.S. GAAP and SEC reporting, and proven leadership within the M&E sector. Key Responsibilities Technical Expertise Provide advanced technical guidance on M&E-specific accounting topics, including content capitalization, impairment, revenue recognition, and intellectual property valuation. Resolve complex technical accounting issues independently, communicating clear, actionable solutions to clients. Apply and interpret U.S. GAAP, SEC reporting standards, and industry guidance to ensure technical accuracy and compliance. Develop and deliver internal training programs focused on M&E accounting complexities, strengthening firm-wide technical capabilities. Client Engagement & Project Management Lead multiple M&E client engagements, managing all aspects of project delivery, timelines, and client relationships. Act as the primary point of contact and engagement leader, ensuring exceptional client experience and consistent communication. Review and approve deliverables, ensuring accuracy, completeness, and adherence to client and firm standards. Oversee engagement staffing, utilization, and performance of Managers and Consultants within the M&E practice. Practice Growth & Business Development Play a pivotal role in practice expansion through client acquisition, cross-selling, and relationship development. Identify and scope opportunities within existing accounts to deliver additional value-added services. Build a strong professional network within the media and entertainment industry, participating in events, panels, and conferences. Collaborate with leadership to advance the firm's presence in the M&E market and strengthen brand visibility. Leadership & Mentorship Mentor and coach team members, promoting a high-performance culture rooted in accountability and excellence. Take ownership of invoicing, collections, and compliance, ensuring operational efficiency. Demonstrate CFGI's values through hands-on leadership, collaboration, and ethical professionalism. Encourage continuous learning, recognizing team achievements and fostering professional growth across the group. Minimum Qualifications Active U.S. CPA license (required) Bachelor's or Master's Degree in Accounting, Finance, or Business Administration 8+ years of experience in audit or accounting within a U.S.-based CPA firm Prior experience in a Big 4 or national/mid-sized CPA firm (required) Strong expertise in U.S. GAAP, SEC reporting, and industry-specific M&E accounting Proven leadership skills managing large engagements and professional teams Ideal Background Background in media, entertainment, or technology sectors Track record of business development and client retention within a public accounting or advisory setting Mix of Big 4 and industry experience strongly preferred Ability to manage multiple engagements and deliverables under tight deadlines Key Competencies Strong technical and analytical problem-solving skills Excellent communication and presentation abilities Strategic thinker with entrepreneurial mindset Highly organized, detail-oriented, and adaptable Client-service oriented with a focus on building long-term relationships
12/07/2025
Full time
My client is seeking an experienced Senior Manager, Media & Entertainment (M&E) to lead complex accounting and advisory engagements within the firm's M&E practice. This role offers an opportunity to work directly with high-profile clients across the entertainment industry - including studios, streaming platforms, content producers, and IP holders - while managing a team of professionals and driving strategic growth within the division. The ideal candidate is a CPA with strong Big 4 experience, deep knowledge of U.S. GAAP and SEC reporting, and proven leadership within the M&E sector. Key Responsibilities Technical Expertise Provide advanced technical guidance on M&E-specific accounting topics, including content capitalization, impairment, revenue recognition, and intellectual property valuation. Resolve complex technical accounting issues independently, communicating clear, actionable solutions to clients. Apply and interpret U.S. GAAP, SEC reporting standards, and industry guidance to ensure technical accuracy and compliance. Develop and deliver internal training programs focused on M&E accounting complexities, strengthening firm-wide technical capabilities. Client Engagement & Project Management Lead multiple M&E client engagements, managing all aspects of project delivery, timelines, and client relationships. Act as the primary point of contact and engagement leader, ensuring exceptional client experience and consistent communication. Review and approve deliverables, ensuring accuracy, completeness, and adherence to client and firm standards. Oversee engagement staffing, utilization, and performance of Managers and Consultants within the M&E practice. Practice Growth & Business Development Play a pivotal role in practice expansion through client acquisition, cross-selling, and relationship development. Identify and scope opportunities within existing accounts to deliver additional value-added services. Build a strong professional network within the media and entertainment industry, participating in events, panels, and conferences. Collaborate with leadership to advance the firm's presence in the M&E market and strengthen brand visibility. Leadership & Mentorship Mentor and coach team members, promoting a high-performance culture rooted in accountability and excellence. Take ownership of invoicing, collections, and compliance, ensuring operational efficiency. Demonstrate CFGI's values through hands-on leadership, collaboration, and ethical professionalism. Encourage continuous learning, recognizing team achievements and fostering professional growth across the group. Minimum Qualifications Active U.S. CPA license (required) Bachelor's or Master's Degree in Accounting, Finance, or Business Administration 8+ years of experience in audit or accounting within a U.S.-based CPA firm Prior experience in a Big 4 or national/mid-sized CPA firm (required) Strong expertise in U.S. GAAP, SEC reporting, and industry-specific M&E accounting Proven leadership skills managing large engagements and professional teams Ideal Background Background in media, entertainment, or technology sectors Track record of business development and client retention within a public accounting or advisory setting Mix of Big 4 and industry experience strongly preferred Ability to manage multiple engagements and deliverables under tight deadlines Key Competencies Strong technical and analytical problem-solving skills Excellent communication and presentation abilities Strategic thinker with entrepreneurial mindset Highly organized, detail-oriented, and adaptable Client-service oriented with a focus on building long-term relationships
RELOCATION ASSISTANCE: No relocation assistance availableCLEARANCE TYPE: NoneTRAVEL: Yes, 10% of the TimeDescriptionAt Northrop Grumman, our employees have incredible opportunities to work on revolutionary systems that impact people's lives around the world today, and for generations to come. Our pioneering and inventive spirit has enabled us to be at the forefront of many technological advancements in our nation's history - from the first flight across the Atlantic Ocean, to stealth bombers, to landing on the moon. We look for people who have bold new ideas, courage and a pioneering spirit to join forces to invent the future, and have fun along the way. Our culture thrives on intellectual curiosity, cognitive diversity and bringing your whole self to work - and we have an insatiable drive to do what others think is impossible. Our employees are not only part of history, they're making history. Northrop Grumman is seeking an Accounting Manager 3 to join our General Accounting (GA) team in Irving, TX, El Segundo, CA, Falls Church, VA, Bloomington, MN, or Melbourne, FL. This position offers a hybrid schedule and requires a minimum of two days in office. The Accounting Manager 3 is a senior leader responsible for managing other managers and inspiring change across the broader GA team. This role is critical in driving strategic initiatives, motivating large teams, and ensuring operational excellence. Roles and Responsibilities: Oversee multiple managers and their teams within General Accounting (GA), who perform accounting operations in SAP General Ledger Inspire and motivate large teams to achieve organizational goals Lead change management and process transformation initiatives, championing process automation and improvements and ensuring successful completion Ensure accuracy and timeliness in closing the accounting books, including month end close, consolidation, and reconciliations Represent GA with senior stakeholders and interactions with internal and external auditors Establish and monitor strategic and operational KPIs for the organization Develop/maintain collaborative partnerships and influence/negotiate with senior stakeholders and cross-functional leaders Drive performance management and talent development for a large, diverse team Communicate vision and strategy in meetings of all sizes and establish systems that achieve vision and strategy set forth Reinforce positive culture and engagement of teams Basic Qualifications: Bachelor's degree in Accounting, Finance, or related discipline 10+ years of relevant accounting experience 5+ years of management experience, including leading managers 2+ years experience in auditing or accounting at a Big4 firm Extensive experience with SAP GL and financial reporting tools Flexibility and availability during critical deadlines Proven ability to inspire change, motivate teams, and drive strategic initiatives Demonstrated project management skills, including experience planning and executing multiple projects simultaneously end-to-end Experienced Sarbanes-Oxley (SOX) control ownership and monitoring/oversight, as well as extensive experience interacting directly with auditors Preferred Qualifications: CPA preferred Primary Level Salary Range: $137,800.00 - $239,300.00The above salary range represents a general guideline; however, Northrop Grumman considers a number of factors when determining base salary offers such as the scope and responsibilities of the position and the candidate's experience, education, skills and current market conditions.Depending on the position, employees may be eligible for overtime, shift differential, and a discretionary bonus in addition to base pay. Annual bonuses are designed to reward individual contributions as well as allow employees to share in company results. Employees in Vice President or Director positions may be eligible for Long Term Incentives. In addition, Northrop Grumman provides a variety of benefits including health insurance coverage, life and disability insurance, savings plan, Company paid holidays and paid time off (PTO) for vacation and/or personal business.The application period for the job is estimated to be 20 days from the job posting date. However, this timeline may be shortened or extended depending on business needs and the availability of qualified candidates.Northrop Grumman is an Equal Opportunity Employer, making decisions without regard to race, color, religion, creed, sex, sexual orientation, gender identity, marital status, national origin, age, veteran status, disability, or any other protected class. For our complete EEO and pay transparency statement, please visit U.S. Citizenship is required for all positions with a government clearance and certain other restricted positions.
12/06/2025
Full time
RELOCATION ASSISTANCE: No relocation assistance availableCLEARANCE TYPE: NoneTRAVEL: Yes, 10% of the TimeDescriptionAt Northrop Grumman, our employees have incredible opportunities to work on revolutionary systems that impact people's lives around the world today, and for generations to come. Our pioneering and inventive spirit has enabled us to be at the forefront of many technological advancements in our nation's history - from the first flight across the Atlantic Ocean, to stealth bombers, to landing on the moon. We look for people who have bold new ideas, courage and a pioneering spirit to join forces to invent the future, and have fun along the way. Our culture thrives on intellectual curiosity, cognitive diversity and bringing your whole self to work - and we have an insatiable drive to do what others think is impossible. Our employees are not only part of history, they're making history. Northrop Grumman is seeking an Accounting Manager 3 to join our General Accounting (GA) team in Irving, TX, El Segundo, CA, Falls Church, VA, Bloomington, MN, or Melbourne, FL. This position offers a hybrid schedule and requires a minimum of two days in office. The Accounting Manager 3 is a senior leader responsible for managing other managers and inspiring change across the broader GA team. This role is critical in driving strategic initiatives, motivating large teams, and ensuring operational excellence. Roles and Responsibilities: Oversee multiple managers and their teams within General Accounting (GA), who perform accounting operations in SAP General Ledger Inspire and motivate large teams to achieve organizational goals Lead change management and process transformation initiatives, championing process automation and improvements and ensuring successful completion Ensure accuracy and timeliness in closing the accounting books, including month end close, consolidation, and reconciliations Represent GA with senior stakeholders and interactions with internal and external auditors Establish and monitor strategic and operational KPIs for the organization Develop/maintain collaborative partnerships and influence/negotiate with senior stakeholders and cross-functional leaders Drive performance management and talent development for a large, diverse team Communicate vision and strategy in meetings of all sizes and establish systems that achieve vision and strategy set forth Reinforce positive culture and engagement of teams Basic Qualifications: Bachelor's degree in Accounting, Finance, or related discipline 10+ years of relevant accounting experience 5+ years of management experience, including leading managers 2+ years experience in auditing or accounting at a Big4 firm Extensive experience with SAP GL and financial reporting tools Flexibility and availability during critical deadlines Proven ability to inspire change, motivate teams, and drive strategic initiatives Demonstrated project management skills, including experience planning and executing multiple projects simultaneously end-to-end Experienced Sarbanes-Oxley (SOX) control ownership and monitoring/oversight, as well as extensive experience interacting directly with auditors Preferred Qualifications: CPA preferred Primary Level Salary Range: $137,800.00 - $239,300.00The above salary range represents a general guideline; however, Northrop Grumman considers a number of factors when determining base salary offers such as the scope and responsibilities of the position and the candidate's experience, education, skills and current market conditions.Depending on the position, employees may be eligible for overtime, shift differential, and a discretionary bonus in addition to base pay. Annual bonuses are designed to reward individual contributions as well as allow employees to share in company results. Employees in Vice President or Director positions may be eligible for Long Term Incentives. In addition, Northrop Grumman provides a variety of benefits including health insurance coverage, life and disability insurance, savings plan, Company paid holidays and paid time off (PTO) for vacation and/or personal business.The application period for the job is estimated to be 20 days from the job posting date. However, this timeline may be shortened or extended depending on business needs and the availability of qualified candidates.Northrop Grumman is an Equal Opportunity Employer, making decisions without regard to race, color, religion, creed, sex, sexual orientation, gender identity, marital status, national origin, age, veteran status, disability, or any other protected class. For our complete EEO and pay transparency statement, please visit U.S. Citizenship is required for all positions with a government clearance and certain other restricted positions.
Description: Join our dynamic team at Larson Tax Partners as an Operations Manager of the Tax Division , where you will lead our talented professionals in delivering exceptional tax services. In this pivotal role, you will drive strategic initiatives, ensure compliance with regulatory requirements, and foster a culture of excellence and innovation. Your expertise will guide our firm in providing unparalleled value to our clients, while your leadership will inspire and develop our team to achieve their highest potential. Core Responsibilities: Oversee Daily Operations: Manage the day-to-day functions of the Tax Division, ensuring efficiency, compliance, and consistency in client service delivery. Strategic Leadership: Partner with firm leadership to align operational goals with overall business strategy and drive continuous improvement across the division. Process Optimization: Develop, implement, and refine workflows, systems, and quality controls to improve productivity, accuracy, and scalability. Team Development: Lead, mentor, and coach tax and administrative staff to build a high-performing, engaged, and client-focused team. Client Experience Oversight: Ensure a consistent and exceptional client experience through proactive communication, timely service, and quality assurance. Financial Management: Manage departmental budgets, forecast resource needs, and monitor key performance indicators to achieve financial and operational targets. Cross-Department Collaboration: Work closely with advisory, operations, and compliance teams to ensure cohesive delivery of tax and financial services. Compliance & Quality Assurance: Oversee adherence to federal, state, and local tax regulations while maintaining the highest ethical and professional standards. Performance Reporting: Prepare and present regular reports on departmental performance, resource utilization, and operational improvements to senior leadership. Business Growth Support: Collaborate on business development initiatives by identifying process efficiencies and service enhancements that drive client retention and growth. Requirements: Job Requirements Bachelors degree in Accounting, Finance, or a related field; Masters degree or CPA designation preferred. CPA preferred. Proficient in tax software and Microsoft Office Suite. CCH experience is required. Minimum of 5 years of experience in tax accounting or a related field, with at least 2 years in a leadership role. Proven expertise in U.S. federal, state, and local tax regulations and compliance. Strong leadership and team management skills with experience in mentoring and developing staff. Excellent analytical and problem-solving abilities. Strong communication and interpersonal skills. Ability to manage multiple projects and deadlines effectively Experience in strategic planning and business development. Demonstrated ability to build and maintain client relationships. High ethical standards and professionalism. Ability to work collaboratively in a team-oriented environment. Larson offers a generous employee benefits & perks package: Profit Sharing Bonus Program 401(k) Employer Match up to 4% Medical Insurance (HDHP HSA plans are 100% paid for the employee) ER PD Telehealth Dental Insurance Vision Insurance ER PD Life, Disability & EAP Insurance Supplemental Insurance Paid time Off (112 hours after 90 days) Holiday Pay (12 Holidays) Training & Education ER Events, Awards, Activities PI466c0a29371c-3516
12/06/2025
Full time
Description: Join our dynamic team at Larson Tax Partners as an Operations Manager of the Tax Division , where you will lead our talented professionals in delivering exceptional tax services. In this pivotal role, you will drive strategic initiatives, ensure compliance with regulatory requirements, and foster a culture of excellence and innovation. Your expertise will guide our firm in providing unparalleled value to our clients, while your leadership will inspire and develop our team to achieve their highest potential. Core Responsibilities: Oversee Daily Operations: Manage the day-to-day functions of the Tax Division, ensuring efficiency, compliance, and consistency in client service delivery. Strategic Leadership: Partner with firm leadership to align operational goals with overall business strategy and drive continuous improvement across the division. Process Optimization: Develop, implement, and refine workflows, systems, and quality controls to improve productivity, accuracy, and scalability. Team Development: Lead, mentor, and coach tax and administrative staff to build a high-performing, engaged, and client-focused team. Client Experience Oversight: Ensure a consistent and exceptional client experience through proactive communication, timely service, and quality assurance. Financial Management: Manage departmental budgets, forecast resource needs, and monitor key performance indicators to achieve financial and operational targets. Cross-Department Collaboration: Work closely with advisory, operations, and compliance teams to ensure cohesive delivery of tax and financial services. Compliance & Quality Assurance: Oversee adherence to federal, state, and local tax regulations while maintaining the highest ethical and professional standards. Performance Reporting: Prepare and present regular reports on departmental performance, resource utilization, and operational improvements to senior leadership. Business Growth Support: Collaborate on business development initiatives by identifying process efficiencies and service enhancements that drive client retention and growth. Requirements: Job Requirements Bachelors degree in Accounting, Finance, or a related field; Masters degree or CPA designation preferred. CPA preferred. Proficient in tax software and Microsoft Office Suite. CCH experience is required. Minimum of 5 years of experience in tax accounting or a related field, with at least 2 years in a leadership role. Proven expertise in U.S. federal, state, and local tax regulations and compliance. Strong leadership and team management skills with experience in mentoring and developing staff. Excellent analytical and problem-solving abilities. Strong communication and interpersonal skills. Ability to manage multiple projects and deadlines effectively Experience in strategic planning and business development. Demonstrated ability to build and maintain client relationships. High ethical standards and professionalism. Ability to work collaboratively in a team-oriented environment. Larson offers a generous employee benefits & perks package: Profit Sharing Bonus Program 401(k) Employer Match up to 4% Medical Insurance (HDHP HSA plans are 100% paid for the employee) ER PD Telehealth Dental Insurance Vision Insurance ER PD Life, Disability & EAP Insurance Supplemental Insurance Paid time Off (112 hours after 90 days) Holiday Pay (12 Holidays) Training & Education ER Events, Awards, Activities PI466c0a29371c-3516
Description: Join our dynamic team at Larson Tax Partners as an Operations Manager of the Tax Division , where you will lead our talented professionals in delivering exceptional tax services. In this pivotal role, you will drive strategic initiatives, ensure compliance with regulatory requirements, and foster a culture of excellence and innovation. Your expertise will guide our firm in providing unparalleled value to our clients, while your leadership will inspire and develop our team to achieve their highest potential. Core Responsibilities: Oversee Daily Operations: Manage the day-to-day functions of the Tax Division, ensuring efficiency, compliance, and consistency in client service delivery. Strategic Leadership: Partner with firm leadership to align operational goals with overall business strategy and drive continuous improvement across the division. Process Optimization: Develop, implement, and refine workflows, systems, and quality controls to improve productivity, accuracy, and scalability. Team Development: Lead, mentor, and coach tax and administrative staff to build a high-performing, engaged, and client-focused team. Client Experience Oversight: Ensure a consistent and exceptional client experience through proactive communication, timely service, and quality assurance. Financial Management: Manage departmental budgets, forecast resource needs, and monitor key performance indicators to achieve financial and operational targets. Cross-Department Collaboration: Work closely with advisory, operations, and compliance teams to ensure cohesive delivery of tax and financial services. Compliance & Quality Assurance: Oversee adherence to federal, state, and local tax regulations while maintaining the highest ethical and professional standards. Performance Reporting: Prepare and present regular reports on departmental performance, resource utilization, and operational improvements to senior leadership. Business Growth Support: Collaborate on business development initiatives by identifying process efficiencies and service enhancements that drive client retention and growth. Requirements: Job Requirements Bachelors degree in Accounting, Finance, or a related field; Masters degree or CPA designation preferred. CPA preferred. Proficient in tax software and Microsoft Office Suite. CCH experience is required. Minimum of 5 years of experience in tax accounting or a related field, with at least 2 years in a leadership role. Proven expertise in U.S. federal, state, and local tax regulations and compliance. Strong leadership and team management skills with experience in mentoring and developing staff. Excellent analytical and problem-solving abilities. Strong communication and interpersonal skills. Ability to manage multiple projects and deadlines effectively Experience in strategic planning and business development. Demonstrated ability to build and maintain client relationships. High ethical standards and professionalism. Ability to work collaboratively in a team-oriented environment. Larson offers a generous employee benefits & perks package: Profit Sharing Bonus Program 401(k) Employer Match up to 4% Medical Insurance (HDHP HSA plans are 100% paid for the employee) ER PD Telehealth Dental Insurance Vision Insurance ER PD Life, Disability & EAP Insurance Supplemental Insurance Paid time Off (112 hours after 90 days) Holiday Pay (12 Holidays) Training & Education ER Events, Awards, Activities PI466c0a29371c-3516
12/06/2025
Full time
Description: Join our dynamic team at Larson Tax Partners as an Operations Manager of the Tax Division , where you will lead our talented professionals in delivering exceptional tax services. In this pivotal role, you will drive strategic initiatives, ensure compliance with regulatory requirements, and foster a culture of excellence and innovation. Your expertise will guide our firm in providing unparalleled value to our clients, while your leadership will inspire and develop our team to achieve their highest potential. Core Responsibilities: Oversee Daily Operations: Manage the day-to-day functions of the Tax Division, ensuring efficiency, compliance, and consistency in client service delivery. Strategic Leadership: Partner with firm leadership to align operational goals with overall business strategy and drive continuous improvement across the division. Process Optimization: Develop, implement, and refine workflows, systems, and quality controls to improve productivity, accuracy, and scalability. Team Development: Lead, mentor, and coach tax and administrative staff to build a high-performing, engaged, and client-focused team. Client Experience Oversight: Ensure a consistent and exceptional client experience through proactive communication, timely service, and quality assurance. Financial Management: Manage departmental budgets, forecast resource needs, and monitor key performance indicators to achieve financial and operational targets. Cross-Department Collaboration: Work closely with advisory, operations, and compliance teams to ensure cohesive delivery of tax and financial services. Compliance & Quality Assurance: Oversee adherence to federal, state, and local tax regulations while maintaining the highest ethical and professional standards. Performance Reporting: Prepare and present regular reports on departmental performance, resource utilization, and operational improvements to senior leadership. Business Growth Support: Collaborate on business development initiatives by identifying process efficiencies and service enhancements that drive client retention and growth. Requirements: Job Requirements Bachelors degree in Accounting, Finance, or a related field; Masters degree or CPA designation preferred. CPA preferred. Proficient in tax software and Microsoft Office Suite. CCH experience is required. Minimum of 5 years of experience in tax accounting or a related field, with at least 2 years in a leadership role. Proven expertise in U.S. federal, state, and local tax regulations and compliance. Strong leadership and team management skills with experience in mentoring and developing staff. Excellent analytical and problem-solving abilities. Strong communication and interpersonal skills. Ability to manage multiple projects and deadlines effectively Experience in strategic planning and business development. Demonstrated ability to build and maintain client relationships. High ethical standards and professionalism. Ability to work collaboratively in a team-oriented environment. Larson offers a generous employee benefits & perks package: Profit Sharing Bonus Program 401(k) Employer Match up to 4% Medical Insurance (HDHP HSA plans are 100% paid for the employee) ER PD Telehealth Dental Insurance Vision Insurance ER PD Life, Disability & EAP Insurance Supplemental Insurance Paid time Off (112 hours after 90 days) Holiday Pay (12 Holidays) Training & Education ER Events, Awards, Activities PI466c0a29371c-3516
Job Description: The Role The Senior Tax Manager is responsible for reviews of the workpapers and the management of the daily operations within the Tax group. The Senior Tax Manager also participates in the setting of tax policy and coordinating the implementation of such policies, participating in the setting of strategic goals and initiatives for the group, and managing the relationships with the department's internal and external business partners. The Senior Tax Manager oversees the timely and accurate execution of the team's core deliverables for Fidelity's alternative investment products, and Canadian Mutual Fund Trusts including K-1s, estimates, federal and state income tax returns, international filings, and certain qualification tests, and Canadian fund distributions. The Senior Tax Manager is also responsible for implementing and ensuring the accurate execution of team's policies, procedures, and controls. The expertise and skills you bring BS in Accounting or Finance CPA and/or MST is preferred 5+ years of public accounting experience in Partnership taxation Regulated Investment Company tax and/or Real Estate Investment Trust tax experience a plus Private Equity fund of funds tax experience a plus Experience with InvestOne, Geneva, and Yardi a plus Advanced knowledge of Partnership tax and associated structures Broad knowledge of financial instruments and securities taxation Familiarity with tax research techniques Familiarity with various fund structures suitable for different types of investors Familiarity with federal, state and international filing requirements of partnerships and blockers Ability to frame complex operational & tax issues and propose solutions Ability to seamlessly move from strategy to execution Leadership and management - ability to work independently or within a team, establish goals and priorities, coach and develop others, and contribute to a positive work environment The Team The primary responsibilities of the team include providing tax compliance services for US 40-Act mutual funds, Canadian mutual fund trusts, and alternative investment products. The Tax Operations team works closely with several different operations teams and internal business partners including Shareholder Reporting, Compliance, Legal, and Fund Treasury. Certifications: Category: Investment Operations Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
12/06/2025
Full time
Job Description: The Role The Senior Tax Manager is responsible for reviews of the workpapers and the management of the daily operations within the Tax group. The Senior Tax Manager also participates in the setting of tax policy and coordinating the implementation of such policies, participating in the setting of strategic goals and initiatives for the group, and managing the relationships with the department's internal and external business partners. The Senior Tax Manager oversees the timely and accurate execution of the team's core deliverables for Fidelity's alternative investment products, and Canadian Mutual Fund Trusts including K-1s, estimates, federal and state income tax returns, international filings, and certain qualification tests, and Canadian fund distributions. The Senior Tax Manager is also responsible for implementing and ensuring the accurate execution of team's policies, procedures, and controls. The expertise and skills you bring BS in Accounting or Finance CPA and/or MST is preferred 5+ years of public accounting experience in Partnership taxation Regulated Investment Company tax and/or Real Estate Investment Trust tax experience a plus Private Equity fund of funds tax experience a plus Experience with InvestOne, Geneva, and Yardi a plus Advanced knowledge of Partnership tax and associated structures Broad knowledge of financial instruments and securities taxation Familiarity with tax research techniques Familiarity with various fund structures suitable for different types of investors Familiarity with federal, state and international filing requirements of partnerships and blockers Ability to frame complex operational & tax issues and propose solutions Ability to seamlessly move from strategy to execution Leadership and management - ability to work independently or within a team, establish goals and priorities, coach and develop others, and contribute to a positive work environment The Team The primary responsibilities of the team include providing tax compliance services for US 40-Act mutual funds, Canadian mutual fund trusts, and alternative investment products. The Tax Operations team works closely with several different operations teams and internal business partners including Shareholder Reporting, Compliance, Legal, and Fund Treasury. Certifications: Category: Investment Operations Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Description: Join our dynamic team at Larson Tax Partners as an Operations Manager of the Tax Division , where you will lead our talented professionals in delivering exceptional tax services. In this pivotal role, you will drive strategic initiatives, ensure compliance with regulatory requirements, and foster a culture of excellence and innovation. Your expertise will guide our firm in providing unparalleled value to our clients, while your leadership will inspire and develop our team to achieve their highest potential. Core Responsibilities: Oversee Daily Operations: Manage the day-to-day functions of the Tax Division, ensuring efficiency, compliance, and consistency in client service delivery. Strategic Leadership: Partner with firm leadership to align operational goals with overall business strategy and drive continuous improvement across the division. Process Optimization: Develop, implement, and refine workflows, systems, and quality controls to improve productivity, accuracy, and scalability. Team Development: Lead, mentor, and coach tax and administrative staff to build a high-performing, engaged, and client-focused team. Client Experience Oversight: Ensure a consistent and exceptional client experience through proactive communication, timely service, and quality assurance. Financial Management: Manage departmental budgets, forecast resource needs, and monitor key performance indicators to achieve financial and operational targets. Cross-Department Collaboration: Work closely with advisory, operations, and compliance teams to ensure cohesive delivery of tax and financial services. Compliance & Quality Assurance: Oversee adherence to federal, state, and local tax regulations while maintaining the highest ethical and professional standards. Performance Reporting: Prepare and present regular reports on departmental performance, resource utilization, and operational improvements to senior leadership. Business Growth Support: Collaborate on business development initiatives by identifying process efficiencies and service enhancements that drive client retention and growth. Requirements: Job Requirements Bachelors degree in Accounting, Finance, or a related field; Masters degree or CPA designation preferred. CPA preferred. Proficient in tax software and Microsoft Office Suite. CCH experience is required. Minimum of 5 years of experience in tax accounting or a related field, with at least 2 years in a leadership role. Proven expertise in U.S. federal, state, and local tax regulations and compliance. Strong leadership and team management skills with experience in mentoring and developing staff. Excellent analytical and problem-solving abilities. Strong communication and interpersonal skills. Ability to manage multiple projects and deadlines effectively Experience in strategic planning and business development. Demonstrated ability to build and maintain client relationships. High ethical standards and professionalism. Ability to work collaboratively in a team-oriented environment. Larson offers a generous employee benefits & perks package: Profit Sharing Bonus Program 401(k) Employer Match up to 4% Medical Insurance (HDHP HSA plans are 100% paid for the employee) ER PD Telehealth Dental Insurance Vision Insurance ER PD Life, Disability & EAP Insurance Supplemental Insurance Paid time Off (112 hours after 90 days) Holiday Pay (12 Holidays) Training & Education ER Events, Awards, Activities PI466c0a29371c-3516
12/06/2025
Full time
Description: Join our dynamic team at Larson Tax Partners as an Operations Manager of the Tax Division , where you will lead our talented professionals in delivering exceptional tax services. In this pivotal role, you will drive strategic initiatives, ensure compliance with regulatory requirements, and foster a culture of excellence and innovation. Your expertise will guide our firm in providing unparalleled value to our clients, while your leadership will inspire and develop our team to achieve their highest potential. Core Responsibilities: Oversee Daily Operations: Manage the day-to-day functions of the Tax Division, ensuring efficiency, compliance, and consistency in client service delivery. Strategic Leadership: Partner with firm leadership to align operational goals with overall business strategy and drive continuous improvement across the division. Process Optimization: Develop, implement, and refine workflows, systems, and quality controls to improve productivity, accuracy, and scalability. Team Development: Lead, mentor, and coach tax and administrative staff to build a high-performing, engaged, and client-focused team. Client Experience Oversight: Ensure a consistent and exceptional client experience through proactive communication, timely service, and quality assurance. Financial Management: Manage departmental budgets, forecast resource needs, and monitor key performance indicators to achieve financial and operational targets. Cross-Department Collaboration: Work closely with advisory, operations, and compliance teams to ensure cohesive delivery of tax and financial services. Compliance & Quality Assurance: Oversee adherence to federal, state, and local tax regulations while maintaining the highest ethical and professional standards. Performance Reporting: Prepare and present regular reports on departmental performance, resource utilization, and operational improvements to senior leadership. Business Growth Support: Collaborate on business development initiatives by identifying process efficiencies and service enhancements that drive client retention and growth. Requirements: Job Requirements Bachelors degree in Accounting, Finance, or a related field; Masters degree or CPA designation preferred. CPA preferred. Proficient in tax software and Microsoft Office Suite. CCH experience is required. Minimum of 5 years of experience in tax accounting or a related field, with at least 2 years in a leadership role. Proven expertise in U.S. federal, state, and local tax regulations and compliance. Strong leadership and team management skills with experience in mentoring and developing staff. Excellent analytical and problem-solving abilities. Strong communication and interpersonal skills. Ability to manage multiple projects and deadlines effectively Experience in strategic planning and business development. Demonstrated ability to build and maintain client relationships. High ethical standards and professionalism. Ability to work collaboratively in a team-oriented environment. Larson offers a generous employee benefits & perks package: Profit Sharing Bonus Program 401(k) Employer Match up to 4% Medical Insurance (HDHP HSA plans are 100% paid for the employee) ER PD Telehealth Dental Insurance Vision Insurance ER PD Life, Disability & EAP Insurance Supplemental Insurance Paid time Off (112 hours after 90 days) Holiday Pay (12 Holidays) Training & Education ER Events, Awards, Activities PI466c0a29371c-3516
Description: Join our dynamic team at Larson Tax Partners as an Operations Manager of the Tax Division , where you will lead our talented professionals in delivering exceptional tax services. In this pivotal role, you will drive strategic initiatives, ensure compliance with regulatory requirements, and foster a culture of excellence and innovation. Your expertise will guide our firm in providing unparalleled value to our clients, while your leadership will inspire and develop our team to achieve their highest potential. Core Responsibilities: Oversee Daily Operations: Manage the day-to-day functions of the Tax Division, ensuring efficiency, compliance, and consistency in client service delivery. Strategic Leadership: Partner with firm leadership to align operational goals with overall business strategy and drive continuous improvement across the division. Process Optimization: Develop, implement, and refine workflows, systems, and quality controls to improve productivity, accuracy, and scalability. Team Development: Lead, mentor, and coach tax and administrative staff to build a high-performing, engaged, and client-focused team. Client Experience Oversight: Ensure a consistent and exceptional client experience through proactive communication, timely service, and quality assurance. Financial Management: Manage departmental budgets, forecast resource needs, and monitor key performance indicators to achieve financial and operational targets. Cross-Department Collaboration: Work closely with advisory, operations, and compliance teams to ensure cohesive delivery of tax and financial services. Compliance & Quality Assurance: Oversee adherence to federal, state, and local tax regulations while maintaining the highest ethical and professional standards. Performance Reporting: Prepare and present regular reports on departmental performance, resource utilization, and operational improvements to senior leadership. Business Growth Support: Collaborate on business development initiatives by identifying process efficiencies and service enhancements that drive client retention and growth. Requirements: Job Requirements Bachelors degree in Accounting, Finance, or a related field; Masters degree or CPA designation preferred. CPA preferred. Proficient in tax software and Microsoft Office Suite. CCH experience is required. Minimum of 5 years of experience in tax accounting or a related field, with at least 2 years in a leadership role. Proven expertise in U.S. federal, state, and local tax regulations and compliance. Strong leadership and team management skills with experience in mentoring and developing staff. Excellent analytical and problem-solving abilities. Strong communication and interpersonal skills. Ability to manage multiple projects and deadlines effectively Experience in strategic planning and business development. Demonstrated ability to build and maintain client relationships. High ethical standards and professionalism. Ability to work collaboratively in a team-oriented environment. Larson offers a generous employee benefits & perks package: Profit Sharing Bonus Program 401(k) Employer Match up to 4% Medical Insurance (HDHP HSA plans are 100% paid for the employee) ER PD Telehealth Dental Insurance Vision Insurance ER PD Life, Disability & EAP Insurance Supplemental Insurance Paid time Off (112 hours after 90 days) Holiday Pay (12 Holidays) Training & Education ER Events, Awards, Activities PI466c0a29371c-3516
12/06/2025
Full time
Description: Join our dynamic team at Larson Tax Partners as an Operations Manager of the Tax Division , where you will lead our talented professionals in delivering exceptional tax services. In this pivotal role, you will drive strategic initiatives, ensure compliance with regulatory requirements, and foster a culture of excellence and innovation. Your expertise will guide our firm in providing unparalleled value to our clients, while your leadership will inspire and develop our team to achieve their highest potential. Core Responsibilities: Oversee Daily Operations: Manage the day-to-day functions of the Tax Division, ensuring efficiency, compliance, and consistency in client service delivery. Strategic Leadership: Partner with firm leadership to align operational goals with overall business strategy and drive continuous improvement across the division. Process Optimization: Develop, implement, and refine workflows, systems, and quality controls to improve productivity, accuracy, and scalability. Team Development: Lead, mentor, and coach tax and administrative staff to build a high-performing, engaged, and client-focused team. Client Experience Oversight: Ensure a consistent and exceptional client experience through proactive communication, timely service, and quality assurance. Financial Management: Manage departmental budgets, forecast resource needs, and monitor key performance indicators to achieve financial and operational targets. Cross-Department Collaboration: Work closely with advisory, operations, and compliance teams to ensure cohesive delivery of tax and financial services. Compliance & Quality Assurance: Oversee adherence to federal, state, and local tax regulations while maintaining the highest ethical and professional standards. Performance Reporting: Prepare and present regular reports on departmental performance, resource utilization, and operational improvements to senior leadership. Business Growth Support: Collaborate on business development initiatives by identifying process efficiencies and service enhancements that drive client retention and growth. Requirements: Job Requirements Bachelors degree in Accounting, Finance, or a related field; Masters degree or CPA designation preferred. CPA preferred. Proficient in tax software and Microsoft Office Suite. CCH experience is required. Minimum of 5 years of experience in tax accounting or a related field, with at least 2 years in a leadership role. Proven expertise in U.S. federal, state, and local tax regulations and compliance. Strong leadership and team management skills with experience in mentoring and developing staff. Excellent analytical and problem-solving abilities. Strong communication and interpersonal skills. Ability to manage multiple projects and deadlines effectively Experience in strategic planning and business development. Demonstrated ability to build and maintain client relationships. High ethical standards and professionalism. Ability to work collaboratively in a team-oriented environment. Larson offers a generous employee benefits & perks package: Profit Sharing Bonus Program 401(k) Employer Match up to 4% Medical Insurance (HDHP HSA plans are 100% paid for the employee) ER PD Telehealth Dental Insurance Vision Insurance ER PD Life, Disability & EAP Insurance Supplemental Insurance Paid time Off (112 hours after 90 days) Holiday Pay (12 Holidays) Training & Education ER Events, Awards, Activities PI466c0a29371c-3516
Description: Join our dynamic team at Larson Tax Partners as an Operations Manager of the Tax Division , where you will lead our talented professionals in delivering exceptional tax services. In this pivotal role, you will drive strategic initiatives, ensure compliance with regulatory requirements, and foster a culture of excellence and innovation. Your expertise will guide our firm in providing unparalleled value to our clients, while your leadership will inspire and develop our team to achieve their highest potential. Core Responsibilities: Oversee Daily Operations: Manage the day-to-day functions of the Tax Division, ensuring efficiency, compliance, and consistency in client service delivery. Strategic Leadership: Partner with firm leadership to align operational goals with overall business strategy and drive continuous improvement across the division. Process Optimization: Develop, implement, and refine workflows, systems, and quality controls to improve productivity, accuracy, and scalability. Team Development: Lead, mentor, and coach tax and administrative staff to build a high-performing, engaged, and client-focused team. Client Experience Oversight: Ensure a consistent and exceptional client experience through proactive communication, timely service, and quality assurance. Financial Management: Manage departmental budgets, forecast resource needs, and monitor key performance indicators to achieve financial and operational targets. Cross-Department Collaboration: Work closely with advisory, operations, and compliance teams to ensure cohesive delivery of tax and financial services. Compliance & Quality Assurance: Oversee adherence to federal, state, and local tax regulations while maintaining the highest ethical and professional standards. Performance Reporting: Prepare and present regular reports on departmental performance, resource utilization, and operational improvements to senior leadership. Business Growth Support: Collaborate on business development initiatives by identifying process efficiencies and service enhancements that drive client retention and growth. Requirements: Job Requirements Bachelors degree in Accounting, Finance, or a related field; Masters degree or CPA designation preferred. CPA preferred. Proficient in tax software and Microsoft Office Suite. CCH experience is required. Minimum of 5 years of experience in tax accounting or a related field, with at least 2 years in a leadership role. Proven expertise in U.S. federal, state, and local tax regulations and compliance. Strong leadership and team management skills with experience in mentoring and developing staff. Excellent analytical and problem-solving abilities. Strong communication and interpersonal skills. Ability to manage multiple projects and deadlines effectively Experience in strategic planning and business development. Demonstrated ability to build and maintain client relationships. High ethical standards and professionalism. Ability to work collaboratively in a team-oriented environment. Larson offers a generous employee benefits & perks package: Profit Sharing Bonus Program 401(k) Employer Match up to 4% Medical Insurance (HDHP HSA plans are 100% paid for the employee) ER PD Telehealth Dental Insurance Vision Insurance ER PD Life, Disability & EAP Insurance Supplemental Insurance Paid time Off (112 hours after 90 days) Holiday Pay (12 Holidays) Training & Education ER Events, Awards, Activities PI466c0a29371c-3516
12/06/2025
Full time
Description: Join our dynamic team at Larson Tax Partners as an Operations Manager of the Tax Division , where you will lead our talented professionals in delivering exceptional tax services. In this pivotal role, you will drive strategic initiatives, ensure compliance with regulatory requirements, and foster a culture of excellence and innovation. Your expertise will guide our firm in providing unparalleled value to our clients, while your leadership will inspire and develop our team to achieve their highest potential. Core Responsibilities: Oversee Daily Operations: Manage the day-to-day functions of the Tax Division, ensuring efficiency, compliance, and consistency in client service delivery. Strategic Leadership: Partner with firm leadership to align operational goals with overall business strategy and drive continuous improvement across the division. Process Optimization: Develop, implement, and refine workflows, systems, and quality controls to improve productivity, accuracy, and scalability. Team Development: Lead, mentor, and coach tax and administrative staff to build a high-performing, engaged, and client-focused team. Client Experience Oversight: Ensure a consistent and exceptional client experience through proactive communication, timely service, and quality assurance. Financial Management: Manage departmental budgets, forecast resource needs, and monitor key performance indicators to achieve financial and operational targets. Cross-Department Collaboration: Work closely with advisory, operations, and compliance teams to ensure cohesive delivery of tax and financial services. Compliance & Quality Assurance: Oversee adherence to federal, state, and local tax regulations while maintaining the highest ethical and professional standards. Performance Reporting: Prepare and present regular reports on departmental performance, resource utilization, and operational improvements to senior leadership. Business Growth Support: Collaborate on business development initiatives by identifying process efficiencies and service enhancements that drive client retention and growth. Requirements: Job Requirements Bachelors degree in Accounting, Finance, or a related field; Masters degree or CPA designation preferred. CPA preferred. Proficient in tax software and Microsoft Office Suite. CCH experience is required. Minimum of 5 years of experience in tax accounting or a related field, with at least 2 years in a leadership role. Proven expertise in U.S. federal, state, and local tax regulations and compliance. Strong leadership and team management skills with experience in mentoring and developing staff. Excellent analytical and problem-solving abilities. Strong communication and interpersonal skills. Ability to manage multiple projects and deadlines effectively Experience in strategic planning and business development. Demonstrated ability to build and maintain client relationships. High ethical standards and professionalism. Ability to work collaboratively in a team-oriented environment. Larson offers a generous employee benefits & perks package: Profit Sharing Bonus Program 401(k) Employer Match up to 4% Medical Insurance (HDHP HSA plans are 100% paid for the employee) ER PD Telehealth Dental Insurance Vision Insurance ER PD Life, Disability & EAP Insurance Supplemental Insurance Paid time Off (112 hours after 90 days) Holiday Pay (12 Holidays) Training & Education ER Events, Awards, Activities PI466c0a29371c-3516
Description: Join our dynamic team at Larson Tax Partners as an Operations Manager of the Tax Division , where you will lead our talented professionals in delivering exceptional tax services. In this pivotal role, you will drive strategic initiatives, ensure compliance with regulatory requirements, and foster a culture of excellence and innovation. Your expertise will guide our firm in providing unparalleled value to our clients, while your leadership will inspire and develop our team to achieve their highest potential. Core Responsibilities: Oversee Daily Operations: Manage the day-to-day functions of the Tax Division, ensuring efficiency, compliance, and consistency in client service delivery. Strategic Leadership: Partner with firm leadership to align operational goals with overall business strategy and drive continuous improvement across the division. Process Optimization: Develop, implement, and refine workflows, systems, and quality controls to improve productivity, accuracy, and scalability. Team Development: Lead, mentor, and coach tax and administrative staff to build a high-performing, engaged, and client-focused team. Client Experience Oversight: Ensure a consistent and exceptional client experience through proactive communication, timely service, and quality assurance. Financial Management: Manage departmental budgets, forecast resource needs, and monitor key performance indicators to achieve financial and operational targets. Cross-Department Collaboration: Work closely with advisory, operations, and compliance teams to ensure cohesive delivery of tax and financial services. Compliance & Quality Assurance: Oversee adherence to federal, state, and local tax regulations while maintaining the highest ethical and professional standards. Performance Reporting: Prepare and present regular reports on departmental performance, resource utilization, and operational improvements to senior leadership. Business Growth Support: Collaborate on business development initiatives by identifying process efficiencies and service enhancements that drive client retention and growth. Requirements: Job Requirements Bachelors degree in Accounting, Finance, or a related field; Masters degree or CPA designation preferred. CPA preferred. Proficient in tax software and Microsoft Office Suite. CCH experience is required. Minimum of 5 years of experience in tax accounting or a related field, with at least 2 years in a leadership role. Proven expertise in U.S. federal, state, and local tax regulations and compliance. Strong leadership and team management skills with experience in mentoring and developing staff. Excellent analytical and problem-solving abilities. Strong communication and interpersonal skills. Ability to manage multiple projects and deadlines effectively Experience in strategic planning and business development. Demonstrated ability to build and maintain client relationships. High ethical standards and professionalism. Ability to work collaboratively in a team-oriented environment. Larson offers a generous employee benefits & perks package: Profit Sharing Bonus Program 401(k) Employer Match up to 4% Medical Insurance (HDHP HSA plans are 100% paid for the employee) ER PD Telehealth Dental Insurance Vision Insurance ER PD Life, Disability & EAP Insurance Supplemental Insurance Paid time Off (112 hours after 90 days) Holiday Pay (12 Holidays) Training & Education ER Events, Awards, Activities PI466c0a29371c-3516
12/06/2025
Full time
Description: Join our dynamic team at Larson Tax Partners as an Operations Manager of the Tax Division , where you will lead our talented professionals in delivering exceptional tax services. In this pivotal role, you will drive strategic initiatives, ensure compliance with regulatory requirements, and foster a culture of excellence and innovation. Your expertise will guide our firm in providing unparalleled value to our clients, while your leadership will inspire and develop our team to achieve their highest potential. Core Responsibilities: Oversee Daily Operations: Manage the day-to-day functions of the Tax Division, ensuring efficiency, compliance, and consistency in client service delivery. Strategic Leadership: Partner with firm leadership to align operational goals with overall business strategy and drive continuous improvement across the division. Process Optimization: Develop, implement, and refine workflows, systems, and quality controls to improve productivity, accuracy, and scalability. Team Development: Lead, mentor, and coach tax and administrative staff to build a high-performing, engaged, and client-focused team. Client Experience Oversight: Ensure a consistent and exceptional client experience through proactive communication, timely service, and quality assurance. Financial Management: Manage departmental budgets, forecast resource needs, and monitor key performance indicators to achieve financial and operational targets. Cross-Department Collaboration: Work closely with advisory, operations, and compliance teams to ensure cohesive delivery of tax and financial services. Compliance & Quality Assurance: Oversee adherence to federal, state, and local tax regulations while maintaining the highest ethical and professional standards. Performance Reporting: Prepare and present regular reports on departmental performance, resource utilization, and operational improvements to senior leadership. Business Growth Support: Collaborate on business development initiatives by identifying process efficiencies and service enhancements that drive client retention and growth. Requirements: Job Requirements Bachelors degree in Accounting, Finance, or a related field; Masters degree or CPA designation preferred. CPA preferred. Proficient in tax software and Microsoft Office Suite. CCH experience is required. Minimum of 5 years of experience in tax accounting or a related field, with at least 2 years in a leadership role. Proven expertise in U.S. federal, state, and local tax regulations and compliance. Strong leadership and team management skills with experience in mentoring and developing staff. Excellent analytical and problem-solving abilities. Strong communication and interpersonal skills. Ability to manage multiple projects and deadlines effectively Experience in strategic planning and business development. Demonstrated ability to build and maintain client relationships. High ethical standards and professionalism. Ability to work collaboratively in a team-oriented environment. Larson offers a generous employee benefits & perks package: Profit Sharing Bonus Program 401(k) Employer Match up to 4% Medical Insurance (HDHP HSA plans are 100% paid for the employee) ER PD Telehealth Dental Insurance Vision Insurance ER PD Life, Disability & EAP Insurance Supplemental Insurance Paid time Off (112 hours after 90 days) Holiday Pay (12 Holidays) Training & Education ER Events, Awards, Activities PI466c0a29371c-3516
Larson Tax Partners LLC
Maryland Heights, Missouri
Description: Join our dynamic team at Larson Tax Partners as an Operations Manager of the Tax Division , where you will lead our talented professionals in delivering exceptional tax services. In this pivotal role, you will drive strategic initiatives, ensure compliance with regulatory requirements, and foster a culture of excellence and innovation. Your expertise will guide our firm in providing unparalleled value to our clients, while your leadership will inspire and develop our team to achieve their highest potential. Core Responsibilities: Oversee Daily Operations: Manage the day-to-day functions of the Tax Division, ensuring efficiency, compliance, and consistency in client service delivery. Strategic Leadership: Partner with firm leadership to align operational goals with overall business strategy and drive continuous improvement across the division. Process Optimization: Develop, implement, and refine workflows, systems, and quality controls to improve productivity, accuracy, and scalability. Team Development: Lead, mentor, and coach tax and administrative staff to build a high-performing, engaged, and client-focused team. Client Experience Oversight: Ensure a consistent and exceptional client experience through proactive communication, timely service, and quality assurance. Financial Management: Manage departmental budgets, forecast resource needs, and monitor key performance indicators to achieve financial and operational targets. Cross-Department Collaboration: Work closely with advisory, operations, and compliance teams to ensure cohesive delivery of tax and financial services. Compliance & Quality Assurance: Oversee adherence to federal, state, and local tax regulations while maintaining the highest ethical and professional standards. Performance Reporting: Prepare and present regular reports on departmental performance, resource utilization, and operational improvements to senior leadership. Business Growth Support: Collaborate on business development initiatives by identifying process efficiencies and service enhancements that drive client retention and growth. Requirements: Job Requirements Bachelors degree in Accounting, Finance, or a related field; Masters degree or CPA designation preferred. CPA preferred. Proficient in tax software and Microsoft Office Suite. CCH experience is required. Minimum of 5 years of experience in tax accounting or a related field, with at least 2 years in a leadership role. Proven expertise in U.S. federal, state, and local tax regulations and compliance. Strong leadership and team management skills with experience in mentoring and developing staff. Excellent analytical and problem-solving abilities. Strong communication and interpersonal skills. Ability to manage multiple projects and deadlines effectively Experience in strategic planning and business development. Demonstrated ability to build and maintain client relationships. High ethical standards and professionalism. Ability to work collaboratively in a team-oriented environment. Larson offers a generous employee benefits & perks package: Profit Sharing Bonus Program 401(k) Employer Match up to 4% Medical Insurance (HDHP HSA plans are 100% paid for the employee) ER PD Telehealth Dental Insurance Vision Insurance ER PD Life, Disability & EAP Insurance Supplemental Insurance Paid time Off (112 hours after 90 days) Holiday Pay (12 Holidays) Training & Education ER Events, Awards, Activities PI466c0a29371c-3516
12/06/2025
Full time
Description: Join our dynamic team at Larson Tax Partners as an Operations Manager of the Tax Division , where you will lead our talented professionals in delivering exceptional tax services. In this pivotal role, you will drive strategic initiatives, ensure compliance with regulatory requirements, and foster a culture of excellence and innovation. Your expertise will guide our firm in providing unparalleled value to our clients, while your leadership will inspire and develop our team to achieve their highest potential. Core Responsibilities: Oversee Daily Operations: Manage the day-to-day functions of the Tax Division, ensuring efficiency, compliance, and consistency in client service delivery. Strategic Leadership: Partner with firm leadership to align operational goals with overall business strategy and drive continuous improvement across the division. Process Optimization: Develop, implement, and refine workflows, systems, and quality controls to improve productivity, accuracy, and scalability. Team Development: Lead, mentor, and coach tax and administrative staff to build a high-performing, engaged, and client-focused team. Client Experience Oversight: Ensure a consistent and exceptional client experience through proactive communication, timely service, and quality assurance. Financial Management: Manage departmental budgets, forecast resource needs, and monitor key performance indicators to achieve financial and operational targets. Cross-Department Collaboration: Work closely with advisory, operations, and compliance teams to ensure cohesive delivery of tax and financial services. Compliance & Quality Assurance: Oversee adherence to federal, state, and local tax regulations while maintaining the highest ethical and professional standards. Performance Reporting: Prepare and present regular reports on departmental performance, resource utilization, and operational improvements to senior leadership. Business Growth Support: Collaborate on business development initiatives by identifying process efficiencies and service enhancements that drive client retention and growth. Requirements: Job Requirements Bachelors degree in Accounting, Finance, or a related field; Masters degree or CPA designation preferred. CPA preferred. Proficient in tax software and Microsoft Office Suite. CCH experience is required. Minimum of 5 years of experience in tax accounting or a related field, with at least 2 years in a leadership role. Proven expertise in U.S. federal, state, and local tax regulations and compliance. Strong leadership and team management skills with experience in mentoring and developing staff. Excellent analytical and problem-solving abilities. Strong communication and interpersonal skills. Ability to manage multiple projects and deadlines effectively Experience in strategic planning and business development. Demonstrated ability to build and maintain client relationships. High ethical standards and professionalism. Ability to work collaboratively in a team-oriented environment. Larson offers a generous employee benefits & perks package: Profit Sharing Bonus Program 401(k) Employer Match up to 4% Medical Insurance (HDHP HSA plans are 100% paid for the employee) ER PD Telehealth Dental Insurance Vision Insurance ER PD Life, Disability & EAP Insurance Supplemental Insurance Paid time Off (112 hours after 90 days) Holiday Pay (12 Holidays) Training & Education ER Events, Awards, Activities PI466c0a29371c-3516
Description: Join our dynamic team at Larson Tax Partners as an Operations Manager of the Tax Division , where you will lead our talented professionals in delivering exceptional tax services. In this pivotal role, you will drive strategic initiatives, ensure compliance with regulatory requirements, and foster a culture of excellence and innovation. Your expertise will guide our firm in providing unparalleled value to our clients, while your leadership will inspire and develop our team to achieve their highest potential. Core Responsibilities: Oversee Daily Operations: Manage the day-to-day functions of the Tax Division, ensuring efficiency, compliance, and consistency in client service delivery. Strategic Leadership: Partner with firm leadership to align operational goals with overall business strategy and drive continuous improvement across the division. Process Optimization: Develop, implement, and refine workflows, systems, and quality controls to improve productivity, accuracy, and scalability. Team Development: Lead, mentor, and coach tax and administrative staff to build a high-performing, engaged, and client-focused team. Client Experience Oversight: Ensure a consistent and exceptional client experience through proactive communication, timely service, and quality assurance. Financial Management: Manage departmental budgets, forecast resource needs, and monitor key performance indicators to achieve financial and operational targets. Cross-Department Collaboration: Work closely with advisory, operations, and compliance teams to ensure cohesive delivery of tax and financial services. Compliance & Quality Assurance: Oversee adherence to federal, state, and local tax regulations while maintaining the highest ethical and professional standards. Performance Reporting: Prepare and present regular reports on departmental performance, resource utilization, and operational improvements to senior leadership. Business Growth Support: Collaborate on business development initiatives by identifying process efficiencies and service enhancements that drive client retention and growth. Requirements: Job Requirements Bachelors degree in Accounting, Finance, or a related field; Masters degree or CPA designation preferred. CPA preferred. Proficient in tax software and Microsoft Office Suite. CCH experience is required. Minimum of 5 years of experience in tax accounting or a related field, with at least 2 years in a leadership role. Proven expertise in U.S. federal, state, and local tax regulations and compliance. Strong leadership and team management skills with experience in mentoring and developing staff. Excellent analytical and problem-solving abilities. Strong communication and interpersonal skills. Ability to manage multiple projects and deadlines effectively Experience in strategic planning and business development. Demonstrated ability to build and maintain client relationships. High ethical standards and professionalism. Ability to work collaboratively in a team-oriented environment. Larson offers a generous employee benefits & perks package: Profit Sharing Bonus Program 401(k) Employer Match up to 4% Medical Insurance (HDHP HSA plans are 100% paid for the employee) ER PD Telehealth Dental Insurance Vision Insurance ER PD Life, Disability & EAP Insurance Supplemental Insurance Paid time Off (112 hours after 90 days) Holiday Pay (12 Holidays) Training & Education ER Events, Awards, Activities PI466c0a29371c-3516
12/06/2025
Full time
Description: Join our dynamic team at Larson Tax Partners as an Operations Manager of the Tax Division , where you will lead our talented professionals in delivering exceptional tax services. In this pivotal role, you will drive strategic initiatives, ensure compliance with regulatory requirements, and foster a culture of excellence and innovation. Your expertise will guide our firm in providing unparalleled value to our clients, while your leadership will inspire and develop our team to achieve their highest potential. Core Responsibilities: Oversee Daily Operations: Manage the day-to-day functions of the Tax Division, ensuring efficiency, compliance, and consistency in client service delivery. Strategic Leadership: Partner with firm leadership to align operational goals with overall business strategy and drive continuous improvement across the division. Process Optimization: Develop, implement, and refine workflows, systems, and quality controls to improve productivity, accuracy, and scalability. Team Development: Lead, mentor, and coach tax and administrative staff to build a high-performing, engaged, and client-focused team. Client Experience Oversight: Ensure a consistent and exceptional client experience through proactive communication, timely service, and quality assurance. Financial Management: Manage departmental budgets, forecast resource needs, and monitor key performance indicators to achieve financial and operational targets. Cross-Department Collaboration: Work closely with advisory, operations, and compliance teams to ensure cohesive delivery of tax and financial services. Compliance & Quality Assurance: Oversee adherence to federal, state, and local tax regulations while maintaining the highest ethical and professional standards. Performance Reporting: Prepare and present regular reports on departmental performance, resource utilization, and operational improvements to senior leadership. Business Growth Support: Collaborate on business development initiatives by identifying process efficiencies and service enhancements that drive client retention and growth. Requirements: Job Requirements Bachelors degree in Accounting, Finance, or a related field; Masters degree or CPA designation preferred. CPA preferred. Proficient in tax software and Microsoft Office Suite. CCH experience is required. Minimum of 5 years of experience in tax accounting or a related field, with at least 2 years in a leadership role. Proven expertise in U.S. federal, state, and local tax regulations and compliance. Strong leadership and team management skills with experience in mentoring and developing staff. Excellent analytical and problem-solving abilities. Strong communication and interpersonal skills. Ability to manage multiple projects and deadlines effectively Experience in strategic planning and business development. Demonstrated ability to build and maintain client relationships. High ethical standards and professionalism. Ability to work collaboratively in a team-oriented environment. Larson offers a generous employee benefits & perks package: Profit Sharing Bonus Program 401(k) Employer Match up to 4% Medical Insurance (HDHP HSA plans are 100% paid for the employee) ER PD Telehealth Dental Insurance Vision Insurance ER PD Life, Disability & EAP Insurance Supplemental Insurance Paid time Off (112 hours after 90 days) Holiday Pay (12 Holidays) Training & Education ER Events, Awards, Activities PI466c0a29371c-3516
Description: Join our dynamic team at Larson Tax Partners as an Operations Manager of the Tax Division , where you will lead our talented professionals in delivering exceptional tax services. In this pivotal role, you will drive strategic initiatives, ensure compliance with regulatory requirements, and foster a culture of excellence and innovation. Your expertise will guide our firm in providing unparalleled value to our clients, while your leadership will inspire and develop our team to achieve their highest potential. Core Responsibilities: Oversee Daily Operations: Manage the day-to-day functions of the Tax Division, ensuring efficiency, compliance, and consistency in client service delivery. Strategic Leadership: Partner with firm leadership to align operational goals with overall business strategy and drive continuous improvement across the division. Process Optimization: Develop, implement, and refine workflows, systems, and quality controls to improve productivity, accuracy, and scalability. Team Development: Lead, mentor, and coach tax and administrative staff to build a high-performing, engaged, and client-focused team. Client Experience Oversight: Ensure a consistent and exceptional client experience through proactive communication, timely service, and quality assurance. Financial Management: Manage departmental budgets, forecast resource needs, and monitor key performance indicators to achieve financial and operational targets. Cross-Department Collaboration: Work closely with advisory, operations, and compliance teams to ensure cohesive delivery of tax and financial services. Compliance & Quality Assurance: Oversee adherence to federal, state, and local tax regulations while maintaining the highest ethical and professional standards. Performance Reporting: Prepare and present regular reports on departmental performance, resource utilization, and operational improvements to senior leadership. Business Growth Support: Collaborate on business development initiatives by identifying process efficiencies and service enhancements that drive client retention and growth. Requirements: Job Requirements Bachelors degree in Accounting, Finance, or a related field; Masters degree or CPA designation preferred. CPA preferred. Proficient in tax software and Microsoft Office Suite. CCH experience is required. Minimum of 5 years of experience in tax accounting or a related field, with at least 2 years in a leadership role. Proven expertise in U.S. federal, state, and local tax regulations and compliance. Strong leadership and team management skills with experience in mentoring and developing staff. Excellent analytical and problem-solving abilities. Strong communication and interpersonal skills. Ability to manage multiple projects and deadlines effectively Experience in strategic planning and business development. Demonstrated ability to build and maintain client relationships. High ethical standards and professionalism. Ability to work collaboratively in a team-oriented environment. Larson offers a generous employee benefits & perks package: Profit Sharing Bonus Program 401(k) Employer Match up to 4% Medical Insurance (HDHP HSA plans are 100% paid for the employee) ER PD Telehealth Dental Insurance Vision Insurance ER PD Life, Disability & EAP Insurance Supplemental Insurance Paid time Off (112 hours after 90 days) Holiday Pay (12 Holidays) Training & Education ER Events, Awards, Activities PI466c0a29371c-3516
12/06/2025
Full time
Description: Join our dynamic team at Larson Tax Partners as an Operations Manager of the Tax Division , where you will lead our talented professionals in delivering exceptional tax services. In this pivotal role, you will drive strategic initiatives, ensure compliance with regulatory requirements, and foster a culture of excellence and innovation. Your expertise will guide our firm in providing unparalleled value to our clients, while your leadership will inspire and develop our team to achieve their highest potential. Core Responsibilities: Oversee Daily Operations: Manage the day-to-day functions of the Tax Division, ensuring efficiency, compliance, and consistency in client service delivery. Strategic Leadership: Partner with firm leadership to align operational goals with overall business strategy and drive continuous improvement across the division. Process Optimization: Develop, implement, and refine workflows, systems, and quality controls to improve productivity, accuracy, and scalability. Team Development: Lead, mentor, and coach tax and administrative staff to build a high-performing, engaged, and client-focused team. Client Experience Oversight: Ensure a consistent and exceptional client experience through proactive communication, timely service, and quality assurance. Financial Management: Manage departmental budgets, forecast resource needs, and monitor key performance indicators to achieve financial and operational targets. Cross-Department Collaboration: Work closely with advisory, operations, and compliance teams to ensure cohesive delivery of tax and financial services. Compliance & Quality Assurance: Oversee adherence to federal, state, and local tax regulations while maintaining the highest ethical and professional standards. Performance Reporting: Prepare and present regular reports on departmental performance, resource utilization, and operational improvements to senior leadership. Business Growth Support: Collaborate on business development initiatives by identifying process efficiencies and service enhancements that drive client retention and growth. Requirements: Job Requirements Bachelors degree in Accounting, Finance, or a related field; Masters degree or CPA designation preferred. CPA preferred. Proficient in tax software and Microsoft Office Suite. CCH experience is required. Minimum of 5 years of experience in tax accounting or a related field, with at least 2 years in a leadership role. Proven expertise in U.S. federal, state, and local tax regulations and compliance. Strong leadership and team management skills with experience in mentoring and developing staff. Excellent analytical and problem-solving abilities. Strong communication and interpersonal skills. Ability to manage multiple projects and deadlines effectively Experience in strategic planning and business development. Demonstrated ability to build and maintain client relationships. High ethical standards and professionalism. Ability to work collaboratively in a team-oriented environment. Larson offers a generous employee benefits & perks package: Profit Sharing Bonus Program 401(k) Employer Match up to 4% Medical Insurance (HDHP HSA plans are 100% paid for the employee) ER PD Telehealth Dental Insurance Vision Insurance ER PD Life, Disability & EAP Insurance Supplemental Insurance Paid time Off (112 hours after 90 days) Holiday Pay (12 Holidays) Training & Education ER Events, Awards, Activities PI466c0a29371c-3516
Description: Join our dynamic team at Larson Tax Partners as an Operations Manager of the Tax Division , where you will lead our talented professionals in delivering exceptional tax services. In this pivotal role, you will drive strategic initiatives, ensure compliance with regulatory requirements, and foster a culture of excellence and innovation. Your expertise will guide our firm in providing unparalleled value to our clients, while your leadership will inspire and develop our team to achieve their highest potential. Core Responsibilities: Oversee Daily Operations: Manage the day-to-day functions of the Tax Division, ensuring efficiency, compliance, and consistency in client service delivery. Strategic Leadership: Partner with firm leadership to align operational goals with overall business strategy and drive continuous improvement across the division. Process Optimization: Develop, implement, and refine workflows, systems, and quality controls to improve productivity, accuracy, and scalability. Team Development: Lead, mentor, and coach tax and administrative staff to build a high-performing, engaged, and client-focused team. Client Experience Oversight: Ensure a consistent and exceptional client experience through proactive communication, timely service, and quality assurance. Financial Management: Manage departmental budgets, forecast resource needs, and monitor key performance indicators to achieve financial and operational targets. Cross-Department Collaboration: Work closely with advisory, operations, and compliance teams to ensure cohesive delivery of tax and financial services. Compliance & Quality Assurance: Oversee adherence to federal, state, and local tax regulations while maintaining the highest ethical and professional standards. Performance Reporting: Prepare and present regular reports on departmental performance, resource utilization, and operational improvements to senior leadership. Business Growth Support: Collaborate on business development initiatives by identifying process efficiencies and service enhancements that drive client retention and growth. Requirements: Job Requirements Bachelors degree in Accounting, Finance, or a related field; Masters degree or CPA designation preferred. CPA preferred. Proficient in tax software and Microsoft Office Suite. CCH experience is required. Minimum of 5 years of experience in tax accounting or a related field, with at least 2 years in a leadership role. Proven expertise in U.S. federal, state, and local tax regulations and compliance. Strong leadership and team management skills with experience in mentoring and developing staff. Excellent analytical and problem-solving abilities. Strong communication and interpersonal skills. Ability to manage multiple projects and deadlines effectively Experience in strategic planning and business development. Demonstrated ability to build and maintain client relationships. High ethical standards and professionalism. Ability to work collaboratively in a team-oriented environment. Larson offers a generous employee benefits & perks package: Profit Sharing Bonus Program 401(k) Employer Match up to 4% Medical Insurance (HDHP HSA plans are 100% paid for the employee) ER PD Telehealth Dental Insurance Vision Insurance ER PD Life, Disability & EAP Insurance Supplemental Insurance Paid time Off (112 hours after 90 days) Holiday Pay (12 Holidays) Training & Education ER Events, Awards, Activities PI466c0a29371c-3516
12/06/2025
Full time
Description: Join our dynamic team at Larson Tax Partners as an Operations Manager of the Tax Division , where you will lead our talented professionals in delivering exceptional tax services. In this pivotal role, you will drive strategic initiatives, ensure compliance with regulatory requirements, and foster a culture of excellence and innovation. Your expertise will guide our firm in providing unparalleled value to our clients, while your leadership will inspire and develop our team to achieve their highest potential. Core Responsibilities: Oversee Daily Operations: Manage the day-to-day functions of the Tax Division, ensuring efficiency, compliance, and consistency in client service delivery. Strategic Leadership: Partner with firm leadership to align operational goals with overall business strategy and drive continuous improvement across the division. Process Optimization: Develop, implement, and refine workflows, systems, and quality controls to improve productivity, accuracy, and scalability. Team Development: Lead, mentor, and coach tax and administrative staff to build a high-performing, engaged, and client-focused team. Client Experience Oversight: Ensure a consistent and exceptional client experience through proactive communication, timely service, and quality assurance. Financial Management: Manage departmental budgets, forecast resource needs, and monitor key performance indicators to achieve financial and operational targets. Cross-Department Collaboration: Work closely with advisory, operations, and compliance teams to ensure cohesive delivery of tax and financial services. Compliance & Quality Assurance: Oversee adherence to federal, state, and local tax regulations while maintaining the highest ethical and professional standards. Performance Reporting: Prepare and present regular reports on departmental performance, resource utilization, and operational improvements to senior leadership. Business Growth Support: Collaborate on business development initiatives by identifying process efficiencies and service enhancements that drive client retention and growth. Requirements: Job Requirements Bachelors degree in Accounting, Finance, or a related field; Masters degree or CPA designation preferred. CPA preferred. Proficient in tax software and Microsoft Office Suite. CCH experience is required. Minimum of 5 years of experience in tax accounting or a related field, with at least 2 years in a leadership role. Proven expertise in U.S. federal, state, and local tax regulations and compliance. Strong leadership and team management skills with experience in mentoring and developing staff. Excellent analytical and problem-solving abilities. Strong communication and interpersonal skills. Ability to manage multiple projects and deadlines effectively Experience in strategic planning and business development. Demonstrated ability to build and maintain client relationships. High ethical standards and professionalism. Ability to work collaboratively in a team-oriented environment. Larson offers a generous employee benefits & perks package: Profit Sharing Bonus Program 401(k) Employer Match up to 4% Medical Insurance (HDHP HSA plans are 100% paid for the employee) ER PD Telehealth Dental Insurance Vision Insurance ER PD Life, Disability & EAP Insurance Supplemental Insurance Paid time Off (112 hours after 90 days) Holiday Pay (12 Holidays) Training & Education ER Events, Awards, Activities PI466c0a29371c-3516
Job Description: The Role The Senior Tax Manager is responsible for reviews of the workpapers and the management of the daily operations within the Tax group. The Senior Tax Manager also participates in the setting of tax policy and coordinating the implementation of such policies, participating in the setting of strategic goals and initiatives for the group, and managing the relationships with the department's internal and external business partners. The Senior Tax Manager oversees the timely and accurate execution of the team's core deliverables for Fidelity's alternative investment products, and Canadian Mutual Fund Trusts including K-1s, estimates, federal and state income tax returns, international filings, and certain qualification tests, and Canadian fund distributions. The Senior Tax Manager is also responsible for implementing and ensuring the accurate execution of team's policies, procedures, and controls. The expertise and skills you bring BS in Accounting or Finance CPA and/or MST is preferred 5+ years of public accounting experience in Partnership taxation Regulated Investment Company tax and/or Real Estate Investment Trust tax experience a plus Private Equity fund of funds tax experience a plus Experience with InvestOne, Geneva, and Yardi a plus Advanced knowledge of Partnership tax and associated structures Broad knowledge of financial instruments and securities taxation Familiarity with tax research techniques Familiarity with various fund structures suitable for different types of investors Familiarity with federal, state and international filing requirements of partnerships and blockers Ability to frame complex operational & tax issues and propose solutions Ability to seamlessly move from strategy to execution Leadership and management - ability to work independently or within a team, establish goals and priorities, coach and develop others, and contribute to a positive work environment The Team The primary responsibilities of the team include providing tax compliance services for US 40-Act mutual funds, Canadian mutual fund trusts, and alternative investment products. The Tax Operations team works closely with several different operations teams and internal business partners including Shareholder Reporting, Compliance, Legal, and Fund Treasury. Certifications: Category: Investment Operations Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
12/06/2025
Full time
Job Description: The Role The Senior Tax Manager is responsible for reviews of the workpapers and the management of the daily operations within the Tax group. The Senior Tax Manager also participates in the setting of tax policy and coordinating the implementation of such policies, participating in the setting of strategic goals and initiatives for the group, and managing the relationships with the department's internal and external business partners. The Senior Tax Manager oversees the timely and accurate execution of the team's core deliverables for Fidelity's alternative investment products, and Canadian Mutual Fund Trusts including K-1s, estimates, federal and state income tax returns, international filings, and certain qualification tests, and Canadian fund distributions. The Senior Tax Manager is also responsible for implementing and ensuring the accurate execution of team's policies, procedures, and controls. The expertise and skills you bring BS in Accounting or Finance CPA and/or MST is preferred 5+ years of public accounting experience in Partnership taxation Regulated Investment Company tax and/or Real Estate Investment Trust tax experience a plus Private Equity fund of funds tax experience a plus Experience with InvestOne, Geneva, and Yardi a plus Advanced knowledge of Partnership tax and associated structures Broad knowledge of financial instruments and securities taxation Familiarity with tax research techniques Familiarity with various fund structures suitable for different types of investors Familiarity with federal, state and international filing requirements of partnerships and blockers Ability to frame complex operational & tax issues and propose solutions Ability to seamlessly move from strategy to execution Leadership and management - ability to work independently or within a team, establish goals and priorities, coach and develop others, and contribute to a positive work environment The Team The primary responsibilities of the team include providing tax compliance services for US 40-Act mutual funds, Canadian mutual fund trusts, and alternative investment products. The Tax Operations team works closely with several different operations teams and internal business partners including Shareholder Reporting, Compliance, Legal, and Fund Treasury. Certifications: Category: Investment Operations Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
RELOCATION ASSISTANCE: No relocation assistance available CLEARANCE TYPE: None TRAVEL: Yes, 10% of the Time Description At Northrop Grumman, our employees have incredible opportunities to work on revolutionary systems that impact people's lives around the world today, and for generations to come. Our pioneering and inventive spirit has enabled us to be at the forefront of many technological advancements in our nation's history - from the first flight across the Atlantic Ocean, to stealth bombers, to landing on the moon. We look for people who have bold new ideas, courage and a pioneering spirit to join forces to invent the future, and have fun along the way. Our culture thrives on intellectual curiosity, cognitive diversity and bringing your whole self to work - and we have an insatiable drive to do what others think is impossible. Our employees are not only part of history, they're making history. Northrop Grumman is seeking an Accounting Manager 3 to join our General Accounting (GA) team in Irving, TX, El Segundo, CA, Falls Church, VA, Bloomington, MN, or Melbourne, FL. This position offers a hybrid schedule and requires a minimum of two days in office. The Accounting Manager 3 is a senior leader responsible for managing other managers and inspiring change across the broader GA team. This role is critical in driving strategic initiatives, motivating large teams, and ensuring operational excellence. Roles and Responsibilities: Oversee multiple managers and their teams within General Accounting (GA), who perform accounting operations in SAP General Ledger Inspire and motivate large teams to achieve organizational goals Lead change management and process transformation initiatives, championing process automation and improvements and ensuring successful completion Ensure accuracy and timeliness in closing the accounting books, including month end close, consolidation, and reconciliations Represent GA with senior stakeholders and interactions with internal and external auditors Establish and monitor strategic and operational KPIs for the organization Develop/maintain collaborative partnerships and influence/negotiate with senior stakeholders and cross-functional leaders Drive performance management and talent development for a large, diverse team Communicate vision and strategy in meetings of all sizes and establish systems that achieve vision and strategy set forth Reinforce positive culture and engagement of teams Basic Qualifications: Bachelor's degree in Accounting, Finance, or related discipline 10+ years of relevant accounting experience 5+ years of management experience, including leading managers 2+ years experience in auditing or accounting at a Big4 firm Extensive experience with SAP GL and financial reporting tools Flexibility and availability during critical deadlines Proven ability to inspire change, motivate teams, and drive strategic initiatives Demonstrated project management skills, including experience planning and executing multiple projects simultaneously end-to-end Experienced Sarbanes-Oxley (SOX) control ownership and monitoring/oversight, as well as extensive experience interacting directly with auditors Preferred Qualifications: CPA preferred Primary Level Salary Range: $137,800.00 - $239,300.00 The above salary range represents a general guideline; however, Northrop Grumman considers a number of factors when determining base salary offers such as the scope and responsibilities of the position and the candidate's experience, education, skills and current market conditions. Depending on the position, employees may be eligible for overtime, shift differential, and a discretionary bonus in addition to base pay. Annual bonuses are designed to reward individual contributions as well as allow employees to share in company results. Employees in Vice President or Director positions may be eligible for Long Term Incentives. In addition, Northrop Grumman provides a variety of benefits including health insurance coverage, life and disability insurance, savings plan, Company paid holidays and paid time off (PTO) for vacation and/or personal business. The application period for the job is estimated to be 20 days from the job posting date. However, this timeline may be shortened or extended depending on business needs and the availability of qualified candidates. Northrop Grumman is an Equal Opportunity Employer, making decisions without regard to race, color, religion, creed, sex, sexual orientation, gender identity, marital status, national origin, age, veteran status, disability, or any other protected class. For our complete EEO and pay transparency statement, please visit U.S. Citizenship is required for all positions with a government clearance and certain other restricted positions.
12/06/2025
Full time
RELOCATION ASSISTANCE: No relocation assistance available CLEARANCE TYPE: None TRAVEL: Yes, 10% of the Time Description At Northrop Grumman, our employees have incredible opportunities to work on revolutionary systems that impact people's lives around the world today, and for generations to come. Our pioneering and inventive spirit has enabled us to be at the forefront of many technological advancements in our nation's history - from the first flight across the Atlantic Ocean, to stealth bombers, to landing on the moon. We look for people who have bold new ideas, courage and a pioneering spirit to join forces to invent the future, and have fun along the way. Our culture thrives on intellectual curiosity, cognitive diversity and bringing your whole self to work - and we have an insatiable drive to do what others think is impossible. Our employees are not only part of history, they're making history. Northrop Grumman is seeking an Accounting Manager 3 to join our General Accounting (GA) team in Irving, TX, El Segundo, CA, Falls Church, VA, Bloomington, MN, or Melbourne, FL. This position offers a hybrid schedule and requires a minimum of two days in office. The Accounting Manager 3 is a senior leader responsible for managing other managers and inspiring change across the broader GA team. This role is critical in driving strategic initiatives, motivating large teams, and ensuring operational excellence. Roles and Responsibilities: Oversee multiple managers and their teams within General Accounting (GA), who perform accounting operations in SAP General Ledger Inspire and motivate large teams to achieve organizational goals Lead change management and process transformation initiatives, championing process automation and improvements and ensuring successful completion Ensure accuracy and timeliness in closing the accounting books, including month end close, consolidation, and reconciliations Represent GA with senior stakeholders and interactions with internal and external auditors Establish and monitor strategic and operational KPIs for the organization Develop/maintain collaborative partnerships and influence/negotiate with senior stakeholders and cross-functional leaders Drive performance management and talent development for a large, diverse team Communicate vision and strategy in meetings of all sizes and establish systems that achieve vision and strategy set forth Reinforce positive culture and engagement of teams Basic Qualifications: Bachelor's degree in Accounting, Finance, or related discipline 10+ years of relevant accounting experience 5+ years of management experience, including leading managers 2+ years experience in auditing or accounting at a Big4 firm Extensive experience with SAP GL and financial reporting tools Flexibility and availability during critical deadlines Proven ability to inspire change, motivate teams, and drive strategic initiatives Demonstrated project management skills, including experience planning and executing multiple projects simultaneously end-to-end Experienced Sarbanes-Oxley (SOX) control ownership and monitoring/oversight, as well as extensive experience interacting directly with auditors Preferred Qualifications: CPA preferred Primary Level Salary Range: $137,800.00 - $239,300.00 The above salary range represents a general guideline; however, Northrop Grumman considers a number of factors when determining base salary offers such as the scope and responsibilities of the position and the candidate's experience, education, skills and current market conditions. Depending on the position, employees may be eligible for overtime, shift differential, and a discretionary bonus in addition to base pay. Annual bonuses are designed to reward individual contributions as well as allow employees to share in company results. Employees in Vice President or Director positions may be eligible for Long Term Incentives. In addition, Northrop Grumman provides a variety of benefits including health insurance coverage, life and disability insurance, savings plan, Company paid holidays and paid time off (PTO) for vacation and/or personal business. The application period for the job is estimated to be 20 days from the job posting date. However, this timeline may be shortened or extended depending on business needs and the availability of qualified candidates. Northrop Grumman is an Equal Opportunity Employer, making decisions without regard to race, color, religion, creed, sex, sexual orientation, gender identity, marital status, national origin, age, veteran status, disability, or any other protected class. For our complete EEO and pay transparency statement, please visit U.S. Citizenship is required for all positions with a government clearance and certain other restricted positions.
Description: For almost 100 years, Arnold Motor Supply has been a leading distributor and retailer of automotive replacement parts and accessories with 80 locations across the Midwest. We are recognized as a Top Workplace year after year because we keep it simple our employees and customers are the most important part of everything we do. This role is new to our organization, so trailblazers are welcome! This key individual will lead efforts to create and maximize decision support and financial analysis efforts across the organization. Our headquarters is in Spencer, IA, but this position may operate from the Des Moines or Omaha metro areas. Position Summary The Senior Financial Analyst will play a critical role in delivering high-quality financial insights to support strategic decision-making. This position is responsible for conducting advanced financial analyses across pricing, inventory, revenue, gross profit, and market share trends. The ideal candidate will bring strong analytical rigor, exceptional data management skills, and the ability to translate complex findings into clear, actionable recommendations for senior leadership. Key Responsibilities Financial Analysis & Reporting Conduct detailed market pricing analyses to evaluate price competitiveness, margin impacts, and pricing optimization opportunities. Perform inventory and product category analysis, including inventory valuation, turnover metrics, excess/obsolete assessments, and optimization modeling. Lead revenue analysis and forecasting, incorporating historical trends, market factors, seasonality, and business scenario planning. Develop gross profit margin analysis and projections, identifying margin drivers, cost fluctuations, and profitability improvement levers. Perform market share analysis, including competitor benchmarking, market trend evaluation, and risk/opportunity assessments. Provide investment decision support analysis, including NPV, IRR, payback period, ROI calculations, and sensitivity or scenario modeling for traditional capital investments. Data Integrity & Source Management Pull, validate, and reconcile financial and operational data from multiple internal and external sources, ensuring accuracy, consistency, and completeness. Create and maintain data-quality checks, controls, and documentation to prevent discrepancies and enhance trust in analytic outputs. Partner with data management, IT, and business stakeholders to streamline data pipelines and improve data accessibility and reliability. Cross-Functional Collaboration Work closely with Operations, Business Development, Distribution, Product, and Pricing teams to ensure alignment on assumptions, methodologies, and reporting standards. Present financial insights and recommendations to senior leaders in a clear, concise manner through presentations, dashboards, and written reports. Supervise data management team and ensure effective support of operational functions Tools & Continuous Improvement Develop and automate analytical models, dashboards, and forecast tools to improve reporting accuracy and efficiency. Identify opportunities to enhance financial processes, introduce analytical best practices, and support strategic initiatives across the organization. Assist operations teams with continuous improvement initiatives Requirements: 7+ years of progressive financial analysis experience, preferably with experience in multiple functional aspects of a business. Bachelors degree in Finance, Accounting, Economics, or related field; MBA or relevant certification (CPA/CFA) is a plus. Advanced proficiency in Excel and financial modeling; experience with BI/reporting tools and ERP systems. Strong ability to synthesize complex datasets and communicate insights clearly to both financial and non-financial audiences. Attention to detail, strong critical-thinking skills, and the ability to manage multiple projects. PM22 PIf8ab4f74a7ca-3961
12/06/2025
Full time
Description: For almost 100 years, Arnold Motor Supply has been a leading distributor and retailer of automotive replacement parts and accessories with 80 locations across the Midwest. We are recognized as a Top Workplace year after year because we keep it simple our employees and customers are the most important part of everything we do. This role is new to our organization, so trailblazers are welcome! This key individual will lead efforts to create and maximize decision support and financial analysis efforts across the organization. Our headquarters is in Spencer, IA, but this position may operate from the Des Moines or Omaha metro areas. Position Summary The Senior Financial Analyst will play a critical role in delivering high-quality financial insights to support strategic decision-making. This position is responsible for conducting advanced financial analyses across pricing, inventory, revenue, gross profit, and market share trends. The ideal candidate will bring strong analytical rigor, exceptional data management skills, and the ability to translate complex findings into clear, actionable recommendations for senior leadership. Key Responsibilities Financial Analysis & Reporting Conduct detailed market pricing analyses to evaluate price competitiveness, margin impacts, and pricing optimization opportunities. Perform inventory and product category analysis, including inventory valuation, turnover metrics, excess/obsolete assessments, and optimization modeling. Lead revenue analysis and forecasting, incorporating historical trends, market factors, seasonality, and business scenario planning. Develop gross profit margin analysis and projections, identifying margin drivers, cost fluctuations, and profitability improvement levers. Perform market share analysis, including competitor benchmarking, market trend evaluation, and risk/opportunity assessments. Provide investment decision support analysis, including NPV, IRR, payback period, ROI calculations, and sensitivity or scenario modeling for traditional capital investments. Data Integrity & Source Management Pull, validate, and reconcile financial and operational data from multiple internal and external sources, ensuring accuracy, consistency, and completeness. Create and maintain data-quality checks, controls, and documentation to prevent discrepancies and enhance trust in analytic outputs. Partner with data management, IT, and business stakeholders to streamline data pipelines and improve data accessibility and reliability. Cross-Functional Collaboration Work closely with Operations, Business Development, Distribution, Product, and Pricing teams to ensure alignment on assumptions, methodologies, and reporting standards. Present financial insights and recommendations to senior leaders in a clear, concise manner through presentations, dashboards, and written reports. Supervise data management team and ensure effective support of operational functions Tools & Continuous Improvement Develop and automate analytical models, dashboards, and forecast tools to improve reporting accuracy and efficiency. Identify opportunities to enhance financial processes, introduce analytical best practices, and support strategic initiatives across the organization. Assist operations teams with continuous improvement initiatives Requirements: 7+ years of progressive financial analysis experience, preferably with experience in multiple functional aspects of a business. Bachelors degree in Finance, Accounting, Economics, or related field; MBA or relevant certification (CPA/CFA) is a plus. Advanced proficiency in Excel and financial modeling; experience with BI/reporting tools and ERP systems. Strong ability to synthesize complex datasets and communicate insights clearly to both financial and non-financial audiences. Attention to detail, strong critical-thinking skills, and the ability to manage multiple projects. PM22 PIf8ab4f74a7ca-3961
Description: For almost 100 years, Arnold Motor Supply has been a leading distributor and retailer of automotive replacement parts and accessories with 80 locations across the Midwest. We are recognized as a Top Workplace year after year because we keep it simple our employees and customers are the most important part of everything we do. This role is new to our organization, so trailblazers are welcome! This key individual will lead efforts to create and maximize decision support and financial analysis efforts across the organization. Our headquarters is in Spencer, IA, but this position may operate from the Des Moines or Omaha metro areas. Position Summary The Senior Financial Analyst will play a critical role in delivering high-quality financial insights to support strategic decision-making. This position is responsible for conducting advanced financial analyses across pricing, inventory, revenue, gross profit, and market share trends. The ideal candidate will bring strong analytical rigor, exceptional data management skills, and the ability to translate complex findings into clear, actionable recommendations for senior leadership. Key Responsibilities Financial Analysis & Reporting Conduct detailed market pricing analyses to evaluate price competitiveness, margin impacts, and pricing optimization opportunities. Perform inventory and product category analysis, including inventory valuation, turnover metrics, excess/obsolete assessments, and optimization modeling. Lead revenue analysis and forecasting, incorporating historical trends, market factors, seasonality, and business scenario planning. Develop gross profit margin analysis and projections, identifying margin drivers, cost fluctuations, and profitability improvement levers. Perform market share analysis, including competitor benchmarking, market trend evaluation, and risk/opportunity assessments. Provide investment decision support analysis, including NPV, IRR, payback period, ROI calculations, and sensitivity or scenario modeling for traditional capital investments. Data Integrity & Source Management Pull, validate, and reconcile financial and operational data from multiple internal and external sources, ensuring accuracy, consistency, and completeness. Create and maintain data-quality checks, controls, and documentation to prevent discrepancies and enhance trust in analytic outputs. Partner with data management, IT, and business stakeholders to streamline data pipelines and improve data accessibility and reliability. Cross-Functional Collaboration Work closely with Operations, Business Development, Distribution, Product, and Pricing teams to ensure alignment on assumptions, methodologies, and reporting standards. Present financial insights and recommendations to senior leaders in a clear, concise manner through presentations, dashboards, and written reports. Supervise data management team and ensure effective support of operational functions Tools & Continuous Improvement Develop and automate analytical models, dashboards, and forecast tools to improve reporting accuracy and efficiency. Identify opportunities to enhance financial processes, introduce analytical best practices, and support strategic initiatives across the organization. Assist operations teams with continuous improvement initiatives Requirements: 7+ years of progressive financial analysis experience, preferably with experience in multiple functional aspects of a business. Bachelors degree in Finance, Accounting, Economics, or related field; MBA or relevant certification (CPA/CFA) is a plus. Advanced proficiency in Excel and financial modeling; experience with BI/reporting tools and ERP systems. Strong ability to synthesize complex datasets and communicate insights clearly to both financial and non-financial audiences. Attention to detail, strong critical-thinking skills, and the ability to manage multiple projects. PM22 PI65e3e0af6e55-3960
12/06/2025
Full time
Description: For almost 100 years, Arnold Motor Supply has been a leading distributor and retailer of automotive replacement parts and accessories with 80 locations across the Midwest. We are recognized as a Top Workplace year after year because we keep it simple our employees and customers are the most important part of everything we do. This role is new to our organization, so trailblazers are welcome! This key individual will lead efforts to create and maximize decision support and financial analysis efforts across the organization. Our headquarters is in Spencer, IA, but this position may operate from the Des Moines or Omaha metro areas. Position Summary The Senior Financial Analyst will play a critical role in delivering high-quality financial insights to support strategic decision-making. This position is responsible for conducting advanced financial analyses across pricing, inventory, revenue, gross profit, and market share trends. The ideal candidate will bring strong analytical rigor, exceptional data management skills, and the ability to translate complex findings into clear, actionable recommendations for senior leadership. Key Responsibilities Financial Analysis & Reporting Conduct detailed market pricing analyses to evaluate price competitiveness, margin impacts, and pricing optimization opportunities. Perform inventory and product category analysis, including inventory valuation, turnover metrics, excess/obsolete assessments, and optimization modeling. Lead revenue analysis and forecasting, incorporating historical trends, market factors, seasonality, and business scenario planning. Develop gross profit margin analysis and projections, identifying margin drivers, cost fluctuations, and profitability improvement levers. Perform market share analysis, including competitor benchmarking, market trend evaluation, and risk/opportunity assessments. Provide investment decision support analysis, including NPV, IRR, payback period, ROI calculations, and sensitivity or scenario modeling for traditional capital investments. Data Integrity & Source Management Pull, validate, and reconcile financial and operational data from multiple internal and external sources, ensuring accuracy, consistency, and completeness. Create and maintain data-quality checks, controls, and documentation to prevent discrepancies and enhance trust in analytic outputs. Partner with data management, IT, and business stakeholders to streamline data pipelines and improve data accessibility and reliability. Cross-Functional Collaboration Work closely with Operations, Business Development, Distribution, Product, and Pricing teams to ensure alignment on assumptions, methodologies, and reporting standards. Present financial insights and recommendations to senior leaders in a clear, concise manner through presentations, dashboards, and written reports. Supervise data management team and ensure effective support of operational functions Tools & Continuous Improvement Develop and automate analytical models, dashboards, and forecast tools to improve reporting accuracy and efficiency. Identify opportunities to enhance financial processes, introduce analytical best practices, and support strategic initiatives across the organization. Assist operations teams with continuous improvement initiatives Requirements: 7+ years of progressive financial analysis experience, preferably with experience in multiple functional aspects of a business. Bachelors degree in Finance, Accounting, Economics, or related field; MBA or relevant certification (CPA/CFA) is a plus. Advanced proficiency in Excel and financial modeling; experience with BI/reporting tools and ERP systems. Strong ability to synthesize complex datasets and communicate insights clearly to both financial and non-financial audiences. Attention to detail, strong critical-thinking skills, and the ability to manage multiple projects. PM22 PI65e3e0af6e55-3960
Description: For almost 100 years, Arnold Motor Supply has been a leading distributor and retailer of automotive replacement parts and accessories with 80 locations across the Midwest. We are recognized as a Top Workplace year after year because we keep it simple our employees and customers are the most important part of everything we do. This role is new to our organization, so trailblazers are welcome! This key individual will lead efforts to create and maximize decision support and financial analysis efforts across the organization. Our headquarters is in Spencer, IA, but this position may operate from the Des Moines or Omaha metro areas. Position Summary The Manager, Financial Analysis will play a critical role in delivering high-quality financial insights to support strategic decision-making. This position is responsible for conducting advanced financial analyses across pricing, inventory, revenue, gross profit, and market share trends. The ideal candidate will bring strong analytical rigor, exceptional data management skills, and the ability to translate complex findings into clear, actionable recommendations for senior leadership. Key Responsibilities Financial Analysis & Reporting Conduct detailed market pricing analyses to evaluate price competitiveness, margin impacts, and pricing optimization opportunities. Perform inventory and product category analysis, including inventory valuation, turnover metrics, excess/obsolete assessments, and optimization modeling. Lead revenue analysis and forecasting, incorporating historical trends, market factors, seasonality, and business scenario planning. Develop gross profit margin analysis and projections, identifying margin drivers, cost fluctuations, and profitability improvement levers. Perform market share analysis, including competitor benchmarking, market trend evaluation, and risk/opportunity assessments. Provide investment decision support analysis, including NPV, IRR, payback period, ROI calculations, and sensitivity or scenario modeling for traditional capital investments. Data Integrity & Source Management Pull, validate, and reconcile financial and operational data from multiple internal and external sources, ensuring accuracy, consistency, and completeness. Create and maintain data-quality checks, controls, and documentation to prevent discrepancies and enhance trust in analytic outputs. Partner with data management, IT, and business stakeholders to streamline data pipelines and improve data accessibility and reliability. Cross-Functional Collaboration Work closely with Operations, Business Development, Distribution, Product, and Pricing teams to ensure alignment on assumptions, methodologies, and reporting standards. Present financial insights and recommendations to senior leaders in a clear, concise manner through presentations, dashboards, and written reports. Supervise data management team and ensure effective support of operational functions Tools & Continuous Improvement Develop and automate analytical models, dashboards, and forecast tools to improve reporting accuracy and efficiency. Identify opportunities to enhance financial processes, introduce analytical best practices, and support strategic initiatives across the organization. Assist operations teams with continuous improvement initiatives Requirements: 7+ years of progressive financial analysis experience, preferably with experience in multiple functional aspects of a business. Bachelors degree in Finance, Accounting, Economics, or related field; MBA or relevant certification (CPA/CFA) is a plus. Advanced proficiency in Excel and financial modeling; experience with BI/reporting tools and ERP systems. Strong ability to synthesize complex datasets and communicate insights clearly to both financial and non-financial audiences. Attention to detail, strong critical-thinking skills, and the ability to manage multiple projects. PM22 PIbcc646b4a2-
12/06/2025
Full time
Description: For almost 100 years, Arnold Motor Supply has been a leading distributor and retailer of automotive replacement parts and accessories with 80 locations across the Midwest. We are recognized as a Top Workplace year after year because we keep it simple our employees and customers are the most important part of everything we do. This role is new to our organization, so trailblazers are welcome! This key individual will lead efforts to create and maximize decision support and financial analysis efforts across the organization. Our headquarters is in Spencer, IA, but this position may operate from the Des Moines or Omaha metro areas. Position Summary The Manager, Financial Analysis will play a critical role in delivering high-quality financial insights to support strategic decision-making. This position is responsible for conducting advanced financial analyses across pricing, inventory, revenue, gross profit, and market share trends. The ideal candidate will bring strong analytical rigor, exceptional data management skills, and the ability to translate complex findings into clear, actionable recommendations for senior leadership. Key Responsibilities Financial Analysis & Reporting Conduct detailed market pricing analyses to evaluate price competitiveness, margin impacts, and pricing optimization opportunities. Perform inventory and product category analysis, including inventory valuation, turnover metrics, excess/obsolete assessments, and optimization modeling. Lead revenue analysis and forecasting, incorporating historical trends, market factors, seasonality, and business scenario planning. Develop gross profit margin analysis and projections, identifying margin drivers, cost fluctuations, and profitability improvement levers. Perform market share analysis, including competitor benchmarking, market trend evaluation, and risk/opportunity assessments. Provide investment decision support analysis, including NPV, IRR, payback period, ROI calculations, and sensitivity or scenario modeling for traditional capital investments. Data Integrity & Source Management Pull, validate, and reconcile financial and operational data from multiple internal and external sources, ensuring accuracy, consistency, and completeness. Create and maintain data-quality checks, controls, and documentation to prevent discrepancies and enhance trust in analytic outputs. Partner with data management, IT, and business stakeholders to streamline data pipelines and improve data accessibility and reliability. Cross-Functional Collaboration Work closely with Operations, Business Development, Distribution, Product, and Pricing teams to ensure alignment on assumptions, methodologies, and reporting standards. Present financial insights and recommendations to senior leaders in a clear, concise manner through presentations, dashboards, and written reports. Supervise data management team and ensure effective support of operational functions Tools & Continuous Improvement Develop and automate analytical models, dashboards, and forecast tools to improve reporting accuracy and efficiency. Identify opportunities to enhance financial processes, introduce analytical best practices, and support strategic initiatives across the organization. Assist operations teams with continuous improvement initiatives Requirements: 7+ years of progressive financial analysis experience, preferably with experience in multiple functional aspects of a business. Bachelors degree in Finance, Accounting, Economics, or related field; MBA or relevant certification (CPA/CFA) is a plus. Advanced proficiency in Excel and financial modeling; experience with BI/reporting tools and ERP systems. Strong ability to synthesize complex datasets and communicate insights clearly to both financial and non-financial audiences. Attention to detail, strong critical-thinking skills, and the ability to manage multiple projects. PM22 PIbcc646b4a2-
