arrow_back Return to Employment OpportunitiesADMINISTRATIVE ASSISTANT II - PR (CIVIC CENTER) Apply Administrative Assistant II Classification Title: Administrative Assistant II Department: Parks & Recreation Pay Grade: 10 FLSA Status: Non-Exempt General Statement of Job Under direct supervision of the Division Assistant Manager, performs specialized administrative work in support of the Parks and Recreation department. Employee may be responsible for providing secretarial support at an executive level or for coordinating administrative functions of work units within the assigned department. Work involves performing routine secretarial functions, performing bookkeeping functions, processing departmental information, preparing documents, record retention, answering telephone calls, providing customer service, and maintaining records. Work also involves coordinating meetings and providing administrative support for committees, researching and compiling data, performing routine analysis of operational data to assist department staff, and ensuring compliance with routine reporting requirements. Essential Functions: Coordinates and provides administrative support for an assigned department/division; processes a variety of documentation associated with department operations within designated timeframes and per established procedures; works with and provides guidance and assistance to administrative staff assigned to divisions or work units within the department to ensure uniform and cooperative work efforts. Provides administrative support at a senior or executive level for management and/or staff of assigned department/division; relieves management staff of routine administrative tasks; screens telephone calls, mail, and other communications and initiates appropriate action; records dictation; types, composes, edits, or proofreads correspondence on behalf of management staff; records and/or transcribes correspondence, statements, minutes, or other information; keeps management informed of significant matters, messages, documentation, or other information. Serves as liaison between the assigned department and other departments, staff members, City officials, the public, community leaders, outside agencies, or other individuals or organizations for the distribution and receipt of routine information; interacts with various officials and dignitaries involving sensitive client relations; conveys information among department personnel; circulates documentation to appropriate departments/divisions. Maintains schedule of activities for assigned department; schedules and confirms appointments, meetings, interviews, conferences, training activities, or other activities; updates calendar on a regular basis and notifies parties involved of changes. Coordinates arrangements for various meetings: notifies participants of scheduled meetings; prepares meeting notices, agendas, and meeting packets; coordinates room reservations, setup, refreshments, and equipment required for meetings; attends meetings; records and/or transcribes meeting minutes; distributes documentation; maintains records. Answers telephone calls and greets visitors; ascertains nature of business, directs callers/visitors to appropriate personnel, and records/relays messages; responds to requests for service; retrieves messages from voice mail or answering machine; initiates and returns calls as necessary; relays messages via two-way radio. Performs customer service functions in person, by telephone, or by mail; provides information or assistance regarding department services, activities, forms, procedures, fees, or other issues; receives and/or disseminates documentation; responds to routine questions, researches problems, and initiates problem resolution; refers complaints to appropriate personnel. Receives moneys in payment of various fees, fines, deposits, or services; records transactions, issues receipts, and forwards revenues as appropriate per cash handling policy. Performs data entry functions by keying data into computer system; enters, retrieves, reviews or modifies data in computer database; scans documents into computer; verifies accuracy of entered data and makes corrections; develops databases and computerized reports. Processes forms relating to department services, such as licenses, facility usage, program enrollment, employment, funding, or other purposes; distributes application forms and provides information; accepts fees/deposits and processes completed applications; issues permits as appropriate; publishes advertisements for meetings, hearings, notices, or other activities. Processes documentation pertaining to personnel/payroll functions; reviews timesheets for accuracy and researches discrepancies; enters payroll data into computer system for processing; prepares personnel action forms maintains attendance records, personnel/payroll files, and related records. Processes documentation pertaining to purchasing and accounts payable; obtains price quotes for potential purchases; prepares purchase orders and enters purchasing data into computer; reviews invoices, purchase orders, or other documents for accuracy; researches discrepancies, assigns proper accounting/budgetary codes, obtains proper signatures, and forwards for payment; reconciles P-Card purchases; maintains files and records. Processes documentation pertaining to accounts receivable; creates invoices and forms; posts billing data to customer accounts; responds to billing inquiries. Performs general tasks, which may include making copies, sending/receiving faxes, filing, processing incoming/outgoing mail, delivering documentation to other offices, or running errands. Provides assistance or backup coverage to other employees or departments as needed. Performs other related duties as required. Assist with other department/division staff in processes within recreation/reservation software. Minimum Education and Training High school diploma or GED; supplemented by college level course work or vocational training in secretarial field, office administration, and personal computer operations; supplemented by one (1) year previous experience and/or training involving office management, administrative work, office administration, bookkeeping, customer service, data entry, personal computer operations, and/or experience in area of assignment; or any equivalent combination of education, training, and experience which provides the requisite knowledge, skills, and abilities for this job. Must possess and maintain a valid State of Florida driver's license. May require possession and maintenance of valid State of Florida Notary Public certification. May be required to have certification in CPR/AED/First Aid and ICS Courses. Must possess and maintain a valid state of Florida driver's license. Municipality experience and HR Certification(s) preferred. Must possess or obtain the most current FEMA 100,200, and 700 Incident Command System certifications within 12 months of appointment to the job. Minimum Qualifications and Standards Required Skill Requirements: Has considerable knowledge of the policies, procedures, and activities of the City and of departmental practices as they pertain to the performance of duties relating to the position of Secretary. Has considerable knowledge of secretarial and office administration practices, and of the operation of standard office machines and equipment used within the department. Has general knowledge of bookkeeping practices and methods. Has considerable knowledge of guidelines for proper document formatting, spelling, punctuation, and grammar in business communications. Has comprehensive knowledge of the terminology, principles, and methods utilized within the department. Knows how to keep abreast of any changes in policy, methods, computer operations, equipment needs, policies, etc., as they pertain to departmental operations and activities. Has knowledge of the laws, ordinances, standards, and regulations pertaining to specific duties and responsibilities of the position. Has the ability to comprehend, interpret, and apply laws, regulations, procedures, and related information. Is able to effectively communicate and interact with supervisors, members of the general public, and all other groups involved in the activities of the department. Has the ability to plan, organize, and prioritize daily assignments and work activities. Is able to use independent judgment and work with little direct supervision as situations warrant. Is able to assemble information and make written reports and documents in a concise, clear and effective manner. Has the mathematical ability to handle required calculations. Is able to read, understand, and interpret departmental documentation, reports, and related materials. Is knowledgeable and proficient with computers and software programs typically used in the position. Is able to type and perform data entry accurately and with appropriate speed. Physical Requirements: Must be physically able to operate a variety of office machines, tools and equipment, such as a personal computer, scanner, telephone, switchboard, postage machine, dictation equipment, cash register, shredder, two-way radio and general office equipment. Tasks require the ability to exert light physical effort in sedentary to light work, but which may involve some lifting, carrying, pushing and/or pulling of objects and materials of moderate weight (up to 50 pounds). Tasks may involve extended periods of time at a keyboard or workstation. Responsibilities: . click apply for full job details
12/08/2024
Full time
arrow_back Return to Employment OpportunitiesADMINISTRATIVE ASSISTANT II - PR (CIVIC CENTER) Apply Administrative Assistant II Classification Title: Administrative Assistant II Department: Parks & Recreation Pay Grade: 10 FLSA Status: Non-Exempt General Statement of Job Under direct supervision of the Division Assistant Manager, performs specialized administrative work in support of the Parks and Recreation department. Employee may be responsible for providing secretarial support at an executive level or for coordinating administrative functions of work units within the assigned department. Work involves performing routine secretarial functions, performing bookkeeping functions, processing departmental information, preparing documents, record retention, answering telephone calls, providing customer service, and maintaining records. Work also involves coordinating meetings and providing administrative support for committees, researching and compiling data, performing routine analysis of operational data to assist department staff, and ensuring compliance with routine reporting requirements. Essential Functions: Coordinates and provides administrative support for an assigned department/division; processes a variety of documentation associated with department operations within designated timeframes and per established procedures; works with and provides guidance and assistance to administrative staff assigned to divisions or work units within the department to ensure uniform and cooperative work efforts. Provides administrative support at a senior or executive level for management and/or staff of assigned department/division; relieves management staff of routine administrative tasks; screens telephone calls, mail, and other communications and initiates appropriate action; records dictation; types, composes, edits, or proofreads correspondence on behalf of management staff; records and/or transcribes correspondence, statements, minutes, or other information; keeps management informed of significant matters, messages, documentation, or other information. Serves as liaison between the assigned department and other departments, staff members, City officials, the public, community leaders, outside agencies, or other individuals or organizations for the distribution and receipt of routine information; interacts with various officials and dignitaries involving sensitive client relations; conveys information among department personnel; circulates documentation to appropriate departments/divisions. Maintains schedule of activities for assigned department; schedules and confirms appointments, meetings, interviews, conferences, training activities, or other activities; updates calendar on a regular basis and notifies parties involved of changes. Coordinates arrangements for various meetings: notifies participants of scheduled meetings; prepares meeting notices, agendas, and meeting packets; coordinates room reservations, setup, refreshments, and equipment required for meetings; attends meetings; records and/or transcribes meeting minutes; distributes documentation; maintains records. Answers telephone calls and greets visitors; ascertains nature of business, directs callers/visitors to appropriate personnel, and records/relays messages; responds to requests for service; retrieves messages from voice mail or answering machine; initiates and returns calls as necessary; relays messages via two-way radio. Performs customer service functions in person, by telephone, or by mail; provides information or assistance regarding department services, activities, forms, procedures, fees, or other issues; receives and/or disseminates documentation; responds to routine questions, researches problems, and initiates problem resolution; refers complaints to appropriate personnel. Receives moneys in payment of various fees, fines, deposits, or services; records transactions, issues receipts, and forwards revenues as appropriate per cash handling policy. Performs data entry functions by keying data into computer system; enters, retrieves, reviews or modifies data in computer database; scans documents into computer; verifies accuracy of entered data and makes corrections; develops databases and computerized reports. Processes forms relating to department services, such as licenses, facility usage, program enrollment, employment, funding, or other purposes; distributes application forms and provides information; accepts fees/deposits and processes completed applications; issues permits as appropriate; publishes advertisements for meetings, hearings, notices, or other activities. Processes documentation pertaining to personnel/payroll functions; reviews timesheets for accuracy and researches discrepancies; enters payroll data into computer system for processing; prepares personnel action forms maintains attendance records, personnel/payroll files, and related records. Processes documentation pertaining to purchasing and accounts payable; obtains price quotes for potential purchases; prepares purchase orders and enters purchasing data into computer; reviews invoices, purchase orders, or other documents for accuracy; researches discrepancies, assigns proper accounting/budgetary codes, obtains proper signatures, and forwards for payment; reconciles P-Card purchases; maintains files and records. Processes documentation pertaining to accounts receivable; creates invoices and forms; posts billing data to customer accounts; responds to billing inquiries. Performs general tasks, which may include making copies, sending/receiving faxes, filing, processing incoming/outgoing mail, delivering documentation to other offices, or running errands. Provides assistance or backup coverage to other employees or departments as needed. Performs other related duties as required. Assist with other department/division staff in processes within recreation/reservation software. Minimum Education and Training High school diploma or GED; supplemented by college level course work or vocational training in secretarial field, office administration, and personal computer operations; supplemented by one (1) year previous experience and/or training involving office management, administrative work, office administration, bookkeeping, customer service, data entry, personal computer operations, and/or experience in area of assignment; or any equivalent combination of education, training, and experience which provides the requisite knowledge, skills, and abilities for this job. Must possess and maintain a valid State of Florida driver's license. May require possession and maintenance of valid State of Florida Notary Public certification. May be required to have certification in CPR/AED/First Aid and ICS Courses. Must possess and maintain a valid state of Florida driver's license. Municipality experience and HR Certification(s) preferred. Must possess or obtain the most current FEMA 100,200, and 700 Incident Command System certifications within 12 months of appointment to the job. Minimum Qualifications and Standards Required Skill Requirements: Has considerable knowledge of the policies, procedures, and activities of the City and of departmental practices as they pertain to the performance of duties relating to the position of Secretary. Has considerable knowledge of secretarial and office administration practices, and of the operation of standard office machines and equipment used within the department. Has general knowledge of bookkeeping practices and methods. Has considerable knowledge of guidelines for proper document formatting, spelling, punctuation, and grammar in business communications. Has comprehensive knowledge of the terminology, principles, and methods utilized within the department. Knows how to keep abreast of any changes in policy, methods, computer operations, equipment needs, policies, etc., as they pertain to departmental operations and activities. Has knowledge of the laws, ordinances, standards, and regulations pertaining to specific duties and responsibilities of the position. Has the ability to comprehend, interpret, and apply laws, regulations, procedures, and related information. Is able to effectively communicate and interact with supervisors, members of the general public, and all other groups involved in the activities of the department. Has the ability to plan, organize, and prioritize daily assignments and work activities. Is able to use independent judgment and work with little direct supervision as situations warrant. Is able to assemble information and make written reports and documents in a concise, clear and effective manner. Has the mathematical ability to handle required calculations. Is able to read, understand, and interpret departmental documentation, reports, and related materials. Is knowledgeable and proficient with computers and software programs typically used in the position. Is able to type and perform data entry accurately and with appropriate speed. Physical Requirements: Must be physically able to operate a variety of office machines, tools and equipment, such as a personal computer, scanner, telephone, switchboard, postage machine, dictation equipment, cash register, shredder, two-way radio and general office equipment. Tasks require the ability to exert light physical effort in sedentary to light work, but which may involve some lifting, carrying, pushing and/or pulling of objects and materials of moderate weight (up to 50 pounds). Tasks may involve extended periods of time at a keyboard or workstation. Responsibilities: . click apply for full job details
Application Deadline: 12/29/2024 Address: 2375 Tamiami Trail North Job Family Group: Retail Banking Sales & Service This is a licensed position requiring the SIE, Series 6, 63, Life and Health The mission of Premier Services is to help mass affluent clientele make real financial progress by understanding and planning for what comes next. A BMO Senior Premier Relationship Manager is charged with managing and growing an assigned portfolio of mass affluent clients. Each RM partners with multiple branch locations and a team of financial advisors to identify new opportunities and deliver a differentiated experience. Our customer-centric approach prioritizes client goals through financial planning, delivering solutions that are tailor made for the individual. Premier Relationship Managers play the role of our banking product experts and process all banking solutions, including checking, savings, and lending needs. As a Licensed Senior Premier Relationship Manager at BMO, you will: Serve as the customers' relationship manager providing personalized attention to uncover their specific financial needs and goals, backed by BMO's expertise, technology and resources. Acts as the primary client contact to uncover financial needs and provide meaningful solutions in compliance with regulatory and compliance policies. Works collaboratively within the market, BMO partners, and the community to build relationships and deliver the desired customer experience. Enjoy a tremendous, values-based culture that focuses on providing you with all the tools and support necessary for your success. Work with your internal partnerships to leverage their expertise to provide comprehensive strategies and solutions for our affluent customers' financial needs. Enjoy a competitive base salary, quarterly incentives and annual bonus opportunities, as well as comprehensive benefits with a company that celebrates big ideas, supports your personal and professional growth, and makes a real impact in local communities. BMO IS ON AN EXCITING JOURNEY We have built a digitally-enabled, future-ready bank with leading efficiency, profitability and loyalty - all powered by a Winning Culture and driven by our Purpose to Boldly Grow the Good, in business and life . We've been recognized as a great place to work, for our focus on diversity & inclusion and for always putting the customer first. You belong here! This is a licensed position requiring the SIE, Series 6, 63, Life and Health Proactively builds and manages an assigned portfolio of mass affluent clients across multiple branch locations. Acts as the primary client contact to uncover financial needs and provide meaningful solutions in compliance with regulatory and compliance policies. Works collaboratively within the market, BMO partners, and the community to build relationships and deliver the desired customer experience. Uses a consultative sales process to develop strong customer relationships; acts as client's trusted advisor and primary point of contact. Proactively works with assigned customer portfolio to uncover needs, provide solutions, and identify additional sales opportunities. Makes key recommendations on products, pricing, and services; links customer to business partner experts based on key financial decisions. Achieves results and meets sales targets by acquiring new assets from existing client portfolio and new client acquisition. Proactively works with branch business partners to identify existing customers that meet the target profile and create a calling plan. Review credit applications to ensure sound credit granting principles; recommends remedies to maintain acceptable asset and credit quality. Executes quality customer review meetings for retention and relationship expansion purposes. Actively participates in the community to identify prospects through relationship building efforts and identify centres of influence (e.g. law and accounting firms) and two-way referral relationships. Provides individual and group training in order to mentor and coach branch personnel to enhance their knowledge and skills around the mass affluent client. Educates clients about available digital options for conducting banking transactions and provides guidance in the use of digital and self-serve technologies. Liaises between clients and various departments across the organization to provide product support as well as diagnose and solve problems within given rules. Follows security and safeguarding procedures and applies due diligence in accordance with Bank's policies and ethical standards for the prevention of loss due to fraud, robbery, counterfeiting, money laundering, or defalcation. Maintains the confidentiality of customer and Bank information in compliance with Bank policies and procedures. Identifies risks and takes appropriate actions, including all documentation and other regulatory requirements to maintain operational integrity. Monitors individual exception reports and takes action to remove exceptions. Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. Executes work to deliver timely, accurate, and efficient service. Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. Exercises judgment to identify, diagnose, and solve problems within given rules. Works independently on a range of complex tasks, which may include unique situations. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 4 - 6 years of relevant experience; post-secondary degree in related field of study preferred, not required. 7+ years of experience in a financial services organization with knowledge of banking products, services, pricing, and profitability. Required: SIE Exam, Series 6, Series 63, Life & Health licenses (if licenses not currently held, required within six months of role start date). Advanced understanding of deposit, loan (including mortgage) and banking products and practices, cash flow analysis, lending process and directives, credit risk policies and standards, supporting processes, applicable legal and regulatory requirements, and Bank policies. Excellent understanding of brokerage and insurance products. Excellent knowledge of business services, including retirement plans, business banking solutions, insurance, and succession planning - required. Excellent understanding of personal trust and investment management - required. In-depth knowledge of client portfolio management. Technical proficiency gained through education and/or business experience. Verbal & written communication skills - In-depth. Collaboration & team skills - In-depth. Analytical and problem solving skills - In-depth. Influence skills - In-depth. Data driven decision making - In-depth. U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity. Salary : $50,400.00 - $93,600.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: We're here to help At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at BMO is committed to an inclusive . click apply for full job details
12/08/2024
Full time
Application Deadline: 12/29/2024 Address: 2375 Tamiami Trail North Job Family Group: Retail Banking Sales & Service This is a licensed position requiring the SIE, Series 6, 63, Life and Health The mission of Premier Services is to help mass affluent clientele make real financial progress by understanding and planning for what comes next. A BMO Senior Premier Relationship Manager is charged with managing and growing an assigned portfolio of mass affluent clients. Each RM partners with multiple branch locations and a team of financial advisors to identify new opportunities and deliver a differentiated experience. Our customer-centric approach prioritizes client goals through financial planning, delivering solutions that are tailor made for the individual. Premier Relationship Managers play the role of our banking product experts and process all banking solutions, including checking, savings, and lending needs. As a Licensed Senior Premier Relationship Manager at BMO, you will: Serve as the customers' relationship manager providing personalized attention to uncover their specific financial needs and goals, backed by BMO's expertise, technology and resources. Acts as the primary client contact to uncover financial needs and provide meaningful solutions in compliance with regulatory and compliance policies. Works collaboratively within the market, BMO partners, and the community to build relationships and deliver the desired customer experience. Enjoy a tremendous, values-based culture that focuses on providing you with all the tools and support necessary for your success. Work with your internal partnerships to leverage their expertise to provide comprehensive strategies and solutions for our affluent customers' financial needs. Enjoy a competitive base salary, quarterly incentives and annual bonus opportunities, as well as comprehensive benefits with a company that celebrates big ideas, supports your personal and professional growth, and makes a real impact in local communities. BMO IS ON AN EXCITING JOURNEY We have built a digitally-enabled, future-ready bank with leading efficiency, profitability and loyalty - all powered by a Winning Culture and driven by our Purpose to Boldly Grow the Good, in business and life . We've been recognized as a great place to work, for our focus on diversity & inclusion and for always putting the customer first. You belong here! This is a licensed position requiring the SIE, Series 6, 63, Life and Health Proactively builds and manages an assigned portfolio of mass affluent clients across multiple branch locations. Acts as the primary client contact to uncover financial needs and provide meaningful solutions in compliance with regulatory and compliance policies. Works collaboratively within the market, BMO partners, and the community to build relationships and deliver the desired customer experience. Uses a consultative sales process to develop strong customer relationships; acts as client's trusted advisor and primary point of contact. Proactively works with assigned customer portfolio to uncover needs, provide solutions, and identify additional sales opportunities. Makes key recommendations on products, pricing, and services; links customer to business partner experts based on key financial decisions. Achieves results and meets sales targets by acquiring new assets from existing client portfolio and new client acquisition. Proactively works with branch business partners to identify existing customers that meet the target profile and create a calling plan. Review credit applications to ensure sound credit granting principles; recommends remedies to maintain acceptable asset and credit quality. Executes quality customer review meetings for retention and relationship expansion purposes. Actively participates in the community to identify prospects through relationship building efforts and identify centres of influence (e.g. law and accounting firms) and two-way referral relationships. Provides individual and group training in order to mentor and coach branch personnel to enhance their knowledge and skills around the mass affluent client. Educates clients about available digital options for conducting banking transactions and provides guidance in the use of digital and self-serve technologies. Liaises between clients and various departments across the organization to provide product support as well as diagnose and solve problems within given rules. Follows security and safeguarding procedures and applies due diligence in accordance with Bank's policies and ethical standards for the prevention of loss due to fraud, robbery, counterfeiting, money laundering, or defalcation. Maintains the confidentiality of customer and Bank information in compliance with Bank policies and procedures. Identifies risks and takes appropriate actions, including all documentation and other regulatory requirements to maintain operational integrity. Monitors individual exception reports and takes action to remove exceptions. Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. Executes work to deliver timely, accurate, and efficient service. Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. Exercises judgment to identify, diagnose, and solve problems within given rules. Works independently on a range of complex tasks, which may include unique situations. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 4 - 6 years of relevant experience; post-secondary degree in related field of study preferred, not required. 7+ years of experience in a financial services organization with knowledge of banking products, services, pricing, and profitability. Required: SIE Exam, Series 6, Series 63, Life & Health licenses (if licenses not currently held, required within six months of role start date). Advanced understanding of deposit, loan (including mortgage) and banking products and practices, cash flow analysis, lending process and directives, credit risk policies and standards, supporting processes, applicable legal and regulatory requirements, and Bank policies. Excellent understanding of brokerage and insurance products. Excellent knowledge of business services, including retirement plans, business banking solutions, insurance, and succession planning - required. Excellent understanding of personal trust and investment management - required. In-depth knowledge of client portfolio management. Technical proficiency gained through education and/or business experience. Verbal & written communication skills - In-depth. Collaboration & team skills - In-depth. Analytical and problem solving skills - In-depth. Influence skills - In-depth. Data driven decision making - In-depth. U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity. Salary : $50,400.00 - $93,600.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: We're here to help At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at BMO is committed to an inclusive . click apply for full job details
Sr. Director, AML Operations and Program Execution (hybrid) Boston, United States of America The Sr. Director, AML Operations and Program Execution is responsible for leading the AML First Line of Defense (FLoD) Operations for Consumer and Business Banking, aligning AML strategy with business goals and regulatory requirements. Acts as the FLoD Money Laundering Prevention Officer, responsible for oversight of all day-to-day activities supporting the AML Policy, Program, and supporting standards in Consumer and Business Banking, and Operations. Oversees activities which are performed by areas supporting the line of business clients and processes including but not limited to Workout, Trade Finance, Loan Servicing Providers and third parties (including Santander affiliates) providing any AML or Sanctions related services to the line of business. Activities may include quantitative analysis, risk identification and remediation with a focus on BSA/AML and OFAC. Represents or supports the reputation of the company to minimize compliance and regulatory risk by resolving issues and ensuring adherence to company and legal standards. Provides managers with all necessary company management data and information. This position is hybrid, in office 3 days per week and can be located in Dallas, TX, Boston, MA, or Miami, FL Essential Functions/Responsibility Statements: Drive Risk Culture: Establishes expectations, ownership and accountability for BSA/AML and OFAC risk management within the Business Line. Provide risk expertise and control function feedback, as applicable, during performance review cycles and incentive plans of employees in the Business Line. Ensure awareness in the Business Line of BSA/AML and OFAC risk frameworks, policies and standards. Communication & Training: Act as central point of contact for receipt and distribution of BSA/AML risk related information between SLoD risk teams and Business Lines. Maintain two way communications with SLoD. Facilitate training for Business Lines to provide awareness of risk frameworks, policies, programs, processes, etc Adherence to Risk Frameworks, Policies, and Standards: Partner with SLoD to provide input/review of BSA/AML and OFAC frameworks, policies and standards. Facilitate Business Line awareness of and adherence to risk frameworks, policies, and standards through internal control testing and issue validation. Report and escalate exceptions and facilitate Business Line corrective actions. Continuous Monitoring: Continuously monitors all sources of BSA/AML and OFAC risk existing within the Business Line and externally. Engage in research, peer networking, and experience to anticipate critical risk issues impacting the Business Line. Understand where credit, market/liquidity, operational, strategic, reputational, compliance, and model risks exist in the Business Line and continually assess and improve controls to mitigate those risks. Monitor Key Risk Indicators and report on negative/adverse trends in Business Line. Monitor risk profile to maintain tolerance within Risk Appetite. Issue Identification, Management, and Risk Assessment: Act as BSA/AML and OFAC SME for RCSA responsibilities including Process Mapping, Risk & Control Matrices, Inherent Risk Assessments, Internal Control testing and Heracles data/input. Support Business Lines in risk identification (e.g. NPBA, change management, etc.) Ensure all BSA/AML and OFAC issues (Self-Identified, IA, Credit Risk Review or Regulatory) pertaining to the Business Line are resolved within established timelines. Validate issues to ensure Business Line remediation is sufficient to address root cause and prevent recurrence. Exam Management: Liaison with the Business Line for all BSA/AML and OFAC exam related activities including but not limited to regulatory, Internal Audit and Credit Risk Review. Review materials, responses and validate Business Line remediation work (e.g. artifacts, action plans, etc.) Strategy and Personnel Management: Partner with cross functional teams to analyze, deconstruct, and map current state process and identify improvement opportunities. Review and assess AML Operations Target Operating model and implement changes as determined. Manage and mentor the AML Operations team, fostering professional development. •Work with business/functional line management in recommending, developing, and executing on business initiatives including assessing complex issues, structure potential solutions, and drive effective resolution within permissible statutory and regulatory frameworks. Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education: Bachelor's Degree or equivalent work experience: Accounting, Business, Statistics, Risk Management, Information Systems, Finance, Economics or equivalent field. Req Master's Degree Accounting, Business, Statistics, Risk Management, Information Systems, Finance, Economics or equivalent field. Pref Work Experience: Required: 12+ Years Risk Management, Controls, or related experience. Required: 12+ Years Previous management experience. Preferred: 12+ Years Change & Process Management and/or Consulting. Skills and Abilities: Strong understanding and knowledge of BSA/AML and OFAC regulatory requirements. ACAMS or similar qualification preferred. Experience in establishing and/or managing an Operations function. Ability to build and foster relationships to facilitate business goals and regulatory requirements. Experience with delivering risk management execution across multiple business lines offering a wide variety of financial services products and services. Deep knowledge of the financial services sector, particularly with the competitive dynamics and products in retail banking, operations and risk management. Developed understanding of the regulatory environment and how the risks of the products and services the bank offers are viewed by the Second Line of Defense and regulators. Ability to build credibility with, collaborate with, and influence line of business executives. Able to effectively engage in communication with executive management, board members, regulators and other team members across the Santander US and Corporate Risk Management (DGR) organization Ability to build, present and negotiate a position based on metrics and facts. Ability to develop a mentoring culture with both senior experienced team members and junior staff. Ability to collaborate with internal and external service providers to establish resource requirements, scheduling, assignments and service levels. Ability to anticipate the impact of regulatory and other environmental factors and proactively take action to ensure the team/function/enterprise is prepared. Ability to build internal and external networks of information resources within the risk management ecosystem. Diversity & EEO Statements: At Santander, we value and respect differences in our workforce and strive to increase the diversity of our teams. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law. Employer Rights: This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate at any time for any reason. Primary Location: Boston, MA, Boston Other Locations: Massachusetts-Boston,Texas-Dallas,Florida-Miami Organization: Santander Bank N.A.
12/07/2024
Full time
Sr. Director, AML Operations and Program Execution (hybrid) Boston, United States of America The Sr. Director, AML Operations and Program Execution is responsible for leading the AML First Line of Defense (FLoD) Operations for Consumer and Business Banking, aligning AML strategy with business goals and regulatory requirements. Acts as the FLoD Money Laundering Prevention Officer, responsible for oversight of all day-to-day activities supporting the AML Policy, Program, and supporting standards in Consumer and Business Banking, and Operations. Oversees activities which are performed by areas supporting the line of business clients and processes including but not limited to Workout, Trade Finance, Loan Servicing Providers and third parties (including Santander affiliates) providing any AML or Sanctions related services to the line of business. Activities may include quantitative analysis, risk identification and remediation with a focus on BSA/AML and OFAC. Represents or supports the reputation of the company to minimize compliance and regulatory risk by resolving issues and ensuring adherence to company and legal standards. Provides managers with all necessary company management data and information. This position is hybrid, in office 3 days per week and can be located in Dallas, TX, Boston, MA, or Miami, FL Essential Functions/Responsibility Statements: Drive Risk Culture: Establishes expectations, ownership and accountability for BSA/AML and OFAC risk management within the Business Line. Provide risk expertise and control function feedback, as applicable, during performance review cycles and incentive plans of employees in the Business Line. Ensure awareness in the Business Line of BSA/AML and OFAC risk frameworks, policies and standards. Communication & Training: Act as central point of contact for receipt and distribution of BSA/AML risk related information between SLoD risk teams and Business Lines. Maintain two way communications with SLoD. Facilitate training for Business Lines to provide awareness of risk frameworks, policies, programs, processes, etc Adherence to Risk Frameworks, Policies, and Standards: Partner with SLoD to provide input/review of BSA/AML and OFAC frameworks, policies and standards. Facilitate Business Line awareness of and adherence to risk frameworks, policies, and standards through internal control testing and issue validation. Report and escalate exceptions and facilitate Business Line corrective actions. Continuous Monitoring: Continuously monitors all sources of BSA/AML and OFAC risk existing within the Business Line and externally. Engage in research, peer networking, and experience to anticipate critical risk issues impacting the Business Line. Understand where credit, market/liquidity, operational, strategic, reputational, compliance, and model risks exist in the Business Line and continually assess and improve controls to mitigate those risks. Monitor Key Risk Indicators and report on negative/adverse trends in Business Line. Monitor risk profile to maintain tolerance within Risk Appetite. Issue Identification, Management, and Risk Assessment: Act as BSA/AML and OFAC SME for RCSA responsibilities including Process Mapping, Risk & Control Matrices, Inherent Risk Assessments, Internal Control testing and Heracles data/input. Support Business Lines in risk identification (e.g. NPBA, change management, etc.) Ensure all BSA/AML and OFAC issues (Self-Identified, IA, Credit Risk Review or Regulatory) pertaining to the Business Line are resolved within established timelines. Validate issues to ensure Business Line remediation is sufficient to address root cause and prevent recurrence. Exam Management: Liaison with the Business Line for all BSA/AML and OFAC exam related activities including but not limited to regulatory, Internal Audit and Credit Risk Review. Review materials, responses and validate Business Line remediation work (e.g. artifacts, action plans, etc.) Strategy and Personnel Management: Partner with cross functional teams to analyze, deconstruct, and map current state process and identify improvement opportunities. Review and assess AML Operations Target Operating model and implement changes as determined. Manage and mentor the AML Operations team, fostering professional development. •Work with business/functional line management in recommending, developing, and executing on business initiatives including assessing complex issues, structure potential solutions, and drive effective resolution within permissible statutory and regulatory frameworks. Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education: Bachelor's Degree or equivalent work experience: Accounting, Business, Statistics, Risk Management, Information Systems, Finance, Economics or equivalent field. Req Master's Degree Accounting, Business, Statistics, Risk Management, Information Systems, Finance, Economics or equivalent field. Pref Work Experience: Required: 12+ Years Risk Management, Controls, or related experience. Required: 12+ Years Previous management experience. Preferred: 12+ Years Change & Process Management and/or Consulting. Skills and Abilities: Strong understanding and knowledge of BSA/AML and OFAC regulatory requirements. ACAMS or similar qualification preferred. Experience in establishing and/or managing an Operations function. Ability to build and foster relationships to facilitate business goals and regulatory requirements. Experience with delivering risk management execution across multiple business lines offering a wide variety of financial services products and services. Deep knowledge of the financial services sector, particularly with the competitive dynamics and products in retail banking, operations and risk management. Developed understanding of the regulatory environment and how the risks of the products and services the bank offers are viewed by the Second Line of Defense and regulators. Ability to build credibility with, collaborate with, and influence line of business executives. Able to effectively engage in communication with executive management, board members, regulators and other team members across the Santander US and Corporate Risk Management (DGR) organization Ability to build, present and negotiate a position based on metrics and facts. Ability to develop a mentoring culture with both senior experienced team members and junior staff. Ability to collaborate with internal and external service providers to establish resource requirements, scheduling, assignments and service levels. Ability to anticipate the impact of regulatory and other environmental factors and proactively take action to ensure the team/function/enterprise is prepared. Ability to build internal and external networks of information resources within the risk management ecosystem. Diversity & EEO Statements: At Santander, we value and respect differences in our workforce and strive to increase the diversity of our teams. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law. Employer Rights: This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate at any time for any reason. Primary Location: Boston, MA, Boston Other Locations: Massachusetts-Boston,Texas-Dallas,Florida-Miami Organization: Santander Bank N.A.
Sr. Director, AML Operations and Program Execution (hybrid) Boston, United States of America The Sr. Director, AML Operations and Program Execution is responsible for leading the AML First Line of Defense (FLoD) Operations for Consumer and Business Banking, aligning AML strategy with business goals and regulatory requirements. Acts as the FLoD Money Laundering Prevention Officer, responsible for oversight of all day-to-day activities supporting the AML Policy, Program, and supporting standards in Consumer and Business Banking, and Operations. Oversees activities which are performed by areas supporting the line of business clients and processes including but not limited to Workout, Trade Finance, Loan Servicing Providers and third parties (including Santander affiliates) providing any AML or Sanctions related services to the line of business. Activities may include quantitative analysis, risk identification and remediation with a focus on BSA/AML and OFAC. Represents or supports the reputation of the company to minimize compliance and regulatory risk by resolving issues and ensuring adherence to company and legal standards. Provides managers with all necessary company management data and information. This position is hybrid, in office 3 days per week and can be located in Dallas, TX, Boston, MA, or Miami, FL Essential Functions/Responsibility Statements: Drive Risk Culture: Establishes expectations, ownership and accountability for BSA/AML and OFAC risk management within the Business Line. Provide risk expertise and control function feedback, as applicable, during performance review cycles and incentive plans of employees in the Business Line. Ensure awareness in the Business Line of BSA/AML and OFAC risk frameworks, policies and standards. Communication & Training: Act as central point of contact for receipt and distribution of BSA/AML risk related information between SLoD risk teams and Business Lines. Maintain two way communications with SLoD. Facilitate training for Business Lines to provide awareness of risk frameworks, policies, programs, processes, etc Adherence to Risk Frameworks, Policies, and Standards: Partner with SLoD to provide input/review of BSA/AML and OFAC frameworks, policies and standards. Facilitate Business Line awareness of and adherence to risk frameworks, policies, and standards through internal control testing and issue validation. Report and escalate exceptions and facilitate Business Line corrective actions. Continuous Monitoring: Continuously monitors all sources of BSA/AML and OFAC risk existing within the Business Line and externally. Engage in research, peer networking, and experience to anticipate critical risk issues impacting the Business Line. Understand where credit, market/liquidity, operational, strategic, reputational, compliance, and model risks exist in the Business Line and continually assess and improve controls to mitigate those risks. Monitor Key Risk Indicators and report on negative/adverse trends in Business Line. Monitor risk profile to maintain tolerance within Risk Appetite. Issue Identification, Management, and Risk Assessment: Act as BSA/AML and OFAC SME for RCSA responsibilities including Process Mapping, Risk & Control Matrices, Inherent Risk Assessments, Internal Control testing and Heracles data/input. Support Business Lines in risk identification (e.g. NPBA, change management, etc.) Ensure all BSA/AML and OFAC issues (Self-Identified, IA, Credit Risk Review or Regulatory) pertaining to the Business Line are resolved within established timelines. Validate issues to ensure Business Line remediation is sufficient to address root cause and prevent recurrence. Exam Management: Liaison with the Business Line for all BSA/AML and OFAC exam related activities including but not limited to regulatory, Internal Audit and Credit Risk Review. Review materials, responses and validate Business Line remediation work (e.g. artifacts, action plans, etc.) Strategy and Personnel Management: Partner with cross functional teams to analyze, deconstruct, and map current state process and identify improvement opportunities. Review and assess AML Operations Target Operating model and implement changes as determined. Manage and mentor the AML Operations team, fostering professional development. •Work with business/functional line management in recommending, developing, and executing on business initiatives including assessing complex issues, structure potential solutions, and drive effective resolution within permissible statutory and regulatory frameworks. Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education: Bachelor's Degree or equivalent work experience: Accounting, Business, Statistics, Risk Management, Information Systems, Finance, Economics or equivalent field. Req Master's Degree Accounting, Business, Statistics, Risk Management, Information Systems, Finance, Economics or equivalent field. Pref Work Experience: Required: 12+ Years Risk Management, Controls, or related experience. Required: 12+ Years Previous management experience. Preferred: 12+ Years Change & Process Management and/or Consulting. Skills and Abilities: Strong understanding and knowledge of BSA/AML and OFAC regulatory requirements. ACAMS or similar qualification preferred. Experience in establishing and/or managing an Operations function. Ability to build and foster relationships to facilitate business goals and regulatory requirements. Experience with delivering risk management execution across multiple business lines offering a wide variety of financial services products and services. Deep knowledge of the financial services sector, particularly with the competitive dynamics and products in retail banking, operations and risk management. Developed understanding of the regulatory environment and how the risks of the products and services the bank offers are viewed by the Second Line of Defense and regulators. Ability to build credibility with, collaborate with, and influence line of business executives. Able to effectively engage in communication with executive management, board members, regulators and other team members across the Santander US and Corporate Risk Management (DGR) organization Ability to build, present and negotiate a position based on metrics and facts. Ability to develop a mentoring culture with both senior experienced team members and junior staff. Ability to collaborate with internal and external service providers to establish resource requirements, scheduling, assignments and service levels. Ability to anticipate the impact of regulatory and other environmental factors and proactively take action to ensure the team/function/enterprise is prepared. Ability to build internal and external networks of information resources within the risk management ecosystem. Diversity & EEO Statements: At Santander, we value and respect differences in our workforce and strive to increase the diversity of our teams. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law. Employer Rights: This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate at any time for any reason. Primary Location: Boston, MA, Boston Other Locations: Massachusetts-Boston,Texas-Dallas,Florida-Miami Organization: Santander Bank N.A.
12/07/2024
Full time
Sr. Director, AML Operations and Program Execution (hybrid) Boston, United States of America The Sr. Director, AML Operations and Program Execution is responsible for leading the AML First Line of Defense (FLoD) Operations for Consumer and Business Banking, aligning AML strategy with business goals and regulatory requirements. Acts as the FLoD Money Laundering Prevention Officer, responsible for oversight of all day-to-day activities supporting the AML Policy, Program, and supporting standards in Consumer and Business Banking, and Operations. Oversees activities which are performed by areas supporting the line of business clients and processes including but not limited to Workout, Trade Finance, Loan Servicing Providers and third parties (including Santander affiliates) providing any AML or Sanctions related services to the line of business. Activities may include quantitative analysis, risk identification and remediation with a focus on BSA/AML and OFAC. Represents or supports the reputation of the company to minimize compliance and regulatory risk by resolving issues and ensuring adherence to company and legal standards. Provides managers with all necessary company management data and information. This position is hybrid, in office 3 days per week and can be located in Dallas, TX, Boston, MA, or Miami, FL Essential Functions/Responsibility Statements: Drive Risk Culture: Establishes expectations, ownership and accountability for BSA/AML and OFAC risk management within the Business Line. Provide risk expertise and control function feedback, as applicable, during performance review cycles and incentive plans of employees in the Business Line. Ensure awareness in the Business Line of BSA/AML and OFAC risk frameworks, policies and standards. Communication & Training: Act as central point of contact for receipt and distribution of BSA/AML risk related information between SLoD risk teams and Business Lines. Maintain two way communications with SLoD. Facilitate training for Business Lines to provide awareness of risk frameworks, policies, programs, processes, etc Adherence to Risk Frameworks, Policies, and Standards: Partner with SLoD to provide input/review of BSA/AML and OFAC frameworks, policies and standards. Facilitate Business Line awareness of and adherence to risk frameworks, policies, and standards through internal control testing and issue validation. Report and escalate exceptions and facilitate Business Line corrective actions. Continuous Monitoring: Continuously monitors all sources of BSA/AML and OFAC risk existing within the Business Line and externally. Engage in research, peer networking, and experience to anticipate critical risk issues impacting the Business Line. Understand where credit, market/liquidity, operational, strategic, reputational, compliance, and model risks exist in the Business Line and continually assess and improve controls to mitigate those risks. Monitor Key Risk Indicators and report on negative/adverse trends in Business Line. Monitor risk profile to maintain tolerance within Risk Appetite. Issue Identification, Management, and Risk Assessment: Act as BSA/AML and OFAC SME for RCSA responsibilities including Process Mapping, Risk & Control Matrices, Inherent Risk Assessments, Internal Control testing and Heracles data/input. Support Business Lines in risk identification (e.g. NPBA, change management, etc.) Ensure all BSA/AML and OFAC issues (Self-Identified, IA, Credit Risk Review or Regulatory) pertaining to the Business Line are resolved within established timelines. Validate issues to ensure Business Line remediation is sufficient to address root cause and prevent recurrence. Exam Management: Liaison with the Business Line for all BSA/AML and OFAC exam related activities including but not limited to regulatory, Internal Audit and Credit Risk Review. Review materials, responses and validate Business Line remediation work (e.g. artifacts, action plans, etc.) Strategy and Personnel Management: Partner with cross functional teams to analyze, deconstruct, and map current state process and identify improvement opportunities. Review and assess AML Operations Target Operating model and implement changes as determined. Manage and mentor the AML Operations team, fostering professional development. •Work with business/functional line management in recommending, developing, and executing on business initiatives including assessing complex issues, structure potential solutions, and drive effective resolution within permissible statutory and regulatory frameworks. Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education: Bachelor's Degree or equivalent work experience: Accounting, Business, Statistics, Risk Management, Information Systems, Finance, Economics or equivalent field. Req Master's Degree Accounting, Business, Statistics, Risk Management, Information Systems, Finance, Economics or equivalent field. Pref Work Experience: Required: 12+ Years Risk Management, Controls, or related experience. Required: 12+ Years Previous management experience. Preferred: 12+ Years Change & Process Management and/or Consulting. Skills and Abilities: Strong understanding and knowledge of BSA/AML and OFAC regulatory requirements. ACAMS or similar qualification preferred. Experience in establishing and/or managing an Operations function. Ability to build and foster relationships to facilitate business goals and regulatory requirements. Experience with delivering risk management execution across multiple business lines offering a wide variety of financial services products and services. Deep knowledge of the financial services sector, particularly with the competitive dynamics and products in retail banking, operations and risk management. Developed understanding of the regulatory environment and how the risks of the products and services the bank offers are viewed by the Second Line of Defense and regulators. Ability to build credibility with, collaborate with, and influence line of business executives. Able to effectively engage in communication with executive management, board members, regulators and other team members across the Santander US and Corporate Risk Management (DGR) organization Ability to build, present and negotiate a position based on metrics and facts. Ability to develop a mentoring culture with both senior experienced team members and junior staff. Ability to collaborate with internal and external service providers to establish resource requirements, scheduling, assignments and service levels. Ability to anticipate the impact of regulatory and other environmental factors and proactively take action to ensure the team/function/enterprise is prepared. Ability to build internal and external networks of information resources within the risk management ecosystem. Diversity & EEO Statements: At Santander, we value and respect differences in our workforce and strive to increase the diversity of our teams. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law. Employer Rights: This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate at any time for any reason. Primary Location: Boston, MA, Boston Other Locations: Massachusetts-Boston,Texas-Dallas,Florida-Miami Organization: Santander Bank N.A.
Sr. Director, AML Operations and Program Execution (hybrid) Boston, United States of America The Sr. Director, AML Operations and Program Execution is responsible for leading the AML First Line of Defense (FLoD) Operations for Consumer and Business Banking, aligning AML strategy with business goals and regulatory requirements. Acts as the FLoD Money Laundering Prevention Officer, responsible for oversight of all day-to-day activities supporting the AML Policy, Program, and supporting standards in Consumer and Business Banking, and Operations. Oversees activities which are performed by areas supporting the line of business clients and processes including but not limited to Workout, Trade Finance, Loan Servicing Providers and third parties (including Santander affiliates) providing any AML or Sanctions related services to the line of business. Activities may include quantitative analysis, risk identification and remediation with a focus on BSA/AML and OFAC. Represents or supports the reputation of the company to minimize compliance and regulatory risk by resolving issues and ensuring adherence to company and legal standards. Provides managers with all necessary company management data and information. This position is hybrid, in office 3 days per week and can be located in Dallas, TX, Boston, MA, or Miami, FL Essential Functions/Responsibility Statements: Drive Risk Culture: Establishes expectations, ownership and accountability for BSA/AML and OFAC risk management within the Business Line. Provide risk expertise and control function feedback, as applicable, during performance review cycles and incentive plans of employees in the Business Line. Ensure awareness in the Business Line of BSA/AML and OFAC risk frameworks, policies and standards. Communication & Training: Act as central point of contact for receipt and distribution of BSA/AML risk related information between SLoD risk teams and Business Lines. Maintain two way communications with SLoD. Facilitate training for Business Lines to provide awareness of risk frameworks, policies, programs, processes, etc Adherence to Risk Frameworks, Policies, and Standards: Partner with SLoD to provide input/review of BSA/AML and OFAC frameworks, policies and standards. Facilitate Business Line awareness of and adherence to risk frameworks, policies, and standards through internal control testing and issue validation. Report and escalate exceptions and facilitate Business Line corrective actions. Continuous Monitoring: Continuously monitors all sources of BSA/AML and OFAC risk existing within the Business Line and externally. Engage in research, peer networking, and experience to anticipate critical risk issues impacting the Business Line. Understand where credit, market/liquidity, operational, strategic, reputational, compliance, and model risks exist in the Business Line and continually assess and improve controls to mitigate those risks. Monitor Key Risk Indicators and report on negative/adverse trends in Business Line. Monitor risk profile to maintain tolerance within Risk Appetite. Issue Identification, Management, and Risk Assessment: Act as BSA/AML and OFAC SME for RCSA responsibilities including Process Mapping, Risk & Control Matrices, Inherent Risk Assessments, Internal Control testing and Heracles data/input. Support Business Lines in risk identification (e.g. NPBA, change management, etc.) Ensure all BSA/AML and OFAC issues (Self-Identified, IA, Credit Risk Review or Regulatory) pertaining to the Business Line are resolved within established timelines. Validate issues to ensure Business Line remediation is sufficient to address root cause and prevent recurrence. Exam Management: Liaison with the Business Line for all BSA/AML and OFAC exam related activities including but not limited to regulatory, Internal Audit and Credit Risk Review. Review materials, responses and validate Business Line remediation work (e.g. artifacts, action plans, etc.) Strategy and Personnel Management: Partner with cross functional teams to analyze, deconstruct, and map current state process and identify improvement opportunities. Review and assess AML Operations Target Operating model and implement changes as determined. Manage and mentor the AML Operations team, fostering professional development. •Work with business/functional line management in recommending, developing, and executing on business initiatives including assessing complex issues, structure potential solutions, and drive effective resolution within permissible statutory and regulatory frameworks. Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education: Bachelor's Degree or equivalent work experience: Accounting, Business, Statistics, Risk Management, Information Systems, Finance, Economics or equivalent field. Req Master's Degree Accounting, Business, Statistics, Risk Management, Information Systems, Finance, Economics or equivalent field. Pref Work Experience: Required: 12+ Years Risk Management, Controls, or related experience. Required: 12+ Years Previous management experience. Preferred: 12+ Years Change & Process Management and/or Consulting. Skills and Abilities: Strong understanding and knowledge of BSA/AML and OFAC regulatory requirements. ACAMS or similar qualification preferred. Experience in establishing and/or managing an Operations function. Ability to build and foster relationships to facilitate business goals and regulatory requirements. Experience with delivering risk management execution across multiple business lines offering a wide variety of financial services products and services. Deep knowledge of the financial services sector, particularly with the competitive dynamics and products in retail banking, operations and risk management. Developed understanding of the regulatory environment and how the risks of the products and services the bank offers are viewed by the Second Line of Defense and regulators. Ability to build credibility with, collaborate with, and influence line of business executives. Able to effectively engage in communication with executive management, board members, regulators and other team members across the Santander US and Corporate Risk Management (DGR) organization Ability to build, present and negotiate a position based on metrics and facts. Ability to develop a mentoring culture with both senior experienced team members and junior staff. Ability to collaborate with internal and external service providers to establish resource requirements, scheduling, assignments and service levels. Ability to anticipate the impact of regulatory and other environmental factors and proactively take action to ensure the team/function/enterprise is prepared. Ability to build internal and external networks of information resources within the risk management ecosystem. Diversity & EEO Statements: At Santander, we value and respect differences in our workforce and strive to increase the diversity of our teams. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law. Employer Rights: This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate at any time for any reason. Primary Location: Boston, MA, Boston Other Locations: Massachusetts-Boston,Texas-Dallas,Florida-Miami Organization: Santander Bank N.A.
12/07/2024
Full time
Sr. Director, AML Operations and Program Execution (hybrid) Boston, United States of America The Sr. Director, AML Operations and Program Execution is responsible for leading the AML First Line of Defense (FLoD) Operations for Consumer and Business Banking, aligning AML strategy with business goals and regulatory requirements. Acts as the FLoD Money Laundering Prevention Officer, responsible for oversight of all day-to-day activities supporting the AML Policy, Program, and supporting standards in Consumer and Business Banking, and Operations. Oversees activities which are performed by areas supporting the line of business clients and processes including but not limited to Workout, Trade Finance, Loan Servicing Providers and third parties (including Santander affiliates) providing any AML or Sanctions related services to the line of business. Activities may include quantitative analysis, risk identification and remediation with a focus on BSA/AML and OFAC. Represents or supports the reputation of the company to minimize compliance and regulatory risk by resolving issues and ensuring adherence to company and legal standards. Provides managers with all necessary company management data and information. This position is hybrid, in office 3 days per week and can be located in Dallas, TX, Boston, MA, or Miami, FL Essential Functions/Responsibility Statements: Drive Risk Culture: Establishes expectations, ownership and accountability for BSA/AML and OFAC risk management within the Business Line. Provide risk expertise and control function feedback, as applicable, during performance review cycles and incentive plans of employees in the Business Line. Ensure awareness in the Business Line of BSA/AML and OFAC risk frameworks, policies and standards. Communication & Training: Act as central point of contact for receipt and distribution of BSA/AML risk related information between SLoD risk teams and Business Lines. Maintain two way communications with SLoD. Facilitate training for Business Lines to provide awareness of risk frameworks, policies, programs, processes, etc Adherence to Risk Frameworks, Policies, and Standards: Partner with SLoD to provide input/review of BSA/AML and OFAC frameworks, policies and standards. Facilitate Business Line awareness of and adherence to risk frameworks, policies, and standards through internal control testing and issue validation. Report and escalate exceptions and facilitate Business Line corrective actions. Continuous Monitoring: Continuously monitors all sources of BSA/AML and OFAC risk existing within the Business Line and externally. Engage in research, peer networking, and experience to anticipate critical risk issues impacting the Business Line. Understand where credit, market/liquidity, operational, strategic, reputational, compliance, and model risks exist in the Business Line and continually assess and improve controls to mitigate those risks. Monitor Key Risk Indicators and report on negative/adverse trends in Business Line. Monitor risk profile to maintain tolerance within Risk Appetite. Issue Identification, Management, and Risk Assessment: Act as BSA/AML and OFAC SME for RCSA responsibilities including Process Mapping, Risk & Control Matrices, Inherent Risk Assessments, Internal Control testing and Heracles data/input. Support Business Lines in risk identification (e.g. NPBA, change management, etc.) Ensure all BSA/AML and OFAC issues (Self-Identified, IA, Credit Risk Review or Regulatory) pertaining to the Business Line are resolved within established timelines. Validate issues to ensure Business Line remediation is sufficient to address root cause and prevent recurrence. Exam Management: Liaison with the Business Line for all BSA/AML and OFAC exam related activities including but not limited to regulatory, Internal Audit and Credit Risk Review. Review materials, responses and validate Business Line remediation work (e.g. artifacts, action plans, etc.) Strategy and Personnel Management: Partner with cross functional teams to analyze, deconstruct, and map current state process and identify improvement opportunities. Review and assess AML Operations Target Operating model and implement changes as determined. Manage and mentor the AML Operations team, fostering professional development. •Work with business/functional line management in recommending, developing, and executing on business initiatives including assessing complex issues, structure potential solutions, and drive effective resolution within permissible statutory and regulatory frameworks. Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education: Bachelor's Degree or equivalent work experience: Accounting, Business, Statistics, Risk Management, Information Systems, Finance, Economics or equivalent field. Req Master's Degree Accounting, Business, Statistics, Risk Management, Information Systems, Finance, Economics or equivalent field. Pref Work Experience: Required: 12+ Years Risk Management, Controls, or related experience. Required: 12+ Years Previous management experience. Preferred: 12+ Years Change & Process Management and/or Consulting. Skills and Abilities: Strong understanding and knowledge of BSA/AML and OFAC regulatory requirements. ACAMS or similar qualification preferred. Experience in establishing and/or managing an Operations function. Ability to build and foster relationships to facilitate business goals and regulatory requirements. Experience with delivering risk management execution across multiple business lines offering a wide variety of financial services products and services. Deep knowledge of the financial services sector, particularly with the competitive dynamics and products in retail banking, operations and risk management. Developed understanding of the regulatory environment and how the risks of the products and services the bank offers are viewed by the Second Line of Defense and regulators. Ability to build credibility with, collaborate with, and influence line of business executives. Able to effectively engage in communication with executive management, board members, regulators and other team members across the Santander US and Corporate Risk Management (DGR) organization Ability to build, present and negotiate a position based on metrics and facts. Ability to develop a mentoring culture with both senior experienced team members and junior staff. Ability to collaborate with internal and external service providers to establish resource requirements, scheduling, assignments and service levels. Ability to anticipate the impact of regulatory and other environmental factors and proactively take action to ensure the team/function/enterprise is prepared. Ability to build internal and external networks of information resources within the risk management ecosystem. Diversity & EEO Statements: At Santander, we value and respect differences in our workforce and strive to increase the diversity of our teams. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law. Employer Rights: This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate at any time for any reason. Primary Location: Boston, MA, Boston Other Locations: Massachusetts-Boston,Texas-Dallas,Florida-Miami Organization: Santander Bank N.A.
Experience / Certifications / License / Education: 5+ years in public accounting Tax expertise (business and individual tax returns Prep & Review) Expert with Full-Cycle Accounting Year-end close experience (3+ years) Skilled with SAGE 100 and/or Foundation Software Proven experience working with small to medium size businesses Skilled with QuickBooks CPA and/or EA Bachelor's degree in Accounting Key Duties & Responsibilities: Manage a client base consisting of small to mid-market clients Perform year-end accounting & tax engagements independently & efficiently Reviewing tax work papers and providing training and support to team members As an Accounting Manager you would assist with new and existing client opportunities and client advisory services Consistent high quality work product with attention to detail Serve as a technical resource to the firm and its clients Manage own workflow, including proper delegation when appropriate to staff according to their experience and capabilities, and coordination with partners on all phases of the engagement Work independently with clients in their office to assist with month end/year end closing and accounting issues Providing overall leadership, supervision, training, and performance feedback to staff Reviewing the accounting working papers and determine that the engagement has been performed in accordance with professional standards and the terms of the arrangement letter World Class Benefits: Telemedicine access for employees and family PTO (4 weeks); increases with seniority and longevity Medical coverage: 80% company-paid for employee, 60% company-paid for family HSA with company contributions 401(k) plan with a matching contribution 11 paid company holidays
12/07/2024
Experience / Certifications / License / Education: 5+ years in public accounting Tax expertise (business and individual tax returns Prep & Review) Expert with Full-Cycle Accounting Year-end close experience (3+ years) Skilled with SAGE 100 and/or Foundation Software Proven experience working with small to medium size businesses Skilled with QuickBooks CPA and/or EA Bachelor's degree in Accounting Key Duties & Responsibilities: Manage a client base consisting of small to mid-market clients Perform year-end accounting & tax engagements independently & efficiently Reviewing tax work papers and providing training and support to team members As an Accounting Manager you would assist with new and existing client opportunities and client advisory services Consistent high quality work product with attention to detail Serve as a technical resource to the firm and its clients Manage own workflow, including proper delegation when appropriate to staff according to their experience and capabilities, and coordination with partners on all phases of the engagement Work independently with clients in their office to assist with month end/year end closing and accounting issues Providing overall leadership, supervision, training, and performance feedback to staff Reviewing the accounting working papers and determine that the engagement has been performed in accordance with professional standards and the terms of the arrangement letter World Class Benefits: Telemedicine access for employees and family PTO (4 weeks); increases with seniority and longevity Medical coverage: 80% company-paid for employee, 60% company-paid for family HSA with company contributions 401(k) plan with a matching contribution 11 paid company holidays
Broaching Tool Sales Representative Full-Time Detroit, MI Hybrid Based out of southeast Michigan, our client has an over 100-year reputation of building high quality, rough end camshaft tool manufacturing, as well as broach tools and broach machine building for a variety of industrial applications, including automotive and other machine tool industries that include Broaching Toos. They are a full-service provider and can provide engineering, manufacturing, assembly and service for equipment. This hybrid, remote, or onsite role will work closely with senior staff to help grow the business with their product offering. The Sales Position offers a bases salary and attractive commission & bonus program, along with expense reimbursement and a full complement of health & welfare benefits to enjoy. What You are doing as a Broaching Tool Sales Representative: Make face-to-face customer contacts weekly, as the customers schedule permits. Entertain customers as required when visiting them or when they are visiting us. Develop and conduct surveys on market needs to develop new products and update current ones. Project sales forecast to enable management to set goals and objectives to attain, as well as provide engineering and manufacturing with information for future scheduling. Attend sales meetings as required to review sales activities, customer contacts, sales leads, etc. Review RFQs, P.O.s, work orders and monthly shipments with customers face to face. Develop a good public image of oneself and the company for continuing and improved sales. Develop and handle internal and external correspondence on a current basis. Complete customer contact and expenses reports weekly. Submit sales reports as required. Understand and be capable of generating a clear and concise major machine work order. Other duties in this area as assigned or delegated by the General Manager Broaching Tool Sales Representative Requirements: 3+ years of experience selling Broaching tools or equipment. Must be familiar with Excel, word and have basic Microsoft based computer skills. This position requires travel both domestically and may include international travel so the ability to travel is critical. Ability to operate a motor vehicle and possess a valid drivers license in the state of residence. Must visit customer manufacturing facilities as required. Possess good written and verbal communications skills. Maintain scheduled appointments. Knowledge of broach tooling terminology and broach machines. Send resume to Dan Witters Career Transitions: Find Your Dream Job or Hire the Best Talent Career Transitions is a leading recruiting agency that specializes in helping employers find their next critical hire and job seekers find their dream job. Our team of experienced recruiters are dedicated to finding you the perfect match for your open position or helping you find the right job for your skills and interests. We offer a variety of services, including: Recruitment: We match talent with open jobs. Contract staffing: We place technical and exempt professionals in temporary or contract assignments that can become full-time positions. Outplacement: We provide terminated or laid off employees with tools to be competitive in the job market. Career management: We help you develop your career and reach your goals to be the next leader. Career Transitions is committed to providing you with a high-quality talent acquisition experience. Our diverse candidate database and extensive recruiting experience reflects our commitment to match qualified candidates to employers' open positions. We work diligently to ensure that you receive efficient and effective services. We specialize in connecting employers with qualified technical and exempt professionals in many fields, ranging from accounting and finance to engineering and technology, and human resources to sales and marketing. We are also dedicated to upholding the values of diversity, equity, and inclusion (DEI). We are an equal opportunity employer and provide support for veterans and people with disabilities. Choose Career Transitions contingency, retained, or contract talent acquisition services to find your next hire or dream job. Visit our website today to learn more about how we can help you. $jb
12/07/2024
Broaching Tool Sales Representative Full-Time Detroit, MI Hybrid Based out of southeast Michigan, our client has an over 100-year reputation of building high quality, rough end camshaft tool manufacturing, as well as broach tools and broach machine building for a variety of industrial applications, including automotive and other machine tool industries that include Broaching Toos. They are a full-service provider and can provide engineering, manufacturing, assembly and service for equipment. This hybrid, remote, or onsite role will work closely with senior staff to help grow the business with their product offering. The Sales Position offers a bases salary and attractive commission & bonus program, along with expense reimbursement and a full complement of health & welfare benefits to enjoy. What You are doing as a Broaching Tool Sales Representative: Make face-to-face customer contacts weekly, as the customers schedule permits. Entertain customers as required when visiting them or when they are visiting us. Develop and conduct surveys on market needs to develop new products and update current ones. Project sales forecast to enable management to set goals and objectives to attain, as well as provide engineering and manufacturing with information for future scheduling. Attend sales meetings as required to review sales activities, customer contacts, sales leads, etc. Review RFQs, P.O.s, work orders and monthly shipments with customers face to face. Develop a good public image of oneself and the company for continuing and improved sales. Develop and handle internal and external correspondence on a current basis. Complete customer contact and expenses reports weekly. Submit sales reports as required. Understand and be capable of generating a clear and concise major machine work order. Other duties in this area as assigned or delegated by the General Manager Broaching Tool Sales Representative Requirements: 3+ years of experience selling Broaching tools or equipment. Must be familiar with Excel, word and have basic Microsoft based computer skills. This position requires travel both domestically and may include international travel so the ability to travel is critical. Ability to operate a motor vehicle and possess a valid drivers license in the state of residence. Must visit customer manufacturing facilities as required. Possess good written and verbal communications skills. Maintain scheduled appointments. Knowledge of broach tooling terminology and broach machines. Send resume to Dan Witters Career Transitions: Find Your Dream Job or Hire the Best Talent Career Transitions is a leading recruiting agency that specializes in helping employers find their next critical hire and job seekers find their dream job. Our team of experienced recruiters are dedicated to finding you the perfect match for your open position or helping you find the right job for your skills and interests. We offer a variety of services, including: Recruitment: We match talent with open jobs. Contract staffing: We place technical and exempt professionals in temporary or contract assignments that can become full-time positions. Outplacement: We provide terminated or laid off employees with tools to be competitive in the job market. Career management: We help you develop your career and reach your goals to be the next leader. Career Transitions is committed to providing you with a high-quality talent acquisition experience. Our diverse candidate database and extensive recruiting experience reflects our commitment to match qualified candidates to employers' open positions. We work diligently to ensure that you receive efficient and effective services. We specialize in connecting employers with qualified technical and exempt professionals in many fields, ranging from accounting and finance to engineering and technology, and human resources to sales and marketing. We are also dedicated to upholding the values of diversity, equity, and inclusion (DEI). We are an equal opportunity employer and provide support for veterans and people with disabilities. Choose Career Transitions contingency, retained, or contract talent acquisition services to find your next hire or dream job. Visit our website today to learn more about how we can help you. $jb
Berkeley Research Group Our healthcare practice provides accounting, economic, and operational advice to a variety of clients including providers and payers of healthcare services. We perform regulatory, reimbursement, data analytics, and compliance auditing for healthcare providers, healthcare payers and healthcare investors. Compliance audit deliverables include assessment of provider compliance programs and auditing of billing and coding of clinical documents and claims documents. The Associate Director for our healthcare analytics practice requires a highly motivated problem solver with strong analytical ability, solid organizational skills, and a desire to advance within the organization. This role involves the execution of engagement work streams that will primarily involve employing certified coding skills to audit provider claims and provider clinical documentation with a particular focus on government paid programs such as Medicare, Medicaid, Federal Employees Program, and TriCare. Responsibilities include working with a team to develop audit specifications, expert analysis of healthcare claims and supporting documentation, quality control, and development of client deliverables. Job Responsibilities: Plan and perform medical record audits to determine coding accuracy and compliant claims submission. Develop coding and documentation audit methodology using knowledge of key risk areas in coding and documentation compliance. Design, review, and implement compliance programs consistent with OIG and other guidance. Perform coding and documentation audits, reviewing medical records and charges to ensure compliance with CPT-4/HCPCS and ICD-10-CM coding guidelines and standards, as well as the Centers for Medicare & Medicaid Services (CMS) coverage guidelines. Conduct analysis of audit findings to identify trends/problems in coding and documentation and effectively communicates the audit findings and recommended areas for improvement. Serve as a subject matter expert on interpretation and application of coding and documentation guidelines. Monitor relevant resources, publications, and current government compliance and enforcement activity related to high-risk compliance areas. Stay current on coding guidelines. Develop analyses using transactional data and/or financial data. Generate client deliverables and contribute to the experts reports. Manage client relationships and communicate results and work product. Manage junior staff and delegate assignments as directed by more senior case managers. Demonstrate creativity and efficient use of relevant software tools and analytical methods to develop solutions; Participate in group practice meetings, contribute to business development initiatives and office functions such as staff training and recruiting; Qualifications: Bachelor's degree with a focus in quantitative analytics (accounting, finance, economics, mathematics, data science, statistics, health economics, biostatistics, health informatics, information systems, public health) or relatedfield; Minimum of ten (10+) years of work experience with a focus on healthcare provider billing, coding and compliance; Active coding certification from either AAPC or AHIMA is required; Comprehensive knowledge of Medicare rules, regulations, and guidelines as they apply to coverage, coding, and provider documentation; Advanced knowledge of CPT-4, HCPCS, and ICD-10-CM coding systems, guidelines, and regulatory requirements; Experience with physician practice coding (e.g. primary care, dermatology, orthopedics, ophthalmology), ASC coding, and/or post-acute coding (e.g. hospice, home health, SNFs). Demonstrated ability to interpret national coding and documentation guidelines and translate them into effective auditing practices and tools; identify issues in coding and documentation practices and recommend corrective action; develop reports, track, and trend audit findings and results; Commitment to producing high quality analysis and attention to detail; Excellent time management, organizational skills, and ability to prioritize work and meet deadlines; Exceptional verbal and written communication skills; and Desire to work collaboratively within an office team environment. PM22 BRG is an Equal Employment Opportunity/Affirmative Action Employer. All qualified candidates will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, disability, or protected veteran status. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities PI2b34a5-
12/07/2024
Full time
Berkeley Research Group Our healthcare practice provides accounting, economic, and operational advice to a variety of clients including providers and payers of healthcare services. We perform regulatory, reimbursement, data analytics, and compliance auditing for healthcare providers, healthcare payers and healthcare investors. Compliance audit deliverables include assessment of provider compliance programs and auditing of billing and coding of clinical documents and claims documents. The Associate Director for our healthcare analytics practice requires a highly motivated problem solver with strong analytical ability, solid organizational skills, and a desire to advance within the organization. This role involves the execution of engagement work streams that will primarily involve employing certified coding skills to audit provider claims and provider clinical documentation with a particular focus on government paid programs such as Medicare, Medicaid, Federal Employees Program, and TriCare. Responsibilities include working with a team to develop audit specifications, expert analysis of healthcare claims and supporting documentation, quality control, and development of client deliverables. Job Responsibilities: Plan and perform medical record audits to determine coding accuracy and compliant claims submission. Develop coding and documentation audit methodology using knowledge of key risk areas in coding and documentation compliance. Design, review, and implement compliance programs consistent with OIG and other guidance. Perform coding and documentation audits, reviewing medical records and charges to ensure compliance with CPT-4/HCPCS and ICD-10-CM coding guidelines and standards, as well as the Centers for Medicare & Medicaid Services (CMS) coverage guidelines. Conduct analysis of audit findings to identify trends/problems in coding and documentation and effectively communicates the audit findings and recommended areas for improvement. Serve as a subject matter expert on interpretation and application of coding and documentation guidelines. Monitor relevant resources, publications, and current government compliance and enforcement activity related to high-risk compliance areas. Stay current on coding guidelines. Develop analyses using transactional data and/or financial data. Generate client deliverables and contribute to the experts reports. Manage client relationships and communicate results and work product. Manage junior staff and delegate assignments as directed by more senior case managers. Demonstrate creativity and efficient use of relevant software tools and analytical methods to develop solutions; Participate in group practice meetings, contribute to business development initiatives and office functions such as staff training and recruiting; Qualifications: Bachelor's degree with a focus in quantitative analytics (accounting, finance, economics, mathematics, data science, statistics, health economics, biostatistics, health informatics, information systems, public health) or relatedfield; Minimum of ten (10+) years of work experience with a focus on healthcare provider billing, coding and compliance; Active coding certification from either AAPC or AHIMA is required; Comprehensive knowledge of Medicare rules, regulations, and guidelines as they apply to coverage, coding, and provider documentation; Advanced knowledge of CPT-4, HCPCS, and ICD-10-CM coding systems, guidelines, and regulatory requirements; Experience with physician practice coding (e.g. primary care, dermatology, orthopedics, ophthalmology), ASC coding, and/or post-acute coding (e.g. hospice, home health, SNFs). Demonstrated ability to interpret national coding and documentation guidelines and translate them into effective auditing practices and tools; identify issues in coding and documentation practices and recommend corrective action; develop reports, track, and trend audit findings and results; Commitment to producing high quality analysis and attention to detail; Excellent time management, organizational skills, and ability to prioritize work and meet deadlines; Exceptional verbal and written communication skills; and Desire to work collaboratively within an office team environment. PM22 BRG is an Equal Employment Opportunity/Affirmative Action Employer. All qualified candidates will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, disability, or protected veteran status. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities PI2b34a5-
Senior Tax Manager / Tax Partner - HWNI / Private Client Services Location: Pasadena, CA 91105, US Job Number: 1940 Job Description Fast growing regional public accounting firm is seeking a Senior Tax Manager / Tax Partner to grow the High Net Worth Individual Tax Practice. The successful candidate will join a well-established firm and be well-versed in high net worth individual, trust, estate, gift and foundation tax. The individual should have strong research and technical skills. Responsibilities Review returns prepared by tax staff including individual, partnership, fiduciary, trust, and gift taxes. Get involved with tax controversies and advise and counsel clients. Interact with senior partners in planning for the firm. Interact with clients throughout the year to ensure a steady relationship between the client and the firm. Requirements At least 15 years of experience. Public accounting with HNWI (high net worth individual) experience. Well-versed in high net worth individual, trust, estate, gift and foundation tax. Strong research and technical skills. CPA & MBA preferred. Software skills in Excel.
12/07/2024
Full time
Senior Tax Manager / Tax Partner - HWNI / Private Client Services Location: Pasadena, CA 91105, US Job Number: 1940 Job Description Fast growing regional public accounting firm is seeking a Senior Tax Manager / Tax Partner to grow the High Net Worth Individual Tax Practice. The successful candidate will join a well-established firm and be well-versed in high net worth individual, trust, estate, gift and foundation tax. The individual should have strong research and technical skills. Responsibilities Review returns prepared by tax staff including individual, partnership, fiduciary, trust, and gift taxes. Get involved with tax controversies and advise and counsel clients. Interact with senior partners in planning for the firm. Interact with clients throughout the year to ensure a steady relationship between the client and the firm. Requirements At least 15 years of experience. Public accounting with HNWI (high net worth individual) experience. Well-versed in high net worth individual, trust, estate, gift and foundation tax. Strong research and technical skills. CPA & MBA preferred. Software skills in Excel.
Ernst & Young Advisory Services Sdn Bhd
Chicago, Illinois
Location: Chicago Other locations: Anywhere in Country Requisition ID: At EY, you'll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we're counting on your unique voice and perspective to help EY become even better. Join us and build an exceptional experience for yourself, and a better working world for all. The exceptional EY experience. It's yours to build. As part of our Americas Tax Technology Group (ATTG), you will be part of an organization that develops and maintains innovative solutions for our clients and client-serving Tax professionals. ATT professionals will partner with our tax professionals to develop supporting technology such as digital/mobile tools to improve internal operations, application of technology to collect financial data, development of advanced financial dashboards, visualization, analytics, and reports. The Development Senior Manager role is in the Solution Delivery pillar. The main function of this pillar is to develop and test solutions created to support the Americas Tax Practice. Essential Functions of the Job: Partners with the Product Owner to own the Design, Plan, Build, and Support of one or more products in Portfolio Responsible for product delivery, maintenance, and escalated technical support across one or more products within Portfolio Ensures adoption and compliance with established Reference Architecture standards and policies Manages all aspects of development including estimating of LOE and managing staffing as well as execution & performance management of development team Plans and supports vendor management activities- vendor assurance, procurement, invoice approvals Coordinates with DevOps, Architecture, InfoSec and other internal teams Leads urgent response team to respond & resolve production issues Partner with the Development Leads and Architects in the creation of architecture artifacts for products within the portfolio including Infrastructure Architecture Document (IAD) and Solution Design Document (SDD) Drive the definition, communication, and adoption of development patterns and practices across product teams within portfolio Drive the effective organization and execution of product development and Urgent Response teams across the products in their portfolio Accountable for the delivery of one or more products within a portfolio (depending on size and complexity). Accountable for alignment of product development with the firm policies and standards. Accountable for the technical aspects of the product(s) Responsible for producing technical documentation/diagrams that depict the larger ecosystem of products supporting the SSL portfolio Responsible for creating and maintaining the technical roadmap for the ecosystem of products supporting the portfolio Discover and exercise opportunities for reuse within and across portfolios. Analytical/Decision Making Responsibilities: Ability to clearly articulate both problems and proposed solutions Proactive approach to identifying issues and presenting solutions and options, and where appropriate, leading to resolution Ability to prioritize personal and team workloads to best meet organizational objectives Empowered to make decisions and recommend approach based on the results from quality reviews Knowledge and Skills Requirements: 6+ years of hands-on experience leading development teams applying agile/lean practices. Track record of building and delivering mission critical, 24x7 production software systems Deep understanding of software engineering best practices Strong understanding of distributed systems and web services technology Understanding of agile project management methodologies Working knowledge of data structures, algorithms, and object oriented design Working knowledge of REST and RPC service patterns and other client/server interaction models Excellent oral and written communication skills, with demonstrated results in delivering excellent technical designs Experience managing vendors and service providers in order to meet business and company goals. Experience with managing teams, onshore, remote and offshore teams to work towards development best practices. Experience in technical design development and review, with the ability to provide insight, guidance and review at all levels from architecture to design and code. Experience in development using the Microsoft .NET platform, and responsive UI technologies Experience building Cloud-native solutions (MS Azure preferred) Experience managing cross-functional disciplines of development, test and operational roles preferred Exposure to generative AI projects preferred Exposure to project management principles and methodology preferred Tax domain knowledge preferred Supervision Responsibilities: Provide supervision and direction to team members and staff Delegate, coach, coordinate and lead co-workers and project team members. Leads a functional team with responsibility for utilization, assignments, and reports to a pillar leader Responsible for training and standards for functional team performance, has direct responsibility for supervising personnel, (i.e., sets goals, assigns work, reviews performance, and conducts career development discussions) Other Requirements: Occasional overnight travel may be required Job Requirements: A bachelor's degree (computer science, engineering, accounting, finance preferred) or equivalent work experience. Master's degree preferred 10-15 years of relevant experience. What we offer: We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $100,700 to $291,900. The salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $120,800 to $331,800. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year. Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being. Continuous learning: You'll develop the mindset and skills to navigate whatever comes next. Success as defined by you: We'll provide the tools and flexibility, so you can make a meaningful impact, your way. Transformative leadership: We'll give you the insights, coaching and confidence to be the leader the world needs. Diverse and inclusive culture: You'll be embraced for who you are and empowered to use your voice to help others find theirs. EY accepts applications for this position on an on-going basis. If you can demonstrate that you meet the criteria above, please contact us as soon as possible.
12/07/2024
Full time
Location: Chicago Other locations: Anywhere in Country Requisition ID: At EY, you'll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we're counting on your unique voice and perspective to help EY become even better. Join us and build an exceptional experience for yourself, and a better working world for all. The exceptional EY experience. It's yours to build. As part of our Americas Tax Technology Group (ATTG), you will be part of an organization that develops and maintains innovative solutions for our clients and client-serving Tax professionals. ATT professionals will partner with our tax professionals to develop supporting technology such as digital/mobile tools to improve internal operations, application of technology to collect financial data, development of advanced financial dashboards, visualization, analytics, and reports. The Development Senior Manager role is in the Solution Delivery pillar. The main function of this pillar is to develop and test solutions created to support the Americas Tax Practice. Essential Functions of the Job: Partners with the Product Owner to own the Design, Plan, Build, and Support of one or more products in Portfolio Responsible for product delivery, maintenance, and escalated technical support across one or more products within Portfolio Ensures adoption and compliance with established Reference Architecture standards and policies Manages all aspects of development including estimating of LOE and managing staffing as well as execution & performance management of development team Plans and supports vendor management activities- vendor assurance, procurement, invoice approvals Coordinates with DevOps, Architecture, InfoSec and other internal teams Leads urgent response team to respond & resolve production issues Partner with the Development Leads and Architects in the creation of architecture artifacts for products within the portfolio including Infrastructure Architecture Document (IAD) and Solution Design Document (SDD) Drive the definition, communication, and adoption of development patterns and practices across product teams within portfolio Drive the effective organization and execution of product development and Urgent Response teams across the products in their portfolio Accountable for the delivery of one or more products within a portfolio (depending on size and complexity). Accountable for alignment of product development with the firm policies and standards. Accountable for the technical aspects of the product(s) Responsible for producing technical documentation/diagrams that depict the larger ecosystem of products supporting the SSL portfolio Responsible for creating and maintaining the technical roadmap for the ecosystem of products supporting the portfolio Discover and exercise opportunities for reuse within and across portfolios. Analytical/Decision Making Responsibilities: Ability to clearly articulate both problems and proposed solutions Proactive approach to identifying issues and presenting solutions and options, and where appropriate, leading to resolution Ability to prioritize personal and team workloads to best meet organizational objectives Empowered to make decisions and recommend approach based on the results from quality reviews Knowledge and Skills Requirements: 6+ years of hands-on experience leading development teams applying agile/lean practices. Track record of building and delivering mission critical, 24x7 production software systems Deep understanding of software engineering best practices Strong understanding of distributed systems and web services technology Understanding of agile project management methodologies Working knowledge of data structures, algorithms, and object oriented design Working knowledge of REST and RPC service patterns and other client/server interaction models Excellent oral and written communication skills, with demonstrated results in delivering excellent technical designs Experience managing vendors and service providers in order to meet business and company goals. Experience with managing teams, onshore, remote and offshore teams to work towards development best practices. Experience in technical design development and review, with the ability to provide insight, guidance and review at all levels from architecture to design and code. Experience in development using the Microsoft .NET platform, and responsive UI technologies Experience building Cloud-native solutions (MS Azure preferred) Experience managing cross-functional disciplines of development, test and operational roles preferred Exposure to generative AI projects preferred Exposure to project management principles and methodology preferred Tax domain knowledge preferred Supervision Responsibilities: Provide supervision and direction to team members and staff Delegate, coach, coordinate and lead co-workers and project team members. Leads a functional team with responsibility for utilization, assignments, and reports to a pillar leader Responsible for training and standards for functional team performance, has direct responsibility for supervising personnel, (i.e., sets goals, assigns work, reviews performance, and conducts career development discussions) Other Requirements: Occasional overnight travel may be required Job Requirements: A bachelor's degree (computer science, engineering, accounting, finance preferred) or equivalent work experience. Master's degree preferred 10-15 years of relevant experience. What we offer: We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $100,700 to $291,900. The salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $120,800 to $331,800. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year. Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being. Continuous learning: You'll develop the mindset and skills to navigate whatever comes next. Success as defined by you: We'll provide the tools and flexibility, so you can make a meaningful impact, your way. Transformative leadership: We'll give you the insights, coaching and confidence to be the leader the world needs. Diverse and inclusive culture: You'll be embraced for who you are and empowered to use your voice to help others find theirs. EY accepts applications for this position on an on-going basis. If you can demonstrate that you meet the criteria above, please contact us as soon as possible.
Vice President, Operational Risk - Fund Services II At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world's financial system we touch nearly 20% of the world's investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities and people everywhere. We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what is all about. We're seeking a future team member for the role of Vice President, Operational Risk to join our BNY Asset Servicing Operational Risk team. This role can be located in either Pittsburgh, PA or Lake Mary, FL in a Hybrid work environment. About the team: Reporting to the Operational Risk Management Director co leading the Asset Servicing Operational Risk Management Team , the Operational Risk Officer will be part of a global team within the 2nd Line of Defence with oversight of Fund Services, including Global Transfer Agency or Accounting. As an Operational Risk Officer (ORO), this role at our bank will have daily interactions with the Business, COO, and Operations managers. Direct interactions are critical to ensure that we can provide appropriate independent second line of defense review, challenge, oversight, and advice to the first line of defense. This role ensures that operational risks are properly identified, assessed, and mitigated, thus enabling proactive risk management aligned with on-going investment management activities and strategic priorities and plans. In this role, you'll make an impact in the following ways: The ORO will ensure Risk Management oversight of the business risk framework, notably; Risk & Control Self Assessments, Key Risk Indicators, Operational Risk Events and Business Process Change risk assessments, The provision of advice and guidance will be provided to the business line, including the evaluation of existing processes and the ORO should be able to call on a high level of knowledge of associated risks to direct the business line's activities to address control gaps. Directs the 1 st line of defense's compliance with the Operational Risk Management Framework by identifying, assessing, and mitigating risks; identifying emerging issues; contributing to the development of processes and controls to manage risks; monitoring the adequacy and effectiveness of the control environment; remediating deficiencies; monitoring and challenging business activities; and enforcing business line awareness-of and adherence-to the risk management framework. Recommends modifications to reduce implementation risk and uses strong influence with business line management to ensure compliance, risk and control documentation and notification of all appropriate representatives and regulators. Responsible for appropriately escalating issues to the Risk and Compliance management team. Ensures that all challenge and issues raised are suitably evidenced and recorded. Provides reporting on outputs of risk management activities completed, including thematic reviews and independent assessments, suitable for Executive Management To be successful in this role, we're seeking the following: Bachelor's Degree or the equivalent combination of education and experience is required. Graduate degree preferred. 8-10 years total work experience with 1-3 years of experience in operational risk preferred. Strong familiarity with either the Transfer Agency or Accounting products and operations to anticipate, assess, monitor, and report on operational risks. An understanding of the Operational Risk Framework and associated risk tools, eg RCSAs, KRIs. An understanding of client asset safety regulations and principles Able to develop and establish collaborative working relationships with colleagues in both 1st and 2nd lines of defense to ensure timely completion of risk-related deliverables, issue resolution and implementation of improvements. Good interpersonal and communication skills, with the ability to interact effectively with both senior leaders and across all levels of the organization. At BNY, our culture speaks for itself. Here's a few of our awards: America's Most Innovative Companies, Fortune, 2024 World's Most Admired Companies, Fortune 2024 Human Rights Campaign Foundation, Corporate Equality Index, 100% score, Best Places to Work for Disability Inclusion , Disability: IN - 100% score, "Most Just Companies", Just Capital and CNBC, 2024 Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024 Bloomberg's Gender Equality Index (GEI), 2023 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY assesses market data to ensure a competitive compensation package for our employees. The base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNYM total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs. This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors.
12/06/2024
Full time
Vice President, Operational Risk - Fund Services II At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world's financial system we touch nearly 20% of the world's investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities and people everywhere. We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what is all about. We're seeking a future team member for the role of Vice President, Operational Risk to join our BNY Asset Servicing Operational Risk team. This role can be located in either Pittsburgh, PA or Lake Mary, FL in a Hybrid work environment. About the team: Reporting to the Operational Risk Management Director co leading the Asset Servicing Operational Risk Management Team , the Operational Risk Officer will be part of a global team within the 2nd Line of Defence with oversight of Fund Services, including Global Transfer Agency or Accounting. As an Operational Risk Officer (ORO), this role at our bank will have daily interactions with the Business, COO, and Operations managers. Direct interactions are critical to ensure that we can provide appropriate independent second line of defense review, challenge, oversight, and advice to the first line of defense. This role ensures that operational risks are properly identified, assessed, and mitigated, thus enabling proactive risk management aligned with on-going investment management activities and strategic priorities and plans. In this role, you'll make an impact in the following ways: The ORO will ensure Risk Management oversight of the business risk framework, notably; Risk & Control Self Assessments, Key Risk Indicators, Operational Risk Events and Business Process Change risk assessments, The provision of advice and guidance will be provided to the business line, including the evaluation of existing processes and the ORO should be able to call on a high level of knowledge of associated risks to direct the business line's activities to address control gaps. Directs the 1 st line of defense's compliance with the Operational Risk Management Framework by identifying, assessing, and mitigating risks; identifying emerging issues; contributing to the development of processes and controls to manage risks; monitoring the adequacy and effectiveness of the control environment; remediating deficiencies; monitoring and challenging business activities; and enforcing business line awareness-of and adherence-to the risk management framework. Recommends modifications to reduce implementation risk and uses strong influence with business line management to ensure compliance, risk and control documentation and notification of all appropriate representatives and regulators. Responsible for appropriately escalating issues to the Risk and Compliance management team. Ensures that all challenge and issues raised are suitably evidenced and recorded. Provides reporting on outputs of risk management activities completed, including thematic reviews and independent assessments, suitable for Executive Management To be successful in this role, we're seeking the following: Bachelor's Degree or the equivalent combination of education and experience is required. Graduate degree preferred. 8-10 years total work experience with 1-3 years of experience in operational risk preferred. Strong familiarity with either the Transfer Agency or Accounting products and operations to anticipate, assess, monitor, and report on operational risks. An understanding of the Operational Risk Framework and associated risk tools, eg RCSAs, KRIs. An understanding of client asset safety regulations and principles Able to develop and establish collaborative working relationships with colleagues in both 1st and 2nd lines of defense to ensure timely completion of risk-related deliverables, issue resolution and implementation of improvements. Good interpersonal and communication skills, with the ability to interact effectively with both senior leaders and across all levels of the organization. At BNY, our culture speaks for itself. Here's a few of our awards: America's Most Innovative Companies, Fortune, 2024 World's Most Admired Companies, Fortune 2024 Human Rights Campaign Foundation, Corporate Equality Index, 100% score, Best Places to Work for Disability Inclusion , Disability: IN - 100% score, "Most Just Companies", Just Capital and CNBC, 2024 Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024 Bloomberg's Gender Equality Index (GEI), 2023 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY assesses market data to ensure a competitive compensation package for our employees. The base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNYM total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs. This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors.
Senior Vice President, Project Leader (Credit Risk Review) At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world's financial system we touch nearly 20% of the world's investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities and people everywhere. We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what is all about. We're seeking a future team member for the role of Senior Vice President, Project Leader (Credit Risk Review) to join our Internal Audit team. This role can be located in New York City, Pittsburgh, PA and Lake Mary, FL in a Hybrid work environment. About the team: Credit Risk Review (CRR), a separate function within Internal Audit, requires individuals with subject matter expertise in a wide spectrum of topics related to Credit Risk. CRR provides senior management and the Board of Directors, through the Audit Committee, an independent assessment of the quality of BNY's credit exposure and the degree of adherence to risk policies, procedures and guidelines. CRR provides assurance to external examiners and regulatory authorities that the internal and independent assessment process complies with regulatory guidelines. At BNY, we are on a mission to revolutionize reviewing through cutting-edge technology and forward-thinking approaches. Our team is passionate about driving innovation in the world of Credit Risk Review which resides within our Internal Audit department, and we are looking for a talented individual who share our vision. In this role, you'll make an impact in the following ways: Leads or participates in comprehensive credit risk reviews of various lending portfolios to independently assess of the quality of the Bank's credit exposure and compliance with established risk policies, procedures and guidelines. Conducts independent credit analysis including detailed financial statement analysis, ratio analysis and cash flow analysis for borrowers under review. Ensures that individual credits are appropriately underwritten, correctly risk rated and adhere to the Company's risk policy. Ensures an appropriate assessment of credit risk by promptly identifying issues, problems and exceptions related to credit, as well as conducting assessments of industry and geographic risks to aid in the early detection of credit and/or portfolio deterioration. Leads or participates in opening meetings, closing meetings and communicates any concerns to Manager of Credit Risk Review, senior management and credit risk group of the lending portfolio under review. Stays current with federal regulations/guidelines related to lending activities that may impact the Company's lending portfolio. Participates in CRR continuous monitoring, responds to regulatory and other third- party requests. Engages in preparation of CRR reports and deliverables for senior management. No direct reports. Demonstrates leadership through project management responsibilities and training of less experienced peers. Contributes to the achievement of CRR team goals. To be successful in this role, we're seeking the following: Bachelor's degree in accounting or finance or other related field; MBA, CPA, CFA or related certifications preferred. 8-12 years relevant experience in credit risk review, credit risk or a relevant specialty preferred (CRE, C&I). Completion of a credit training program preferred. Additional core skills include in-depth credit analysis, knowledge of diverse lending portfolios and products. Strong negotiation, oral and written communication skills. Ability to work collaboratively and productively with various internal and external stakeholders. At BNY, our culture speaks for itself. Here's a few of our awards: America's Most Innovative Companies, Fortune, 2024 World's Most Admired Companies, Fortune 2024 Human Rights Campaign Foundation, Corporate Equality Index, 100% score, Best Places to Work for Disability Inclusion , Disability: IN - 100% score, "Most Just Companies", Just Capital and CNBC, 2024 Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024 Bloomberg's Gender Equality Index (GEI), 2023 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $100,000 and $189,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNYM total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs. This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors. For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments & safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: .
12/06/2024
Full time
Senior Vice President, Project Leader (Credit Risk Review) At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world's financial system we touch nearly 20% of the world's investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities and people everywhere. We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what is all about. We're seeking a future team member for the role of Senior Vice President, Project Leader (Credit Risk Review) to join our Internal Audit team. This role can be located in New York City, Pittsburgh, PA and Lake Mary, FL in a Hybrid work environment. About the team: Credit Risk Review (CRR), a separate function within Internal Audit, requires individuals with subject matter expertise in a wide spectrum of topics related to Credit Risk. CRR provides senior management and the Board of Directors, through the Audit Committee, an independent assessment of the quality of BNY's credit exposure and the degree of adherence to risk policies, procedures and guidelines. CRR provides assurance to external examiners and regulatory authorities that the internal and independent assessment process complies with regulatory guidelines. At BNY, we are on a mission to revolutionize reviewing through cutting-edge technology and forward-thinking approaches. Our team is passionate about driving innovation in the world of Credit Risk Review which resides within our Internal Audit department, and we are looking for a talented individual who share our vision. In this role, you'll make an impact in the following ways: Leads or participates in comprehensive credit risk reviews of various lending portfolios to independently assess of the quality of the Bank's credit exposure and compliance with established risk policies, procedures and guidelines. Conducts independent credit analysis including detailed financial statement analysis, ratio analysis and cash flow analysis for borrowers under review. Ensures that individual credits are appropriately underwritten, correctly risk rated and adhere to the Company's risk policy. Ensures an appropriate assessment of credit risk by promptly identifying issues, problems and exceptions related to credit, as well as conducting assessments of industry and geographic risks to aid in the early detection of credit and/or portfolio deterioration. Leads or participates in opening meetings, closing meetings and communicates any concerns to Manager of Credit Risk Review, senior management and credit risk group of the lending portfolio under review. Stays current with federal regulations/guidelines related to lending activities that may impact the Company's lending portfolio. Participates in CRR continuous monitoring, responds to regulatory and other third- party requests. Engages in preparation of CRR reports and deliverables for senior management. No direct reports. Demonstrates leadership through project management responsibilities and training of less experienced peers. Contributes to the achievement of CRR team goals. To be successful in this role, we're seeking the following: Bachelor's degree in accounting or finance or other related field; MBA, CPA, CFA or related certifications preferred. 8-12 years relevant experience in credit risk review, credit risk or a relevant specialty preferred (CRE, C&I). Completion of a credit training program preferred. Additional core skills include in-depth credit analysis, knowledge of diverse lending portfolios and products. Strong negotiation, oral and written communication skills. Ability to work collaboratively and productively with various internal and external stakeholders. At BNY, our culture speaks for itself. Here's a few of our awards: America's Most Innovative Companies, Fortune, 2024 World's Most Admired Companies, Fortune 2024 Human Rights Campaign Foundation, Corporate Equality Index, 100% score, Best Places to Work for Disability Inclusion , Disability: IN - 100% score, "Most Just Companies", Just Capital and CNBC, 2024 Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024 Bloomberg's Gender Equality Index (GEI), 2023 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $100,000 and $189,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNYM total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs. This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors. For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments & safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: .
Overview: The Senior Project Manager is responsible for leading and managing a team of project managers, assistant project managers, and superintendents to deliver exceptional results for our clients. The Senior PM is an executive level position, and is expected to identify, propose, close, and manage construction projects. Company Overview Founded in 1979, Lemartec is a national General Contractor / Construction Management Firm, and MasTec's Vertical construction arm. As a MasTec company, we maintain international capabilities and strategic partnerships throughout the Americas and the Caribbean to service the most complex of projects within the industries we serve which include industrial, aviation, power, and large commercial. As a MasTec Company, Lemartec is able to serve our diversified customer base through a network of 22,000 professionals and subject matter experts in Engineering, Procurement, and Construction across over 400 locations throughout North America and the Caribbean. With experience working in all 16 disciplines of construction, we have the resources and knowledge to complete projects of any scale. MasTec's Clean Energy and Infrastructure Group (CE&I) is a $4 billion annual revenue business unit that provides construction services for industrial facilities; building products manufacturers, power generation facilities, manufacturing plants; solar, wind, and thermal energy plants; buildings, and infrastructure. Responsibilities: Develops solutions to ensure that issues never become problems. Studies bid specs carefully, looking for potential issues before the commencement of the project. Develops contingency plans proactively to mitigate potential risks - in the event an item of the critical path is delayed. Understands the subcontractor scope and contracts, and identifies opportunities and risks. Ensure that every member of the team has a comprehensive Business Development plan to meet and exceed their targets. Attend interviews as required to close new business. Attend industry, social and non-profit events to build relationships and identify new opportunities. Proactively build and sustain relationships with targeted clients. Initiate new projects with architects, engineers and owners. Successfully identify and develop a specific niche. Proactively communicate with the client team at all times. Proactively develop relationships with the subcontractor community. Recruit new qualified subcontractors. Track and procure new work through the subcontractor community. Ensure accuracy of subcontractor requisitions. Lead a team of Project Managers and Assistant Project Managers to deliver exceptional results. Recruit high-caliber personnel from outside sources, college campuses, etc. Manage multiple project teams successfully while maximizing both profit and client satisfaction. Work with on-site Superintendents to deliver the highest possible quality and customer satisfaction. Lead the pre-construction/RFP package effort with the help of the estimating department. Build strong win-win relationships with other departments within Lemartec, including accounting, marketing, business development and estimating. Ensure that the project quality control plan is in effect and followed. Ensure that the punch list is completed to the client's satisfaction. Submit project change orders to clients within Lemartec's standards. Complete and distribute meeting minutes within 24 hours of progress meetings. Prepare, complete, and submit O&M manuals to clients within 30 days of substantial completion. Complete WIP reports within scheduled timeframe. Ensure that the job processes are followed in accordance with policy. Qualifications: Qualifications Bachelor's degree in Architecture, Engineering or Construction. Additional 5 years of relevant work experience in lieu of experience. 10 to 20 Years of experience as a Project manager on Electrical projects is required. Knowledge/Skills/Abilities Familiarity with local specifications and supplements to each and with reading blueprints and Proficiency in planning, scheduling, and production, in P6, Microsoft Project or equivalent software and in Microsoft Office suite of software-Excel/Word/Outlook also needed along with estimating software knowledge. Excellent organizational, presentation and interpersonal skills. High degree of professionalism and strong work ethic Multi-tasks and stay focused on the big picture while addressing daily issues In addition to the above listed minimum requirements, candidates who poses the following skills, experience, and capabilities may receive greater consideration during the evaluation process: Ability to travel within the U.S What's in it for you: Financial Wellbeing Competitive pay with ongoing performance review and merit increase 401(k) with company match & Employee Stock Purchase Plan (ESPP) Flexible spending account (Healthcare & Dependent care) Health & Wellness Medical, Dental, and Vision insurance (plan choice) - coverage for spouse, domestic partner, and children Diabetes Management, Telehealth Coverage, Prescription Drug Plan, Pet Insurance Family & Lifestyle Paid Time Off, Paid Holidays, Bereavement Leave Military Leave, including Differential Pay and Benefits Continuation Employee Assistance Program Planning for the Unexpected Short and long-term disability, life insurance, and accidental death & dismemberment Voluntary life insurance, accident, critical illness, hospital indemnity coverage Emergency Travel Assistance Program Group legal plan Position may be subject to pre-employment screening, which may include background check and drug testing. Accessibility: If you need accommodation as part of the employment process, contact . Due to the high volume of applications received, we are unable to respond to individual requests regarding application status. Please log into your candidate profile for up-to-date information. MasTec, Inc. is an Equal Employment Opportunity Employer. The Company's policy is not to unlawfully discriminate against any applicant or employee on the basis of race, color, sex, sexual orientation, gender identity, religion, national origin, age, disability, genetic information, military status, or any other consideration made unlawful by applicable federal, state, or local laws. The Company also prohibits harassment of applicants and employees based on any of these protected categories. It is also MasTec's policy to comply with all applicable state, federal and local laws respecting consideration of unemployment status in making hiring decisions. MasTec Clean Energy & Infrastructure and our subsidiaries do not work with any third-party recruiters or agencies without a valid signed agreement and partnership with the Corporate Talent Acquisition Team. Disclaimer: MasTec and our Subsidiaries will never ask prospective employees for any form of payment or money transfer as part of job application or onboarding. We do not ask prospective employees for information about credit cards or personal passwords, and it does not require applicants to purchase equipment or software. Ensure that all recruiter email addresses end If you suspect you are the target of a scam, we advise you to contact your local law enforcement agency and report fraud at . Appcast (For Export):
12/06/2024
Full time
Overview: The Senior Project Manager is responsible for leading and managing a team of project managers, assistant project managers, and superintendents to deliver exceptional results for our clients. The Senior PM is an executive level position, and is expected to identify, propose, close, and manage construction projects. Company Overview Founded in 1979, Lemartec is a national General Contractor / Construction Management Firm, and MasTec's Vertical construction arm. As a MasTec company, we maintain international capabilities and strategic partnerships throughout the Americas and the Caribbean to service the most complex of projects within the industries we serve which include industrial, aviation, power, and large commercial. As a MasTec Company, Lemartec is able to serve our diversified customer base through a network of 22,000 professionals and subject matter experts in Engineering, Procurement, and Construction across over 400 locations throughout North America and the Caribbean. With experience working in all 16 disciplines of construction, we have the resources and knowledge to complete projects of any scale. MasTec's Clean Energy and Infrastructure Group (CE&I) is a $4 billion annual revenue business unit that provides construction services for industrial facilities; building products manufacturers, power generation facilities, manufacturing plants; solar, wind, and thermal energy plants; buildings, and infrastructure. Responsibilities: Develops solutions to ensure that issues never become problems. Studies bid specs carefully, looking for potential issues before the commencement of the project. Develops contingency plans proactively to mitigate potential risks - in the event an item of the critical path is delayed. Understands the subcontractor scope and contracts, and identifies opportunities and risks. Ensure that every member of the team has a comprehensive Business Development plan to meet and exceed their targets. Attend interviews as required to close new business. Attend industry, social and non-profit events to build relationships and identify new opportunities. Proactively build and sustain relationships with targeted clients. Initiate new projects with architects, engineers and owners. Successfully identify and develop a specific niche. Proactively communicate with the client team at all times. Proactively develop relationships with the subcontractor community. Recruit new qualified subcontractors. Track and procure new work through the subcontractor community. Ensure accuracy of subcontractor requisitions. Lead a team of Project Managers and Assistant Project Managers to deliver exceptional results. Recruit high-caliber personnel from outside sources, college campuses, etc. Manage multiple project teams successfully while maximizing both profit and client satisfaction. Work with on-site Superintendents to deliver the highest possible quality and customer satisfaction. Lead the pre-construction/RFP package effort with the help of the estimating department. Build strong win-win relationships with other departments within Lemartec, including accounting, marketing, business development and estimating. Ensure that the project quality control plan is in effect and followed. Ensure that the punch list is completed to the client's satisfaction. Submit project change orders to clients within Lemartec's standards. Complete and distribute meeting minutes within 24 hours of progress meetings. Prepare, complete, and submit O&M manuals to clients within 30 days of substantial completion. Complete WIP reports within scheduled timeframe. Ensure that the job processes are followed in accordance with policy. Qualifications: Qualifications Bachelor's degree in Architecture, Engineering or Construction. Additional 5 years of relevant work experience in lieu of experience. 10 to 20 Years of experience as a Project manager on Electrical projects is required. Knowledge/Skills/Abilities Familiarity with local specifications and supplements to each and with reading blueprints and Proficiency in planning, scheduling, and production, in P6, Microsoft Project or equivalent software and in Microsoft Office suite of software-Excel/Word/Outlook also needed along with estimating software knowledge. Excellent organizational, presentation and interpersonal skills. High degree of professionalism and strong work ethic Multi-tasks and stay focused on the big picture while addressing daily issues In addition to the above listed minimum requirements, candidates who poses the following skills, experience, and capabilities may receive greater consideration during the evaluation process: Ability to travel within the U.S What's in it for you: Financial Wellbeing Competitive pay with ongoing performance review and merit increase 401(k) with company match & Employee Stock Purchase Plan (ESPP) Flexible spending account (Healthcare & Dependent care) Health & Wellness Medical, Dental, and Vision insurance (plan choice) - coverage for spouse, domestic partner, and children Diabetes Management, Telehealth Coverage, Prescription Drug Plan, Pet Insurance Family & Lifestyle Paid Time Off, Paid Holidays, Bereavement Leave Military Leave, including Differential Pay and Benefits Continuation Employee Assistance Program Planning for the Unexpected Short and long-term disability, life insurance, and accidental death & dismemberment Voluntary life insurance, accident, critical illness, hospital indemnity coverage Emergency Travel Assistance Program Group legal plan Position may be subject to pre-employment screening, which may include background check and drug testing. Accessibility: If you need accommodation as part of the employment process, contact . Due to the high volume of applications received, we are unable to respond to individual requests regarding application status. Please log into your candidate profile for up-to-date information. MasTec, Inc. is an Equal Employment Opportunity Employer. The Company's policy is not to unlawfully discriminate against any applicant or employee on the basis of race, color, sex, sexual orientation, gender identity, religion, national origin, age, disability, genetic information, military status, or any other consideration made unlawful by applicable federal, state, or local laws. The Company also prohibits harassment of applicants and employees based on any of these protected categories. It is also MasTec's policy to comply with all applicable state, federal and local laws respecting consideration of unemployment status in making hiring decisions. MasTec Clean Energy & Infrastructure and our subsidiaries do not work with any third-party recruiters or agencies without a valid signed agreement and partnership with the Corporate Talent Acquisition Team. Disclaimer: MasTec and our Subsidiaries will never ask prospective employees for any form of payment or money transfer as part of job application or onboarding. We do not ask prospective employees for information about credit cards or personal passwords, and it does not require applicants to purchase equipment or software. Ensure that all recruiter email addresses end If you suspect you are the target of a scam, we advise you to contact your local law enforcement agency and report fraud at . Appcast (For Export):
Washington, District of Columbia, United States Anduril Industries is a defense technology company with a mission to transform U.S. and allied military capabilities with advanced technology. By bringing the expertise, technology, and business model of the 21st century's most innovative companies to the defense industry, Anduril is changing how military systems are designed, built and sold. Anduril's family of systems is powered by Lattice OS, an AI-powered operating system that turns thousands of data streams into a realtime, 3D command and control center. As the world enters an era of strategic competition, Anduril is committed to bringing cutting-edge autonomy, AI, computer vision, sensor fusion, and networking technology to the military in months, not years. We're looking for a Senior Manager, Compensation to join our People Operations team. You will drive Anduril's success by bringing your compensation expertise to our People leadership team and helping us scale. You will utilize and combine your prior high growth company experience, quantitative rigor, business mindset, and communication skills to understand our business priorities, oversee and evolve our internal People processes, design optimal compensation programs, and align with our performance management practices. You will be a trusted advisor to our leadership team and a critical leader on the People team. WHAT YOU'LL DO: Lead global compensation programs and projects, enabling Anduril to scale its People infrastructure in the most impactful and sustainable way. Work closely with our People Analytics team to drive analytical rigor and deep analysis on effectiveness and competitiveness of existing programs; establish and drive key metrics including usage, engagement, and cost analyses. Bolster and maintain Anduril's job architecture as the company scales and expands our global footprint. Lead Anduril's annual and mid-year compensation planning cycles. Lead change management and communications of compensation practices with managers, team members, and across the People Team. Lead the team through regular benchmarking cycles to analyze and assess market data, industry trends, and best practices to create market competitive reward packages. Drive our compensation philosophy and strategy as related to growth of our company. Build strong partnerships with the People Business Partner, Talent, Payroll, Legal, Stock, Finance and Accounting teams as well as our 3rd party vendors. Strategize with the Talent Acquisition team to develop competitive offers rooted in market data and aligned with our compensation philosophy for new hires and existing employees. REQUIRED QUALIFICATIONS: 8+ years of experience working in Compensation in roles requiring you to drive operational excellence cross-functionally across multiple groups or departments. Extensive exposure to building and successfully executing Compensation strategies for hyper-growth technology companies. Experience in Total Rewards strongly preferred including Benefits leadership, Equity design and planning, Executive Compensation, M&A, and evolving strategies due to acceleration of the organization. Track record of effectively partnering with a Board/Compensation Committee as well as internal senior stakeholders. Deep analytical skills with the ability to translate data and trends into key insights and recommendations; financial prowess and ability to build and manage budgets, models, etc. Proven ability to track, prioritize and drive to success multiple concurrent projects with a strong operational background. Proven record in strategy and execution of People Operations including HRIS and processes. Hands-on leader. You're resourceful, forward-thinking, drawn to building from ambiguous and unsolved problems and have an "own the outcome" mindset. Influence and partnering with a diverse group of stakeholders, able to partner with deeply technical as well as operational, business-minded leaders on key Compensation topics. You excel at openness and flexibility with internal clients, balanced with maintaining consistency in Total Rewards philosophies and practices. You devote time to and are passionate about educating, mentoring and teaching partners the values and business impact behind compensation strategies. US Salary Range: $142,000 - $213,000 USD The salary range for this role is an estimate based on a wide range of compensation factors, inclusive of base salary only. Actual salary offer may vary based on (but not limited to) work experience, education and/or training, critical skills, and/or business considerations. Highly competitive equity grants are included in the majority of full time offers; and are considered part of Anduril's total compensation package. Additionally, Anduril offers top-tier benefits for full-time employees, including: Platinum Healthcare Benefits: For U.S. roles, we offer top tier platinum coverage (medical, dental, vision) that are 100% covered by Anduril for you and 90% covered for your dependents. Basic Life/AD&D and long-term disability insurance 100% covered by Anduril, plus the option to purchase additional life insurance for you and your dependents. Extremely generous company holiday calendar including a holiday hiatus in December, and highly competitive PTO plans. 16 weeks of paid Caregiver & Wellness Leave to care for a family member, bond with your baby, or tend to your own medical condition. Family Planning & Parenting Support: Fertility (eg, IVF, preservation), adoption, and gestational carrier coverage with additional benefits and resources to provide support from planning to parenting. Mental Health Resources: We provide free mental health resources 24/7 including therapy, life coaching, and more. Additional work-life services, such as free legal and financial support, available to you as well. A professional development stipend is available to all Andurilians. Daily Meals and Provisions: For many of our offices this means breakfast, lunch and fully stocked micro-kitchens. Company-funded commuter benefits available based on your region. Relocation assistance (depending on role eligibility). 401(k) retirement savings plan - both a traditional and Roth 401(k). (US roles only) Anduril is an equal-opportunity employer committed to creating a diverse and inclusive workplace. The Anduril team is made up of incredibly talented and unique individuals, who together are disrupting industry norms by creating new paths towards the future of defense technology. All qualified applicants will be treated with respect and receive equal consideration for employment without regard to race, color, creed, religion, sex, gender identity, sexual orientation, national origin, disability, uniform service, Veteran status, age, or any other protected characteristic per federal, state, or local law, including those with a criminal history, in a manner consistent with the requirements of applicable state and local laws, including the CA Fair Chance Initiative for Hiring Ordinance. We actively encourage members of recognized minorities, women, Veterans, and those with disabilities to apply, and we work to create a welcoming and supportive environment for all applicants throughout the interview process.
12/06/2024
Full time
Washington, District of Columbia, United States Anduril Industries is a defense technology company with a mission to transform U.S. and allied military capabilities with advanced technology. By bringing the expertise, technology, and business model of the 21st century's most innovative companies to the defense industry, Anduril is changing how military systems are designed, built and sold. Anduril's family of systems is powered by Lattice OS, an AI-powered operating system that turns thousands of data streams into a realtime, 3D command and control center. As the world enters an era of strategic competition, Anduril is committed to bringing cutting-edge autonomy, AI, computer vision, sensor fusion, and networking technology to the military in months, not years. We're looking for a Senior Manager, Compensation to join our People Operations team. You will drive Anduril's success by bringing your compensation expertise to our People leadership team and helping us scale. You will utilize and combine your prior high growth company experience, quantitative rigor, business mindset, and communication skills to understand our business priorities, oversee and evolve our internal People processes, design optimal compensation programs, and align with our performance management practices. You will be a trusted advisor to our leadership team and a critical leader on the People team. WHAT YOU'LL DO: Lead global compensation programs and projects, enabling Anduril to scale its People infrastructure in the most impactful and sustainable way. Work closely with our People Analytics team to drive analytical rigor and deep analysis on effectiveness and competitiveness of existing programs; establish and drive key metrics including usage, engagement, and cost analyses. Bolster and maintain Anduril's job architecture as the company scales and expands our global footprint. Lead Anduril's annual and mid-year compensation planning cycles. Lead change management and communications of compensation practices with managers, team members, and across the People Team. Lead the team through regular benchmarking cycles to analyze and assess market data, industry trends, and best practices to create market competitive reward packages. Drive our compensation philosophy and strategy as related to growth of our company. Build strong partnerships with the People Business Partner, Talent, Payroll, Legal, Stock, Finance and Accounting teams as well as our 3rd party vendors. Strategize with the Talent Acquisition team to develop competitive offers rooted in market data and aligned with our compensation philosophy for new hires and existing employees. REQUIRED QUALIFICATIONS: 8+ years of experience working in Compensation in roles requiring you to drive operational excellence cross-functionally across multiple groups or departments. Extensive exposure to building and successfully executing Compensation strategies for hyper-growth technology companies. Experience in Total Rewards strongly preferred including Benefits leadership, Equity design and planning, Executive Compensation, M&A, and evolving strategies due to acceleration of the organization. Track record of effectively partnering with a Board/Compensation Committee as well as internal senior stakeholders. Deep analytical skills with the ability to translate data and trends into key insights and recommendations; financial prowess and ability to build and manage budgets, models, etc. Proven ability to track, prioritize and drive to success multiple concurrent projects with a strong operational background. Proven record in strategy and execution of People Operations including HRIS and processes. Hands-on leader. You're resourceful, forward-thinking, drawn to building from ambiguous and unsolved problems and have an "own the outcome" mindset. Influence and partnering with a diverse group of stakeholders, able to partner with deeply technical as well as operational, business-minded leaders on key Compensation topics. You excel at openness and flexibility with internal clients, balanced with maintaining consistency in Total Rewards philosophies and practices. You devote time to and are passionate about educating, mentoring and teaching partners the values and business impact behind compensation strategies. US Salary Range: $142,000 - $213,000 USD The salary range for this role is an estimate based on a wide range of compensation factors, inclusive of base salary only. Actual salary offer may vary based on (but not limited to) work experience, education and/or training, critical skills, and/or business considerations. Highly competitive equity grants are included in the majority of full time offers; and are considered part of Anduril's total compensation package. Additionally, Anduril offers top-tier benefits for full-time employees, including: Platinum Healthcare Benefits: For U.S. roles, we offer top tier platinum coverage (medical, dental, vision) that are 100% covered by Anduril for you and 90% covered for your dependents. Basic Life/AD&D and long-term disability insurance 100% covered by Anduril, plus the option to purchase additional life insurance for you and your dependents. Extremely generous company holiday calendar including a holiday hiatus in December, and highly competitive PTO plans. 16 weeks of paid Caregiver & Wellness Leave to care for a family member, bond with your baby, or tend to your own medical condition. Family Planning & Parenting Support: Fertility (eg, IVF, preservation), adoption, and gestational carrier coverage with additional benefits and resources to provide support from planning to parenting. Mental Health Resources: We provide free mental health resources 24/7 including therapy, life coaching, and more. Additional work-life services, such as free legal and financial support, available to you as well. A professional development stipend is available to all Andurilians. Daily Meals and Provisions: For many of our offices this means breakfast, lunch and fully stocked micro-kitchens. Company-funded commuter benefits available based on your region. Relocation assistance (depending on role eligibility). 401(k) retirement savings plan - both a traditional and Roth 401(k). (US roles only) Anduril is an equal-opportunity employer committed to creating a diverse and inclusive workplace. The Anduril team is made up of incredibly talented and unique individuals, who together are disrupting industry norms by creating new paths towards the future of defense technology. All qualified applicants will be treated with respect and receive equal consideration for employment without regard to race, color, creed, religion, sex, gender identity, sexual orientation, national origin, disability, uniform service, Veteran status, age, or any other protected characteristic per federal, state, or local law, including those with a criminal history, in a manner consistent with the requirements of applicable state and local laws, including the CA Fair Chance Initiative for Hiring Ordinance. We actively encourage members of recognized minorities, women, Veterans, and those with disabilities to apply, and we work to create a welcoming and supportive environment for all applicants throughout the interview process.
State and Local Tax Manager State and Local Tax Manager Apply locations: USA CA San Jose 2055 Gateway Place, USA CA San Jose 1735 Technology Drive Time type: Full time Posted on: Posted 30+ Days Ago Job requisition id: JR100016 Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Job Description: Responsibilities Baker Tilly, one of the fastest growing CPA advisory firms in the nation, has an incredible career opportunity for a State & Local Tax Manager- consulting focus to join our growing State & Local Tax (SALT) practice! Candidate ideally has income franchise and sales/use tax experience and if not, then income tax consulting experience is a must. Located near one of our Baker Tilly offices highly preferred. Our SALT practice is made up of 100+ professionals across the U.S., providing a full spectrum of services including Income & Franchise tax, Sales & Use tax, Real & Personal Property tax, Unclaimed Property and Voluntary Disclosure & Remediation by industry needs. As a member of this talented team, you will help clients capitalize on strategic ideas and planning techniques that ensure state and local tax compliance, reduce expenses and enhance cash flow. You will enjoy this role if: You would like to work directly with CFOs, owners and leaders from middle market and Fortune 500 companies to help them solve their most complex state & local tax challenges. You want to continue to expand your leadership experiences and hone your consulting skills as a comprehensive SALT professional in areas such as sales/income tax nexus and compliance, research projects, ruling requests, process review, reverse audits, and credits & incentives. Your work will be compliance and consulting focused. You crave a leadership opportunity to help build a fast growing, entrepreneurial State & Local tax practice who is also down-to-earth and thrives in collaboration. You want to be part of a firm that values specialty tax practices and is invested in your success, providing the resources and support for you to grow now, for tomorrow . What you'll do: Be a trusted advisor to middle market and Fortune 500 clients by providing strategic state and local tax compliance and consulting services that lower their tax rates, ensure they are in compliance and provide value across the spectrum of state and local taxes. This includes: Manage multi-disciplinary, multi-state reviews that analyze income, franchise, sales and use, payroll, valorem taxes, and others to identify optimal filing options, exemptions, credits and incentives and corporate structures that can reduce the client's tax burden. Research state tax issues including nexus determinations, taxability analyses and quantification of potential liabilities. Counsel clients on state and local tax controversies, including research, drafting client correspondence, prepare ruling requests and providing guidance in defending against state audits. Plan and execute tax projects requiring a wide scope of expertise, including due diligence and voluntary disclosure projects. Prepare technical memoranda on state and local tax issues for individuals, corporations, partnerships, and LLCs. Maintain active communication with clients and make recommendations for business and process improvements, manage expectations and enhance value. Manage a group of staff and seniors on compliance engagements to ensure developmental skills assist with managing client engagement staffing, billings/collections, and ensure client profitability targets are met. Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients and the community. Invest in your professional development individually and through participation in firm wide learning and development programs. Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals. Qualifications Bachelor's degree in Accounting, Finance or other related field required; Masters or advanced degree preferred. CPA, CMI or JD/LLM required. Five (5) + year(s) experience in state and local tax, professional services firm experience preferred. 2+ year(s) of supervisory experience, mentoring and counseling associates desired. Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects. Eligibility to work in the U.S., without sponsorship, highly preferred. The compensation range for this role is $97,420 to $211,090. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
12/06/2024
Full time
State and Local Tax Manager State and Local Tax Manager Apply locations: USA CA San Jose 2055 Gateway Place, USA CA San Jose 1735 Technology Drive Time type: Full time Posted on: Posted 30+ Days Ago Job requisition id: JR100016 Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Job Description: Responsibilities Baker Tilly, one of the fastest growing CPA advisory firms in the nation, has an incredible career opportunity for a State & Local Tax Manager- consulting focus to join our growing State & Local Tax (SALT) practice! Candidate ideally has income franchise and sales/use tax experience and if not, then income tax consulting experience is a must. Located near one of our Baker Tilly offices highly preferred. Our SALT practice is made up of 100+ professionals across the U.S., providing a full spectrum of services including Income & Franchise tax, Sales & Use tax, Real & Personal Property tax, Unclaimed Property and Voluntary Disclosure & Remediation by industry needs. As a member of this talented team, you will help clients capitalize on strategic ideas and planning techniques that ensure state and local tax compliance, reduce expenses and enhance cash flow. You will enjoy this role if: You would like to work directly with CFOs, owners and leaders from middle market and Fortune 500 companies to help them solve their most complex state & local tax challenges. You want to continue to expand your leadership experiences and hone your consulting skills as a comprehensive SALT professional in areas such as sales/income tax nexus and compliance, research projects, ruling requests, process review, reverse audits, and credits & incentives. Your work will be compliance and consulting focused. You crave a leadership opportunity to help build a fast growing, entrepreneurial State & Local tax practice who is also down-to-earth and thrives in collaboration. You want to be part of a firm that values specialty tax practices and is invested in your success, providing the resources and support for you to grow now, for tomorrow . What you'll do: Be a trusted advisor to middle market and Fortune 500 clients by providing strategic state and local tax compliance and consulting services that lower their tax rates, ensure they are in compliance and provide value across the spectrum of state and local taxes. This includes: Manage multi-disciplinary, multi-state reviews that analyze income, franchise, sales and use, payroll, valorem taxes, and others to identify optimal filing options, exemptions, credits and incentives and corporate structures that can reduce the client's tax burden. Research state tax issues including nexus determinations, taxability analyses and quantification of potential liabilities. Counsel clients on state and local tax controversies, including research, drafting client correspondence, prepare ruling requests and providing guidance in defending against state audits. Plan and execute tax projects requiring a wide scope of expertise, including due diligence and voluntary disclosure projects. Prepare technical memoranda on state and local tax issues for individuals, corporations, partnerships, and LLCs. Maintain active communication with clients and make recommendations for business and process improvements, manage expectations and enhance value. Manage a group of staff and seniors on compliance engagements to ensure developmental skills assist with managing client engagement staffing, billings/collections, and ensure client profitability targets are met. Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients and the community. Invest in your professional development individually and through participation in firm wide learning and development programs. Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals. Qualifications Bachelor's degree in Accounting, Finance or other related field required; Masters or advanced degree preferred. CPA, CMI or JD/LLM required. Five (5) + year(s) experience in state and local tax, professional services firm experience preferred. 2+ year(s) of supervisory experience, mentoring and counseling associates desired. Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects. Eligibility to work in the U.S., without sponsorship, highly preferred. The compensation range for this role is $97,420 to $211,090. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
Finance Senior Manager - M&A Lead Apply locations USA IL Chicago 205 N Michigan Ave time type Full time posted on Posted 30+ Days Ago job requisition id JR100479 Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Job Description: Responsibilities: Serves as a key member of the Baker Tilly combination and integration team (M&A) as the Finance leader. Responsible for leading the Finance integration due diligence, planning, and onboarding activities. Manages planning and execution of Firm M&A project deliverables by directing, facilitating, influencing, deciding, and coordinating project-related activities, data, and resources. Lead complex organizational change initiatives, influence stakeholders, use problem-solving techniques to remove barriers and resolve conflict, and demonstrate the agility/adaptability to be effective in a fast-paced, changing business environment. 50% Works with merger candidate firms to collect and analyze Finance-related information, identify issues and potential risks, and create alignment opportunities, translating this information into fact-based and well-reasoned insights and recommendations. Must be a creative problem solver. 25% Identifies opportunities for improvement in the combination or M&A project delivery process and implements the process improvements. Collaborates with support teams through a consistent feedback loop to drive continuous improvement. 15% Works with the Firm and Finance leadership / steering committee teams to shape M&A project objectives and timeline based on business needs, ensuring they are aligned with the overall firm strategies. Qualifications Bachelor's degree in business, finance, accounting, operations, or related field; or an equivalent combination of education and experience. Five (5) to eight (8) years of experience in finance, accounting, operations, leadership, or M &A capacity within a fast-paced, highly competitive, and dynamic environment, professional services highly preferred. Project management experience required; experience leading merger activities or managing enterprise-wide projects / initiatives. Demonstrated ability to collaborate and have impact and influence across multiple functional areas (e.g., People Solutions, Finance, Enterprise Technology, Operations, Marketing, Legal & Risk, etc.); Experience fostering strong working relationships with C-level executive team members and senior leaders. Articulate, professional demeanor with strong self-confidence and executive presence. Demonstrated organizational and interpersonal skills. Excellent analytical, problem solving, and critical thinking skills that include knowing when to escalate decisions and issues. Ability to work independently in a fast-paced, time sensitive environment. Strong stakeholder management and service-orientation. Strong leadership skills including collaboration, assertiveness, diplomacy, respect for differing opinions, creative thinking, and drive. Ability to provide exceptional client service, demonstrate commitment to continuous learning, maintain confidentiality, and display appropriate ethical knowledge. A sense of urgency and a commitment to quality and timely completion of projects. Must be open to travel, and ability to flex work schedule to accommodate M&A meeting schedules. MS Office Suite (Excel, Word, PowerPoint, Project) technical knowledge, skills, and experience. Workday experience nice to have. About Baker Tilly Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
12/06/2024
Full time
Finance Senior Manager - M&A Lead Apply locations USA IL Chicago 205 N Michigan Ave time type Full time posted on Posted 30+ Days Ago job requisition id JR100479 Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Job Description: Responsibilities: Serves as a key member of the Baker Tilly combination and integration team (M&A) as the Finance leader. Responsible for leading the Finance integration due diligence, planning, and onboarding activities. Manages planning and execution of Firm M&A project deliverables by directing, facilitating, influencing, deciding, and coordinating project-related activities, data, and resources. Lead complex organizational change initiatives, influence stakeholders, use problem-solving techniques to remove barriers and resolve conflict, and demonstrate the agility/adaptability to be effective in a fast-paced, changing business environment. 50% Works with merger candidate firms to collect and analyze Finance-related information, identify issues and potential risks, and create alignment opportunities, translating this information into fact-based and well-reasoned insights and recommendations. Must be a creative problem solver. 25% Identifies opportunities for improvement in the combination or M&A project delivery process and implements the process improvements. Collaborates with support teams through a consistent feedback loop to drive continuous improvement. 15% Works with the Firm and Finance leadership / steering committee teams to shape M&A project objectives and timeline based on business needs, ensuring they are aligned with the overall firm strategies. Qualifications Bachelor's degree in business, finance, accounting, operations, or related field; or an equivalent combination of education and experience. Five (5) to eight (8) years of experience in finance, accounting, operations, leadership, or M &A capacity within a fast-paced, highly competitive, and dynamic environment, professional services highly preferred. Project management experience required; experience leading merger activities or managing enterprise-wide projects / initiatives. Demonstrated ability to collaborate and have impact and influence across multiple functional areas (e.g., People Solutions, Finance, Enterprise Technology, Operations, Marketing, Legal & Risk, etc.); Experience fostering strong working relationships with C-level executive team members and senior leaders. Articulate, professional demeanor with strong self-confidence and executive presence. Demonstrated organizational and interpersonal skills. Excellent analytical, problem solving, and critical thinking skills that include knowing when to escalate decisions and issues. Ability to work independently in a fast-paced, time sensitive environment. Strong stakeholder management and service-orientation. Strong leadership skills including collaboration, assertiveness, diplomacy, respect for differing opinions, creative thinking, and drive. Ability to provide exceptional client service, demonstrate commitment to continuous learning, maintain confidentiality, and display appropriate ethical knowledge. A sense of urgency and a commitment to quality and timely completion of projects. Must be open to travel, and ability to flex work schedule to accommodate M&A meeting schedules. MS Office Suite (Excel, Word, PowerPoint, Project) technical knowledge, skills, and experience. Workday experience nice to have. About Baker Tilly Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
Tax Senior Manager - Seattle Apply locations USA WA Seattle time type Full time posted on Posted 30+ Days Ago job requisition id 23544 Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Job Description: Responsibilities Join Baker Tilly (BT) as a Tax Manager with our Commercial M&D team, working out of our Minneapolis office! This is a great opportunity to be a valued advisor delivering tax and business advisory services and tax compliance to small business clients. You'll enjoy this role if: You are looking for an opportunity to expand your career in small business tax and accounting, becoming an expert to the clients you serve. You can see yourself as a trusted business advisor, working face-to-face with clients to find creative solutions to complex accounting and business challenges. You want to work for a leading CPA advisory firm who serves their clients with their clients' and employees' best interests in mind and are transparent in their decisions. You value your development and want to work for a firm that provides you the autonomy to own your schedule and career through programs. You want to contribute to your engagement team's professional growth and enhance your own skills to build a career with opportunities now, for tomorrow . What you will do: Be a trusted member of the team providing various tax, accounting and advisory services to small business clients. Oversee and provide services pertaining to accounting, bookkeeping and prepared or compiled financials. Review and analyze accounting records and/or reporting with clients, provide analysis and consultation, and communicate with client to discuss accounting and business matters. Deliver best-in-class customer service to clients at all times, with an emphasis on being responsive, timely, professional, and accurate. Lead and plan client engagements, and continuously evaluate processes and procedures within the client services and implementation functions. Provide recommendations for business and process improvements based upon knowledge gained relative to the client's operations, processes, and business objectives. Manage and build client relationships, act as liaison to address and resolve client issues. Effectively delegate and oversee the work efforts by setting goals, providing resources, removing obstacles, and scheduling deadlines to meet client expectations for delivery. Maintain current knowledge of local, state, and federal tax practices and laws. Assist with managing client engagement staffing, billings/collections, and ensure client profitability targets are met. Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients and the community. Invest in your professional development individually and through participation in firm-wide learning and development programs. Support the growth and development of team members through the Baker Tilly Care and Teach philosophy. Qualifications Successful candidates will have: Bachelor's Degree in accounting, Masters or advanced degree desirable. CPA or JD required. Five (5)+ years of experience providing federal and state tax compliance, accounting and advisory services in a professional services firm. Two (2)+ years of supervisory experience, mentoring and counseling associates. Demonstrated management, analytical, organization, interpersonal, project management, communication skills. Highly developed software and Microsoft Suite skills. Eligibility to work in the U.S. without sponsorship preferred. Additional Information: For California, Colorado, New York and Washington: The compensation range for this role is $122,300 to $264,990. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
12/06/2024
Full time
Tax Senior Manager - Seattle Apply locations USA WA Seattle time type Full time posted on Posted 30+ Days Ago job requisition id 23544 Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Job Description: Responsibilities Join Baker Tilly (BT) as a Tax Manager with our Commercial M&D team, working out of our Minneapolis office! This is a great opportunity to be a valued advisor delivering tax and business advisory services and tax compliance to small business clients. You'll enjoy this role if: You are looking for an opportunity to expand your career in small business tax and accounting, becoming an expert to the clients you serve. You can see yourself as a trusted business advisor, working face-to-face with clients to find creative solutions to complex accounting and business challenges. You want to work for a leading CPA advisory firm who serves their clients with their clients' and employees' best interests in mind and are transparent in their decisions. You value your development and want to work for a firm that provides you the autonomy to own your schedule and career through programs. You want to contribute to your engagement team's professional growth and enhance your own skills to build a career with opportunities now, for tomorrow . What you will do: Be a trusted member of the team providing various tax, accounting and advisory services to small business clients. Oversee and provide services pertaining to accounting, bookkeeping and prepared or compiled financials. Review and analyze accounting records and/or reporting with clients, provide analysis and consultation, and communicate with client to discuss accounting and business matters. Deliver best-in-class customer service to clients at all times, with an emphasis on being responsive, timely, professional, and accurate. Lead and plan client engagements, and continuously evaluate processes and procedures within the client services and implementation functions. Provide recommendations for business and process improvements based upon knowledge gained relative to the client's operations, processes, and business objectives. Manage and build client relationships, act as liaison to address and resolve client issues. Effectively delegate and oversee the work efforts by setting goals, providing resources, removing obstacles, and scheduling deadlines to meet client expectations for delivery. Maintain current knowledge of local, state, and federal tax practices and laws. Assist with managing client engagement staffing, billings/collections, and ensure client profitability targets are met. Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients and the community. Invest in your professional development individually and through participation in firm-wide learning and development programs. Support the growth and development of team members through the Baker Tilly Care and Teach philosophy. Qualifications Successful candidates will have: Bachelor's Degree in accounting, Masters or advanced degree desirable. CPA or JD required. Five (5)+ years of experience providing federal and state tax compliance, accounting and advisory services in a professional services firm. Two (2)+ years of supervisory experience, mentoring and counseling associates. Demonstrated management, analytical, organization, interpersonal, project management, communication skills. Highly developed software and Microsoft Suite skills. Eligibility to work in the U.S. without sponsorship preferred. Additional Information: For California, Colorado, New York and Washington: The compensation range for this role is $122,300 to $264,990. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
Transactions Tax Senior Manager page is loaded Transactions Tax Senior Manager Apply locations USA CA Los Angeles 11150 Santa Monica Blvd USA CA San Jose 2055 Gateway Place USA CA San Jose 1735 Technology Drive USA CA San Francisco 220 Montgomery Street USA CA San Francisco 50 Fremont St Time type: Full time Posted on: Posted 30+ Days Ago Job requisition id: JR100832 Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: Baker Tilly (BT) is looking for a Senior Manager in our National Specialty Tax Practice, focused on Merger and Acquisitions Tax Transactions. In this role you will be focused on pre-transaction readiness, tax due diligence, transaction tax structuring as well as tax remediation and post-transaction integration services. This is a tremendous opportunity for someone to have a large impact on office growth. You will work side-by-side with firm leadership and our associates to serve clients and build the business, having a direct impact on the firm's success. You will be a valued mentor and coach to a group of talented staff, utilizing your expertise to help develop their technical and professional skills. As one of the fastest growing firms in the nation, BT has the ability to provide you with an amazing ownership experience working with some of the most entrepreneurial partners in our field. Must be located on the West Coast and close to a Baker Tilly office. You will enjoy this role if: You are able and excited to drive growth and able to market source new clients and new business You are excited about having a direct impact to grow this new service and have proven experience in tax technology system implementation service line You want to work for a leading CPA advisory firm which is growing, growth means more opportunity You are passionate about contributing to your team's professional growth and your continued development, creating endless opportunities now, for tomorrow What You Will Do: Work with clients on tax matters associated with integration, divestment, joint ventures, public equity offerings, and legal entity realignment Deliver appropriate tax consulting and compliance services to companies involved in large mergers, acquisitions, divestitures, and other restructuring transactions. Direct complex tax research, formulate tax-planning strategies, and perform tax department assessments Utilize your entrepreneurial skills to network and build strong relationships internally and externally with the goal of acquiring new clients, projects, and revenue. Actively participate in request for proposals to pursue additional clients/services for the firm Operate within and effectively leverage Baker Tilly's matrixed structure of industry, service and geography to develop and execute growth strategies and work in close coordination with regional and national leaders Represent Baker Tilly and develop relationships Nationally and, participate in relevant industry events and undertake speaking engagements Successful candidates will have: Bachelor's degree in accounting required, master's or advanced degree desirable CPA required; LLM in Taxation or Juris Doctorate desired At least 10 years in Professional Services working on tax transactions related to merger and acquisitions Proven success and knowledge in growing and building book of business and an entrepreneurial nature A leader with a demonstrated ability to develop relationships and serve as a value architect Demonstrated management, analytical, organization, interpersonal, project management, communication skills Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects Ability to travel nationally as needed for client engagements For California, Colorado, New York and Washington: The compensation range for this role is $134,530 to $291,490. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
12/05/2024
Full time
Transactions Tax Senior Manager page is loaded Transactions Tax Senior Manager Apply locations USA CA Los Angeles 11150 Santa Monica Blvd USA CA San Jose 2055 Gateway Place USA CA San Jose 1735 Technology Drive USA CA San Francisco 220 Montgomery Street USA CA San Francisco 50 Fremont St Time type: Full time Posted on: Posted 30+ Days Ago Job requisition id: JR100832 Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: Baker Tilly (BT) is looking for a Senior Manager in our National Specialty Tax Practice, focused on Merger and Acquisitions Tax Transactions. In this role you will be focused on pre-transaction readiness, tax due diligence, transaction tax structuring as well as tax remediation and post-transaction integration services. This is a tremendous opportunity for someone to have a large impact on office growth. You will work side-by-side with firm leadership and our associates to serve clients and build the business, having a direct impact on the firm's success. You will be a valued mentor and coach to a group of talented staff, utilizing your expertise to help develop their technical and professional skills. As one of the fastest growing firms in the nation, BT has the ability to provide you with an amazing ownership experience working with some of the most entrepreneurial partners in our field. Must be located on the West Coast and close to a Baker Tilly office. You will enjoy this role if: You are able and excited to drive growth and able to market source new clients and new business You are excited about having a direct impact to grow this new service and have proven experience in tax technology system implementation service line You want to work for a leading CPA advisory firm which is growing, growth means more opportunity You are passionate about contributing to your team's professional growth and your continued development, creating endless opportunities now, for tomorrow What You Will Do: Work with clients on tax matters associated with integration, divestment, joint ventures, public equity offerings, and legal entity realignment Deliver appropriate tax consulting and compliance services to companies involved in large mergers, acquisitions, divestitures, and other restructuring transactions. Direct complex tax research, formulate tax-planning strategies, and perform tax department assessments Utilize your entrepreneurial skills to network and build strong relationships internally and externally with the goal of acquiring new clients, projects, and revenue. Actively participate in request for proposals to pursue additional clients/services for the firm Operate within and effectively leverage Baker Tilly's matrixed structure of industry, service and geography to develop and execute growth strategies and work in close coordination with regional and national leaders Represent Baker Tilly and develop relationships Nationally and, participate in relevant industry events and undertake speaking engagements Successful candidates will have: Bachelor's degree in accounting required, master's or advanced degree desirable CPA required; LLM in Taxation or Juris Doctorate desired At least 10 years in Professional Services working on tax transactions related to merger and acquisitions Proven success and knowledge in growing and building book of business and an entrepreneurial nature A leader with a demonstrated ability to develop relationships and serve as a value architect Demonstrated management, analytical, organization, interpersonal, project management, communication skills Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects Ability to travel nationally as needed for client engagements For California, Colorado, New York and Washington: The compensation range for this role is $134,530 to $291,490. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
Reports to: D i r e c tor of Project Management Primary Purpose: The - Program Manager is responsible for providing the full range of management, and supervision required for the successful performance, and completion of projects. Essential Functions: Management responsibilities for maintaining quality assurance and quality control to support Clients Environmental Programs. Ensure that all SOP and CLIENT'S special instruction are performed and are compliant. Correct any deficiencies that have been found. Maintain a high standard of accuracy within assigned team, document any deficiencies that have been found. Verify telephonic, written, and electronic regulatory reporting is completed to ensure regulatory compliance on behalf of clients. Maintain strong relationships with clients and any third parties' contractors the department works with regularly to ensure quality of services. Responsible for providing transparency with senior management regarding any invoice, contractor, and customer services grievances. All resolution/solutions should be communicated and verified and approved by senior management and/or accounting Manager. Improve the business processes for each department through analysis and collaboration with senior management. Provide leadership to team members, including opportunities for coaching and development of project managers to maximize work output and work quality. Assure Project Managers and other support staff are fulfilling expectations for role. Communicate with Project Management teams and Director of Program Management to confirm and direct execution of company policies and procedures. Oversee and direct daily business operations for optimum efficiency. Communicate effectively with team through both written and verbal communication. Assist with development and training of Project Managers. Return all internal and external calls, emails, and facsimiles in a timely manner to ensure that customers' concerns are understood, addressed, and resolved in an efficient and complete manner as possible. Maintains professional competency in all aspects of the job. Perform other job-related duties as assigned by the Director of Program Management. P O S I T I O N QUALIFICATIONS The ability to pass a background check is required. The Program Manager work a variation of shifts which include Monday through Friday, weekends and holidays as needed. Ability to handle a fast-paced environment. Capable of remaining calm and confident during stressful situations. Ability to adapt to a changing environment. They must be able to effectively communicate with others, including clients, coworkers, and outside professionals. Able to orchestrate large volumes of data while meeting critical deadlines. They must exemplify professionalism in personal appearance and demeanor. POSITION REQUIREMENTS To perform this job successfully, an individual must be able to accomplish (at a minimum) the position's skill areas. Listed below are the representative areas of knowledge, experience, and abilities necessary to meet the position's essential requirements. Reasonable accommodations may be made to enable individuals with disabilities to perform the Program Manager function. A Bachelor's degree in a related field: Geology, Environmental Science, Chemistry, Waste Management, Health, Safety, Emergency Management, (or similar major) or related field; or any equivalent combination of training, education and experience that demonstrates the ability to perform the duties of the position. Direct hazardous material response, and emergency spill response experience is required. HAZWOPER, IHMM, RCRA, DOT, OSHA training certificates. Experience: 7+ years' experience in a managerial business position Proficiency in Microsoft Excel, Word, PowerPoint, and Outlook and ability to demonstrate knowledge. Must be eligible to work in the US. Must be a team player and work to accomplish common goals in the department. Data entry, excellent written and verbal communication. 40 WPM Skills/Knowledge: Must be computer literate, well versed in standard office word and spreadsheet programs, as well as software used by the organization. The candidate MUST possess strong time management skills, attention to detail, organizational skills, & ability to manage multiple projects. Physical Requirements: Physical: The physical demands following are representative of those that must be met by the employee to perform the essential functions of the job. Body Positions: Sitting, standing, walking about and while talking and listening. Body Movements: The position requires arm and hand dexterity; must be able to move one's head, neck and back. Body Senses: Must have adequate vision, color perception and hearing, with or without correction. Strength: Must be able to lift and move equipment and materials that may weigh up to 20 pounds by oneself. Job Related Working Conditions: The position is based in a climate-controlled office or remote, but may be required to travel by air, sea and land to work on project sites in all weather conditions and time of day. Work Hours: This position is expected, at a minimum, a 40-hour work week. Additional hours will be required from time to time, depending on the status of the business. Normal business hours are normal, but the position may require hours outside of these criteria to assure for proper oversight of activities. As a Program Manager it is expected that an emphasis be placed on productive use of time. Job Related Working Requirements: Must have a reliable method of transportation to and from work. Must have valid driving license. Compensation and B e n e f its E li g i b l e e m p l o yees can elect to participate in: 1. Comprehensive medical benefits coverage, dental plans, and vision coverage. 2. Health care and dependent care spending accounts. 3. Short- and long-term disability. 4. Life insurance and accidental death & dismemberment insurance. 5. 401(k) plan with a company match. 6. Career development, training, and education. 7. PTO, and paid holiday time off HEPACO is committed to providing Equal Opportunity in Employment, to all applicants and employees regardless of, race, color, religion, gender, age, national origin, military status, veteran status, handicap, physical or mental disability, sexual orientation, gender identity, genetic information or any other characteristic protected by law. The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. PI70b4dad12fb0-5574
12/04/2024
Full time
Reports to: D i r e c tor of Project Management Primary Purpose: The - Program Manager is responsible for providing the full range of management, and supervision required for the successful performance, and completion of projects. Essential Functions: Management responsibilities for maintaining quality assurance and quality control to support Clients Environmental Programs. Ensure that all SOP and CLIENT'S special instruction are performed and are compliant. Correct any deficiencies that have been found. Maintain a high standard of accuracy within assigned team, document any deficiencies that have been found. Verify telephonic, written, and electronic regulatory reporting is completed to ensure regulatory compliance on behalf of clients. Maintain strong relationships with clients and any third parties' contractors the department works with regularly to ensure quality of services. Responsible for providing transparency with senior management regarding any invoice, contractor, and customer services grievances. All resolution/solutions should be communicated and verified and approved by senior management and/or accounting Manager. Improve the business processes for each department through analysis and collaboration with senior management. Provide leadership to team members, including opportunities for coaching and development of project managers to maximize work output and work quality. Assure Project Managers and other support staff are fulfilling expectations for role. Communicate with Project Management teams and Director of Program Management to confirm and direct execution of company policies and procedures. Oversee and direct daily business operations for optimum efficiency. Communicate effectively with team through both written and verbal communication. Assist with development and training of Project Managers. Return all internal and external calls, emails, and facsimiles in a timely manner to ensure that customers' concerns are understood, addressed, and resolved in an efficient and complete manner as possible. Maintains professional competency in all aspects of the job. Perform other job-related duties as assigned by the Director of Program Management. P O S I T I O N QUALIFICATIONS The ability to pass a background check is required. The Program Manager work a variation of shifts which include Monday through Friday, weekends and holidays as needed. Ability to handle a fast-paced environment. Capable of remaining calm and confident during stressful situations. Ability to adapt to a changing environment. They must be able to effectively communicate with others, including clients, coworkers, and outside professionals. Able to orchestrate large volumes of data while meeting critical deadlines. They must exemplify professionalism in personal appearance and demeanor. POSITION REQUIREMENTS To perform this job successfully, an individual must be able to accomplish (at a minimum) the position's skill areas. Listed below are the representative areas of knowledge, experience, and abilities necessary to meet the position's essential requirements. Reasonable accommodations may be made to enable individuals with disabilities to perform the Program Manager function. A Bachelor's degree in a related field: Geology, Environmental Science, Chemistry, Waste Management, Health, Safety, Emergency Management, (or similar major) or related field; or any equivalent combination of training, education and experience that demonstrates the ability to perform the duties of the position. Direct hazardous material response, and emergency spill response experience is required. HAZWOPER, IHMM, RCRA, DOT, OSHA training certificates. Experience: 7+ years' experience in a managerial business position Proficiency in Microsoft Excel, Word, PowerPoint, and Outlook and ability to demonstrate knowledge. Must be eligible to work in the US. Must be a team player and work to accomplish common goals in the department. Data entry, excellent written and verbal communication. 40 WPM Skills/Knowledge: Must be computer literate, well versed in standard office word and spreadsheet programs, as well as software used by the organization. The candidate MUST possess strong time management skills, attention to detail, organizational skills, & ability to manage multiple projects. Physical Requirements: Physical: The physical demands following are representative of those that must be met by the employee to perform the essential functions of the job. Body Positions: Sitting, standing, walking about and while talking and listening. Body Movements: The position requires arm and hand dexterity; must be able to move one's head, neck and back. Body Senses: Must have adequate vision, color perception and hearing, with or without correction. Strength: Must be able to lift and move equipment and materials that may weigh up to 20 pounds by oneself. Job Related Working Conditions: The position is based in a climate-controlled office or remote, but may be required to travel by air, sea and land to work on project sites in all weather conditions and time of day. Work Hours: This position is expected, at a minimum, a 40-hour work week. Additional hours will be required from time to time, depending on the status of the business. Normal business hours are normal, but the position may require hours outside of these criteria to assure for proper oversight of activities. As a Program Manager it is expected that an emphasis be placed on productive use of time. Job Related Working Requirements: Must have a reliable method of transportation to and from work. Must have valid driving license. Compensation and B e n e f its E li g i b l e e m p l o yees can elect to participate in: 1. Comprehensive medical benefits coverage, dental plans, and vision coverage. 2. Health care and dependent care spending accounts. 3. Short- and long-term disability. 4. Life insurance and accidental death & dismemberment insurance. 5. 401(k) plan with a company match. 6. Career development, training, and education. 7. PTO, and paid holiday time off HEPACO is committed to providing Equal Opportunity in Employment, to all applicants and employees regardless of, race, color, religion, gender, age, national origin, military status, veteran status, handicap, physical or mental disability, sexual orientation, gender identity, genetic information or any other characteristic protected by law. The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. PI70b4dad12fb0-5574
GreenState Credit Union Licensed Insurance Representative US-IA-Iowa City Job ID: Type: Regular Full-Time # of Openings: 1 Category: GreenState Insurance GreenState Credit Union Overview POSITION SUMMARY: The Licensed Insurance Representative (LIR) works closely with the Senior Account Managers (SAM), Account Managers (AM), Licensed Insurance Agents (LIA) and Producers. The primary duties of the LIR include accurate, timely and professional service to all members and staff of GreenState in daily transactions and inquiries. Provides information and answers to questions regarding GreenState Insurance products and services. This position is responsible for policy retention, member service and sales support. GREENSTATE CULTURE: At GreenState, we exist to create lasting value for those we serve. We do this by putting immense value into our employees, members and communities. We empower our employees to create endless opportunities, which will then impact the lives of our members and enhance the vitality of our communities. Pay range for this hourly position is $23.61 - $31.72/hr with a progressive benefits package. Responsibilities ESSENTIAL DUTIES AND RESPONSIBILITIES: Performs essential duties and responsibilities in the following areas which may include, but are not limited to those listed and are subject to change: Adheres to the Credit Union's core values and Service Standards in carrying out GreenState's mission and vision. Demonstrates a positive member service (internal and external) focus at all times, greeting members and guests with a smile and eye contact immediately upon their arrival, using their name or acknowledging them, and thanking them for their business. Demonstrates teamwork in all interactions with coworkers and in the completion of all duties and responsibilities. Plays a vital role in enriching the community by participating in community service organizations and/or credit union sponsored events on an annual basis. Ensures confidentiality of member information. Develops thorough understanding and working knowledge of the agency management system, insurance company sites, underwriting guidelines and eligibility requirements. Updates policy information as needed and requests exceptions, if necessary, from underwriting. Handles client telephone calls - process changes as requested, gather information to obtain a quote, provide advice regarding insurance products and services, submit claims, advise about claims process and eligibility and handle escalated calls. Processes change requests sent by producers and LIA's and contacts underwriting if necessary for exceptions, collects and sends any required documents and asks for extensions. Does a policy review for current customers at renewal and each service contact and sells and recommends enhanced coverage, increased limits and counsels customers regarding coverage gaps. Solicits additional lines of business and rounding out accounts. Rerates policies with premium increases using the rater, verifies eligibility and underwriting information and decides which company to place the policies with. Once ready to present to customer, sends information to LIA's/Producers for final sale. Contacts clients about premium increases at renewal when we aren't able to move the account and provides an explanation as to why the rate changed and offers solutions on how to lower premiums, if applicable, with an ultimate goal of retaining the business. Reviews renewals to determine if non-standard policies can be rewritten in a standard program. Prepares rewrite applications for business at least 30 days prior to renewal. Secures and submits required renewal underwriting information. Rewrites and remarkets existing client accounts as needed. Processes payments with the companies and accurately transacts in management system, making sure accounting reconciles at the end of the month. Researches and resolves billing questions/discrepancies. Asks for exceptions and extensions from the companies as needed. Contacts customers and mortgage companies regarding late pay notices. Collects the late premium and contacts the insurance carrier to ask for an extension, if needed, and prevents the policies from cancelling. Works closely with Senior Account Managers, Account Managers, Licensed Insurance Agents and other Customer Service Representatives in the processing of client documents. Supports producers by processing new business applications. This may include data entry of application information, sending applications via DocuSign, issuing policy and sending receipts and documents to the customer. Receives and reviews all termination and cancellations to determine appropriate action. Documents all material conversations with insured and/or carriers regarding exposures, coverage and advice given. Updates carrier phone lists and contact information. Maintains communication of E&O requirements with insurance carriers. Enters new prospects into the system and attaches emails for the producer. Sends binders of insurance for the Producers/LIA's. Performs additional assigned duties as necessary. Qualifications JOB REQUIREMENTS/EXPECTATIONS: At least one year of similar or related experience; insurance experience is preferred. High school diploma or the equivalent (i.e. GED) Property and Casualty Insurance licenses are required for the position. Must have currently or obtain within one month of hire date. Reports to work punctually, works all scheduled hours, and works overtime as necessitated by business demand. Self-directed nature, ability to work independent of supervision, and ability to follow directions. Must be able to work in a high-pressured, fast paced environment with significant telephone and personal disruption. Ability to use personal computer, calculator, agency automation system, and proficiency in various software programs. Ability to coordinate and prioritize large, detailed project requirements and schedules. Good time management skills required to manage and complete multiple assignments at the same time. Strong analytical skills with excellent verbal, written and interpersonal communication skills. Must be able to use knowledge and analytical skills to make quick judgements in various situations without much guidance. Must be bondable. Reporting Relationship This position reports to the Personal Lines Service Manager. Supervisory Responsibilities This position is not responsible for the supervision of other employees. Equal Opportunity Employment Statement GreenState Credit Union is an EEO/AA Employer. M/F/Veteran/Disability. We strongly encourage minorities, veterans, and individuals with disabilities to apply for openings with the credit union. PI717d4e3b2d41-4212
12/04/2024
Full time
GreenState Credit Union Licensed Insurance Representative US-IA-Iowa City Job ID: Type: Regular Full-Time # of Openings: 1 Category: GreenState Insurance GreenState Credit Union Overview POSITION SUMMARY: The Licensed Insurance Representative (LIR) works closely with the Senior Account Managers (SAM), Account Managers (AM), Licensed Insurance Agents (LIA) and Producers. The primary duties of the LIR include accurate, timely and professional service to all members and staff of GreenState in daily transactions and inquiries. Provides information and answers to questions regarding GreenState Insurance products and services. This position is responsible for policy retention, member service and sales support. GREENSTATE CULTURE: At GreenState, we exist to create lasting value for those we serve. We do this by putting immense value into our employees, members and communities. We empower our employees to create endless opportunities, which will then impact the lives of our members and enhance the vitality of our communities. Pay range for this hourly position is $23.61 - $31.72/hr with a progressive benefits package. Responsibilities ESSENTIAL DUTIES AND RESPONSIBILITIES: Performs essential duties and responsibilities in the following areas which may include, but are not limited to those listed and are subject to change: Adheres to the Credit Union's core values and Service Standards in carrying out GreenState's mission and vision. Demonstrates a positive member service (internal and external) focus at all times, greeting members and guests with a smile and eye contact immediately upon their arrival, using their name or acknowledging them, and thanking them for their business. Demonstrates teamwork in all interactions with coworkers and in the completion of all duties and responsibilities. Plays a vital role in enriching the community by participating in community service organizations and/or credit union sponsored events on an annual basis. Ensures confidentiality of member information. Develops thorough understanding and working knowledge of the agency management system, insurance company sites, underwriting guidelines and eligibility requirements. Updates policy information as needed and requests exceptions, if necessary, from underwriting. Handles client telephone calls - process changes as requested, gather information to obtain a quote, provide advice regarding insurance products and services, submit claims, advise about claims process and eligibility and handle escalated calls. Processes change requests sent by producers and LIA's and contacts underwriting if necessary for exceptions, collects and sends any required documents and asks for extensions. Does a policy review for current customers at renewal and each service contact and sells and recommends enhanced coverage, increased limits and counsels customers regarding coverage gaps. Solicits additional lines of business and rounding out accounts. Rerates policies with premium increases using the rater, verifies eligibility and underwriting information and decides which company to place the policies with. Once ready to present to customer, sends information to LIA's/Producers for final sale. Contacts clients about premium increases at renewal when we aren't able to move the account and provides an explanation as to why the rate changed and offers solutions on how to lower premiums, if applicable, with an ultimate goal of retaining the business. Reviews renewals to determine if non-standard policies can be rewritten in a standard program. Prepares rewrite applications for business at least 30 days prior to renewal. Secures and submits required renewal underwriting information. Rewrites and remarkets existing client accounts as needed. Processes payments with the companies and accurately transacts in management system, making sure accounting reconciles at the end of the month. Researches and resolves billing questions/discrepancies. Asks for exceptions and extensions from the companies as needed. Contacts customers and mortgage companies regarding late pay notices. Collects the late premium and contacts the insurance carrier to ask for an extension, if needed, and prevents the policies from cancelling. Works closely with Senior Account Managers, Account Managers, Licensed Insurance Agents and other Customer Service Representatives in the processing of client documents. Supports producers by processing new business applications. This may include data entry of application information, sending applications via DocuSign, issuing policy and sending receipts and documents to the customer. Receives and reviews all termination and cancellations to determine appropriate action. Documents all material conversations with insured and/or carriers regarding exposures, coverage and advice given. Updates carrier phone lists and contact information. Maintains communication of E&O requirements with insurance carriers. Enters new prospects into the system and attaches emails for the producer. Sends binders of insurance for the Producers/LIA's. Performs additional assigned duties as necessary. Qualifications JOB REQUIREMENTS/EXPECTATIONS: At least one year of similar or related experience; insurance experience is preferred. High school diploma or the equivalent (i.e. GED) Property and Casualty Insurance licenses are required for the position. Must have currently or obtain within one month of hire date. Reports to work punctually, works all scheduled hours, and works overtime as necessitated by business demand. Self-directed nature, ability to work independent of supervision, and ability to follow directions. Must be able to work in a high-pressured, fast paced environment with significant telephone and personal disruption. Ability to use personal computer, calculator, agency automation system, and proficiency in various software programs. Ability to coordinate and prioritize large, detailed project requirements and schedules. Good time management skills required to manage and complete multiple assignments at the same time. Strong analytical skills with excellent verbal, written and interpersonal communication skills. Must be able to use knowledge and analytical skills to make quick judgements in various situations without much guidance. Must be bondable. Reporting Relationship This position reports to the Personal Lines Service Manager. Supervisory Responsibilities This position is not responsible for the supervision of other employees. Equal Opportunity Employment Statement GreenState Credit Union is an EEO/AA Employer. M/F/Veteran/Disability. We strongly encourage minorities, veterans, and individuals with disabilities to apply for openings with the credit union. PI717d4e3b2d41-4212
