Ready to be pushed beyond what you think you're capable of? At Coinbase, our mission is to increase economic freedom in the world. It's a massive, ambitious opportunity that demands the best of us, every day, as we build the emerging onchain platform - and with it, the future global financial system. To achieve our mission, we're seeking a very specific candidate. We want someone who is passionate about our mission and who believes in the power of crypto and blockchain technology to update the financial system. We want someone who is eager to leave their mark on the world, who relishes the pressure and privilege of working with high caliber colleagues, and who actively seeks feedback to keep leveling up. We want someone who will run towards, not away from, solving the company's hardest problems. Our work culture is intense and isn't for everyone. But if you want to build the future alongside others who excel in their disciplines and expect the same from you, there's no better place to be. While many roles at Coinbase are remote-first, we are not remote-only. In-person participation is required throughout the year. Team and company-wide offsites are held multiple times annually to foster collaboration, connection, and alignment. Attendance is expected and fully supported. The Coinbase Internal Audit is an independent, third line function that reports directly to the Coinbase Audit Committee. The purpose and mission of Internal Audit is to objectively evaluate and audit the effectiveness of governance, compliance, risk management, and control process. The in-house Coinbase Internal Audit team is responsible for strategic analysis, risk assessments, development of the audit plan, project management, quality review, report issuance and issue validation across IT and business functions. By executing all aspects of audits, including planning, walkthroughs, testing, deficiency remediation, and report writing in accordance with regulatory requirements, you'll play a key role in strengthening our position as the industry leader by evaluating the effectiveness of management's ability to control potential events or threats and ultimately add value to all our stakeholders What you'll be doing (ie. job duties): SOX & SOC Program Leadership (Third Line of Defense): As a key leader within the Internal Audit department (the third line of defense), you will lead, direct and own the company's SOX 404 and SOC (e.g., SOC 1, SOC 2) testing programs. This includes leading the annual and ongoing scoping, strategic resourcing, to ensure timely, accurate and comprehensive testing of all in-scope SOX and SOC controls. Strategically coordinate testing efforts with external auditors to maximize efficiency and ensure alignment on control assessments and findings. Cross-Functional Partnership & Stakeholder Management: Serve as the primary liaison with internal partners (e.g., Finance, Legal, IT, Security, and 2nd Line functions like Risk Management and Compliance) and external auditors. Strategically manage these relationships to coordinate audit controls testing, walkthroughs, and evidence gathering, driving initiatives to optimize audit processes and achieve significant efficiencies. Operational Audit Execution & Oversight (Finance & Accounting): Spearhead and execute comprehensive, risk-based operational audits of the finance and accounting functions. This includes planning, scoping, fieldwork, identifying areas for process improvement, efficiency gains, risk mitigation, and reporting. Impactful Audit Reporting & Recommendations: Develop and present impactful audit reports on SOX, SOC, and operational audit findings, detailing clear findings, risk implications, and pragmatic, actionable recommendations to senior management and relevant stakeholders. Partner with leadership to develop and monitor remediation plans. Data Integrity & IUC/IPE Governance: Establish and enforce rigorous standards for the review and validation of Information Used in the Control (IUC) and Information Produced by the Entity (IPE), ensuring the completeness, accuracy, and reliability of data underpinning control performance. SOX System & Technology Optimization: Drive the development, implementation, and ongoing optimization of SOX repository tools (e.g., Workiva GRC or similar systems). Drive user adoption and ensure the effective utilization of such systems to enhance program efficiency. SOX Testing Innovation & Efficiency: Oversee the development and implementation of new tools, technologies, and innovative testing techniques (e.g., data analytics, automation) specifically for SOX testing, with a clear objective to optimize for efficiency, reduce manual effort, and enhance the quality of testing. Deficiency Evaluation & Strategic Remediation: Provide expert guidance on complex control deficiencies, performing thorough root cause analysis. Drive the development of strategic, sustainable remediation plans in collaboration with process owners, and oversee and report on remediation progress and effectiveness to senior management. Executive & Audit Committee Reporting: Develop and present comprehensive reports, findings, and assertions related to SOX, SOC, and operational audit activities to executive leadership and the Audit Committee. Global Team & Resource Management: Strategically lead and manage global teams, including co-sourced and offshore resources, across multiple time zones. Set performance standards, ensure high-quality deliverables, and drive timely execution of audit and compliance activities. Continuous Improvement & Innovation: Champion and drive a culture of continuous improvement within the SOX, SOC, and operational audit programs. Identify and implement innovative solutions, including the development and deployment of new tools, automation, data analytics, and advanced auditing techniques, to enhance effectiveness and efficiency across all audit activities. Strategic Risk Assessment Integration: Lead and direct the annual and semiannual SOX risk assessment process, in close coordination with the broader Internal Audit team. Ensure findings are strategically integrated into the overall audit and compliance strategy. Methodology Development: Contribute to the development and refinement of internal audit methodologies for SOX compliance, SOC reporting, and operational audits, incorporating best practices and industry standards What we look for in you (ie. job requirements): Bachelor's or Master's degree in Accounting, Finance, or a related field. 15+ years of progressive experience in Internal Audit, SOX/ICFR, or Risk Management, with a significant portion in a leadership capacity within the financial services industry. Proven experience leading SOX and SOC (e.g., SOC 1, SOC 2) testing programs, including scoping, resourcing, and execution of control testing. Deep understanding of the financial services industry, payments, and/or crypto. Hands-on experience with both Business Process Controls and IT Controls (ITGCs/ITACs). Demonstrated experience in leading, planning, executing, and reporting on operational audits within finance and accounting functions. Expert-level understanding and application of US GAAP, SOX 404, COSO framework, and PCAOB auditing standards. Exceptional strategic project management skills to lead complex, large-scale, global initiatives. Demonstrated ability to build strong, influential relationships, collaborate effectively with senior leadership and cross-functional teams, and manage external auditors. Proven success leading and managing globally distributed teams, including co-sourced and offshore resources. Excellent communication and presentation skills with the ability to articulate complex issues clearly to both technical and executive audiences (including the Audit Committee). Nice to haves: Professional certification such as Certified Public Accountant (CPA) or Certified Internal Auditor (CIA) Significant experience in Big 4 public accounting and/or a senior Internal Audit role within the financial services sector. Strategic mindset with a track record of driving process improvement, including the use of data analytics and automation. P70985 Pay Transparency Notice: Depending on your work location, the target annual salary for this position can range as detailed below. Full time offers from Coinbase also include bonus eligibility + equity eligibility+ benefits (including medical, dental, vision and 401(k . Pay Range: $201,365 $236,900 USD Please be advised that each candidate may submit a maximum of four applications within any 30-day period. We encourage you to carefully evaluate how your skills and interests align with Coinbase's roles before applying. Commitment to Equal Opportunity Coinbase is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, gender, national origin, age, disability, veteran status, sex, gender expression or identity, sexual orientation or any other basis protected by applicable law. Coinbase will also consider for employment qualified applicants with criminal histories in a manner consistent with applicable federal, state and local law. For US applicants, you may view the Employee Rights and the Know Your Rights notices by clicking on their corresponding links. Additionally . click apply for full job details
12/08/2025
Full time
Ready to be pushed beyond what you think you're capable of? At Coinbase, our mission is to increase economic freedom in the world. It's a massive, ambitious opportunity that demands the best of us, every day, as we build the emerging onchain platform - and with it, the future global financial system. To achieve our mission, we're seeking a very specific candidate. We want someone who is passionate about our mission and who believes in the power of crypto and blockchain technology to update the financial system. We want someone who is eager to leave their mark on the world, who relishes the pressure and privilege of working with high caliber colleagues, and who actively seeks feedback to keep leveling up. We want someone who will run towards, not away from, solving the company's hardest problems. Our work culture is intense and isn't for everyone. But if you want to build the future alongside others who excel in their disciplines and expect the same from you, there's no better place to be. While many roles at Coinbase are remote-first, we are not remote-only. In-person participation is required throughout the year. Team and company-wide offsites are held multiple times annually to foster collaboration, connection, and alignment. Attendance is expected and fully supported. The Coinbase Internal Audit is an independent, third line function that reports directly to the Coinbase Audit Committee. The purpose and mission of Internal Audit is to objectively evaluate and audit the effectiveness of governance, compliance, risk management, and control process. The in-house Coinbase Internal Audit team is responsible for strategic analysis, risk assessments, development of the audit plan, project management, quality review, report issuance and issue validation across IT and business functions. By executing all aspects of audits, including planning, walkthroughs, testing, deficiency remediation, and report writing in accordance with regulatory requirements, you'll play a key role in strengthening our position as the industry leader by evaluating the effectiveness of management's ability to control potential events or threats and ultimately add value to all our stakeholders What you'll be doing (ie. job duties): SOX & SOC Program Leadership (Third Line of Defense): As a key leader within the Internal Audit department (the third line of defense), you will lead, direct and own the company's SOX 404 and SOC (e.g., SOC 1, SOC 2) testing programs. This includes leading the annual and ongoing scoping, strategic resourcing, to ensure timely, accurate and comprehensive testing of all in-scope SOX and SOC controls. Strategically coordinate testing efforts with external auditors to maximize efficiency and ensure alignment on control assessments and findings. Cross-Functional Partnership & Stakeholder Management: Serve as the primary liaison with internal partners (e.g., Finance, Legal, IT, Security, and 2nd Line functions like Risk Management and Compliance) and external auditors. Strategically manage these relationships to coordinate audit controls testing, walkthroughs, and evidence gathering, driving initiatives to optimize audit processes and achieve significant efficiencies. Operational Audit Execution & Oversight (Finance & Accounting): Spearhead and execute comprehensive, risk-based operational audits of the finance and accounting functions. This includes planning, scoping, fieldwork, identifying areas for process improvement, efficiency gains, risk mitigation, and reporting. Impactful Audit Reporting & Recommendations: Develop and present impactful audit reports on SOX, SOC, and operational audit findings, detailing clear findings, risk implications, and pragmatic, actionable recommendations to senior management and relevant stakeholders. Partner with leadership to develop and monitor remediation plans. Data Integrity & IUC/IPE Governance: Establish and enforce rigorous standards for the review and validation of Information Used in the Control (IUC) and Information Produced by the Entity (IPE), ensuring the completeness, accuracy, and reliability of data underpinning control performance. SOX System & Technology Optimization: Drive the development, implementation, and ongoing optimization of SOX repository tools (e.g., Workiva GRC or similar systems). Drive user adoption and ensure the effective utilization of such systems to enhance program efficiency. SOX Testing Innovation & Efficiency: Oversee the development and implementation of new tools, technologies, and innovative testing techniques (e.g., data analytics, automation) specifically for SOX testing, with a clear objective to optimize for efficiency, reduce manual effort, and enhance the quality of testing. Deficiency Evaluation & Strategic Remediation: Provide expert guidance on complex control deficiencies, performing thorough root cause analysis. Drive the development of strategic, sustainable remediation plans in collaboration with process owners, and oversee and report on remediation progress and effectiveness to senior management. Executive & Audit Committee Reporting: Develop and present comprehensive reports, findings, and assertions related to SOX, SOC, and operational audit activities to executive leadership and the Audit Committee. Global Team & Resource Management: Strategically lead and manage global teams, including co-sourced and offshore resources, across multiple time zones. Set performance standards, ensure high-quality deliverables, and drive timely execution of audit and compliance activities. Continuous Improvement & Innovation: Champion and drive a culture of continuous improvement within the SOX, SOC, and operational audit programs. Identify and implement innovative solutions, including the development and deployment of new tools, automation, data analytics, and advanced auditing techniques, to enhance effectiveness and efficiency across all audit activities. Strategic Risk Assessment Integration: Lead and direct the annual and semiannual SOX risk assessment process, in close coordination with the broader Internal Audit team. Ensure findings are strategically integrated into the overall audit and compliance strategy. Methodology Development: Contribute to the development and refinement of internal audit methodologies for SOX compliance, SOC reporting, and operational audits, incorporating best practices and industry standards What we look for in you (ie. job requirements): Bachelor's or Master's degree in Accounting, Finance, or a related field. 15+ years of progressive experience in Internal Audit, SOX/ICFR, or Risk Management, with a significant portion in a leadership capacity within the financial services industry. Proven experience leading SOX and SOC (e.g., SOC 1, SOC 2) testing programs, including scoping, resourcing, and execution of control testing. Deep understanding of the financial services industry, payments, and/or crypto. Hands-on experience with both Business Process Controls and IT Controls (ITGCs/ITACs). Demonstrated experience in leading, planning, executing, and reporting on operational audits within finance and accounting functions. Expert-level understanding and application of US GAAP, SOX 404, COSO framework, and PCAOB auditing standards. Exceptional strategic project management skills to lead complex, large-scale, global initiatives. Demonstrated ability to build strong, influential relationships, collaborate effectively with senior leadership and cross-functional teams, and manage external auditors. Proven success leading and managing globally distributed teams, including co-sourced and offshore resources. Excellent communication and presentation skills with the ability to articulate complex issues clearly to both technical and executive audiences (including the Audit Committee). Nice to haves: Professional certification such as Certified Public Accountant (CPA) or Certified Internal Auditor (CIA) Significant experience in Big 4 public accounting and/or a senior Internal Audit role within the financial services sector. Strategic mindset with a track record of driving process improvement, including the use of data analytics and automation. P70985 Pay Transparency Notice: Depending on your work location, the target annual salary for this position can range as detailed below. Full time offers from Coinbase also include bonus eligibility + equity eligibility+ benefits (including medical, dental, vision and 401(k . Pay Range: $201,365 $236,900 USD Please be advised that each candidate may submit a maximum of four applications within any 30-day period. We encourage you to carefully evaluate how your skills and interests align with Coinbase's roles before applying. Commitment to Equal Opportunity Coinbase is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, gender, national origin, age, disability, veteran status, sex, gender expression or identity, sexual orientation or any other basis protected by applicable law. Coinbase will also consider for employment qualified applicants with criminal histories in a manner consistent with applicable federal, state and local law. For US applicants, you may view the Employee Rights and the Know Your Rights notices by clicking on their corresponding links. Additionally . click apply for full job details
Senior Treasury Analyst Country: United States of America Your Journey Starts Here: Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that empowers you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment where continuous learning and development are prioritized, enabling you to thrive both professionally and personally. Here, you will find ample opportunities to connect and collaborate with talented colleagues from around the world, sharing insights and driving innovation together. Join us at Santander, where you are supported by a culture of engagement and a commitment to your success. An exciting journey awaits, if you are interested in exploring the possibilities We Want to Talk to You! The Difference You Make: The Sr. Analyst supports the day-to-day operations in Asset-Liability Management. The incumbent provides senior analysis in support of operations. Day-to-day execution of operations in (liquidity risk, market risk, interest-rate risk, Cash Management, Wire Transfer, Capital Management Processes). Validate the accuracy of internal reporting of financial and operational data. Perform variance, reconciliation and forecasting analysis of key financial data. Ensure adherence to established standards and risk limits. Contribute to a strong internal control environment by executing and reporting on SOX controls. Performs required accounting entries and reports. Ensures treasury policies, practices and procedures are understood and followed. Works across the organization to help develop initiatives, solidly based on data results, to drive improved business performance. Communicate effectively with internal stakeholders. Assists senior level staff and management as requested. Performs other duties and responsibilities as assigned. What You Bring: 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. Bachelor's Degree: Finance, Economics, Business or equivalent field. - Required. 3+ Years Financial planning, analysis or related experience - Required. 3+ Years Experience in Asset-Liability Management, Liquidity Risk Management, Cash Management, Capital Management, Capital Allocation - Preferred. 3+ Years Recovery & Resolution, Interest-Rate Risk Management, Funds Transfer Pricing - Preferred. Ability to work well within a team, prioritize tasks and handle numerous assignments simultaneously. Ability to convey a sense of urgency and drive. Strong verbal and written communication skills in interacting with internal stakeholders. Strong interpersonal, supervisory, and customer service skills required. Excellent analytical, organizational and project management skills. Detail oriented with ability to research, organize and analyze financial data. Strong project management skills. Advanced in MS Word, MS Excel, MS PPT, MS Outlook. Certifications: CTP : (Certified Treasury Professional) - Preferred. It Would Be Nice For You To Have: Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education. Experience in Microsoft Office products. What Else You Need To Know : The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Base Pay Range Minimum: $56,250.00 USD Maximum: $95,000.00 USD Link to Santander Benefits: Santander Benefits - 2025 Santander OnGoing/NH eGuide () Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. EEO Statement: At Santander, we value and respect differences in our workforce. 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. Working Conditions : Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required . 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 your employment at any time for any reason. What To Do Next : If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at to discuss your needs. Primary Location: Boston, MA, Boston Other Locations: Massachusetts-Boston,Texas-Dallas Organization: Santander Holdings USA, Inc.
12/08/2025
Full time
Senior Treasury Analyst Country: United States of America Your Journey Starts Here: Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that empowers you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment where continuous learning and development are prioritized, enabling you to thrive both professionally and personally. Here, you will find ample opportunities to connect and collaborate with talented colleagues from around the world, sharing insights and driving innovation together. Join us at Santander, where you are supported by a culture of engagement and a commitment to your success. An exciting journey awaits, if you are interested in exploring the possibilities We Want to Talk to You! The Difference You Make: The Sr. Analyst supports the day-to-day operations in Asset-Liability Management. The incumbent provides senior analysis in support of operations. Day-to-day execution of operations in (liquidity risk, market risk, interest-rate risk, Cash Management, Wire Transfer, Capital Management Processes). Validate the accuracy of internal reporting of financial and operational data. Perform variance, reconciliation and forecasting analysis of key financial data. Ensure adherence to established standards and risk limits. Contribute to a strong internal control environment by executing and reporting on SOX controls. Performs required accounting entries and reports. Ensures treasury policies, practices and procedures are understood and followed. Works across the organization to help develop initiatives, solidly based on data results, to drive improved business performance. Communicate effectively with internal stakeholders. Assists senior level staff and management as requested. Performs other duties and responsibilities as assigned. What You Bring: 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. Bachelor's Degree: Finance, Economics, Business or equivalent field. - Required. 3+ Years Financial planning, analysis or related experience - Required. 3+ Years Experience in Asset-Liability Management, Liquidity Risk Management, Cash Management, Capital Management, Capital Allocation - Preferred. 3+ Years Recovery & Resolution, Interest-Rate Risk Management, Funds Transfer Pricing - Preferred. Ability to work well within a team, prioritize tasks and handle numerous assignments simultaneously. Ability to convey a sense of urgency and drive. Strong verbal and written communication skills in interacting with internal stakeholders. Strong interpersonal, supervisory, and customer service skills required. Excellent analytical, organizational and project management skills. Detail oriented with ability to research, organize and analyze financial data. Strong project management skills. Advanced in MS Word, MS Excel, MS PPT, MS Outlook. Certifications: CTP : (Certified Treasury Professional) - Preferred. It Would Be Nice For You To Have: Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education. Experience in Microsoft Office products. What Else You Need To Know : The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Base Pay Range Minimum: $56,250.00 USD Maximum: $95,000.00 USD Link to Santander Benefits: Santander Benefits - 2025 Santander OnGoing/NH eGuide () Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. EEO Statement: At Santander, we value and respect differences in our workforce. 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. Working Conditions : Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required . 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 your employment at any time for any reason. What To Do Next : If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at to discuss your needs. Primary Location: Boston, MA, Boston Other Locations: Massachusetts-Boston,Texas-Dallas Organization: Santander Holdings USA, Inc.
Senior Treasury Analyst Country: United States of America Your Journey Starts Here: Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that empowers you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment where continuous learning and development are prioritized, enabling you to thrive both professionally and personally. Here, you will find ample opportunities to connect and collaborate with talented colleagues from around the world, sharing insights and driving innovation together. Join us at Santander, where you are supported by a culture of engagement and a commitment to your success. An exciting journey awaits, if you are interested in exploring the possibilities We Want to Talk to You! The Difference You Make: The Sr. Analyst supports the day-to-day operations in Asset-Liability Management. The incumbent provides senior analysis in support of operations. Day-to-day execution of operations in (liquidity risk, market risk, interest-rate risk, Cash Management, Wire Transfer, Capital Management Processes). Validate the accuracy of internal reporting of financial and operational data. Perform variance, reconciliation and forecasting analysis of key financial data. Ensure adherence to established standards and risk limits. Contribute to a strong internal control environment by executing and reporting on SOX controls. Performs required accounting entries and reports. Ensures treasury policies, practices and procedures are understood and followed. Works across the organization to help develop initiatives, solidly based on data results, to drive improved business performance. Communicate effectively with internal stakeholders. Assists senior level staff and management as requested. Performs other duties and responsibilities as assigned. What You Bring: 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. Bachelor's Degree: Finance, Economics, Business or equivalent field. - Required. 3+ Years Financial planning, analysis or related experience - Required. 3+ Years Experience in Asset-Liability Management, Liquidity Risk Management, Cash Management, Capital Management, Capital Allocation - Preferred. 3+ Years Recovery & Resolution, Interest-Rate Risk Management, Funds Transfer Pricing - Preferred. Ability to work well within a team, prioritize tasks and handle numerous assignments simultaneously. Ability to convey a sense of urgency and drive. Strong verbal and written communication skills in interacting with internal stakeholders. Strong interpersonal, supervisory, and customer service skills required. Excellent analytical, organizational and project management skills. Detail oriented with ability to research, organize and analyze financial data. Strong project management skills. Advanced in MS Word, MS Excel, MS PPT, MS Outlook. Certifications: CTP : (Certified Treasury Professional) - Preferred. It Would Be Nice For You To Have: Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education. Experience in Microsoft Office products. What Else You Need To Know : The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Base Pay Range Minimum: $56,250.00 USD Maximum: $95,000.00 USD Link to Santander Benefits: Santander Benefits - 2025 Santander OnGoing/NH eGuide () Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. EEO Statement: At Santander, we value and respect differences in our workforce. 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. Working Conditions : Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required . 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 your employment at any time for any reason. What To Do Next : If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at to discuss your needs. Primary Location: Boston, MA, Boston Other Locations: Massachusetts-Boston,Texas-Dallas Organization: Santander Holdings USA, Inc.
12/08/2025
Full time
Senior Treasury Analyst Country: United States of America Your Journey Starts Here: Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that empowers you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment where continuous learning and development are prioritized, enabling you to thrive both professionally and personally. Here, you will find ample opportunities to connect and collaborate with talented colleagues from around the world, sharing insights and driving innovation together. Join us at Santander, where you are supported by a culture of engagement and a commitment to your success. An exciting journey awaits, if you are interested in exploring the possibilities We Want to Talk to You! The Difference You Make: The Sr. Analyst supports the day-to-day operations in Asset-Liability Management. The incumbent provides senior analysis in support of operations. Day-to-day execution of operations in (liquidity risk, market risk, interest-rate risk, Cash Management, Wire Transfer, Capital Management Processes). Validate the accuracy of internal reporting of financial and operational data. Perform variance, reconciliation and forecasting analysis of key financial data. Ensure adherence to established standards and risk limits. Contribute to a strong internal control environment by executing and reporting on SOX controls. Performs required accounting entries and reports. Ensures treasury policies, practices and procedures are understood and followed. Works across the organization to help develop initiatives, solidly based on data results, to drive improved business performance. Communicate effectively with internal stakeholders. Assists senior level staff and management as requested. Performs other duties and responsibilities as assigned. What You Bring: 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. Bachelor's Degree: Finance, Economics, Business or equivalent field. - Required. 3+ Years Financial planning, analysis or related experience - Required. 3+ Years Experience in Asset-Liability Management, Liquidity Risk Management, Cash Management, Capital Management, Capital Allocation - Preferred. 3+ Years Recovery & Resolution, Interest-Rate Risk Management, Funds Transfer Pricing - Preferred. Ability to work well within a team, prioritize tasks and handle numerous assignments simultaneously. Ability to convey a sense of urgency and drive. Strong verbal and written communication skills in interacting with internal stakeholders. Strong interpersonal, supervisory, and customer service skills required. Excellent analytical, organizational and project management skills. Detail oriented with ability to research, organize and analyze financial data. Strong project management skills. Advanced in MS Word, MS Excel, MS PPT, MS Outlook. Certifications: CTP : (Certified Treasury Professional) - Preferred. It Would Be Nice For You To Have: Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education. Experience in Microsoft Office products. What Else You Need To Know : The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Base Pay Range Minimum: $56,250.00 USD Maximum: $95,000.00 USD Link to Santander Benefits: Santander Benefits - 2025 Santander OnGoing/NH eGuide () Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. EEO Statement: At Santander, we value and respect differences in our workforce. 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. Working Conditions : Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required . 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 your employment at any time for any reason. What To Do Next : If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at to discuss your needs. Primary Location: Boston, MA, Boston Other Locations: Massachusetts-Boston,Texas-Dallas Organization: Santander Holdings USA, Inc.
The Walt Disney Company (Corporate)
Burbank, California
About The Role The Oracle EPM Solution Lead will serve as the bridge between Finance and Technology, demonstrating the art of the possible within Oracle's Enterprise Performance Management (EPM) suite. This role combines strategic advisory, business architecture, and hands-on application deployment to transform how Disney's Finance organization plans, forecasts, and analyzes performance data. The ideal candidate is a proven practitioner with deep financial modeling expertise in EPM Solutioning and passionate about elevating financial planning processes, and skilled at communicating complex technologies in a business-first manner. What You Will Do Partner with Finance leaders to showcase Oracle EPM capabilities through system demos, prototypes, and workshops that align with Disney's financial data, processes, and planning requirements. Focus on designing process, building business models and partnering with the Technology team to deploy Oracle EPM applications (Planning, Allocation, Narrative Reporting, Data Management and related modules) that enhance FP&A workflows with predictive forecasts, scenario planning. AI insights and advance analytics. Serve as the Finance Transformation liaison to IT and enterprise architecture teams, ensuring solutions adhere to Disney's data and integration standards. Lead and nurture an Oracle EPM Community of Practice by organizing training sessions, developing playbooks, and coaching FP&A professionals on adopting best practices. Collaborate with business users to translate operational requirements into scalable, automated EPM models that improve forecast accuracy and agility. Build clear, business-focused documentation and deliver concise communications to Finance stakeholders at all levels. Remain current on Oracle EPM technology updates, industry trends, and best practices to continuously drive process innovation. Qualifications and Requirements Minimum three years' experience implementing and supporting Oracle EPM Cloud (EPBCS, FCCS, PCMCS, EDM). Proven hands-on experience in business modeling in EPM applications end-to-end. Oracle certifications in EPM or related domains strongly preferred. Prior experience leading or participating in cross-functional finance transformation projects. Strong understanding of financial planning, budgeting, forecasting, and performance reporting processes. Excellent communication and presentation skills, capable of translating technical concepts for non-technical Finance audiences. Demonstrated ability to work with urgency, balance multiple priorities, and deliver results under pressure. Reputation for being a trusted advisor and credible subject matter expert in Oracle EPM and FP&A process design. Preferred Attributes Experience in media, entertainment, or similar complex, multi-entity enterprises. Familiarity with Disney's financial systems architecture, data models, and planning processes. Knowledge of data governance, integration tools, and analytics solutions supporting Oracle EPM. Passion for continuous learning, collaboration, and enabling Finance modernization. Education Minimum Bachelor's degree in Finance, Accounting, Information Systems, or related field Preferred MBA or Master's preferred. The hiring range for this position in Burbank, California is $168,200.00 to $205,400 per year. The base pay actually offered will take into account internal equity and also may vary depending on the candidate's geographic region, job-related knowledge, skills, and experience among other factors. A bonus and/or long-term incentive units may be provided as part of the compensation package, in addition to the full range of medical, financial, and/or other benefits, dependent on the level and position offered.
12/08/2025
Full time
About The Role The Oracle EPM Solution Lead will serve as the bridge between Finance and Technology, demonstrating the art of the possible within Oracle's Enterprise Performance Management (EPM) suite. This role combines strategic advisory, business architecture, and hands-on application deployment to transform how Disney's Finance organization plans, forecasts, and analyzes performance data. The ideal candidate is a proven practitioner with deep financial modeling expertise in EPM Solutioning and passionate about elevating financial planning processes, and skilled at communicating complex technologies in a business-first manner. What You Will Do Partner with Finance leaders to showcase Oracle EPM capabilities through system demos, prototypes, and workshops that align with Disney's financial data, processes, and planning requirements. Focus on designing process, building business models and partnering with the Technology team to deploy Oracle EPM applications (Planning, Allocation, Narrative Reporting, Data Management and related modules) that enhance FP&A workflows with predictive forecasts, scenario planning. AI insights and advance analytics. Serve as the Finance Transformation liaison to IT and enterprise architecture teams, ensuring solutions adhere to Disney's data and integration standards. Lead and nurture an Oracle EPM Community of Practice by organizing training sessions, developing playbooks, and coaching FP&A professionals on adopting best practices. Collaborate with business users to translate operational requirements into scalable, automated EPM models that improve forecast accuracy and agility. Build clear, business-focused documentation and deliver concise communications to Finance stakeholders at all levels. Remain current on Oracle EPM technology updates, industry trends, and best practices to continuously drive process innovation. Qualifications and Requirements Minimum three years' experience implementing and supporting Oracle EPM Cloud (EPBCS, FCCS, PCMCS, EDM). Proven hands-on experience in business modeling in EPM applications end-to-end. Oracle certifications in EPM or related domains strongly preferred. Prior experience leading or participating in cross-functional finance transformation projects. Strong understanding of financial planning, budgeting, forecasting, and performance reporting processes. Excellent communication and presentation skills, capable of translating technical concepts for non-technical Finance audiences. Demonstrated ability to work with urgency, balance multiple priorities, and deliver results under pressure. Reputation for being a trusted advisor and credible subject matter expert in Oracle EPM and FP&A process design. Preferred Attributes Experience in media, entertainment, or similar complex, multi-entity enterprises. Familiarity with Disney's financial systems architecture, data models, and planning processes. Knowledge of data governance, integration tools, and analytics solutions supporting Oracle EPM. Passion for continuous learning, collaboration, and enabling Finance modernization. Education Minimum Bachelor's degree in Finance, Accounting, Information Systems, or related field Preferred MBA or Master's preferred. The hiring range for this position in Burbank, California is $168,200.00 to $205,400 per year. The base pay actually offered will take into account internal equity and also may vary depending on the candidate's geographic region, job-related knowledge, skills, and experience among other factors. A bonus and/or long-term incentive units may be provided as part of the compensation package, in addition to the full range of medical, financial, and/or other benefits, dependent on the level and position offered.
The Walt Disney Company (Corporate)
Lake Buena Vista, Florida
About The Role The Oracle EPM Solution Lead will serve as the bridge between Finance and Technology, demonstrating the art of the possible within Oracle's Enterprise Performance Management (EPM) suite. This role combines strategic advisory, business architecture, and hands-on application deployment to transform how Disney's Finance organization plans, forecasts, and analyzes performance data. The ideal candidate is a proven practitioner with deep financial modeling expertise in EPM Solutioning and passionate about elevating financial planning processes, and skilled at communicating complex technologies in a business-first manner. What You Will Do Partner with Finance leaders to showcase Oracle EPM capabilities through system demos, prototypes, and workshops that align with Disney's financial data, processes, and planning requirements. Focus on designing process, building business models and partnering with the Technology team to deploy Oracle EPM applications (Planning, Allocation, Narrative Reporting, Data Management and related modules) that enhance FP&A workflows with predictive forecasts, scenario planning. AI insights and advance analytics. Serve as the Finance Transformation liaison to IT and enterprise architecture teams, ensuring solutions adhere to Disney's data and integration standards. Lead and nurture an Oracle EPM Community of Practice by organizing training sessions, developing playbooks, and coaching FP&A professionals on adopting best practices. Collaborate with business users to translate operational requirements into scalable, automated EPM models that improve forecast accuracy and agility. Build clear, business-focused documentation and deliver concise communications to Finance stakeholders at all levels. Remain current on Oracle EPM technology updates, industry trends, and best practices to continuously drive process innovation. Qualifications and Requirements Minimum three years' experience implementing and supporting Oracle EPM Cloud (EPBCS, FCCS, PCMCS, EDM). Proven hands-on experience in business modeling in EPM applications end-to-end. Oracle certifications in EPM or related domains strongly preferred. Prior experience leading or participating in cross-functional finance transformation projects. Strong understanding of financial planning, budgeting, forecasting, and performance reporting processes. Excellent communication and presentation skills, capable of translating technical concepts for non-technical Finance audiences. Demonstrated ability to work with urgency, balance multiple priorities, and deliver results under pressure. Reputation for being a trusted advisor and credible subject matter expert in Oracle EPM and FP&A process design. Preferred Attributes Experience in media, entertainment, or similar complex, multi-entity enterprises. Familiarity with Disney's financial systems architecture, data models, and planning processes. Knowledge of data governance, integration tools, and analytics solutions supporting Oracle EPM. Passion for continuous learning, collaboration, and enabling Finance modernization. Education Minimum Bachelor's degree in Finance, Accounting, Information Systems, or related field Preferred MBA or Master's preferred. The hiring range for this position in Burbank, California is $168,200.00 to $205,400 per year. The base pay actually offered will take into account internal equity and also may vary depending on the candidate's geographic region, job-related knowledge, skills, and experience among other factors. A bonus and/or long-term incentive units may be provided as part of the compensation package, in addition to the full range of medical, financial, and/or other benefits, dependent on the level and position offered.
12/08/2025
Full time
About The Role The Oracle EPM Solution Lead will serve as the bridge between Finance and Technology, demonstrating the art of the possible within Oracle's Enterprise Performance Management (EPM) suite. This role combines strategic advisory, business architecture, and hands-on application deployment to transform how Disney's Finance organization plans, forecasts, and analyzes performance data. The ideal candidate is a proven practitioner with deep financial modeling expertise in EPM Solutioning and passionate about elevating financial planning processes, and skilled at communicating complex technologies in a business-first manner. What You Will Do Partner with Finance leaders to showcase Oracle EPM capabilities through system demos, prototypes, and workshops that align with Disney's financial data, processes, and planning requirements. Focus on designing process, building business models and partnering with the Technology team to deploy Oracle EPM applications (Planning, Allocation, Narrative Reporting, Data Management and related modules) that enhance FP&A workflows with predictive forecasts, scenario planning. AI insights and advance analytics. Serve as the Finance Transformation liaison to IT and enterprise architecture teams, ensuring solutions adhere to Disney's data and integration standards. Lead and nurture an Oracle EPM Community of Practice by organizing training sessions, developing playbooks, and coaching FP&A professionals on adopting best practices. Collaborate with business users to translate operational requirements into scalable, automated EPM models that improve forecast accuracy and agility. Build clear, business-focused documentation and deliver concise communications to Finance stakeholders at all levels. Remain current on Oracle EPM technology updates, industry trends, and best practices to continuously drive process innovation. Qualifications and Requirements Minimum three years' experience implementing and supporting Oracle EPM Cloud (EPBCS, FCCS, PCMCS, EDM). Proven hands-on experience in business modeling in EPM applications end-to-end. Oracle certifications in EPM or related domains strongly preferred. Prior experience leading or participating in cross-functional finance transformation projects. Strong understanding of financial planning, budgeting, forecasting, and performance reporting processes. Excellent communication and presentation skills, capable of translating technical concepts for non-technical Finance audiences. Demonstrated ability to work with urgency, balance multiple priorities, and deliver results under pressure. Reputation for being a trusted advisor and credible subject matter expert in Oracle EPM and FP&A process design. Preferred Attributes Experience in media, entertainment, or similar complex, multi-entity enterprises. Familiarity with Disney's financial systems architecture, data models, and planning processes. Knowledge of data governance, integration tools, and analytics solutions supporting Oracle EPM. Passion for continuous learning, collaboration, and enabling Finance modernization. Education Minimum Bachelor's degree in Finance, Accounting, Information Systems, or related field Preferred MBA or Master's preferred. The hiring range for this position in Burbank, California is $168,200.00 to $205,400 per year. The base pay actually offered will take into account internal equity and also may vary depending on the candidate's geographic region, job-related knowledge, skills, and experience among other factors. A bonus and/or long-term incentive units may be provided as part of the compensation package, in addition to the full range of medical, financial, and/or other benefits, dependent on the level and position offered.
Description: Join our dynamic team at Larson Tax Partners as an Operations Manager of the Tax Division , where you will lead our talented professionals in delivering exceptional tax services. In this pivotal role, you will drive strategic initiatives, ensure compliance with regulatory requirements, and foster a culture of excellence and innovation. Your expertise will guide our firm in providing unparalleled value to our clients, while your leadership will inspire and develop our team to achieve their highest potential. Core Responsibilities: Oversee Daily Operations: Manage the day-to-day functions of the Tax Division, ensuring efficiency, compliance, and consistency in client service delivery. Strategic Leadership: Partner with firm leadership to align operational goals with overall business strategy and drive continuous improvement across the division. Process Optimization: Develop, implement, and refine workflows, systems, and quality controls to improve productivity, accuracy, and scalability. Team Development: Lead, mentor, and coach tax and administrative staff to build a high-performing, engaged, and client-focused team. Client Experience Oversight: Ensure a consistent and exceptional client experience through proactive communication, timely service, and quality assurance. Financial Management: Manage departmental budgets, forecast resource needs, and monitor key performance indicators to achieve financial and operational targets. Cross-Department Collaboration: Work closely with advisory, operations, and compliance teams to ensure cohesive delivery of tax and financial services. Compliance & Quality Assurance: Oversee adherence to federal, state, and local tax regulations while maintaining the highest ethical and professional standards. Performance Reporting: Prepare and present regular reports on departmental performance, resource utilization, and operational improvements to senior leadership. Business Growth Support: Collaborate on business development initiatives by identifying process efficiencies and service enhancements that drive client retention and growth. Requirements: Job Requirements Bachelor's degree in Accounting, Finance, or a related field; Master's degree or CPA designation preferred. CPA preferred. Proficient in tax software and Microsoft Office Suite. CCH experience is required. Minimum of 5 years of experience in tax accounting or a related field, with at least 2 years in a leadership role. Proven expertise in U.S. federal, state, and local tax regulations and compliance. Strong leadership and team management skills with experience in mentoring and developing staff. Excellent analytical and problem-solving abilities. Strong communication and interpersonal skills. Ability to manage multiple projects and deadlines effectively Experience in strategic planning and business development. Demonstrated ability to build and maintain client relationships. High ethical standards and professionalism. Ability to work collaboratively in a team-oriented environment. Larson offers a generous employee benefits & perks package: Profit Sharing Bonus Program 401(k) Employer Match up to 4% Medical Insurance (HDHP HSA plans are 100% paid for the employee) ER PD Telehealth Dental Insurance Vision Insurance ER PD Life, Disability & EAP Insurance Supplemental Insurance Paid time Off (112 hours after 90 days) Holiday Pay (12 Holidays) Training & Education ER Events, Awards, Activities PI498b84a3077d-3516
12/08/2025
Full time
Description: Join our dynamic team at Larson Tax Partners as an Operations Manager of the Tax Division , where you will lead our talented professionals in delivering exceptional tax services. In this pivotal role, you will drive strategic initiatives, ensure compliance with regulatory requirements, and foster a culture of excellence and innovation. Your expertise will guide our firm in providing unparalleled value to our clients, while your leadership will inspire and develop our team to achieve their highest potential. Core Responsibilities: Oversee Daily Operations: Manage the day-to-day functions of the Tax Division, ensuring efficiency, compliance, and consistency in client service delivery. Strategic Leadership: Partner with firm leadership to align operational goals with overall business strategy and drive continuous improvement across the division. Process Optimization: Develop, implement, and refine workflows, systems, and quality controls to improve productivity, accuracy, and scalability. Team Development: Lead, mentor, and coach tax and administrative staff to build a high-performing, engaged, and client-focused team. Client Experience Oversight: Ensure a consistent and exceptional client experience through proactive communication, timely service, and quality assurance. Financial Management: Manage departmental budgets, forecast resource needs, and monitor key performance indicators to achieve financial and operational targets. Cross-Department Collaboration: Work closely with advisory, operations, and compliance teams to ensure cohesive delivery of tax and financial services. Compliance & Quality Assurance: Oversee adherence to federal, state, and local tax regulations while maintaining the highest ethical and professional standards. Performance Reporting: Prepare and present regular reports on departmental performance, resource utilization, and operational improvements to senior leadership. Business Growth Support: Collaborate on business development initiatives by identifying process efficiencies and service enhancements that drive client retention and growth. Requirements: Job Requirements Bachelor's degree in Accounting, Finance, or a related field; Master's degree or CPA designation preferred. CPA preferred. Proficient in tax software and Microsoft Office Suite. CCH experience is required. Minimum of 5 years of experience in tax accounting or a related field, with at least 2 years in a leadership role. Proven expertise in U.S. federal, state, and local tax regulations and compliance. Strong leadership and team management skills with experience in mentoring and developing staff. Excellent analytical and problem-solving abilities. Strong communication and interpersonal skills. Ability to manage multiple projects and deadlines effectively Experience in strategic planning and business development. Demonstrated ability to build and maintain client relationships. High ethical standards and professionalism. Ability to work collaboratively in a team-oriented environment. Larson offers a generous employee benefits & perks package: Profit Sharing Bonus Program 401(k) Employer Match up to 4% Medical Insurance (HDHP HSA plans are 100% paid for the employee) ER PD Telehealth Dental Insurance Vision Insurance ER PD Life, Disability & EAP Insurance Supplemental Insurance Paid time Off (112 hours after 90 days) Holiday Pay (12 Holidays) Training & Education ER Events, Awards, Activities PI498b84a3077d-3516
Senior Manager, Underwriter Capital One, a Fortune 500 company and one of the nation's top 10 banks, offers a broad spectrum of financial products and services to consumers, small businesses, and commercial clients. Our goal is to create one of the nation's great banks, and we have the necessary ingredients: a strong balance sheet, resilient businesses, a massive customer franchise, strong analytical capabilities, and great people. We nurture a work environment where people with a variety of thoughts, ideas, and backgrounds, guided by our shared values, come together to make Capital One a great company-and a great place to work. About External Affairs and the UWPLM Team: External Affairs works with many external and internal stakeholders to envision and create a world of greater socioeconomic opportunity through advocating for an inclusive society, building thriving communities, and creating financial tools that enrich lives. Our teams include Communications, Community Impact and Investment, Community Finance, CRA Strategy and Program Management, the Government and Political Affairs Group, Regulatory Relations, and Strategy and Engagement. Through our teams, we have unparalleled access to a diverse group of motivated changemakers similarly focused on the ingredients for a more perfect future. Community Finance builds inclusive, thriving resident-centered communities that catalyze opportunity and promote well-being. The team originates debt and invests in the low income housing tax credit through proprietary and multi-investor fund structures. The Underwriting, Portfolio & Loan Management (UWPLM) team is an integral part of Community Finance that is responsible for the risk assessment, evaluation, management, and administration of individual loans and investments and the entire portfolio. The team underwrites new affordable housing transactions, manage and administer the portfolio of debt and equity exposure, and ensure a scalable and well-managed business. The team endeavors to create an environment that supports efficient and impactful risk management. Our ideal candidate possesses critical thinking skills, demonstrates the willingness and ability to provide effective challenge, strong risk orientation, strong analytical skills, concise verbal and written communication skills, high level of attention to detail, ability to manage internal and external relationship, ability to work independently and as part of a team, problem solving skills, risk management skills, as well as a high level of attention to detail and the ability to work independently and as part of a team. While serving in this role, it is expected that the incumbent will gain experience in all facets of departmental risk management, strategy and operations and proactively identify areas for process improvement. It is also expected that the incumbent will be a culture carrier and show initiative in maintaining a positive and harmonious work environment. Role Summary: As a Senior Manager, you will be responsible for leading underwriting activities, either as an individual contributor or as a people leader. You will be responsible for leading a team of associates to underwrite new transactions. This role requires strong leadership, critical thinking, risk management, financial analysis, and relationship management skills to drive business objectives and ensure compliance with policies and procedures. Primary Responsibilities: Lead team of associates to underwrite and manage a portfolio of assets. Engage with internal and external stakeholders to complete due diligence, risk assessment/mitigation Drive process improvements to enhance operational efficiency and risk management practices. Mentor and develop junior associates, providing guidance on underwriting, risk assessment, portfolio management and financial modeling. Represent Capital One in industry forums and build strong relationships with market influencers and key stakeholders. Basic Qualifications: Bachelor's degree or military experience At least 7 years of experience in underwriting, asset management, portfolio management or any combination of the three in the field of affordable housing or commercial real estate Preferred Qualifications: Master's degree in Finance, Real Estate, or a related field Experience with construction lending, LIHTC investment, syndication, or asset management Strong financial modeling and credit analysis skills 3 years of people leadership experience Proven ability to lead teams and complex problem solving skills The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. New York, NY: $210,500 - $240,300 for Agency UW & PM III Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter. This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. This role is expected to accept applications for a minimum of 5 business days.No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections ; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1- or via email at . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. For technical support or questions about Capital One's recruiting process, please send an email to Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site. Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
12/08/2025
Full time
Senior Manager, Underwriter Capital One, a Fortune 500 company and one of the nation's top 10 banks, offers a broad spectrum of financial products and services to consumers, small businesses, and commercial clients. Our goal is to create one of the nation's great banks, and we have the necessary ingredients: a strong balance sheet, resilient businesses, a massive customer franchise, strong analytical capabilities, and great people. We nurture a work environment where people with a variety of thoughts, ideas, and backgrounds, guided by our shared values, come together to make Capital One a great company-and a great place to work. About External Affairs and the UWPLM Team: External Affairs works with many external and internal stakeholders to envision and create a world of greater socioeconomic opportunity through advocating for an inclusive society, building thriving communities, and creating financial tools that enrich lives. Our teams include Communications, Community Impact and Investment, Community Finance, CRA Strategy and Program Management, the Government and Political Affairs Group, Regulatory Relations, and Strategy and Engagement. Through our teams, we have unparalleled access to a diverse group of motivated changemakers similarly focused on the ingredients for a more perfect future. Community Finance builds inclusive, thriving resident-centered communities that catalyze opportunity and promote well-being. The team originates debt and invests in the low income housing tax credit through proprietary and multi-investor fund structures. The Underwriting, Portfolio & Loan Management (UWPLM) team is an integral part of Community Finance that is responsible for the risk assessment, evaluation, management, and administration of individual loans and investments and the entire portfolio. The team underwrites new affordable housing transactions, manage and administer the portfolio of debt and equity exposure, and ensure a scalable and well-managed business. The team endeavors to create an environment that supports efficient and impactful risk management. Our ideal candidate possesses critical thinking skills, demonstrates the willingness and ability to provide effective challenge, strong risk orientation, strong analytical skills, concise verbal and written communication skills, high level of attention to detail, ability to manage internal and external relationship, ability to work independently and as part of a team, problem solving skills, risk management skills, as well as a high level of attention to detail and the ability to work independently and as part of a team. While serving in this role, it is expected that the incumbent will gain experience in all facets of departmental risk management, strategy and operations and proactively identify areas for process improvement. It is also expected that the incumbent will be a culture carrier and show initiative in maintaining a positive and harmonious work environment. Role Summary: As a Senior Manager, you will be responsible for leading underwriting activities, either as an individual contributor or as a people leader. You will be responsible for leading a team of associates to underwrite new transactions. This role requires strong leadership, critical thinking, risk management, financial analysis, and relationship management skills to drive business objectives and ensure compliance with policies and procedures. Primary Responsibilities: Lead team of associates to underwrite and manage a portfolio of assets. Engage with internal and external stakeholders to complete due diligence, risk assessment/mitigation Drive process improvements to enhance operational efficiency and risk management practices. Mentor and develop junior associates, providing guidance on underwriting, risk assessment, portfolio management and financial modeling. Represent Capital One in industry forums and build strong relationships with market influencers and key stakeholders. Basic Qualifications: Bachelor's degree or military experience At least 7 years of experience in underwriting, asset management, portfolio management or any combination of the three in the field of affordable housing or commercial real estate Preferred Qualifications: Master's degree in Finance, Real Estate, or a related field Experience with construction lending, LIHTC investment, syndication, or asset management Strong financial modeling and credit analysis skills 3 years of people leadership experience Proven ability to lead teams and complex problem solving skills The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. New York, NY: $210,500 - $240,300 for Agency UW & PM III Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter. This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. This role is expected to accept applications for a minimum of 5 business days.No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections ; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1- or via email at . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. For technical support or questions about Capital One's recruiting process, please send an email to Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site. Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
Hybrid in Houston, TX Job Summary The Merchandising Finance Manager plays a critical role in supporting the Merchandising organization and product strategy execution. Food Industry experience is required. This role is responsible for delivering actionable financial insights that drive sales growth, margin improvement, and operational efficiency. The incumbent will leverage product category analytical dashboards, transactional data, and cross-functional collaboration to streamline reporting and support Merchandising teams. Key Responsibilities Strategic Financial Support Partner with Merchandising leadership to analyze performance across product categories (volume, sales, gross profit, GP/unit). Identify growth opportunities and margin improvement areas through data-driven insights. Serve as a strategic business partner with deep understanding of category drivers (COGS, GP, volume, etc.). Reporting & Analytics Develop and maintain dashboards and reporting tools to communicate key metrics and trends. Perform complex data analysis across large datasets to uncover profitability leakage by customer type and product category. Quantify financial impact of key initiatives and ensure accurate reflection in forecasts and plans. Planning & Forecasting Lead the Merchandising Annual Operating Plan (AOP), budgeting, and monthly/quarterly business reviews. Collaborate with cross-functional finance teams to ensure alignment on forecasts and business drivers. Support corporate FP&A initiatives and reporting requirements. Decision Support & Ad-Hoc Analysis Provide financial decision support through ad-hoc analysis and scenario modeling. Recommend actions to improve profitability and efficiency. Ensure trends and initiatives are accurately represented in forecasts and plans. Leadership & Development Mentor and develop finance analysts, including recruiting, onboarding, and performance management. Champion the use of Sysco's analytical tools and serve as the business partner to the Merchandising organization. QUALIFICATIONS Education Bachelor's degree in finance, business, accounting, or economics required (MBA/CPA and preferred). Experience At least 7+ years of financial analyst and/or accounting experience required. Food Industry Experience Required. Professional Skills Organizational and time management. Critical thinking skills. Strong computer skills and knowledge of financial reporting software. DECISION-MAKING AUTHORITY Most important decisions made fully independently: Strong analytical, organizational, interpersonal skills. Broad knowledge of accounting principles, practices, and procedures. Play a key role in the annual operating plan (AOP) process. Most important decisions made with review and approval of other individuals or supervisors (include the reviews/approvals required): Participate in the recruiting and training of finance associates. Responsible for performance management and development of finance associates.
12/08/2025
Full time
Hybrid in Houston, TX Job Summary The Merchandising Finance Manager plays a critical role in supporting the Merchandising organization and product strategy execution. Food Industry experience is required. This role is responsible for delivering actionable financial insights that drive sales growth, margin improvement, and operational efficiency. The incumbent will leverage product category analytical dashboards, transactional data, and cross-functional collaboration to streamline reporting and support Merchandising teams. Key Responsibilities Strategic Financial Support Partner with Merchandising leadership to analyze performance across product categories (volume, sales, gross profit, GP/unit). Identify growth opportunities and margin improvement areas through data-driven insights. Serve as a strategic business partner with deep understanding of category drivers (COGS, GP, volume, etc.). Reporting & Analytics Develop and maintain dashboards and reporting tools to communicate key metrics and trends. Perform complex data analysis across large datasets to uncover profitability leakage by customer type and product category. Quantify financial impact of key initiatives and ensure accurate reflection in forecasts and plans. Planning & Forecasting Lead the Merchandising Annual Operating Plan (AOP), budgeting, and monthly/quarterly business reviews. Collaborate with cross-functional finance teams to ensure alignment on forecasts and business drivers. Support corporate FP&A initiatives and reporting requirements. Decision Support & Ad-Hoc Analysis Provide financial decision support through ad-hoc analysis and scenario modeling. Recommend actions to improve profitability and efficiency. Ensure trends and initiatives are accurately represented in forecasts and plans. Leadership & Development Mentor and develop finance analysts, including recruiting, onboarding, and performance management. Champion the use of Sysco's analytical tools and serve as the business partner to the Merchandising organization. QUALIFICATIONS Education Bachelor's degree in finance, business, accounting, or economics required (MBA/CPA and preferred). Experience At least 7+ years of financial analyst and/or accounting experience required. Food Industry Experience Required. Professional Skills Organizational and time management. Critical thinking skills. Strong computer skills and knowledge of financial reporting software. DECISION-MAKING AUTHORITY Most important decisions made fully independently: Strong analytical, organizational, interpersonal skills. Broad knowledge of accounting principles, practices, and procedures. Play a key role in the annual operating plan (AOP) process. Most important decisions made with review and approval of other individuals or supervisors (include the reviews/approvals required): Participate in the recruiting and training of finance associates. Responsible for performance management and development of finance associates.
POSITION SUMMARY/RESPONSIBILITIES Oversees project coordination required to manage a variety of capital and operational projects for University Health. Provides project coordination relative to facilities projects in overseeing the procurement of furniture and equipment for various renovations, coordination and implementation of interior finish standards included on UH renovation and construction projects, coordination and management of UH room and wayfinding signage, management and coordination of furniture/equipment to include project-related moves for UH facilities. Helps ensure that project management processes and reporting enables University Health to complete all projects on time and within budget. Effectively protects the Health System's interests in capital projects and works collaboratively with procurement services, contracting, supplier diversity and budget and finance staff. Ensures appropriate fiscal controls for capital projects for presentation to senior leadership of the Health System. EDUCATION/EXPERIENCE Bachelor's degree required. A minimum of 2 years' relevant experience as a project coordinator or supervisor is required.
12/08/2025
Full time
POSITION SUMMARY/RESPONSIBILITIES Oversees project coordination required to manage a variety of capital and operational projects for University Health. Provides project coordination relative to facilities projects in overseeing the procurement of furniture and equipment for various renovations, coordination and implementation of interior finish standards included on UH renovation and construction projects, coordination and management of UH room and wayfinding signage, management and coordination of furniture/equipment to include project-related moves for UH facilities. Helps ensure that project management processes and reporting enables University Health to complete all projects on time and within budget. Effectively protects the Health System's interests in capital projects and works collaboratively with procurement services, contracting, supplier diversity and budget and finance staff. Ensures appropriate fiscal controls for capital projects for presentation to senior leadership of the Health System. EDUCATION/EXPERIENCE Bachelor's degree required. A minimum of 2 years' relevant experience as a project coordinator or supervisor is required.
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity USAA is seeking an IT/Info Security Risk Management & Governance Executive who needs to have "hands-on" expertise in SSDLC - Second Line of Defense. This role sits within the Chief Risk Office for Technology. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: Charlotte, NC, San Antonio, TX, Tampa, FL with a preference for Charlotte. Relocation assistance is available to Charlotte for this position The successful candidate will serve as a key advisor responsible for recognizing and reporting Information Technology (IT) and Information Security (IS) strategic and aggregate risks across the business while advancing the Enterprise Risk Management function for aggregation, quantification, and qualification of risks. Sets direction for risk management programs within IT/IS and leads all aspects of the delivery of those programs across the line of business. Provide risk management and governance leadership, operational direction and operational oversight of Information Security, Business Continuity, Data Center Security, AI and Corporate Investigations domains and establish a best-in-class Risk Management framework for the Enterprise Security Group (ESG) to ensure comprehensive oversight and management of risks across the full risk taxonomy. Ensures risks align within appetite tolerances and strategic goals, product plans, forecasts, and adjusts to variances. Responsible for the aggregation and reporting of risks to senior leadership and effectively assessing and influencing business decisions and direction. Contributes to the long-term strategy of how risk systems should be adapted and integrated to maximize the ability to manage risk in an environment shaped by regulatory change and disruptive, emerging technologies. Ensures effective and appropriate policies, procedures, and controls are in place supporting all risk processes, systems, strategies, and implementations. Additional responsibilities include but are not limited to: Establishes trust and rapport with senior business leaders across the enterprise to sustain oversight of the second line risk role. Actively engages line of business leaders to ensure all risks are appropriately addressed consistent with policy and the Risk Appetite. Partners with senior risk executives in managing overall risk appetite to include the identification and definition of key methods, metrics, and limits. Influences and sets strategy for advancement of the risk management framework. Partners across Risk Management, Finance, and the business while effectively challenging variances to plan and strategies to mitigate. Provides advice to other key business partners and drive key decisions assessing risk and reward through effective challenge. Liaises with Compliance and CLO on legal & regulatory considerations that impact business operations and product offerings in accordance with federal and state regulations. Influences sound governance structure for oversight of risks and business operations and interacts & engages with all product & channel leaders on complex, multi-product processes and procedures while factoring in all legal & regulatory requirements. Assists in interactions and briefs on domain of responsibility with regulators from the OCC, FED, FDIC, and CFPB as well as prepare Board and Senior Management level reports related to IT/IS risk. Builds and oversees a team of employees ( 5 direct reports / 20-30 team size to start) for assigned functional area through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities. Minimum Education: Bachelor's degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. Minimum Experience: 10+ years of risk management, regulatory or operations experience in a functional area such as insurance, banking, or financial services with 5+ years of this experience focused on Information Security, Business Continuity, Physical Security or Corporate Investigations. 4+ years of people leadership experience in building, managing and/or developing high-performing teams. Industry certification(s) in Information Security (e.g., CISSP, CISM) or Business Continuity (e.g., ABCP, CBCP) or Risk Management (e.g., CRISC) or Physical Security (e.g., CPP). Demonstrated experience working with and applying Risk, Security or Audit frameworks (FFIEC, COBIT, COSO, ISO 27001/2, NIST 800-53, SSAE16). Knowledge of applicable laws, rules, and regulations applicable to financial institutions. Experience making data-driven decisions. Experience working with external agencies and regulators. Broad knowledge of information technology systems and general system development principles. What sets you apart: 7+ years of risk management and regulatory experience in a functional area such as insurance, banking, or financial services (Large size organizations 20k+) 10+ years experience focused on Information Security, Data, Risk Management, evaluating the design and development of software. Experience with artificial intelligence (AI) and machine learning principles, including responsible AI use case evaluations and deployment. 10+ years "hands-on" experience integrating security throughout the Secure Software Development Lifecycle (SSDLC), including component analysis, static and dynamic scanning (SAST/DAST), penetration testing, and comprehensive application security testing across build, deploy, and maintenance phases. Proven ability to develop high-impact materials and deliver concise, insight-driven presentations to executive leadership, translating complex concepts into actionable recommendations that influence strategic decision-making. Compensation range: The salary range for this position is: $169,880.00 - $305,780.00 . USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Long Term Incentive Plan: Cash payment for Executive level roles only, representing a cash payment which is both time and performance based. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
12/07/2025
Full time
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity USAA is seeking an IT/Info Security Risk Management & Governance Executive who needs to have "hands-on" expertise in SSDLC - Second Line of Defense. This role sits within the Chief Risk Office for Technology. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: Charlotte, NC, San Antonio, TX, Tampa, FL with a preference for Charlotte. Relocation assistance is available to Charlotte for this position The successful candidate will serve as a key advisor responsible for recognizing and reporting Information Technology (IT) and Information Security (IS) strategic and aggregate risks across the business while advancing the Enterprise Risk Management function for aggregation, quantification, and qualification of risks. Sets direction for risk management programs within IT/IS and leads all aspects of the delivery of those programs across the line of business. Provide risk management and governance leadership, operational direction and operational oversight of Information Security, Business Continuity, Data Center Security, AI and Corporate Investigations domains and establish a best-in-class Risk Management framework for the Enterprise Security Group (ESG) to ensure comprehensive oversight and management of risks across the full risk taxonomy. Ensures risks align within appetite tolerances and strategic goals, product plans, forecasts, and adjusts to variances. Responsible for the aggregation and reporting of risks to senior leadership and effectively assessing and influencing business decisions and direction. Contributes to the long-term strategy of how risk systems should be adapted and integrated to maximize the ability to manage risk in an environment shaped by regulatory change and disruptive, emerging technologies. Ensures effective and appropriate policies, procedures, and controls are in place supporting all risk processes, systems, strategies, and implementations. Additional responsibilities include but are not limited to: Establishes trust and rapport with senior business leaders across the enterprise to sustain oversight of the second line risk role. Actively engages line of business leaders to ensure all risks are appropriately addressed consistent with policy and the Risk Appetite. Partners with senior risk executives in managing overall risk appetite to include the identification and definition of key methods, metrics, and limits. Influences and sets strategy for advancement of the risk management framework. Partners across Risk Management, Finance, and the business while effectively challenging variances to plan and strategies to mitigate. Provides advice to other key business partners and drive key decisions assessing risk and reward through effective challenge. Liaises with Compliance and CLO on legal & regulatory considerations that impact business operations and product offerings in accordance with federal and state regulations. Influences sound governance structure for oversight of risks and business operations and interacts & engages with all product & channel leaders on complex, multi-product processes and procedures while factoring in all legal & regulatory requirements. Assists in interactions and briefs on domain of responsibility with regulators from the OCC, FED, FDIC, and CFPB as well as prepare Board and Senior Management level reports related to IT/IS risk. Builds and oversees a team of employees ( 5 direct reports / 20-30 team size to start) for assigned functional area through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities. Minimum Education: Bachelor's degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. Minimum Experience: 10+ years of risk management, regulatory or operations experience in a functional area such as insurance, banking, or financial services with 5+ years of this experience focused on Information Security, Business Continuity, Physical Security or Corporate Investigations. 4+ years of people leadership experience in building, managing and/or developing high-performing teams. Industry certification(s) in Information Security (e.g., CISSP, CISM) or Business Continuity (e.g., ABCP, CBCP) or Risk Management (e.g., CRISC) or Physical Security (e.g., CPP). Demonstrated experience working with and applying Risk, Security or Audit frameworks (FFIEC, COBIT, COSO, ISO 27001/2, NIST 800-53, SSAE16). Knowledge of applicable laws, rules, and regulations applicable to financial institutions. Experience making data-driven decisions. Experience working with external agencies and regulators. Broad knowledge of information technology systems and general system development principles. What sets you apart: 7+ years of risk management and regulatory experience in a functional area such as insurance, banking, or financial services (Large size organizations 20k+) 10+ years experience focused on Information Security, Data, Risk Management, evaluating the design and development of software. Experience with artificial intelligence (AI) and machine learning principles, including responsible AI use case evaluations and deployment. 10+ years "hands-on" experience integrating security throughout the Secure Software Development Lifecycle (SSDLC), including component analysis, static and dynamic scanning (SAST/DAST), penetration testing, and comprehensive application security testing across build, deploy, and maintenance phases. Proven ability to develop high-impact materials and deliver concise, insight-driven presentations to executive leadership, translating complex concepts into actionable recommendations that influence strategic decision-making. Compensation range: The salary range for this position is: $169,880.00 - $305,780.00 . USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Long Term Incentive Plan: Cash payment for Executive level roles only, representing a cash payment which is both time and performance based. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
POSITION IS HYBRID IN HUNTSVILLE, AL Job Summary The Senior Contracts Manager is responsible for strategic oversight and operational managementof all government contracts throughout their lifecycle - from capture and proposal development to negotiation, administration, and closeout ensuring all contracts are managed in strict compliance with FAR, DFARS, and related federal acquisition policies, while driving strategies that balance risk mitigation, profitability, and compliance.This role partners closely with Program Management, Finance, Business Development, and Legal to support pre-award and post-award activities, including contract negotiation, risk assessment, and execution.The position requires a seasoned contracts leaderwith deep GovCon expertise,proven negotiation success,and the ability to integrate contracting strategywith finance, legal, and business development functions and will play a pivotal role in shaping contracting policy, ensuring cost-effective execution, and supporting the company's growth from small or mid-tier contractor status into a competitive unrestricted prime. As with any position, additional expectations exist. Some of these include, but are not limited to, adhering to normal working hours, meeting deadlines, following company policies as outlined by the Employee Handbook, communicating regularly with assigned supervisor(s), staying focused on assigned tasks, and completing other tasks as assigned. Responsibilities Serve as the primary point of contact for all contract administration activities, including new awards, modifications, extensions, and closeouts Review, analyze, and interpret contract terms and conditions to ensure compliance with company policies and government regulations Support proposal and capture teams in developing compliant contract responses, pricing structures, and risk assessments Lead contract negotiations with customers, subcontractors, and teaming partners Coordinate with Legal and Finance to ensure alignment between contract obligations, billing, and financial reporting Prepare and maintain contractual documents, including NDAs, Teaming Agreements, Subcontracts, and Task Orders Ensure timely submission of deliverables, contract reports, and modifications Advise program teams on contract interpretation, risk mitigation, and change management Conduct internal audits to monitor compliance and identify areas for improvement Serve as an internal subject matter expert on FAR/DFARS, SBA regulations, and organizational policies related to procurement and contracting Mentor junior contract staff and assist in developing scalable contract management procedures Strategic Objectives Strengthen Compliance and Governance:Build a contracting framework that ensures 100% compliance with FAR/DFARS and internal policies Mitigate Risk Proactively:Identify, quantify, and manage contractual and regulatory risks at every stage of the contract lifecycle Enhance Negotiation Outcomes:Achieve favorable pricing, terms, and conditions through strategic negotiation and stakeholder alignment Optimize Proposal-to-Award Efficiency:Streamline capture, proposal, and contract award processes to improve competitiveness and win rates Develop Talent and Systems:Build a high-performing contracts team supported by modern tools, templates, and training for sustained operational excellence 1. Strategic Leadership Define and execute the overall contracting strategyin alignment with corporate goals and risk appetite Serve as a senior advisor to the CEO, CFO, and COOon contractual and regulatory issues Drive standardization and continuous improvement of contract policies and tools Represent the organization in high-stakes negotiations and compliance reviews 2. Team Management and Development Lead and mentor a team of contracts managers, administrators, and analysts Implement career development and certification pathways (CPCM, CFCM) Establish a collaborative, accountable, and compliance-driven team culture 3. Compliance and Risk Management Ensure adherence to FAR, DFARS, SBA, ITAR and agency-specific supplements Review contracts for legal, financial, and performance risks and develop mitigation plans Lead internal audits and external compliance responses with DCAA, DCMA, or agency inspectors Maintain up-to-date knowledge of regulatory changes and train staff accordingly 4. Contract Negotiations and Pricing Lead negotiations for multi-year, multi-million-dollar contracts and subcontracts Partner with finance, capture, and legal teams to define terms, conditions, and pricing models Ensure cost proposals are fully compliant and defensible in audits and negotiations Maintain positive relationships with Contracting Officers and government stakeholders 5. Proposal and Capture Support Oversee proposal strategy and ensure compliant, compelling submissions Review RFIs, RFPs, and amendments to identify requirements, risks, and opportunities Provide contractual input during capture planning and pricing reviews Ensure timely and accurate preparation of contract modifications and renewals 6. Contract Administration Manage the full contract lifecycle:award, execution, modifications, and closeout Track deliverables, funding, and performance obligations Maintain a centralized, audit-ready contract repository and document control system Coordinate with finance for invoicing, funding status, and billing accuracy 7. Stakeholder and Client Relations Serve as the primary interface for contract matters with executives, legal counsel, auditors, and government representatives Ensure cross-functional coordination between Contracts, Operations, and Program Management Support small business subcontracting compliance and reporting Basic Qualifications Active Secret Clearance Bachelor's degree in Business, Law, or related field 15+ years in government contracting, with 7+ years in leadership or management roles Comprehensive understanding of FAR, DFARS, ITAR, SBA and other federal acquisition regulations Strong leadership, negotiation, risk management and analytical skills with attention to contractual detail Demonstrated ability to manage multiple contracts and priorities in a fast-paced environment Excellent communication and interpersonal skills, with the ability to interface effectively at all organizational levels Proficiency in Microsoft Office Suite and familiarity with contract management systems If applicable: If you are or have been recently employed by the U.S. government, a post-employment ethics letter will be required if employment with VSolvit is offered Preferred Qualifications Master's degree in Business, Law, Contract Management, or related discipline NCMA certification (CPCM, CFCM, or NCMA) Experience with cost-plus, fixed-price, and T&M contract types Experience supporting Navy, Marine Corps, or other DoD customers Prior experience with JAMIS, Deltek, or similar ERP systems Company Summary Join the VSolvit Team! Founded in 2006, VSolvit (pronounced 'We Solve It') is a technology services provider that specializes in cybersecurity, cloud computing, geographic information systems (GIS), business intelligence (BI) systems, data warehousing, engineering services, and custom database and application development. VSolvit is an award winning WOSB, CA CDB, MBE, WBE, and CMMI Level 3 certified company. We offer a customizable health benefits program that best meets the needs of its employees. Offering may include: medical, dental, and vision insurance, life insurance, long and short-term disability and other insurance products, Health Savings Account, Flexible Spending Account, 401K Retirement Plan options, Tuition Reimbursement, and assorted voluntary benefits. Our goal is to grow together and enjoy the work that we do as a team. VSolvit LLC is an Equal Opportunity/Affirmative Action employer and will consider all qualified applicants for employment without regard to race, color, religion, sex, national origin, protected veteran status, or disability status.
12/07/2025
Full time
POSITION IS HYBRID IN HUNTSVILLE, AL Job Summary The Senior Contracts Manager is responsible for strategic oversight and operational managementof all government contracts throughout their lifecycle - from capture and proposal development to negotiation, administration, and closeout ensuring all contracts are managed in strict compliance with FAR, DFARS, and related federal acquisition policies, while driving strategies that balance risk mitigation, profitability, and compliance.This role partners closely with Program Management, Finance, Business Development, and Legal to support pre-award and post-award activities, including contract negotiation, risk assessment, and execution.The position requires a seasoned contracts leaderwith deep GovCon expertise,proven negotiation success,and the ability to integrate contracting strategywith finance, legal, and business development functions and will play a pivotal role in shaping contracting policy, ensuring cost-effective execution, and supporting the company's growth from small or mid-tier contractor status into a competitive unrestricted prime. As with any position, additional expectations exist. Some of these include, but are not limited to, adhering to normal working hours, meeting deadlines, following company policies as outlined by the Employee Handbook, communicating regularly with assigned supervisor(s), staying focused on assigned tasks, and completing other tasks as assigned. Responsibilities Serve as the primary point of contact for all contract administration activities, including new awards, modifications, extensions, and closeouts Review, analyze, and interpret contract terms and conditions to ensure compliance with company policies and government regulations Support proposal and capture teams in developing compliant contract responses, pricing structures, and risk assessments Lead contract negotiations with customers, subcontractors, and teaming partners Coordinate with Legal and Finance to ensure alignment between contract obligations, billing, and financial reporting Prepare and maintain contractual documents, including NDAs, Teaming Agreements, Subcontracts, and Task Orders Ensure timely submission of deliverables, contract reports, and modifications Advise program teams on contract interpretation, risk mitigation, and change management Conduct internal audits to monitor compliance and identify areas for improvement Serve as an internal subject matter expert on FAR/DFARS, SBA regulations, and organizational policies related to procurement and contracting Mentor junior contract staff and assist in developing scalable contract management procedures Strategic Objectives Strengthen Compliance and Governance:Build a contracting framework that ensures 100% compliance with FAR/DFARS and internal policies Mitigate Risk Proactively:Identify, quantify, and manage contractual and regulatory risks at every stage of the contract lifecycle Enhance Negotiation Outcomes:Achieve favorable pricing, terms, and conditions through strategic negotiation and stakeholder alignment Optimize Proposal-to-Award Efficiency:Streamline capture, proposal, and contract award processes to improve competitiveness and win rates Develop Talent and Systems:Build a high-performing contracts team supported by modern tools, templates, and training for sustained operational excellence 1. Strategic Leadership Define and execute the overall contracting strategyin alignment with corporate goals and risk appetite Serve as a senior advisor to the CEO, CFO, and COOon contractual and regulatory issues Drive standardization and continuous improvement of contract policies and tools Represent the organization in high-stakes negotiations and compliance reviews 2. Team Management and Development Lead and mentor a team of contracts managers, administrators, and analysts Implement career development and certification pathways (CPCM, CFCM) Establish a collaborative, accountable, and compliance-driven team culture 3. Compliance and Risk Management Ensure adherence to FAR, DFARS, SBA, ITAR and agency-specific supplements Review contracts for legal, financial, and performance risks and develop mitigation plans Lead internal audits and external compliance responses with DCAA, DCMA, or agency inspectors Maintain up-to-date knowledge of regulatory changes and train staff accordingly 4. Contract Negotiations and Pricing Lead negotiations for multi-year, multi-million-dollar contracts and subcontracts Partner with finance, capture, and legal teams to define terms, conditions, and pricing models Ensure cost proposals are fully compliant and defensible in audits and negotiations Maintain positive relationships with Contracting Officers and government stakeholders 5. Proposal and Capture Support Oversee proposal strategy and ensure compliant, compelling submissions Review RFIs, RFPs, and amendments to identify requirements, risks, and opportunities Provide contractual input during capture planning and pricing reviews Ensure timely and accurate preparation of contract modifications and renewals 6. Contract Administration Manage the full contract lifecycle:award, execution, modifications, and closeout Track deliverables, funding, and performance obligations Maintain a centralized, audit-ready contract repository and document control system Coordinate with finance for invoicing, funding status, and billing accuracy 7. Stakeholder and Client Relations Serve as the primary interface for contract matters with executives, legal counsel, auditors, and government representatives Ensure cross-functional coordination between Contracts, Operations, and Program Management Support small business subcontracting compliance and reporting Basic Qualifications Active Secret Clearance Bachelor's degree in Business, Law, or related field 15+ years in government contracting, with 7+ years in leadership or management roles Comprehensive understanding of FAR, DFARS, ITAR, SBA and other federal acquisition regulations Strong leadership, negotiation, risk management and analytical skills with attention to contractual detail Demonstrated ability to manage multiple contracts and priorities in a fast-paced environment Excellent communication and interpersonal skills, with the ability to interface effectively at all organizational levels Proficiency in Microsoft Office Suite and familiarity with contract management systems If applicable: If you are or have been recently employed by the U.S. government, a post-employment ethics letter will be required if employment with VSolvit is offered Preferred Qualifications Master's degree in Business, Law, Contract Management, or related discipline NCMA certification (CPCM, CFCM, or NCMA) Experience with cost-plus, fixed-price, and T&M contract types Experience supporting Navy, Marine Corps, or other DoD customers Prior experience with JAMIS, Deltek, or similar ERP systems Company Summary Join the VSolvit Team! Founded in 2006, VSolvit (pronounced 'We Solve It') is a technology services provider that specializes in cybersecurity, cloud computing, geographic information systems (GIS), business intelligence (BI) systems, data warehousing, engineering services, and custom database and application development. VSolvit is an award winning WOSB, CA CDB, MBE, WBE, and CMMI Level 3 certified company. We offer a customizable health benefits program that best meets the needs of its employees. Offering may include: medical, dental, and vision insurance, life insurance, long and short-term disability and other insurance products, Health Savings Account, Flexible Spending Account, 401K Retirement Plan options, Tuition Reimbursement, and assorted voluntary benefits. Our goal is to grow together and enjoy the work that we do as a team. VSolvit LLC is an Equal Opportunity/Affirmative Action employer and will consider all qualified applicants for employment without regard to race, color, religion, sex, national origin, protected veteran status, or disability status.
RELOCATION ASSISTANCE: No relocation assistance availableCLEARANCE TYPE: NoneTRAVEL: Yes, 10% of the TimeDescriptionAt Northrop Grumman, our employees have incredible opportunities to work on revolutionary systems that impact people's lives around the world today, and for generations to come. Our pioneering and inventive spirit has enabled us to be at the forefront of many technological advancements in our nation's history - from the first flight across the Atlantic Ocean, to stealth bombers, to landing on the moon. We look for people who have bold new ideas, courage and a pioneering spirit to join forces to invent the future, and have fun along the way. Our culture thrives on intellectual curiosity, cognitive diversity and bringing your whole self to work - and we have an insatiable drive to do what others think is impossible. Our employees are not only part of history, they're making history. Northrop Grumman is seeking an Accounting Manager 3 to join our General Accounting (GA) team in Irving, TX, El Segundo, CA, Falls Church, VA, Bloomington, MN, or Melbourne, FL. This position offers a hybrid schedule and requires a minimum of two days in office. The Accounting Manager 3 is a senior leader responsible for managing other managers and inspiring change across the broader GA team. This role is critical in driving strategic initiatives, motivating large teams, and ensuring operational excellence. Roles and Responsibilities: Oversee multiple managers and their teams within General Accounting (GA), who perform accounting operations in SAP General Ledger Inspire and motivate large teams to achieve organizational goals Lead change management and process transformation initiatives, championing process automation and improvements and ensuring successful completion Ensure accuracy and timeliness in closing the accounting books, including month end close, consolidation, and reconciliations Represent GA with senior stakeholders and interactions with internal and external auditors Establish and monitor strategic and operational KPIs for the organization Develop/maintain collaborative partnerships and influence/negotiate with senior stakeholders and cross-functional leaders Drive performance management and talent development for a large, diverse team Communicate vision and strategy in meetings of all sizes and establish systems that achieve vision and strategy set forth Reinforce positive culture and engagement of teams Basic Qualifications: Bachelor's degree in Accounting, Finance, or related discipline 10+ years of relevant accounting experience 5+ years of management experience, including leading managers 2+ years experience in auditing or accounting at a Big4 firm Extensive experience with SAP GL and financial reporting tools Flexibility and availability during critical deadlines Proven ability to inspire change, motivate teams, and drive strategic initiatives Demonstrated project management skills, including experience planning and executing multiple projects simultaneously end-to-end Experienced Sarbanes-Oxley (SOX) control ownership and monitoring/oversight, as well as extensive experience interacting directly with auditors Preferred Qualifications: CPA preferred Primary Level Salary Range: $137,800.00 - $239,300.00The above salary range represents a general guideline; however, Northrop Grumman considers a number of factors when determining base salary offers such as the scope and responsibilities of the position and the candidate's experience, education, skills and current market conditions.Depending on the position, employees may be eligible for overtime, shift differential, and a discretionary bonus in addition to base pay. Annual bonuses are designed to reward individual contributions as well as allow employees to share in company results. Employees in Vice President or Director positions may be eligible for Long Term Incentives. In addition, Northrop Grumman provides a variety of benefits including health insurance coverage, life and disability insurance, savings plan, Company paid holidays and paid time off (PTO) for vacation and/or personal business.The application period for the job is estimated to be 20 days from the job posting date. However, this timeline may be shortened or extended depending on business needs and the availability of qualified candidates.Northrop Grumman is an Equal Opportunity Employer, making decisions without regard to race, color, religion, creed, sex, sexual orientation, gender identity, marital status, national origin, age, veteran status, disability, or any other protected class. For our complete EEO and pay transparency statement, please visit U.S. Citizenship is required for all positions with a government clearance and certain other restricted positions.
12/06/2025
Full time
RELOCATION ASSISTANCE: No relocation assistance availableCLEARANCE TYPE: NoneTRAVEL: Yes, 10% of the TimeDescriptionAt Northrop Grumman, our employees have incredible opportunities to work on revolutionary systems that impact people's lives around the world today, and for generations to come. Our pioneering and inventive spirit has enabled us to be at the forefront of many technological advancements in our nation's history - from the first flight across the Atlantic Ocean, to stealth bombers, to landing on the moon. We look for people who have bold new ideas, courage and a pioneering spirit to join forces to invent the future, and have fun along the way. Our culture thrives on intellectual curiosity, cognitive diversity and bringing your whole self to work - and we have an insatiable drive to do what others think is impossible. Our employees are not only part of history, they're making history. Northrop Grumman is seeking an Accounting Manager 3 to join our General Accounting (GA) team in Irving, TX, El Segundo, CA, Falls Church, VA, Bloomington, MN, or Melbourne, FL. This position offers a hybrid schedule and requires a minimum of two days in office. The Accounting Manager 3 is a senior leader responsible for managing other managers and inspiring change across the broader GA team. This role is critical in driving strategic initiatives, motivating large teams, and ensuring operational excellence. Roles and Responsibilities: Oversee multiple managers and their teams within General Accounting (GA), who perform accounting operations in SAP General Ledger Inspire and motivate large teams to achieve organizational goals Lead change management and process transformation initiatives, championing process automation and improvements and ensuring successful completion Ensure accuracy and timeliness in closing the accounting books, including month end close, consolidation, and reconciliations Represent GA with senior stakeholders and interactions with internal and external auditors Establish and monitor strategic and operational KPIs for the organization Develop/maintain collaborative partnerships and influence/negotiate with senior stakeholders and cross-functional leaders Drive performance management and talent development for a large, diverse team Communicate vision and strategy in meetings of all sizes and establish systems that achieve vision and strategy set forth Reinforce positive culture and engagement of teams Basic Qualifications: Bachelor's degree in Accounting, Finance, or related discipline 10+ years of relevant accounting experience 5+ years of management experience, including leading managers 2+ years experience in auditing or accounting at a Big4 firm Extensive experience with SAP GL and financial reporting tools Flexibility and availability during critical deadlines Proven ability to inspire change, motivate teams, and drive strategic initiatives Demonstrated project management skills, including experience planning and executing multiple projects simultaneously end-to-end Experienced Sarbanes-Oxley (SOX) control ownership and monitoring/oversight, as well as extensive experience interacting directly with auditors Preferred Qualifications: CPA preferred Primary Level Salary Range: $137,800.00 - $239,300.00The above salary range represents a general guideline; however, Northrop Grumman considers a number of factors when determining base salary offers such as the scope and responsibilities of the position and the candidate's experience, education, skills and current market conditions.Depending on the position, employees may be eligible for overtime, shift differential, and a discretionary bonus in addition to base pay. Annual bonuses are designed to reward individual contributions as well as allow employees to share in company results. Employees in Vice President or Director positions may be eligible for Long Term Incentives. In addition, Northrop Grumman provides a variety of benefits including health insurance coverage, life and disability insurance, savings plan, Company paid holidays and paid time off (PTO) for vacation and/or personal business.The application period for the job is estimated to be 20 days from the job posting date. However, this timeline may be shortened or extended depending on business needs and the availability of qualified candidates.Northrop Grumman is an Equal Opportunity Employer, making decisions without regard to race, color, religion, creed, sex, sexual orientation, gender identity, marital status, national origin, age, veteran status, disability, or any other protected class. For our complete EEO and pay transparency statement, please visit U.S. Citizenship is required for all positions with a government clearance and certain other restricted positions.
Description: Join our dynamic team at Larson Tax Partners as an Operations Manager of the Tax Division , where you will lead our talented professionals in delivering exceptional tax services. In this pivotal role, you will drive strategic initiatives, ensure compliance with regulatory requirements, and foster a culture of excellence and innovation. Your expertise will guide our firm in providing unparalleled value to our clients, while your leadership will inspire and develop our team to achieve their highest potential. Core Responsibilities: Oversee Daily Operations: Manage the day-to-day functions of the Tax Division, ensuring efficiency, compliance, and consistency in client service delivery. Strategic Leadership: Partner with firm leadership to align operational goals with overall business strategy and drive continuous improvement across the division. Process Optimization: Develop, implement, and refine workflows, systems, and quality controls to improve productivity, accuracy, and scalability. Team Development: Lead, mentor, and coach tax and administrative staff to build a high-performing, engaged, and client-focused team. Client Experience Oversight: Ensure a consistent and exceptional client experience through proactive communication, timely service, and quality assurance. Financial Management: Manage departmental budgets, forecast resource needs, and monitor key performance indicators to achieve financial and operational targets. Cross-Department Collaboration: Work closely with advisory, operations, and compliance teams to ensure cohesive delivery of tax and financial services. Compliance & Quality Assurance: Oversee adherence to federal, state, and local tax regulations while maintaining the highest ethical and professional standards. Performance Reporting: Prepare and present regular reports on departmental performance, resource utilization, and operational improvements to senior leadership. Business Growth Support: Collaborate on business development initiatives by identifying process efficiencies and service enhancements that drive client retention and growth. Requirements: Job Requirements Bachelors degree in Accounting, Finance, or a related field; Masters degree or CPA designation preferred. CPA preferred. Proficient in tax software and Microsoft Office Suite. CCH experience is required. Minimum of 5 years of experience in tax accounting or a related field, with at least 2 years in a leadership role. Proven expertise in U.S. federal, state, and local tax regulations and compliance. Strong leadership and team management skills with experience in mentoring and developing staff. Excellent analytical and problem-solving abilities. Strong communication and interpersonal skills. Ability to manage multiple projects and deadlines effectively Experience in strategic planning and business development. Demonstrated ability to build and maintain client relationships. High ethical standards and professionalism. Ability to work collaboratively in a team-oriented environment. Larson offers a generous employee benefits & perks package: Profit Sharing Bonus Program 401(k) Employer Match up to 4% Medical Insurance (HDHP HSA plans are 100% paid for the employee) ER PD Telehealth Dental Insurance Vision Insurance ER PD Life, Disability & EAP Insurance Supplemental Insurance Paid time Off (112 hours after 90 days) Holiday Pay (12 Holidays) Training & Education ER Events, Awards, Activities PI466c0a29371c-3516
12/06/2025
Full time
Description: Join our dynamic team at Larson Tax Partners as an Operations Manager of the Tax Division , where you will lead our talented professionals in delivering exceptional tax services. In this pivotal role, you will drive strategic initiatives, ensure compliance with regulatory requirements, and foster a culture of excellence and innovation. Your expertise will guide our firm in providing unparalleled value to our clients, while your leadership will inspire and develop our team to achieve their highest potential. Core Responsibilities: Oversee Daily Operations: Manage the day-to-day functions of the Tax Division, ensuring efficiency, compliance, and consistency in client service delivery. Strategic Leadership: Partner with firm leadership to align operational goals with overall business strategy and drive continuous improvement across the division. Process Optimization: Develop, implement, and refine workflows, systems, and quality controls to improve productivity, accuracy, and scalability. Team Development: Lead, mentor, and coach tax and administrative staff to build a high-performing, engaged, and client-focused team. Client Experience Oversight: Ensure a consistent and exceptional client experience through proactive communication, timely service, and quality assurance. Financial Management: Manage departmental budgets, forecast resource needs, and monitor key performance indicators to achieve financial and operational targets. Cross-Department Collaboration: Work closely with advisory, operations, and compliance teams to ensure cohesive delivery of tax and financial services. Compliance & Quality Assurance: Oversee adherence to federal, state, and local tax regulations while maintaining the highest ethical and professional standards. Performance Reporting: Prepare and present regular reports on departmental performance, resource utilization, and operational improvements to senior leadership. Business Growth Support: Collaborate on business development initiatives by identifying process efficiencies and service enhancements that drive client retention and growth. Requirements: Job Requirements Bachelors degree in Accounting, Finance, or a related field; Masters degree or CPA designation preferred. CPA preferred. Proficient in tax software and Microsoft Office Suite. CCH experience is required. Minimum of 5 years of experience in tax accounting or a related field, with at least 2 years in a leadership role. Proven expertise in U.S. federal, state, and local tax regulations and compliance. Strong leadership and team management skills with experience in mentoring and developing staff. Excellent analytical and problem-solving abilities. Strong communication and interpersonal skills. Ability to manage multiple projects and deadlines effectively Experience in strategic planning and business development. Demonstrated ability to build and maintain client relationships. High ethical standards and professionalism. Ability to work collaboratively in a team-oriented environment. Larson offers a generous employee benefits & perks package: Profit Sharing Bonus Program 401(k) Employer Match up to 4% Medical Insurance (HDHP HSA plans are 100% paid for the employee) ER PD Telehealth Dental Insurance Vision Insurance ER PD Life, Disability & EAP Insurance Supplemental Insurance Paid time Off (112 hours after 90 days) Holiday Pay (12 Holidays) Training & Education ER Events, Awards, Activities PI466c0a29371c-3516
Description: Join our dynamic team at Larson Tax Partners as an Operations Manager of the Tax Division , where you will lead our talented professionals in delivering exceptional tax services. In this pivotal role, you will drive strategic initiatives, ensure compliance with regulatory requirements, and foster a culture of excellence and innovation. Your expertise will guide our firm in providing unparalleled value to our clients, while your leadership will inspire and develop our team to achieve their highest potential. Core Responsibilities: Oversee Daily Operations: Manage the day-to-day functions of the Tax Division, ensuring efficiency, compliance, and consistency in client service delivery. Strategic Leadership: Partner with firm leadership to align operational goals with overall business strategy and drive continuous improvement across the division. Process Optimization: Develop, implement, and refine workflows, systems, and quality controls to improve productivity, accuracy, and scalability. Team Development: Lead, mentor, and coach tax and administrative staff to build a high-performing, engaged, and client-focused team. Client Experience Oversight: Ensure a consistent and exceptional client experience through proactive communication, timely service, and quality assurance. Financial Management: Manage departmental budgets, forecast resource needs, and monitor key performance indicators to achieve financial and operational targets. Cross-Department Collaboration: Work closely with advisory, operations, and compliance teams to ensure cohesive delivery of tax and financial services. Compliance & Quality Assurance: Oversee adherence to federal, state, and local tax regulations while maintaining the highest ethical and professional standards. Performance Reporting: Prepare and present regular reports on departmental performance, resource utilization, and operational improvements to senior leadership. Business Growth Support: Collaborate on business development initiatives by identifying process efficiencies and service enhancements that drive client retention and growth. Requirements: Job Requirements Bachelors degree in Accounting, Finance, or a related field; Masters degree or CPA designation preferred. CPA preferred. Proficient in tax software and Microsoft Office Suite. CCH experience is required. Minimum of 5 years of experience in tax accounting or a related field, with at least 2 years in a leadership role. Proven expertise in U.S. federal, state, and local tax regulations and compliance. Strong leadership and team management skills with experience in mentoring and developing staff. Excellent analytical and problem-solving abilities. Strong communication and interpersonal skills. Ability to manage multiple projects and deadlines effectively Experience in strategic planning and business development. Demonstrated ability to build and maintain client relationships. High ethical standards and professionalism. Ability to work collaboratively in a team-oriented environment. Larson offers a generous employee benefits & perks package: Profit Sharing Bonus Program 401(k) Employer Match up to 4% Medical Insurance (HDHP HSA plans are 100% paid for the employee) ER PD Telehealth Dental Insurance Vision Insurance ER PD Life, Disability & EAP Insurance Supplemental Insurance Paid time Off (112 hours after 90 days) Holiday Pay (12 Holidays) Training & Education ER Events, Awards, Activities PI466c0a29371c-3516
12/06/2025
Full time
Description: Join our dynamic team at Larson Tax Partners as an Operations Manager of the Tax Division , where you will lead our talented professionals in delivering exceptional tax services. In this pivotal role, you will drive strategic initiatives, ensure compliance with regulatory requirements, and foster a culture of excellence and innovation. Your expertise will guide our firm in providing unparalleled value to our clients, while your leadership will inspire and develop our team to achieve their highest potential. Core Responsibilities: Oversee Daily Operations: Manage the day-to-day functions of the Tax Division, ensuring efficiency, compliance, and consistency in client service delivery. Strategic Leadership: Partner with firm leadership to align operational goals with overall business strategy and drive continuous improvement across the division. Process Optimization: Develop, implement, and refine workflows, systems, and quality controls to improve productivity, accuracy, and scalability. Team Development: Lead, mentor, and coach tax and administrative staff to build a high-performing, engaged, and client-focused team. Client Experience Oversight: Ensure a consistent and exceptional client experience through proactive communication, timely service, and quality assurance. Financial Management: Manage departmental budgets, forecast resource needs, and monitor key performance indicators to achieve financial and operational targets. Cross-Department Collaboration: Work closely with advisory, operations, and compliance teams to ensure cohesive delivery of tax and financial services. Compliance & Quality Assurance: Oversee adherence to federal, state, and local tax regulations while maintaining the highest ethical and professional standards. Performance Reporting: Prepare and present regular reports on departmental performance, resource utilization, and operational improvements to senior leadership. Business Growth Support: Collaborate on business development initiatives by identifying process efficiencies and service enhancements that drive client retention and growth. Requirements: Job Requirements Bachelors degree in Accounting, Finance, or a related field; Masters degree or CPA designation preferred. CPA preferred. Proficient in tax software and Microsoft Office Suite. CCH experience is required. Minimum of 5 years of experience in tax accounting or a related field, with at least 2 years in a leadership role. Proven expertise in U.S. federal, state, and local tax regulations and compliance. Strong leadership and team management skills with experience in mentoring and developing staff. Excellent analytical and problem-solving abilities. Strong communication and interpersonal skills. Ability to manage multiple projects and deadlines effectively Experience in strategic planning and business development. Demonstrated ability to build and maintain client relationships. High ethical standards and professionalism. Ability to work collaboratively in a team-oriented environment. Larson offers a generous employee benefits & perks package: Profit Sharing Bonus Program 401(k) Employer Match up to 4% Medical Insurance (HDHP HSA plans are 100% paid for the employee) ER PD Telehealth Dental Insurance Vision Insurance ER PD Life, Disability & EAP Insurance Supplemental Insurance Paid time Off (112 hours after 90 days) Holiday Pay (12 Holidays) Training & Education ER Events, Awards, Activities PI466c0a29371c-3516
Description: Join our dynamic team at Larson Tax Partners as an Operations Manager of the Tax Division , where you will lead our talented professionals in delivering exceptional tax services. In this pivotal role, you will drive strategic initiatives, ensure compliance with regulatory requirements, and foster a culture of excellence and innovation. Your expertise will guide our firm in providing unparalleled value to our clients, while your leadership will inspire and develop our team to achieve their highest potential. Core Responsibilities: Oversee Daily Operations: Manage the day-to-day functions of the Tax Division, ensuring efficiency, compliance, and consistency in client service delivery. Strategic Leadership: Partner with firm leadership to align operational goals with overall business strategy and drive continuous improvement across the division. Process Optimization: Develop, implement, and refine workflows, systems, and quality controls to improve productivity, accuracy, and scalability. Team Development: Lead, mentor, and coach tax and administrative staff to build a high-performing, engaged, and client-focused team. Client Experience Oversight: Ensure a consistent and exceptional client experience through proactive communication, timely service, and quality assurance. Financial Management: Manage departmental budgets, forecast resource needs, and monitor key performance indicators to achieve financial and operational targets. Cross-Department Collaboration: Work closely with advisory, operations, and compliance teams to ensure cohesive delivery of tax and financial services. Compliance & Quality Assurance: Oversee adherence to federal, state, and local tax regulations while maintaining the highest ethical and professional standards. Performance Reporting: Prepare and present regular reports on departmental performance, resource utilization, and operational improvements to senior leadership. Business Growth Support: Collaborate on business development initiatives by identifying process efficiencies and service enhancements that drive client retention and growth. Requirements: Job Requirements Bachelors degree in Accounting, Finance, or a related field; Masters degree or CPA designation preferred. CPA preferred. Proficient in tax software and Microsoft Office Suite. CCH experience is required. Minimum of 5 years of experience in tax accounting or a related field, with at least 2 years in a leadership role. Proven expertise in U.S. federal, state, and local tax regulations and compliance. Strong leadership and team management skills with experience in mentoring and developing staff. Excellent analytical and problem-solving abilities. Strong communication and interpersonal skills. Ability to manage multiple projects and deadlines effectively Experience in strategic planning and business development. Demonstrated ability to build and maintain client relationships. High ethical standards and professionalism. Ability to work collaboratively in a team-oriented environment. Larson offers a generous employee benefits & perks package: Profit Sharing Bonus Program 401(k) Employer Match up to 4% Medical Insurance (HDHP HSA plans are 100% paid for the employee) ER PD Telehealth Dental Insurance Vision Insurance ER PD Life, Disability & EAP Insurance Supplemental Insurance Paid time Off (112 hours after 90 days) Holiday Pay (12 Holidays) Training & Education ER Events, Awards, Activities PI466c0a29371c-3516
12/06/2025
Full time
Description: Join our dynamic team at Larson Tax Partners as an Operations Manager of the Tax Division , where you will lead our talented professionals in delivering exceptional tax services. In this pivotal role, you will drive strategic initiatives, ensure compliance with regulatory requirements, and foster a culture of excellence and innovation. Your expertise will guide our firm in providing unparalleled value to our clients, while your leadership will inspire and develop our team to achieve their highest potential. Core Responsibilities: Oversee Daily Operations: Manage the day-to-day functions of the Tax Division, ensuring efficiency, compliance, and consistency in client service delivery. Strategic Leadership: Partner with firm leadership to align operational goals with overall business strategy and drive continuous improvement across the division. Process Optimization: Develop, implement, and refine workflows, systems, and quality controls to improve productivity, accuracy, and scalability. Team Development: Lead, mentor, and coach tax and administrative staff to build a high-performing, engaged, and client-focused team. Client Experience Oversight: Ensure a consistent and exceptional client experience through proactive communication, timely service, and quality assurance. Financial Management: Manage departmental budgets, forecast resource needs, and monitor key performance indicators to achieve financial and operational targets. Cross-Department Collaboration: Work closely with advisory, operations, and compliance teams to ensure cohesive delivery of tax and financial services. Compliance & Quality Assurance: Oversee adherence to federal, state, and local tax regulations while maintaining the highest ethical and professional standards. Performance Reporting: Prepare and present regular reports on departmental performance, resource utilization, and operational improvements to senior leadership. Business Growth Support: Collaborate on business development initiatives by identifying process efficiencies and service enhancements that drive client retention and growth. Requirements: Job Requirements Bachelors degree in Accounting, Finance, or a related field; Masters degree or CPA designation preferred. CPA preferred. Proficient in tax software and Microsoft Office Suite. CCH experience is required. Minimum of 5 years of experience in tax accounting or a related field, with at least 2 years in a leadership role. Proven expertise in U.S. federal, state, and local tax regulations and compliance. Strong leadership and team management skills with experience in mentoring and developing staff. Excellent analytical and problem-solving abilities. Strong communication and interpersonal skills. Ability to manage multiple projects and deadlines effectively Experience in strategic planning and business development. Demonstrated ability to build and maintain client relationships. High ethical standards and professionalism. Ability to work collaboratively in a team-oriented environment. Larson offers a generous employee benefits & perks package: Profit Sharing Bonus Program 401(k) Employer Match up to 4% Medical Insurance (HDHP HSA plans are 100% paid for the employee) ER PD Telehealth Dental Insurance Vision Insurance ER PD Life, Disability & EAP Insurance Supplemental Insurance Paid time Off (112 hours after 90 days) Holiday Pay (12 Holidays) Training & Education ER Events, Awards, Activities PI466c0a29371c-3516
Description: Join our dynamic team at Larson Tax Partners as an Operations Manager of the Tax Division , where you will lead our talented professionals in delivering exceptional tax services. In this pivotal role, you will drive strategic initiatives, ensure compliance with regulatory requirements, and foster a culture of excellence and innovation. Your expertise will guide our firm in providing unparalleled value to our clients, while your leadership will inspire and develop our team to achieve their highest potential. Core Responsibilities: Oversee Daily Operations: Manage the day-to-day functions of the Tax Division, ensuring efficiency, compliance, and consistency in client service delivery. Strategic Leadership: Partner with firm leadership to align operational goals with overall business strategy and drive continuous improvement across the division. Process Optimization: Develop, implement, and refine workflows, systems, and quality controls to improve productivity, accuracy, and scalability. Team Development: Lead, mentor, and coach tax and administrative staff to build a high-performing, engaged, and client-focused team. Client Experience Oversight: Ensure a consistent and exceptional client experience through proactive communication, timely service, and quality assurance. Financial Management: Manage departmental budgets, forecast resource needs, and monitor key performance indicators to achieve financial and operational targets. Cross-Department Collaboration: Work closely with advisory, operations, and compliance teams to ensure cohesive delivery of tax and financial services. Compliance & Quality Assurance: Oversee adherence to federal, state, and local tax regulations while maintaining the highest ethical and professional standards. Performance Reporting: Prepare and present regular reports on departmental performance, resource utilization, and operational improvements to senior leadership. Business Growth Support: Collaborate on business development initiatives by identifying process efficiencies and service enhancements that drive client retention and growth. Requirements: Job Requirements Bachelors degree in Accounting, Finance, or a related field; Masters degree or CPA designation preferred. CPA preferred. Proficient in tax software and Microsoft Office Suite. CCH experience is required. Minimum of 5 years of experience in tax accounting or a related field, with at least 2 years in a leadership role. Proven expertise in U.S. federal, state, and local tax regulations and compliance. Strong leadership and team management skills with experience in mentoring and developing staff. Excellent analytical and problem-solving abilities. Strong communication and interpersonal skills. Ability to manage multiple projects and deadlines effectively Experience in strategic planning and business development. Demonstrated ability to build and maintain client relationships. High ethical standards and professionalism. Ability to work collaboratively in a team-oriented environment. Larson offers a generous employee benefits & perks package: Profit Sharing Bonus Program 401(k) Employer Match up to 4% Medical Insurance (HDHP HSA plans are 100% paid for the employee) ER PD Telehealth Dental Insurance Vision Insurance ER PD Life, Disability & EAP Insurance Supplemental Insurance Paid time Off (112 hours after 90 days) Holiday Pay (12 Holidays) Training & Education ER Events, Awards, Activities PI466c0a29371c-3516
12/06/2025
Full time
Description: Join our dynamic team at Larson Tax Partners as an Operations Manager of the Tax Division , where you will lead our talented professionals in delivering exceptional tax services. In this pivotal role, you will drive strategic initiatives, ensure compliance with regulatory requirements, and foster a culture of excellence and innovation. Your expertise will guide our firm in providing unparalleled value to our clients, while your leadership will inspire and develop our team to achieve their highest potential. Core Responsibilities: Oversee Daily Operations: Manage the day-to-day functions of the Tax Division, ensuring efficiency, compliance, and consistency in client service delivery. Strategic Leadership: Partner with firm leadership to align operational goals with overall business strategy and drive continuous improvement across the division. Process Optimization: Develop, implement, and refine workflows, systems, and quality controls to improve productivity, accuracy, and scalability. Team Development: Lead, mentor, and coach tax and administrative staff to build a high-performing, engaged, and client-focused team. Client Experience Oversight: Ensure a consistent and exceptional client experience through proactive communication, timely service, and quality assurance. Financial Management: Manage departmental budgets, forecast resource needs, and monitor key performance indicators to achieve financial and operational targets. Cross-Department Collaboration: Work closely with advisory, operations, and compliance teams to ensure cohesive delivery of tax and financial services. Compliance & Quality Assurance: Oversee adherence to federal, state, and local tax regulations while maintaining the highest ethical and professional standards. Performance Reporting: Prepare and present regular reports on departmental performance, resource utilization, and operational improvements to senior leadership. Business Growth Support: Collaborate on business development initiatives by identifying process efficiencies and service enhancements that drive client retention and growth. Requirements: Job Requirements Bachelors degree in Accounting, Finance, or a related field; Masters degree or CPA designation preferred. CPA preferred. Proficient in tax software and Microsoft Office Suite. CCH experience is required. Minimum of 5 years of experience in tax accounting or a related field, with at least 2 years in a leadership role. Proven expertise in U.S. federal, state, and local tax regulations and compliance. Strong leadership and team management skills with experience in mentoring and developing staff. Excellent analytical and problem-solving abilities. Strong communication and interpersonal skills. Ability to manage multiple projects and deadlines effectively Experience in strategic planning and business development. Demonstrated ability to build and maintain client relationships. High ethical standards and professionalism. Ability to work collaboratively in a team-oriented environment. Larson offers a generous employee benefits & perks package: Profit Sharing Bonus Program 401(k) Employer Match up to 4% Medical Insurance (HDHP HSA plans are 100% paid for the employee) ER PD Telehealth Dental Insurance Vision Insurance ER PD Life, Disability & EAP Insurance Supplemental Insurance Paid time Off (112 hours after 90 days) Holiday Pay (12 Holidays) Training & Education ER Events, Awards, Activities PI466c0a29371c-3516
Description: Join our dynamic team at Larson Tax Partners as an Operations Manager of the Tax Division , where you will lead our talented professionals in delivering exceptional tax services. In this pivotal role, you will drive strategic initiatives, ensure compliance with regulatory requirements, and foster a culture of excellence and innovation. Your expertise will guide our firm in providing unparalleled value to our clients, while your leadership will inspire and develop our team to achieve their highest potential. Core Responsibilities: Oversee Daily Operations: Manage the day-to-day functions of the Tax Division, ensuring efficiency, compliance, and consistency in client service delivery. Strategic Leadership: Partner with firm leadership to align operational goals with overall business strategy and drive continuous improvement across the division. Process Optimization: Develop, implement, and refine workflows, systems, and quality controls to improve productivity, accuracy, and scalability. Team Development: Lead, mentor, and coach tax and administrative staff to build a high-performing, engaged, and client-focused team. Client Experience Oversight: Ensure a consistent and exceptional client experience through proactive communication, timely service, and quality assurance. Financial Management: Manage departmental budgets, forecast resource needs, and monitor key performance indicators to achieve financial and operational targets. Cross-Department Collaboration: Work closely with advisory, operations, and compliance teams to ensure cohesive delivery of tax and financial services. Compliance & Quality Assurance: Oversee adherence to federal, state, and local tax regulations while maintaining the highest ethical and professional standards. Performance Reporting: Prepare and present regular reports on departmental performance, resource utilization, and operational improvements to senior leadership. Business Growth Support: Collaborate on business development initiatives by identifying process efficiencies and service enhancements that drive client retention and growth. Requirements: Job Requirements Bachelors degree in Accounting, Finance, or a related field; Masters degree or CPA designation preferred. CPA preferred. Proficient in tax software and Microsoft Office Suite. CCH experience is required. Minimum of 5 years of experience in tax accounting or a related field, with at least 2 years in a leadership role. Proven expertise in U.S. federal, state, and local tax regulations and compliance. Strong leadership and team management skills with experience in mentoring and developing staff. Excellent analytical and problem-solving abilities. Strong communication and interpersonal skills. Ability to manage multiple projects and deadlines effectively Experience in strategic planning and business development. Demonstrated ability to build and maintain client relationships. High ethical standards and professionalism. Ability to work collaboratively in a team-oriented environment. Larson offers a generous employee benefits & perks package: Profit Sharing Bonus Program 401(k) Employer Match up to 4% Medical Insurance (HDHP HSA plans are 100% paid for the employee) ER PD Telehealth Dental Insurance Vision Insurance ER PD Life, Disability & EAP Insurance Supplemental Insurance Paid time Off (112 hours after 90 days) Holiday Pay (12 Holidays) Training & Education ER Events, Awards, Activities PI466c0a29371c-3516
12/06/2025
Full time
Description: Join our dynamic team at Larson Tax Partners as an Operations Manager of the Tax Division , where you will lead our talented professionals in delivering exceptional tax services. In this pivotal role, you will drive strategic initiatives, ensure compliance with regulatory requirements, and foster a culture of excellence and innovation. Your expertise will guide our firm in providing unparalleled value to our clients, while your leadership will inspire and develop our team to achieve their highest potential. Core Responsibilities: Oversee Daily Operations: Manage the day-to-day functions of the Tax Division, ensuring efficiency, compliance, and consistency in client service delivery. Strategic Leadership: Partner with firm leadership to align operational goals with overall business strategy and drive continuous improvement across the division. Process Optimization: Develop, implement, and refine workflows, systems, and quality controls to improve productivity, accuracy, and scalability. Team Development: Lead, mentor, and coach tax and administrative staff to build a high-performing, engaged, and client-focused team. Client Experience Oversight: Ensure a consistent and exceptional client experience through proactive communication, timely service, and quality assurance. Financial Management: Manage departmental budgets, forecast resource needs, and monitor key performance indicators to achieve financial and operational targets. Cross-Department Collaboration: Work closely with advisory, operations, and compliance teams to ensure cohesive delivery of tax and financial services. Compliance & Quality Assurance: Oversee adherence to federal, state, and local tax regulations while maintaining the highest ethical and professional standards. Performance Reporting: Prepare and present regular reports on departmental performance, resource utilization, and operational improvements to senior leadership. Business Growth Support: Collaborate on business development initiatives by identifying process efficiencies and service enhancements that drive client retention and growth. Requirements: Job Requirements Bachelors degree in Accounting, Finance, or a related field; Masters degree or CPA designation preferred. CPA preferred. Proficient in tax software and Microsoft Office Suite. CCH experience is required. Minimum of 5 years of experience in tax accounting or a related field, with at least 2 years in a leadership role. Proven expertise in U.S. federal, state, and local tax regulations and compliance. Strong leadership and team management skills with experience in mentoring and developing staff. Excellent analytical and problem-solving abilities. Strong communication and interpersonal skills. Ability to manage multiple projects and deadlines effectively Experience in strategic planning and business development. Demonstrated ability to build and maintain client relationships. High ethical standards and professionalism. Ability to work collaboratively in a team-oriented environment. Larson offers a generous employee benefits & perks package: Profit Sharing Bonus Program 401(k) Employer Match up to 4% Medical Insurance (HDHP HSA plans are 100% paid for the employee) ER PD Telehealth Dental Insurance Vision Insurance ER PD Life, Disability & EAP Insurance Supplemental Insurance Paid time Off (112 hours after 90 days) Holiday Pay (12 Holidays) Training & Education ER Events, Awards, Activities PI466c0a29371c-3516
Description: Join our dynamic team at Larson Tax Partners as an Operations Manager of the Tax Division , where you will lead our talented professionals in delivering exceptional tax services. In this pivotal role, you will drive strategic initiatives, ensure compliance with regulatory requirements, and foster a culture of excellence and innovation. Your expertise will guide our firm in providing unparalleled value to our clients, while your leadership will inspire and develop our team to achieve their highest potential. Core Responsibilities: Oversee Daily Operations: Manage the day-to-day functions of the Tax Division, ensuring efficiency, compliance, and consistency in client service delivery. Strategic Leadership: Partner with firm leadership to align operational goals with overall business strategy and drive continuous improvement across the division. Process Optimization: Develop, implement, and refine workflows, systems, and quality controls to improve productivity, accuracy, and scalability. Team Development: Lead, mentor, and coach tax and administrative staff to build a high-performing, engaged, and client-focused team. Client Experience Oversight: Ensure a consistent and exceptional client experience through proactive communication, timely service, and quality assurance. Financial Management: Manage departmental budgets, forecast resource needs, and monitor key performance indicators to achieve financial and operational targets. Cross-Department Collaboration: Work closely with advisory, operations, and compliance teams to ensure cohesive delivery of tax and financial services. Compliance & Quality Assurance: Oversee adherence to federal, state, and local tax regulations while maintaining the highest ethical and professional standards. Performance Reporting: Prepare and present regular reports on departmental performance, resource utilization, and operational improvements to senior leadership. Business Growth Support: Collaborate on business development initiatives by identifying process efficiencies and service enhancements that drive client retention and growth. Requirements: Job Requirements Bachelors degree in Accounting, Finance, or a related field; Masters degree or CPA designation preferred. CPA preferred. Proficient in tax software and Microsoft Office Suite. CCH experience is required. Minimum of 5 years of experience in tax accounting or a related field, with at least 2 years in a leadership role. Proven expertise in U.S. federal, state, and local tax regulations and compliance. Strong leadership and team management skills with experience in mentoring and developing staff. Excellent analytical and problem-solving abilities. Strong communication and interpersonal skills. Ability to manage multiple projects and deadlines effectively Experience in strategic planning and business development. Demonstrated ability to build and maintain client relationships. High ethical standards and professionalism. Ability to work collaboratively in a team-oriented environment. Larson offers a generous employee benefits & perks package: Profit Sharing Bonus Program 401(k) Employer Match up to 4% Medical Insurance (HDHP HSA plans are 100% paid for the employee) ER PD Telehealth Dental Insurance Vision Insurance ER PD Life, Disability & EAP Insurance Supplemental Insurance Paid time Off (112 hours after 90 days) Holiday Pay (12 Holidays) Training & Education ER Events, Awards, Activities PI466c0a29371c-3516
12/06/2025
Full time
Description: Join our dynamic team at Larson Tax Partners as an Operations Manager of the Tax Division , where you will lead our talented professionals in delivering exceptional tax services. In this pivotal role, you will drive strategic initiatives, ensure compliance with regulatory requirements, and foster a culture of excellence and innovation. Your expertise will guide our firm in providing unparalleled value to our clients, while your leadership will inspire and develop our team to achieve their highest potential. Core Responsibilities: Oversee Daily Operations: Manage the day-to-day functions of the Tax Division, ensuring efficiency, compliance, and consistency in client service delivery. Strategic Leadership: Partner with firm leadership to align operational goals with overall business strategy and drive continuous improvement across the division. Process Optimization: Develop, implement, and refine workflows, systems, and quality controls to improve productivity, accuracy, and scalability. Team Development: Lead, mentor, and coach tax and administrative staff to build a high-performing, engaged, and client-focused team. Client Experience Oversight: Ensure a consistent and exceptional client experience through proactive communication, timely service, and quality assurance. Financial Management: Manage departmental budgets, forecast resource needs, and monitor key performance indicators to achieve financial and operational targets. Cross-Department Collaboration: Work closely with advisory, operations, and compliance teams to ensure cohesive delivery of tax and financial services. Compliance & Quality Assurance: Oversee adherence to federal, state, and local tax regulations while maintaining the highest ethical and professional standards. Performance Reporting: Prepare and present regular reports on departmental performance, resource utilization, and operational improvements to senior leadership. Business Growth Support: Collaborate on business development initiatives by identifying process efficiencies and service enhancements that drive client retention and growth. Requirements: Job Requirements Bachelors degree in Accounting, Finance, or a related field; Masters degree or CPA designation preferred. CPA preferred. Proficient in tax software and Microsoft Office Suite. CCH experience is required. Minimum of 5 years of experience in tax accounting or a related field, with at least 2 years in a leadership role. Proven expertise in U.S. federal, state, and local tax regulations and compliance. Strong leadership and team management skills with experience in mentoring and developing staff. Excellent analytical and problem-solving abilities. Strong communication and interpersonal skills. Ability to manage multiple projects and deadlines effectively Experience in strategic planning and business development. Demonstrated ability to build and maintain client relationships. High ethical standards and professionalism. Ability to work collaboratively in a team-oriented environment. Larson offers a generous employee benefits & perks package: Profit Sharing Bonus Program 401(k) Employer Match up to 4% Medical Insurance (HDHP HSA plans are 100% paid for the employee) ER PD Telehealth Dental Insurance Vision Insurance ER PD Life, Disability & EAP Insurance Supplemental Insurance Paid time Off (112 hours after 90 days) Holiday Pay (12 Holidays) Training & Education ER Events, Awards, Activities PI466c0a29371c-3516
Larson Tax Partners LLC
Maryland Heights, Missouri
Description: Join our dynamic team at Larson Tax Partners as an Operations Manager of the Tax Division , where you will lead our talented professionals in delivering exceptional tax services. In this pivotal role, you will drive strategic initiatives, ensure compliance with regulatory requirements, and foster a culture of excellence and innovation. Your expertise will guide our firm in providing unparalleled value to our clients, while your leadership will inspire and develop our team to achieve their highest potential. Core Responsibilities: Oversee Daily Operations: Manage the day-to-day functions of the Tax Division, ensuring efficiency, compliance, and consistency in client service delivery. Strategic Leadership: Partner with firm leadership to align operational goals with overall business strategy and drive continuous improvement across the division. Process Optimization: Develop, implement, and refine workflows, systems, and quality controls to improve productivity, accuracy, and scalability. Team Development: Lead, mentor, and coach tax and administrative staff to build a high-performing, engaged, and client-focused team. Client Experience Oversight: Ensure a consistent and exceptional client experience through proactive communication, timely service, and quality assurance. Financial Management: Manage departmental budgets, forecast resource needs, and monitor key performance indicators to achieve financial and operational targets. Cross-Department Collaboration: Work closely with advisory, operations, and compliance teams to ensure cohesive delivery of tax and financial services. Compliance & Quality Assurance: Oversee adherence to federal, state, and local tax regulations while maintaining the highest ethical and professional standards. Performance Reporting: Prepare and present regular reports on departmental performance, resource utilization, and operational improvements to senior leadership. Business Growth Support: Collaborate on business development initiatives by identifying process efficiencies and service enhancements that drive client retention and growth. Requirements: Job Requirements Bachelors degree in Accounting, Finance, or a related field; Masters degree or CPA designation preferred. CPA preferred. Proficient in tax software and Microsoft Office Suite. CCH experience is required. Minimum of 5 years of experience in tax accounting or a related field, with at least 2 years in a leadership role. Proven expertise in U.S. federal, state, and local tax regulations and compliance. Strong leadership and team management skills with experience in mentoring and developing staff. Excellent analytical and problem-solving abilities. Strong communication and interpersonal skills. Ability to manage multiple projects and deadlines effectively Experience in strategic planning and business development. Demonstrated ability to build and maintain client relationships. High ethical standards and professionalism. Ability to work collaboratively in a team-oriented environment. Larson offers a generous employee benefits & perks package: Profit Sharing Bonus Program 401(k) Employer Match up to 4% Medical Insurance (HDHP HSA plans are 100% paid for the employee) ER PD Telehealth Dental Insurance Vision Insurance ER PD Life, Disability & EAP Insurance Supplemental Insurance Paid time Off (112 hours after 90 days) Holiday Pay (12 Holidays) Training & Education ER Events, Awards, Activities PI466c0a29371c-3516
12/06/2025
Full time
Description: Join our dynamic team at Larson Tax Partners as an Operations Manager of the Tax Division , where you will lead our talented professionals in delivering exceptional tax services. In this pivotal role, you will drive strategic initiatives, ensure compliance with regulatory requirements, and foster a culture of excellence and innovation. Your expertise will guide our firm in providing unparalleled value to our clients, while your leadership will inspire and develop our team to achieve their highest potential. Core Responsibilities: Oversee Daily Operations: Manage the day-to-day functions of the Tax Division, ensuring efficiency, compliance, and consistency in client service delivery. Strategic Leadership: Partner with firm leadership to align operational goals with overall business strategy and drive continuous improvement across the division. Process Optimization: Develop, implement, and refine workflows, systems, and quality controls to improve productivity, accuracy, and scalability. Team Development: Lead, mentor, and coach tax and administrative staff to build a high-performing, engaged, and client-focused team. Client Experience Oversight: Ensure a consistent and exceptional client experience through proactive communication, timely service, and quality assurance. Financial Management: Manage departmental budgets, forecast resource needs, and monitor key performance indicators to achieve financial and operational targets. Cross-Department Collaboration: Work closely with advisory, operations, and compliance teams to ensure cohesive delivery of tax and financial services. Compliance & Quality Assurance: Oversee adherence to federal, state, and local tax regulations while maintaining the highest ethical and professional standards. Performance Reporting: Prepare and present regular reports on departmental performance, resource utilization, and operational improvements to senior leadership. Business Growth Support: Collaborate on business development initiatives by identifying process efficiencies and service enhancements that drive client retention and growth. Requirements: Job Requirements Bachelors degree in Accounting, Finance, or a related field; Masters degree or CPA designation preferred. CPA preferred. Proficient in tax software and Microsoft Office Suite. CCH experience is required. Minimum of 5 years of experience in tax accounting or a related field, with at least 2 years in a leadership role. Proven expertise in U.S. federal, state, and local tax regulations and compliance. Strong leadership and team management skills with experience in mentoring and developing staff. Excellent analytical and problem-solving abilities. Strong communication and interpersonal skills. Ability to manage multiple projects and deadlines effectively Experience in strategic planning and business development. Demonstrated ability to build and maintain client relationships. High ethical standards and professionalism. Ability to work collaboratively in a team-oriented environment. Larson offers a generous employee benefits & perks package: Profit Sharing Bonus Program 401(k) Employer Match up to 4% Medical Insurance (HDHP HSA plans are 100% paid for the employee) ER PD Telehealth Dental Insurance Vision Insurance ER PD Life, Disability & EAP Insurance Supplemental Insurance Paid time Off (112 hours after 90 days) Holiday Pay (12 Holidays) Training & Education ER Events, Awards, Activities PI466c0a29371c-3516
Description: Join our dynamic team at Larson Tax Partners as an Operations Manager of the Tax Division , where you will lead our talented professionals in delivering exceptional tax services. In this pivotal role, you will drive strategic initiatives, ensure compliance with regulatory requirements, and foster a culture of excellence and innovation. Your expertise will guide our firm in providing unparalleled value to our clients, while your leadership will inspire and develop our team to achieve their highest potential. Core Responsibilities: Oversee Daily Operations: Manage the day-to-day functions of the Tax Division, ensuring efficiency, compliance, and consistency in client service delivery. Strategic Leadership: Partner with firm leadership to align operational goals with overall business strategy and drive continuous improvement across the division. Process Optimization: Develop, implement, and refine workflows, systems, and quality controls to improve productivity, accuracy, and scalability. Team Development: Lead, mentor, and coach tax and administrative staff to build a high-performing, engaged, and client-focused team. Client Experience Oversight: Ensure a consistent and exceptional client experience through proactive communication, timely service, and quality assurance. Financial Management: Manage departmental budgets, forecast resource needs, and monitor key performance indicators to achieve financial and operational targets. Cross-Department Collaboration: Work closely with advisory, operations, and compliance teams to ensure cohesive delivery of tax and financial services. Compliance & Quality Assurance: Oversee adherence to federal, state, and local tax regulations while maintaining the highest ethical and professional standards. Performance Reporting: Prepare and present regular reports on departmental performance, resource utilization, and operational improvements to senior leadership. Business Growth Support: Collaborate on business development initiatives by identifying process efficiencies and service enhancements that drive client retention and growth. Requirements: Job Requirements Bachelors degree in Accounting, Finance, or a related field; Masters degree or CPA designation preferred. CPA preferred. Proficient in tax software and Microsoft Office Suite. CCH experience is required. Minimum of 5 years of experience in tax accounting or a related field, with at least 2 years in a leadership role. Proven expertise in U.S. federal, state, and local tax regulations and compliance. Strong leadership and team management skills with experience in mentoring and developing staff. Excellent analytical and problem-solving abilities. Strong communication and interpersonal skills. Ability to manage multiple projects and deadlines effectively Experience in strategic planning and business development. Demonstrated ability to build and maintain client relationships. High ethical standards and professionalism. Ability to work collaboratively in a team-oriented environment. Larson offers a generous employee benefits & perks package: Profit Sharing Bonus Program 401(k) Employer Match up to 4% Medical Insurance (HDHP HSA plans are 100% paid for the employee) ER PD Telehealth Dental Insurance Vision Insurance ER PD Life, Disability & EAP Insurance Supplemental Insurance Paid time Off (112 hours after 90 days) Holiday Pay (12 Holidays) Training & Education ER Events, Awards, Activities PI466c0a29371c-3516
12/06/2025
Full time
Description: Join our dynamic team at Larson Tax Partners as an Operations Manager of the Tax Division , where you will lead our talented professionals in delivering exceptional tax services. In this pivotal role, you will drive strategic initiatives, ensure compliance with regulatory requirements, and foster a culture of excellence and innovation. Your expertise will guide our firm in providing unparalleled value to our clients, while your leadership will inspire and develop our team to achieve their highest potential. Core Responsibilities: Oversee Daily Operations: Manage the day-to-day functions of the Tax Division, ensuring efficiency, compliance, and consistency in client service delivery. Strategic Leadership: Partner with firm leadership to align operational goals with overall business strategy and drive continuous improvement across the division. Process Optimization: Develop, implement, and refine workflows, systems, and quality controls to improve productivity, accuracy, and scalability. Team Development: Lead, mentor, and coach tax and administrative staff to build a high-performing, engaged, and client-focused team. Client Experience Oversight: Ensure a consistent and exceptional client experience through proactive communication, timely service, and quality assurance. Financial Management: Manage departmental budgets, forecast resource needs, and monitor key performance indicators to achieve financial and operational targets. Cross-Department Collaboration: Work closely with advisory, operations, and compliance teams to ensure cohesive delivery of tax and financial services. Compliance & Quality Assurance: Oversee adherence to federal, state, and local tax regulations while maintaining the highest ethical and professional standards. Performance Reporting: Prepare and present regular reports on departmental performance, resource utilization, and operational improvements to senior leadership. Business Growth Support: Collaborate on business development initiatives by identifying process efficiencies and service enhancements that drive client retention and growth. Requirements: Job Requirements Bachelors degree in Accounting, Finance, or a related field; Masters degree or CPA designation preferred. CPA preferred. Proficient in tax software and Microsoft Office Suite. CCH experience is required. Minimum of 5 years of experience in tax accounting or a related field, with at least 2 years in a leadership role. Proven expertise in U.S. federal, state, and local tax regulations and compliance. Strong leadership and team management skills with experience in mentoring and developing staff. Excellent analytical and problem-solving abilities. Strong communication and interpersonal skills. Ability to manage multiple projects and deadlines effectively Experience in strategic planning and business development. Demonstrated ability to build and maintain client relationships. High ethical standards and professionalism. Ability to work collaboratively in a team-oriented environment. Larson offers a generous employee benefits & perks package: Profit Sharing Bonus Program 401(k) Employer Match up to 4% Medical Insurance (HDHP HSA plans are 100% paid for the employee) ER PD Telehealth Dental Insurance Vision Insurance ER PD Life, Disability & EAP Insurance Supplemental Insurance Paid time Off (112 hours after 90 days) Holiday Pay (12 Holidays) Training & Education ER Events, Awards, Activities PI466c0a29371c-3516
