Firm Overview:

Cambridge Associates (“CA”) is a leading global investment firm. CA’s goal is to help endowments & foundations, pension plans, and ultra-high net worth private clients implement and manage custom investment portfolios that generate outperformance so that they can maximize their impact on the world. Cambridge Associates delivers a range of services, including outsourced CIO, non-discretionary portfolio management, and investment consulting.

Headquartered in Boston, Massachusetts, CA has offices in key markets in North America, the United Kingdom, Europe, Asia, and Oceania. Our worldwide teams ensure our clients benefit from decades of global presence, local expertise, and relationships with the top global investment managers across the world. For more information, please visit www.cambridgeassociates.com .

Position Summary:

The Associate Investment Director position is the first step on the Investment Director path. Associate Investment Directors work with colleagues to help clients meet or exceed their investment objectives. This typically includes developing appropriate financial and investment goals, asset allocation policies, and investment manager structures. Associate Investment Directors also conduct due diligence on investment opportunities, select or recommend appropriate managers for investments, and evaluate performance of individual managers and total portfolios. They typically interact directly with the investment committee of Boards of Trustees, Investment Committees, or Chief Investment Officers of institutions.

Key Responsibilities:

Investment Knowledge & Application

· Participate in creation and development of diversified portfolios to enable increased returns and lower volatility consistent with time horizon, risk tolerance, and income needs of client

· Demonstrate foundational knowledge of core investment concepts, principles and asset classes as well as knowledge of managers within client portfolios

· Beginning to build a personal investment philosophy and test ideas/learning with investment teams

· Advanced knowledge of private investment (PI) concepts and associated internal tools

Analytical Skills & Storyboarding

· Develop and oversee or complete analyses to inform decision making by the internal team and client

· Partner with Investment Directors to determine topics to be addressed providing input on the agenda and overseeing the development of materials to support those topics

· Partner with Investment Directors in creation of initial and ongoing PI manager due diligence and evaluation

· Knowledge of quantitative models and resources, and communicates analytical problems and solutions effectively

Teamwork, Collaboration, and Management

· Provide support to PI specialists who lead large and complex client relationships

· Effectively manage workflow of internal client teams, collaborating with Investment Directors, delegating appropriately to Associates and Analysts, and ensuring high quality deliverables and clear communication between all members of client teams

· Develop and manage timelines for Associate and Analyst team members

· Oversee operational aspects of client relationships by collaborating with respective onboarding specialists, portfolio coordinators and/or client operations members

· Show a commitment to others’ professional development, providing support, mentorship, and feedback to Analysts and Associates on investment team

· Willingness and capability to train and equip Associates in the tools and aspects of PI in order that knowledge is sufficiently transferred over time

Communication and Client Relationship Skills

· Work directly with the investment committees, trustee boards or the Chief Investment Officers of our clients

· Work directly with PI managers across all sub-sectors and geographies

· Field operational and execution-oriented questions

· Independently interact and present recommendations and establish rapport with clients

· Exhibit proficiency in verbal and written communication skills, reflected in client materials, manager due diligence, memos, and in email exchanges with clients

· Participate in business development preparation and pitches as part of intact team

Qualifications:

· Bachelor’s in finance or related field

· 3+ years of expereince in investment management

· Excellent communication and collaboration skills.

· Attention to detail and a commitment to producing high-quality work.

· Ability to manage multiple projects and meet deadlines.

· Strong analytical and problem-solving skills.

The base salary range for this role is $132,000 to $148,500. In addition to the listed salary range, this position is eligible for an annual performance-based bonus and a comprehensive, competitive benefits package. Actual placement within the stated salary range will be determined based on factors such as skills, experience, and qualifications, as well as internal equity.

The firm is committed to the concept and practice of equal employment opportunity and will not discriminate against any employee or applicant on the basis of race, color, religion, age, sex, national origin, sexual orientation, gender identity, disability, or veteran status. It is expected that all employees will follow a similar policy toward their co-workers.

#J-18808-Ljbffr Read Less

Your Growth

Driving lasting impact and building long-term capabilities with our clients is not easy work. You are the kind of person who thrives in a high performance/high reward culture - doing hard things, picking yourself up when you stumble, and having the resilience to try another way forward.In return for your drive, determination, and curiosity, we'll provide the resources, mentorship, and opportunities you need to become a stronger leader faster than you ever thought possible. Your colleagues—at all levels—will invest deeply in your development, just as much as they invest in delivering exceptional results for clients. Every day, you'll receive apprenticeship, coaching, and exposure that will accelerate your growth in ways you won’t find anywhere else.When you join us, you will have:Continuous learning:Our learning and apprenticeship culture, backed by structured programs, is all about helping you grow while creating an environment where feedback is clear, actionable, and focused on your development. The real magic happens when you take the input from others to heart and embrace the fast-paced learning experience, owning your journey.A voice that matters:From day one, we value your ideas and contributions. You’ll make a tangible impact by offering innovative ideas and practical solutions. We not only encourage diverse perspectives, but they are critical in driving us toward the best possible outcomes.Global community:With colleagues across 65+ countries and over 100 different nationalities, our firm’s diversity fuels creativity and helps us come up with the best solutions for our clients. Plus, you’ll have the opportunity to learn from exceptional colleagues with diverse backgrounds and experiences.World-class benefits:On top of a competitive salary (based on your location, experience, and skills), we provide a comprehensive benefits package to enable holistic well-being for you and your family.

Your Impact

You will support clients and client teams, M&A-dedicated experts, and practice leadership through quantitative and qualitative M&A analysis, research, knowledge and practice management.You will be expected to handle short- and medium-term research requests related to M&A, joint ventures/alliances, divestitures, due diligence, privatizations, initial public offerings, and integrations; execute M&A target scans, company research and strategic, valuation and synergy assessments; to provide our consultants the vast array of firm knowledge, and to be point of contact for proprietary databases on an ongoing basis.Day-to-day tasks may include helping structure a client question, determining the sources of insight, analyzing data, and communicating findings. Further, you will assist clients in developing internal capabilities to better implement M&A strategies, execute transactions, integrate acquisitions, and separate divestitures as part of the service line’s Capability Building initiatives. You will also help develop new client opportunities, through the M&A Win Room, proposal preparation, pipeline tracking, etc.You will help deliver impact through our assets, including SynergyLab (McKinsey’s proprietary approach to identifying deal-specific synergy estimates), the Deal Scan (McKinsey’s implementation engine for programmatic M&A), PeopleBase (data management tool to build employee baseline), and the Integration Digital Portal (practice portal for latest materials and Client “MyIMO” tool). Related responsibilities will include identifying product and offering needs and structuring the issues and problems with product teams to facilitate prioritization, development and implementation.Over time, you will be expected to build a good understanding across M&A topics and develop areas of expertise. You’ll collaborate with the M&A knowledge team and practice leadership to build and share knowledge, best practices and new ideas (e.g., writing articles, updating playbooks, and supporting the Knowledge Review Board process). You will enable reach and relevance (e.g., supporting landmark client events such as Integration Leaders Forum, M&A conference), help develop internal learning curricula (e.g., Merger Management Foundations program), and maintain case libraries.The M&A service line offers an excellent springboard for successful candidates to progress within the practice and firm into expert consulting, solution delivery, practice management and more.You will be based in our Boston and you’ll work as part of M&A (Mergers & Acquisitions) Insights, a group of colleagues, capabilities and assets assembled to provide unparalleled insights and impact to our clients across the M&A. M&A Insights is part of McKinsey’s M&A service line, a joint venture between the Strategy & Corporate Finance and People & Organizational Performance practices.The M&A service line helps our clients achieve superior results across buy- and sell-side mergers and acquisitions, divestitures, IPOs, joint ventures, alliances and integration and separation architecture, planning and execution.We bring our clients unrivaled transaction, integration and separation expertise, deep industry knowledge, a global network, and a focus on building institutional and executive M&A capabilities to strengthen M&A programs long term.

Your qualifications and skills

University degree with a focus in finance or economics preferred with an outstanding academic record; advanced degree a plus3+ years of relevant work experienceUnderstanding of and a strong interest in corporate finance concepts, including M&A, JV's, integrations/value capture and divestitures topics; willingness to quickly learn and disseminate detailed topical knowledgeIntellectual curiosity, self-motivation, and a willingness to take ownership and self-manageHigh professional and ethical standards and respect for confidentialityProven problem-solving skills with ability to quickly process complex information and present it clearly and simplyProficiency in Microsoft Office (e.g., Word, Excel and PowerPoint) required; knowledge of analytical tools (e.g., Alteryx, Tableau, R, Python, SQL) is a plus but not requiredAdvanced English language communication skills, across all levels, particularly in written communicationsAbility to multi-task and manage workload effectively under pressureStrong service orientationHigh energy 'can do' attitude and a proactive approach to practice and team supportAbility to strike a balance between being flexible enough to deal with a rapidly changing knowledge management environment and being firm about maintaining consistency where necessary #J-18808-Ljbffr Read Less

Waabi, founded by AI pioneer and visionary Raquel Urtasun, is an AI company building the next generation of self-driving technology. With a world class team and an innovative approach that unleashes the power of AI to “drive” safely in the real world, Waabi is bringing the promise of self-driving closer to commercialization than ever before. Waabi is backed by best-in-class investors across the technology, logistics and the Canadian innovation ecosystem.

With offices in Toronto, San Francisco, Dallas, and Pittsburgh, Waabi is growing quickly and looking for diverse, innovative and collaborative candidates who want to impact the world in a positive way. To learn more visit: www.waabi.ai

We are seeking a highly experienced and strategic Workplace Portfolio Lead to join our growing team. This individual will be responsible for the comprehensive oversight and optimization of our company's diverse real estate and facilities portfolio across the United States and Canada. You will play a critical role in shaping our long-term facilities strategy, considering operational efficiency opportunities, and ensuring our physical footprint aligns with our business objectives and employee needs.

You will…

- Portfolio Strategy & Planning: Develop and execute a long-term facilities portfolio strategy aligned with the company's growth plans, financial objectives, and cultural values inclusive of office spaces, R&D Workshops and business operational spaces. This includes identifying opportunities for optimization, consolidation, expansion, and new site selection

- Real Estate & Lease Management: Manage all aspects of real estate transactions, including lease negotiations, renewals, expansions, and dispositions. Collaborate with legal, finance, and external brokers to ensure favorable terms and compliance.

- Space Planning & Utilization: Partner with internal stakeholders (e.g., HR, IT, departmental leaders) to understand space requirements and develop innovative solutions for efficient space utilization, including agile workspaces, hybrid models, and future-forward office designs that can be applied with consistency across the portfolio to create a cohesive visual identity for Waabi

- Capital Planning & Budgeting: Develop and manage capital expenditure budgets for facilities projects, including new construction, renovations, and major equipment upgrades. Monitor and control spending to ensure projects are delivered on time and within budget.

- Vendor & Contract Management: Provide strategic view on desired vendor strategy and landscape to guide Facility Operations team in how they engage with external vendors and service providers, including property management, maintenance, construction, and security. Support and as necessary negotiate and manage contracts to ensure quality service and cost-effectiveness.

- Data Analysis & Reporting: Collect, analyze, and report on key facilities metrics (e.g., space utilization, operational costs, energy consumption, project status) to inform decision-making and demonstrate portfolio performance.

- Sustainability Initiatives: Drive and support sustainability initiatives across the facilities portfolio

- Team Collaboration & Management: Collaborate closely with internal teams such as Finance, Legal, HR, IT, and individual business units to ensure seamless integration of facilities services with overall business operations. Manage a small team of local and remote employees as needed alongside of Waabi’s growth and expansion

- Stakeholder Communication: Effectively communicate facilities strategies, plans, and performance to executive leadership and other relevant stakeholders.

Qualifications:

- Bachelor degree or higher

- Advanced degrees, certifications or licenses in real estate, portfolio or facility management or operations are a plus

- At least 7 years of experience in facilities management, real estate portfolio management, or corporate real estate, with a strong focus on strategic planning and execution

- Demonstrated experience managing a multi-site real estate portfolio, preferably within a fast-paced technology or high-growth environment

- Strong understanding of commercial real estate markets, lease structures, and negotiation strategies

- Proven ability to develop and manage complex budgets and capital plans and manage execution of projects in a timely and cost effective manner

- Experience managing large scale and local vendors and commercial contracts

- Experience with autonomous vehicles and/or freight operations is beneficial

- Outstanding communication, negotiation, and interpersonal skills, with the ability to influence and collaborate effectively at all levels of the organization

- Ability and willingness to travel

- Open-minded and collaborative team player with the willingness to help others

- Strong leadership and people management skills

The US yearly salary range for this role is: $177,000 - $245,000 USD in addition to competitive perks & benefits. Waabi (US) Inc.’s yearly salary ranges are determined based on several factors in accordance with the Company’s compensation practices. The salary base range is reflective of the minimum and maximum target for new hire salaries for the position across all US locations. Note: The Company provides additional compensation for employees in this role, including equity incentive awards and an annual performance bonus.

Perks/Benefits:

- Competitive compensation and equity awards

- Health and Wellness benefits encompassing Medical, Dental and Vision coverage (for full-time employees only)

- Unlimited Vacation

- Flexible hours and Work from Home support

- Daily drinks, snacks and catered meals (when in office)

- Regularly scheduled team building activities and social events both on-site, off-site & virtually

- As we grow, this list continues to evolve!

Waabi is a technology start-up building technologies to transform the way the world moves. Join our talented team to be a part of the future and to make an impact!

Waabi is an equal opportunity employer. We celebrate diversity and are committed to creating a supportive, inclusive, and accessible workplace for all our employees. We seek applicants of all backgrounds and identities, across race, color, ethnicity, national origin or ancestry, age, citizenship, religion, sex, sexual orientation, gender identity or expression, military or veteran status, marital status, pregnancy or parental status, caregiver status, disability, or any other characteristic protected by law. We make workplace accommodations for qualified individuals with disabilities as required by applicable law. If reasonable accommodation is needed to participate in the job application or interview process please let our recruiting team know.

#J-18808-Ljbffr Read Less

We are a well-established, highly profitable regional CPA firm seeking an experienced Tax Director to join our growing team. This leadership role offers the opportunity to work with a diverse client base, including both SEC and closely held companies, across a variety of industries. We provide excellent benefits, a strong work-life balance, and clear opportunities for fast-track career advancement.

Key Responsibilities:

Review and approve complex tax returns and government examinations.Serve as a subject matter expert in a technical discipline or industry sector.Oversee all aspects of client service, ensuring work is completed accurately and within budget.Manage large and complex tax engagements, delegating work as appropriate.Actively participate in client meetings and tax planning initiatives, supporting the Audit & Accounting (A&A) department.Act as a resource on advanced tax issues for both tax and A&A staff.Handle client communications and maintain responsibility for high-value client relationships.Communicate tax law developments and their impact to internal teams and clients.Manage and represent clients during governmental tax examinations.Oversee and mentor staff, including performance evaluations, training, and recruitment.Ensure timely and accurate billing and collections.Monitor and interpret economic and political developments that may affect clients.Participate in business development through community and industry involvement.Travel occasionally for client engagements, meetings, or seminars.Overtime is required throughout the year; extended hours expected during tax season (Jan 1–Apr 15).

Required Qualifications:

7–10 years of public accounting experience with increasing complexity in tax engagements.At least 2 years of experience representing clients before taxing authorities.Minimum 1 year of supervisory experience.Bachelor’s degree in Accounting.Active CPA license in good standing; member of AICPA.Minimum of 40 hours of continuing professional education annually.Proven leadership, staff development, and client management capabilities.

Preferred Qualifications:

Deep expertise in technical tax matters and industry-specific tax applications.Master’s in Taxation preferredStrong client-facing communication skills and business development experience.

Benefits:

Competitive compensation with potential for large performance bonuses.5% employer contribution to your 401(k) plan.Comprehensive health insurance and benefits package.Reasonable work-life balance with flexibility.Leadership development and career advancement opportunities. #J-18808-Ljbffr Read Less

Who We AreBioMarin is a global biotechnology company that relentlessly pursues bold science to translate genetic discoveries into new medicines that advance the future of human health.Since our founding in 1997, we have applied our scientific expertise in understanding the underlying causes of genetic conditions to create transformative medicines, using a number of treatment modalities.Using our unparalleled expertise in genetics and molecular biology, we develop medicines for patients with significant unmet medical need. We enlist the best of the best – people with the right technical expertise and a relentless drive to solve real problems – and create an environment that empowers our teams to pursue bold, innovative science. With this distinctive approach to drug discovery, we’ve produced a diverse pipeline of commercial, clinical and preclinical candidates that have well-understood biology and provide an opportunity to be first-to-market or offer a substantial benefit over existing therapeutic options.About Corporate GroupsIt takes a village, and at BioMarin our corporate groups are the people behind our success. Groups such as IT, Finance, Legal, Global Compliance & Ethics, and our People Team provide foundational support of all areas of operation at BioMarin.Treasury Team and Position SummaryVision: Be a strategic and scalable best in class Treasury Organization focused on risk management and value creation.Mission: Act as BioMarin’s trusted financial steward by providing meaningful advice and risk mitigation strategies in support of the development and distribution of patient therapies worldwideReporting to the Treasurer, the Treasury Director will be primarily responsible for the Foreign Exchange, Insurance and Risk.Additionally, a candidate with experience in Capital Markets, Credit Ratings and Shareholder Return of Capital will be able to leverage that knowledge to support key corporate objectives.This role will require someone with multi-national corporate treasury experience who is highly technical, hands-on, detail oriented, with strong organizational and communication skills.The ideal candidate would be someone interested in developing all aspects of corporate treasury function with natural leadership abilities.This role is based in the San Rafael offices of BioMarin.Responsibilities:Foreign Exchange: Manage the identification/consolidation of FX exposures, review/propose optimal hedging strategies and execution of FX trades, ensure compliance with FX Policy. Own adherence to the regulatory environment. Prepare FX performance analysis and presentations on a monthly/quarterly basis including preparation of the 10Q and 10K disclosures.Working closely with Corporate Accounting to ensure all hedge strategies and trades are properly setup and documented in CapellaFX.Corporate Finance: Develop and maintain various Treasury management reports, including monthly/quarterly reporting, Other Income and Expense forecasting and analysis. Review customer credit risk (CECL) and capture bank counterparty exposure.Capital Markets & Credit Revolver Compliance: Support the Treasurer in maintaining convertible debt schedules and settlements. Own the Credit Revolver quarterly compliance and covenant tracking in close collaboration with Legal Team. Support any engagements with the Credit Ratings Agencies.SOX & Process Documentation: Maintain all workflows and process documentation for functional ownership areas in Treasury and assist internal and external auditors in walkthroughs and reviews.Required Skills:Prefer 10+ years of experience in multi-national Corporate Treasury department with exposure across bank products including capital markets, foreign exchange and investmentsSelf-starter with leadership skills, project management and operations experienceExcellent communication and organizational skillsStrong analytic and financial modelling skills (Excel, Hyperion Planning)Working knowledge of FX derivative accounting (ASC815, ASC830), disclosures and regulatory landscape (Dodd-Frank, EMIR)Experience using treasury workstations (FIS Integrity), risk management systems (CapellaFX, Clearwater,FXall, Eikon, Bloomberg) and various bank systems (CitiDirect, BOA CashPro, WF CEO)Strong work ethic, attention to details, ability and willingness to work effectively independently as well as part of a team, share knowledge in a collaborative fashion

Note: This description is not intended to be all-inclusive, or a limitation of the duties of the position. It is intended to describe the general nature of the job that may include other duties as assumed or assigned.

Equal Opportunity Employer/Veterans/Disabled

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, or protected veteran status and will not be discriminated against on the basis of disability.

The salary range for this position is: $176,000 to $242,000. BioMarin considers a variety of factors when determining base compensation, including experience, qualifications, and geographic location. These considerations mean actual compensation will vary. This position may also be eligible for a discretionary annual bonus, discretionary stock-based long-term incentives (eligibility may vary based on role), paid time off, and a benefits package. Benefits include company-sponsored medical, dental, vision, and life insurance plans.

For additional benefits information, visit: https://careers.biomarin.com/benefits.

Eligible employees may participate in benefit plans, subject to the terms and conditions of the applicable plans. #J-18808-Ljbffr Read Less

Residency Status: ALL CANDIDATES MUST BE A U.S. CITIZEN

Security Clearance: ALL Candidates MUST Possess An Active TS/SCI w/CI poly for consideration of this position.

Time Type: Full-Time, Daytime Schedule

Travel Reimbursement: Yes (within a 50-mile radius to the worksite)

Company Benefits: Yes

Salary Range: $110k to $150k a year - The pay range for this job level is a general guideline only and not a guarantee of compensation or salary. Additional factors considered in extending an offer include (but are not limited to) responsibilities of the job, education, experience, knowledge, skills, and abilities.

Company Overview:

NAOVI (Novel Applications, Inc.) is a premier technology services company that provides solutions in the areas of Cyber Security, Information Management and Systems Integration. NAOVI is a business that combines experience, creativity, flexibility, pragmatism, and cost-effective solutions in order to deliver measurable business value to our clients.

Headquartered in Fredericksburg, Virginia, NAOVI employs engineers, analysts, IT specialists and other professionals who strive to be the best at everything they do.

NAOVI is an AA/EEO Employer - Minorities/Women/Veterans/Disabled.

Job Description

NAOVI is seeking a Mid-Level Records Management Analyst for the following task:

Primary responsibilities:

Candidates MUST Currently Possess An Active TSSCI w/CI polygraph for consideration of this position.Support the Records Management Group (RMG) for a US government customer. Ensure
the RMG follows the Federal Records Management Act and all related statutes, federal
regulations, and customer and Intelligence Community (IC) policies and procedures. This includes but is not limited to requirements set forth in the Code of Federal Regulations (CFR), United States Code (USC), and National Archives and Records Administration (NARA) mandates.The RMG helps train and assist the customer workforce to meet the requirements set forth by the CFR, USC, and NARA mandates. Requirements include aiding in the development of a Records Control Schedule (RCS), support offices who have created digital and paper records, guiding them on RM best practices throughout the record life cycle.Implement customer RCSs to address records from creation to disposition for both paper and electronic records. Evaluate and institute customer RCSs and coordinate RCSs with NARA. Support the transition to a media-neutral, RCS approach that will incorporate current customer office and organizational structure.Perform physical records archiving as directed by lead contractors and Government staff.Draft or review, update, and deliver content for training on customer record management.Deliver customer support and training on records management to customer personnelConsult and coordinate with Intelligence Community (IC) elements on the development and consistent implementation of IC records management policies and procedures, utilize proper handling of classified records and Controlled Unclassified Information (CUI) records, and support the Information Management Council (IMC) and other IC records management committees.Advise government offices on efforts to reorder and clean their Shared Drive and support the implementation of a customer electronic records management system (ERMS).Identify, document, and coordinate Privacy Act (PA) System of Records Notice (SORN) with the customer Civil Liberties, Privacy, and Transparency (CLPT) office for submission to the Federal Register according to customer policy and government staff.Develop and implement plans for customer essential records identification and protection.Provide inputs to annual compliance reports as directed by the government staff.Support records management system reviews and implementation.

Education and Experience:

Required BA/BS with 7 years of experience OR no degree and 10 years of experience.Security Clearance: TS/SCI security clearance with polygraph required.Experience supporting IC records management requirements to ensure compliance with
federal statutes and organizational policies.Experience implementing RCS, developing an office file plan (OFP), and aiding records
disposition determination in conjunction with NARA guidance.Possess organization skills with experience developing and maintain SOPs for use within
a customer organization.Comfortable with written and spoken communication across all levels of government,
including large groups and senior leadership personnel.

Company Benefits:

401kHealth, Dental and VisionLong-Term and Short-Term Disability3 Weeks’ Paid Vacation5 Day Paid Sick Leave11 Paid HolidaysTravel Reimbursement (50-mile radius to work location). #J-18808-Ljbffr Read Less

Job Summary:
This individual contributor is primarily responsible for supporting financial planning, modeling, analysis, and forecasting, assisting in financial assessment, preparing financial and other reports, and researching financial trends.
Essential Responsibilities:

Pursues self-development and effective relationships with others by sharing resources, information, and knowledge with coworkers and customers; listening, responding to, and seeking performance feedback; acknowledging strengths and weaknesses; assessing and responding to the needs of others; and adapting to and learning from change, difficulties, and feedback.
Completes work assignments by applying up-to-date knowledge in subject area to meet deadlines; following procedures and policies and applying data, and resources to support projects or initiatives; collaborating with others, often cross-functionally, to solve business problems; supporting the completion of priorities, deadlines, and expectations; communicating progress and information; identifying and recommending ways to address improvement opportunities when possible; and escalating issues or risks as appropriate.
Supports the evaluation of the business environment by assisting with financial assessment (e.g., Situational, Strengths/Weaknesses/Opportunities/Threats, Opportunity-Based Strategic Planning, system value chain analysis).
Supports internal and external audits by assisting with preparation of audit schedules and review of audit results.
Supports the creation of budgets and/or forecasts in accordance with business strategic initiatives by analyzing budgeting trends; conducting budget and forecasting; and providing information as requested to aid the development of department/regional budgets.
Supports others in advising region/business unit leaders on strategic fiscal matters by assisting with preparation of regular and special reports for both financial and statistical matters in order to facilitate financial management throughout the organization; and assisting with organizing regular meetings with leadership to review financial results for their areas.
Supports financial modeling by assisting with development of best-practice models; documenting risk alternatives; and assisting with the development of what-if scenarios and forecasts using in-house models or software.
Supports assessment of the business vision, objectives, and strategic initiatives by conducting research to assess financial impact of strategies and initiatives.
Supports costing activities by assisting with the identification of cost avoidance and cost recovery opportunities.
Evaluates performance/operations/financial state by using templates (e.g., cash flow, RFA process, weekly unit case report) and computer applications; conducting financial analyses (e.g., operating cash flow analyses, pro forma P&L, line item walk forwards, volume building blocks, NPV, IRR, Discounted Cash Flow, statistical analyses, economic analyses); and completing variance analysis (e.g., volume, P&L line item, cost of goods, rate).
Supports reporting of region/business unit financial information by preparing and evaluating financial trend information, data analysis reports, and forecasts of income and expense; recording assets, liabilities, revenues, and expenses; and collecting data/inputs from region/business unit systems to support analyses (e.g., membership and utilization reports, volume reporting, day sales inventory, analysis spreadsheets, investment schedules).
Supports field operations by assisting with analysis of their operational/financial performance.
Supports Financial Statement Analysis of business partners (e.g., suppliers, customers, co-packers, acquisition targets) by using software systems (Internet, Bloomberg, and D&B), annual reports, and/or interviews; and determining the financial status (viability) of business partners.
Supports improving financial performance by assisting with the identification of financial trends; running analyses and calling attention to operational issues that need to be addressed to improve performance.
Supports strategic financial planning by performing financial, utilization, and benchmark analytics.
Supports strategic financial planning by gathering recommendations for financial plans, acquisition activity, financial requirements, and operating forecasts; and assisting with development of financial concepts for financial planning and control.Minimum Qualifications:

Bachelors degree in finance, business, or related field OR Minimum three (3) years financial planning and/or data analysis experience, or directly related business experience.

Additional Requirements:
#J-18808-Ljbffr Read Less

Tax Senior Manager – Private Client Services Family Office page is loadedTax Senior Manager – Private Client Services Family OfficeApply locations San Francisco time type Full time posted on Posted 30+ Days Ago job requisition id Req-7553Job Description

At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you are starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you’ll love from top to bottom – we give you the tools you need to succeed and the autonomy to reach your goals.

EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice for Multi Family Office. We are looking for a dynamic individual with the capacity to efficiently oversee multiple client engagements while demonstrating proficiency in reviewing complex returns, managing staff and conducting research. Furthermore, the ideal candidate will possess strong leadership skills and the aptitude to foster professional growth among our staff.

What it Means to Work for EisnerAmper:

You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry

You will have the flexibility to manage your days in support of our commitment to work/life balance

You will join a culture that has received multiple top “Places to Work” awards

We believe that great work is accomplished when cultures, ideas and experiences come together to create innovative solutions

We understand that embracing our differences is what unites us as a team and strengthens our foundation

Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work

What Work You Will be Responsible For:

Responsible for training, supervising and ongoing development of associates and seniors.

Review tax returns for individuals, closely held partnerships, simple and complex trusts and estates, and other entities, ensuring accuracy and compliance with applicable tax laws and regulations.

Build impactful relationships with clients and maintain relationships with firm leadership.

Cultivate expertise in and impart specialized knowledge congruent with firm niches, initiatives and needs.

Take responsibility for accurate time and billing for self and team.

Develop a working knowledge of the client's business, take responsibility for completing assigned tasks, and meet client deadlines.

Actively solicit new client relationships and participate in client/potential client seminars to expand networking opportunities.

Stay updated on changes in tax laws, regulations, and accounting standards, and proactively apply new knowledge to client engagements.

Collaborate with other tax professionals within the firm to coordinate efforts, share knowledge, and ensure efficient and effective delivery of tax services.

Hold self and direct reports responsible for achieving developmental goals

Mentor and coach junior team members.

Professional Development: Participate in training programs and professional development activities to enhance technical knowledge and develop industry-specific expertise.

Basic Qualifications:

Bachelor’s Degree in Accounting or equivalent field is required

10+ years of Family Office, tax compliance and/or tax consulting experience in public accounting or public/Corporate mix

8+ years of client facing experience in public accounting

CPA or JD Certification required

Preferred/Desired Qualifications:

Master’s Degree in Taxation or relevant field

Experience using CCH Axcess or Pro Systems tax software

Experience acquiring new clients and growing a book of business

EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state, or local law.

About our Private Client Services (PCS) Team:

The EisnerAmper Private Client Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short- and long-term financial goals. Operating within a culture where we hold each other accountable to our standards of teamwork, creativity, and a genuine care for each other, we not only solve our clients’ problems, but offer proactive solutions for the future.

As one of the largest and fastest-growing service lines at our firm, we try to make a big group feel smaller. We're known for presenting options and pathways for our employees to grow as professionals. Here, you can not only discover what you’re passionate about but pursue it.

Working with businesses of all sizes and across every industry, our typical client is atypical. Because of this, it’s important that we can think like entrepreneurs ourselves to gain a true awareness of our clients and their businesses, along with their unique operational and personal dynamics.

About EisnerAmper:

EisnerAmper is one of the largest accounting, tax, and business advisory firms, with nearly 4,500 employees including 450 partners across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow.

Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers, and investors who serve these clients.

For California, the expected salary range for this position is between $120,000 and $150,000. The range for the position in other geographies may vary based on market differences. The actual compensation will be determined based on experience and other factors permitted by law.

Should you need any accommodations to complete this application please email: talentacquisition@eisneramper.com

Preferred Location:San Francisco

For NYC and California, the expected salary range for this position is between

120000

and

200000

The range for the position in other geographies may vary based on market differences. The actual compensation will be determined based on experience and other factors permitted by law.

Similar Jobs (5)Tax Manager – Private Client Services Family Officelocations San Francisco time type Full time posted on Posted 30+ Days AgoTax Senior Associate – Private Client Services Family Officelocations San Francisco time type Full time posted on Posted 30+ Days AgoTax Director - Private Client Serviceslocations 9 Locations time type Full time posted on Posted 23 Days Ago

EisnerAmper is one of the largest accounting, tax and business advisory firms in the U.S., with more than 4,500 employees and over 450 partners across the country. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today, and position them for success tomorrow.

Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers and investors who serve these clients. Our reach extends globally, with offices in the United Kingdom, Israel, India, the Cayman Islands, Singapore, and Ireland.

EisnerAmper is a merit-based employer. Qualified applicants will receive consideration for employment regardless of background. If you require assistance completing an employment application due to a disability, please contact TalentAcquisition@eisneramper.com so that we can provide you with an accommodation or an alternative application process.

#J-18808-Ljbffr Read Less

We’re seeking a dynamic and strategic revenue leader to join us as the Complex Director of Revenue Management, overseeing two all-suite Embassy Suites San Francisco Waterfront and Embassy Suites San Francisco South Oyster Point. This is a unique opportunity to lead the commercial success of two high-performing hotels with great locations, serving both business and leisure travelers in the Bay Area. This role is open to a remote opportunity located in the Pacific Coast and Mountain Standard Time Zone.

A Director of Revenue Management is responsible for monitoring, managing and maintaining group and transient inventories to ensure the most effective and efficient balance between demand and availability in the hotel's continuing effort to deliver outstanding guest service and financial profitability.

What will I be doing?

As the Complex Director of Revenue Management, you would be responsible for monitoring, managing and maintaining group and transient inventories to ensure the most effective and efficient balance between demand and availability in the hotel's continuing effort to deliver outstanding guest service and financial profitability.

Specifically, you would be responsible for performing the following tasks to the highest standards:

Manage and maintain group and transient inventory controls including, but not limited to, room accommodation and rate inventory controls, roll-in controls, group inventory and cut-off dates, implementation of blackout dates, maintaining demand information and managing sellout strategies in partnership with Front OfficeServe as primary liaison with Front Office, Sales and Marketing and Reservation to maximize inventory and profitabilityDevelop, monitor and adjust sales and pricing strategiesConducts competitive and demand analyses and provides critical analysis of chosen strategies, room statistics and general demand factors to ensure the most effective and efficient balance between demand and availabilityConduct forecasting, review all competitive shops, review demand, convention and city event calendars, maintain data on competitor products and maintain historical data on events and performanceMonitor and develop team member performance to include, but not limited to, providing supervision professional development, scheduling, conducting counseling and evaluations and delivering recognition and rewardRecruit, interview and train team membersManage the department and participate in and facilitate meetings

What are we looking for?

Since being founded in 1919, Hilton has been a leader in the hospitality industry. Today, Hilton remains a beacon of innovation, quality, and success. This continued leadership is the result of our Team Members staying true to our Vision, Mission, and Values.

Specifically, we look for demonstration of these Values:

Hospitality - We're passionate about delivering exceptional guest experiences.Integrity - We do the right thing, all the time.Leadership - We're leaders in our industry and in our communities.Teamwork - We're team players in everything we do.Ownership - We're the owners of our actions and decisions.Now - We operate with a sense of urgency and discipline

In addition, we look for the demonstration of the following key attributes:

QualityProductivityDependabilityCustomer FocusAdaptability

What will it be like to work for Hilton?

Hilton is the leading global hospitality company, spanning the lodging sector from luxurious full-service hotels and resorts to extended-stay suites and mid-priced hotels. For nearly a century, Hilton has offered business and leisure travelers the finest in accommodations, service, amenities and value. Hilton is dedicated to continuing its tradition of providing exceptional guest experiences across its global brands. Our vision “to fill the earth with the light and warmth of hospitality” unites us as a team to create remarkable hospitality experiences around the world every day. And, our amazing Team Members are at the heart of it all!

The Benefits – Hilton is proud to have an award-winning workplace culture ranking #2 Best Company To Work For in the U.S.We support the mental and physical wellbeing of all Team Members so they can Thrive personally and professionally in a diverse and inclusive environment, thanks to innovative programs and benefits. Hilton offers its eligible team members a comprehensive benefits package including:

Medical Insurance Coverage – for you and your familyMental health resources including Employee Assistance ProgramBest-in-Class Paid Time Off (PTO)Go Hilton travel program: 100 nights of discounted travelParental leave to support new parents401K plan and company match to help save for your retirementEmployee stock purchase program (ESPP) - purchase Hilton shares at 15% discountDebt-free education: Team Members will have access to a wide variety of educational credentials through our partnership with Guild Education, including: college degrees and professional certifications*Career growth and development

Recognition and rewards programs

*The salary range for this role is $110,000-$135,000 dependent upon experience and location.

#LI-LV1

LI-LV1

#J-18808-Ljbffr Read Less

We are seeking a highly skilled and experienced Investment Banking Vice President to join our dynamic Equity Capital Markets, TMT team, offering an exceptional opportunity to contribute to high-profile transactions and drive growth within a leading financial institution.

Job Summary

As a Vice President in Equity Capital Markets, TMT team, you’ll have experience developing strong relationships with corporates and financial institution clients and working across different products. You’ll work on deals and transaction across the spectrum of our banking products, including mergers & acquisitions, divestitures, restructurings, loans, and equity capital and debt capital raises.

Job Responsibilities

Acting as the primary day-to-day client point of contact and lead banker on dealsReviewing and coordinating the analytic work of junior bankers to move marketing/execution process forwardRefining marketing/execution materials for maximum client impactOverseeing the creation of financial projection modelsIdentifying and managing all risks in a given dealLiaising with other internal and external parties on transactions (eg. lawyers, accountants, counterparties)Leading client negotiations, Q&A process and management interviews

Required qualifications, capabilities, and skills

Prior work experience in an investment banking front office role.Experience in training junior bankersExceptional written and verbal communication skills with specific ability to communicate concepts and ideas concisely and defend their validityVery strong quantitative and analytical skills (including Excel modelling and valuation work)Ability to work well under pressure and to tight deadlines, and have the aptitude to synthesize large amounts of information and to develop innovative solutionsAdaptability, able to manage projects independently and be ready to assume a high level of responsibility as a member of a teamAbility to comfortably interact with clients in a professional and mature mannerExcellent understanding of financial, legal and reputational risks facing large integrated investment banks in today's environment #J-18808-Ljbffr Read Less

Senior Manager, Global Real Estate and Financial Strategy

To get the best candidate experience, please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts.

Job Category

Real Estate & Facility Management

About Salesforce

We're Salesforce, the Customer Company, inspiring the future of business with AI+ Data +CRM. Leading with our core values, we help companies across every industry blaze new trails and connect with customers in a whole new way. And, we empower you to be a Trailblazer, too - driving your performance and career growth, charting new paths, and improving the state of the world. If you believe in business as the greatest platform for change and in companies doing well and doing good - you've come to the right place.

Salesforce is currently seeking a Senior Manager to join our well-established Real Estate Global Strategy Team to support our continuous company growth. This individual will provide strategic program, portfolio, and operational management as Salesforce scales its real estate and workplace environments around the globe. Specifically, this individual will drive key financial optimization strategies as part of our long-range planning efforts to meet our budget efficiency targets. This role requires cross-functional collaboration across our internal REWS and Salesforce partners and external partners.

The successful candidate will have a background in finance and corporate real estate, and at least 7+ years of experience with corporate real estate budgets including lease and non-lease costs. Sr. Manager, Global Real Estate Strategy will report to the Sr. Director of Real Estate Global Real Estate Strategy.

Requirements: Education, Experience, and Key Skills

Ability to support and drive major initiatives across a diverse, geographically dispersed, multicultural environmentDemonstrated track record of developing and fostering effective relationships across all levels of the organization and with diverse internal stakeholder groupsExcellent presentation, verbal and written communication skillsAbility to build engaging executive level presentations in Google SlidesUnderstanding of corporate real estate processExceptional problem-solving skills and decision-making skills: demonstrated ability to structure complex problems, develop solutionsAbility to develop and communicate the financial objectives, inspire and motivate distributed teams and maintain alignment to the business strategiesExcellent analytical skills - both planning and financialOutstanding organizational skills and attention to detailStrong leadership skills with proven ability to lead and develop high-performance teamsOutstanding interpersonal skills, including the ability to work effectively in a team environment, and maintain composure under deadline pressureAbility to operate in a high-impact, fast-paced environmentAbility to think strategically and act in a detailed, hands-on mannerExperience working in a results-driven, solutions-oriented, and fast-paced environment with competing prioritiesStrong general business acumen (finance, operations), with an ability to distill complex issues, develop and implement effective strategies to drive alignment across multiple constituents and client groupsEffectively collaborate across multiple teams within Real Estate to gather data collection and analysis requirementsSelf-starter and high degree of motivation to go above and beyond the task at handDegree or equivalent relevant experience required. Experience will be evaluated based on theValues & Behaviors for the role (e.g. extracurricular leadership roles, military experience, volunteer roles, work experience, etc.)7 years of experience in Real Estate, Consulting, and Finance roles

Accommodations

If you require assistance due to a disability applying for open positions please submit a request via this Accommodations Request Form.

Posting Statement

Salesforce is an equal opportunity employer and maintains a policy of non-discrimination with all employees and applicants for employment. What does that mean exactly? It means that at Salesforce, we believe in equality for all. And we believe we can lead the path to equality in part by creating a workplace that's inclusive, and free from discrimination. Know your rights: workplace discrimination is illegal. Any employee or potential employee will be assessed on the basis of merit, competence and qualifications - without regard to race, religion, color, national origin, sex, sexual orientation, gender expression or identity, transgender status, age, disability, veteran or marital status, political viewpoint, or other classifications protected by law. This policy applies to current and prospective employees, no matter where they are in their Salesforce employment journey. It also applies to recruiting, hiring, job assignment, compensation, promotion, benefits, training, assessment of job performance, discipline, termination, and everything in between. Recruiting, hiring, and promotion decisions at Salesforce are fair and based on merit. The same goes for compensation, benefits, promotions, transfers, reduction in workforce, recall, training, and education.

In the United States, compensation offered will be determined by factors such as location, job level, job-related knowledge, skills, and experience. Certain roles may be eligible for incentive compensation, equity, and benefits. Salesforce offers a variety of benefits to help you live well including: time off programs, medical, dental, vision, mental health support, paid parental leave, life and disability insurance, 401(k), and an employee stock purchasing program. More details about company benefits can be found at the following link: https://www.salesforcebenefits.com.Pursuant to the San Francisco Fair Chance Ordinance and the Los Angeles Fair Chance Initiative for Hiring, Salesforce will consider for employment qualified applicants with arrest and conviction records.For California-based roles, the base salary hiring range for this position is $169,600 to $233,200.

To get the best candidate experience, please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts.

Job Category

Real Estate & Facility Management

Job Details

About Salesforce

We're Salesforce, the Customer Company, inspiring the future of business with AI+ Data +CRM. Leading with our core values, we help companies across every industry blaze new trails and connect with customers in a whole new way. And, we empower you to be a Trailblazer, too - driving your performance and career growth, charting new paths, and improving the state of the world. If you believe in business as the greatest platform for change and in companies doing well and doing good - you've come to the right place.

Salesforce is currently seeking a Senior Manager to join our well-established Real Estate Global Strategy Team to support our continuous company growth. This individual will provide strategic program, portfolio, and operational management as Salesforce scales its real estate and workplace environments around the globe. Specifically, this individual will drive key financial optimization strategies as part of our long-range planning efforts to meet our budget efficiency targets. This role requires cross-functional collaboration across our internal REWS and Salesforce partners and external partners. The successful candidate will have a background in finance and corporate real estate, and at least 7+ years of experience with corporate real estate budgets including lease and non-lease costs. Sr. Manager, Global Real Estate Strategy will report to the Sr. Director of Real Estate Global Real Estate Strategy. Requirements: Education, Experience, and Key SkillsAbility to support and drive major initiatives across a diverse, geographically dispersed, multicultural environmentDemonstrated track record of developing and fostering effective relationships across all levels of the organization and with diverse internal stakeholder groupsExcellent presentation, verbal and written communication skillsAbility to build engaging executive level presentations in Google SlidesUnderstanding of corporate real estate processExceptional problem-solving skills and decision-making skills: demonstrated ability to structure complex problems, develop solutionsAbility to develop and communicate the financial objectives, inspire and motivate distributed teams and maintain alignment to the business strategiesExcellent analytical skills - both planning and financialOutstanding organizational skills and attention to detailStrong leadership skills with proven ability to lead and develop high-performance teamsOutstanding interpersonal skills, including the ability to work effectively in a team environment, and maintain composure under deadline pressureAbility to operate in a high-impact, fast-paced environmentAbility to think strategically and act in a detailed, hands-on mannerExperience working in a results-driven, solutions-oriented, and fast-paced environment with competing prioritiesStrong general business acumen (finance, operations), with an ability to distill complex issues, develop and implement effective strategies to drive alignment across multiple constituents and client groupsEffectively collaborate across multiple teams within Real Estate to gather data collection and analysis requirementsSelf-starter and high degree of motivation to go above and beyond the task at handDegree or equivalent relevant experience required. Experience will be evaluated based on theValues & Behaviors for the role (e.g. extracurricular leadership roles, military experience, volunteer roles, work experience, etc.)7 years of experience in Real Estate, Consulting, and Finance roles

Accommodations

If you require assistance due to a disability applying for open positions please submit a request via this Accommodations Request Form.

Posting Statement

Salesforce is an equal opportunity employer and maintains a policy of non-discrimination with all employees and applicants for employment. What does that mean exactly? It means that at Salesforce, we believe in equality for all. And we believe we can lead the path to equality in part by creating a workplace that's inclusive, and free from discrimination. Know your rights: workplace discrimination is illegal. Any employee or potential employee will be assessed on the basis of merit, competence and qualifications - without regard to race, religion, color, national origin, sex, sexual orientation, gender expression or identity, transgender status, age, disability, veteran or marital status, political viewpoint, or other classifications protected by law. This policy applies to current and prospective employees, no matter where they are in their Salesforce employment journey. It also applies to recruiting, hiring, job assignment, compensation, promotion, benefits, training, assessment of job performance, discipline, termination, and everything in between. Recruiting, hiring, and promotion decisions at Salesforce are fair and based on merit. The same goes for compensation, benefits, promotions, transfers, reduction in workforce, recall, training, and education.

In the United States, compensation offered will be determined by factors such as location, job level, job-related knowledge, skills, and experience. Certain roles may be eligible for incentive compensation, equity, and benefits. Salesforce offers a variety of benefits to help you live well including: time off programs, medical, dental, vision, mental health support, paid parental leave, life and disability insurance, 401(k), and an employee stock purchasing program. More details about company benefits can be found at the following link: https://www.salesforcebenefits.com.Pursuant to the San Francisco Fair Chance Ordinance and the Los Angeles Fair Chance Initiative for Hiring, Salesforce will consider for employment qualified applicants with arrest and conviction records.For California-based roles, the base salary hiring range for this position is $169,600 to $233,200.

Helping all candidates find great careers is our goal. The information you provide here is secure and confidential.

We are now directing you to the original job posting. Please apply directly for this job at the employer’s website.

#J-18808-Ljbffr Read Less

APPLICANTS MUST BE PERMANENT IN THE COMPUTER SPECIALIST (SOFTWARE) CIVIL SERVICE TITLE

The Department of Social Services (DSS) is comprised of the administrative units of the New York City Human Resources Administration (HRA) and the Department of Homeless Services (DHS). HRA is dedicated to fighting poverty and income inequality by providing New Yorkers in need with essential benefits such as Food Assistance and Emergency Rental Assistance. DHS is committed to preventing and addressing homelessness in New York City by employing a variety of innovative strategies to help families and individuals successfully exit shelter and return to self-sufficiency as quickly as possible.

Information Technology Services (ITS) is DSS’s technology services organization. ITS mission is to support the daily, emergent, and long-term needs of both agencies. ITS creates and enhances the technology infrastructure and computer applications that support HRA and DHS and develops applications, including a variety of client eligibility and recertification systems, case management systems, housing systems, employment/work engagement services, revenue producing computer matches, claiming systems, and personnel systems.

Information Technology Services, Infrastructure & Operations/Client Base Enterprise Services is recruiting for one (1) Computer Specialist (SW) Level IV, to function as Specifications and Inventory Control Manager, who will:

- Be responsible for directing on-going daily operations and performing administrative functions for
the Specifications and Inventory Control Unit, which processes all requests for new LAN
equipment as well as enhancements over numerous platforms.

- Supervise a team of highly technical staff responsible for hardware/software specifications
throughout the DSS community, based on specific customer function(s) ensuring that all specifications
will enhance DSS’ state of the art environment.

- Oversee market survey selection configurations to ensure that appropriate specifications are being
developed that both meet market standards and are appropriate for user functions and needs and
will further enhance DSS’ WAN/LAN environment.

- Research new products and assesses benefits for improved operations to DSS customer community.
Provide reports of analyses of findings and recommendations.

- Interface with vendors for discussion of new product items and upgrades and develops strategic plan
for implementation and analyses of impact to customer base.

- Ensure the integrity of the automated Inventory System, which tracks all hardware, software, related
peripherals and special orders, relocations, re-assignments and enhancements/upgrades to existing
systems included in DSS’ Enterprise Network.

- Participate in meetings with Vendors, Internal Purchasing Agents, DSS Customers and Upper
Management to discuss state of the art technologies and provides input into the selection of
standardized agency configurations.


Hours/Shift:

Normal Business Hours

COMPUTER SPECIALIST (SOFTWARE) - 13632

Minimum Qualifications

(1) A baccalaureate degree from an accredited college, including or supplemented by twenty-four (24) semester credits in computer science or a related computer field and two (2) years of satisfactory full-time software experience in designing, programming, debugging, maintaining, implementing, and enhancing computer software applications, systems programming, systems analysis and design, data communication software, or database design and programming, including one year in a project leader capacity or as a major contributor on a complex project; or
(2) A four-year high school diploma or its educational equivalent and six (6) years of full-time satisfactory software experience as described in “1" above, including one year in a project leader capacity or as a major contributor on a complex project; or
(3) A satisfactory combination of education and experience that is equivalent to (1) or (2) above. College education may be substituted for up to two years of the required experience in (2) above on the basis that sixty (60) semester credits from an accredited college is equated to one year of experience. A masters degree in computer science or a related computer field may be substituted for one year of the required experience in (1) or (2) above. However, all candidates must have a four year high school diploma or its educational equivalent, plus at least one (1) year of satisfactory full-time software experience in a project leader capacity or as a major contributor on a complex project.
NOTE: In order to have your experience accepted as Project Leader or Major Contributor experience, you must explain in detail how your experience qualifies you as a project leader or as a major contributor. Experience in computer operations, technical support, quality assurance (QA), hardware installation, help desk, or as an end user will not be accepted for meeting the minimum qualification
requirements.
Special Note
To be eligible for placement in Assignment Level IV, in addition to the Qualification Requirements stated above, individuals must have one year of satisfactory experience in a project leader capacity or as a major contributor on a complex project in data administration, database management systems, operating systems, data communications systems, capacity planning, and/or on-line applications programming.

Preferred Skills
- Experience in providing technical support and maintenance of large scale wired and wireless networks.
55a Program
This position is also open to qualified persons with a disability who are eligible for the 55-a Program. Please indicate at the top of your resume and cover letter that you would like to be considered for the position through the 55-a Program.
Public Service Loan Forgiveness
As a prospective employee of the City of New York, you may be eligible for federal loan forgiveness programs and state repayment assistance programs. For more information, please visit the U.S. Department of Education’s website at https://studentaid.gov/pslf/.
Residency Requirement
New York City Residency is not required for this position
Additional Information

The City of New York is an inclusive equal opportunity employer committed to recruiting and retaining a diverse workforce and providing a work environment that is free from discrimination and harassment based upon any legally protected status or protected characteristic, including but not limited to an individual's sex, race, color, ethnicity, national origin, age, religion, disability, sexual orientation, veteran status, gender identity, or pregnancy.

#J-18808-Ljbffr Read Less

Sr. Credit Officer – To $170K – Boston, MA – Job # 3191Who We Are

The Symicor Group is a boutique talent acquisition firm based in Lincolnshire, IL & Rockport, TX. Our nationally unique value proposition centers around providing the very best available banking and accounting talent. In fact, most of our recruiters are former bankers or accountants themselves!

We know how to evaluate the very best banking and accounting talent available in the market. Whether you are a candidate seeking a new opportunity or a bank or company president trying to fill an essential position, The Symicor Group stands ready to deliver premium results for you.

The Position

Our bank client is seeking to fill a Sr. Credit Officer role in the Boston, MA area. The selected candidate will be responsible for providing leadership and support of all credit department operations.

This position offers a competitive salary of up to $170K and a full benefits package. (This is not a remote position).

Sr. Credit Officer responsibilities include:

Leading the credit team and supporting loan products, policies, and procedures that ensure the overall quality of the Bank’s lending portfolio.Ensuring high-quality credit analysis on individual loans, portfolio stress testing, and calculating monthly allocations to the Loan Loss Reserve (ALLL/CECL).Key member of the bank’s leadership team and serves on various committees, including Officer’s Loan Committee and Pricing Committee.Assisting in meeting annual loan growth goals assigned by senior management and the Board of Directors.Assisting in coordinating external loan audits, including regulatory examinations.Reviewing large and complex loans prior to their submission to Officer’s Loan Committee; reviews consist of making recommendations on loan structure, terms, and pricing so as not to expose the Bank to undue credit risk.Organizing and distributing credit information covering loan quality trends, growth indicators, and loan product concentrations; working closely with the credit team in reviewing economic trends and assessing the impact on the Bank’s loan portfolio.Managing stress testing of the loan portfolio using the Bank’s primary loan origination system software.Ensuring that individual loans are risk rated correctly when reviewing loans for Officer’s Loan Committee approval.Supervising the Bank’s special assets area in curing weak credits, collection of such credits, or the movement of such undesirable credits; assists in the compilation of loan status reports and implementing respective loan action plans; prepares a report re-aging the status of the Bank’s special assets for submittal to the Board of Directors for review.Presenting and discussing loan information submitted to the Board of Directors for review, including the ALLL/CECL calculation, graded loan reports, and other loan quality information and trends.Assisting in maintaining relationships with the SBA and supporting requests with various guaranteed loan programs when it strategically benefits the bank and the borrower.Who Are You?

You’re someone who wants to influence your own development. You’re looking for an opportunity where you can pursue your interests and your passion. Where a job title is not considered the final definition of who you are, but merely the starting point for your future.

You also bring the following skills and experience:

Bachelor’s degree (BA) or equivalent from a 4-year college or university.Ten or more years of related work experience must consist of a financial/credit analysis and lending.Heavy experience with C&I lending required.Loan workout and SBA experience preferred.Completion of formal bank managementexecutive school or financial industry-related degree program preferred.Ability to create and analyze credit presentations, business correspondence, loan policies, and loan procedures.Ability to read, analyze and interpret general business periodicals, professional journals, technical procedures, or governmental regulations.

The next step is yours. Email us your current resume along with the position you are considering to:

#J-18808-Ljbffr Read Less

Status Category:
Full-Time


Exempt/Non-Exempt:
Exempt


Job Code:
FS214AU

CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 22 major markets coast to coast.

CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.

Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.

We are seeking a candidate with Big 4 (or equivalent) public accounting audit / assurance experience to join and help lead our rapidly growing New England Portfolio Company practice. This high-growth practice requires a candidate to demonstrate in-depth technical audit and accounting expertise (including complex debt/equity, revenue, consolidation, business combinations) combined with a strong passion for relationship and people development, all while providing best-in-class client service.

The role is at the senior manager level, with a clear track to progression to the director level and ultimately to the managing director and shareholder ("partner") level at CBIZ.

Essential Functions and Primary Duties

Results oriented mindset focused on meeting all client timelinesDesire to build a team focused on audits of private equity and venture capital portfolio companies.Readiness to travel with audit teams as needed based on geographic locations of portfolio companiesDevelop and maintain strong client/investment company owner relationshipsAbility to collaborate with other service lines, including with our tax private equity co-sourcing group, advisory and investment company assurance practices, to develop a go to market strategy targeting portfolio company audits.Must be well versed in understanding private equity and venture capital investment life cycle, including the potential public and private exits of such fund investments.Leverage existing investment company relationships of audit, tax and advisory groups.Supported by local assurance resources and national subject matter experts.

Preferred Qualifications

Master's degree in Accounting, Taxation or related field

Qualifications Required

Bachelor's degree required8 years experience in public accounting or related field5 years supervisoryMust have active CPA or equivalent certificationAbility to manage all aspects of client engagementsAbility to manage deadlines, work on multiple assignments and prioritize each assignment as necessaryDemonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externallyProficient use of applicable technologyMust be able to travel based on business needs

The annual salary target for this job in this market is $140,000 - $210,000. The specific compensation for this role will be determined based on the education, experience, and skill set of the individual selected for this position.

The compensation above is not representative of an employee's total compensation. Beyond income, you have access to comprehensive medical and dental insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program and much more.

#LI-RP1 #LI-Hybrid

CBIZ.Jobs Category: Audit

REASONABLE ACCOMMODATION

If you are a qualified individual with a disability you may request reasonable accommodation if you are unable or limited in your ability to use or access this site as a result of your disability. You can request a reasonable accommodation by calling 844-558-1414 (toll free) or send an email to accom@cbiz.com.

EQUAL OPPORTUNITY EMPLOYER

CBIZ is an equal opportunity employer and reviews applications for employment without regard to the applicant's race, color, religion, national origin, ancestry, age, gender, gender identity, marital status, military status, veteran status, sexual orientation, disability, or medical condition or any other reason prohibited by law. If you would like more information about your EEO rights as an applicant under the law, please visit Know Your Rights.

Notice to Third-Party Agencies

CBIZ does not accept unsolicited resumes from recruiters or agencies. Any staffing/employment agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of CBIZ. CBIZ will have the right to hire that applicant at its discretion and without any fee owed to submitting staffing/employment agency, person or entity.

#J-18808-Ljbffr Read Less

Job Description SummaryAs a member of BD’s Tax team, you will play a key role in planning and implementing BD’s global tax strategy. The Director Tax Planning/Tax Counsel is primarily responsible for activities related to operational tax planning. The role partners with Finance, the Functions, Corporate Development, and the Business Units to lead all aspects of tax due diligence and structuring for new opportunities, acquisitions, dispositions and operational changes at BD.Job DescriptionBe part of something bigger!

BD is a global leader in the industry of medical devices and technology. The BD Medication Management Solutions (MMS) Business Unit is a $3.4B unit within BD which creates and delivers solutions for end to end medication safety, inventory optimization, and clinician efficiency across the care continuum. Key brands include BD Pyxis, BD Alaris, Parata, BD ROWA and BD HealthSight. Our focus is on making the medication management simpler, safer and smarter.

The Corporate Tax department of BD has been instrumental in helping the organization navigate the complexities of global taxation. As part of this team, you will play a key role in supporting the organization's growth by providing expert advice on tax matters related to mergers and acquisitions (M&A), financing transactions, and other strategic initiatives. This position offers an excellent opportunity for someone who thrives in a dynamic environment and wants to make a significant impact on our business success. If you are looking for a challenging yet rewarding career path, we encourage you to apply!

Qualifications:BA/BS Tax, Economics, Accounting, Business, Finance or other similar fieldJ.D. requiredCFA or CPA is a nice to have10 - 15 years of work experience in a tax department at a corporation or equivalent experience at a Big 4 accounting firm or law firm5+ years of progressive experience within a complex, SEC registrant company or commensurate progressive experience with SEC registrant clients for the tax division of an accounting firmExperience with legal tax structures for corporations and partnershipsExperience with TCJA and OECD Pillar 2Expertise for new and emerging tax issues, both domestically and internationallyIssue Spotting including providing detailed review comments on work product and proactively raising potential issues based on regulatory, operational or other changes in business circumstance.Project Management including project scoping, and work plan and communication plan development.Leadership including 1)demonstrated ability to mentor, develop, and supervise others directly, 2) focus on creating a vision, aligning interests, and inspiring others to join group efforts/initiatives and positively contribute, and 3) ability to align interests, manage conflict and different points of view in a professional fashion, with the ability to employ different leadership styles in the processMust demonstrate a conceptual and business oriented approach to communicating taxes and tax planning, and be able to effectively communicate with and influence non-tax business leadersHighly motivated self-starter and have demonstrated a commitment to continuous improvementStrong aptitude for identifying and implementing process improvements, including the use of new tax technology and automation toolsExcellent interpersonal, oral and written communication skillsStrong team player who will partner in the process and be proactiveStrong project management skills with demonstrated ability to take initiative and drive projects to completionStrong aptitude for identifying and implementing process improvements, including the use of new tax technology and automation toolsPoised, adaptable and comfortable with change

For certain roles at BD, employment is contingent upon the Company’s receipt of sufficient proof that you are fully vaccinated against COVID-19. In some locations, testing for COVID-19 may be available and/or required. Consistent with BD’s Workplace Accommodations Policy, requests for accommodation will be considered pursuant to applicable law.

At BD, we prioritize on-site collaboration because we believe it fosters creativity, innovation, and effective problem-solving, which are essential in the fast-paced healthcare industry. We require a minimum of 4 days of in-office presence per week to maintain our culture of excellence and ensure smooth operations, while also recognizing the importance of flexibility and work-life balance.

Why Join Us?

A career at BD means being part of a team that values your opinions and contributions and that encourages you to bring your authentic self to work. It’s also a place where we help each other be great, we do what’s right, we hold each other accountable and learn and improve every day. You will work alongside inspirational leaders and colleagues who are equally passionate and committed to fostering an inclusive, growth-centered, and rewarding culture. You will have the opportunity to help shape the trajectory of BD while leaving a legacy at the same time.

To find purpose in the possibilities, we need people who can see the bigger picture, who understand the human story that underpins everything we do. We welcome people with the imagination and drive to help us reinvent the future of health. At BD, you’ll discover a culture in which you can learn, grow and thrive. And find satisfaction in doing your part to make the world a better place.

Becton, Dickinson and Company is an Equal Opportunity/Affirmative Action Employer. We do not unlawfully discriminate on the basis of race, color, religion, age, sex, creed, national origin, ancestry, citizenship status, marital or domestic or civil union status, familial status, affectional or sexual orientation, gender identity or expression, genetics, disability, military eligibility or veteran status, or any other protected status.

Salary Range Information:$200,000- $225,000 USD

Required Skills

Optional Skills

.

Primary Work LocationUSA NJ - Franklin LakesAdditional LocationsWork Shift

At BD, we are strongly committed to investing in our associates—their well-being and development, and in providing rewards and recognition opportunities that promote a performance-based culture. We demonstrate this commitment by offering a valuable, competitive package of compensation and benefits programs which you can learn more about on our Careers Site under Our Commitment to You.

Salaryor hourly rateranges have been implemented to reward associates fairly and competitively, as well as to support recognition of associates’ progress, ranging from entry level to experts in their field, and talent mobility. There are many factors, such as location, that contribute to the range displayed.The salaryor hourly rateoffered to a successful candidate is based on experience, education, skills, andany step rate pay system of the actualwork location, as applicable to the role or position.Salaryor hourly payranges may varyfor Field-based and Remote roles.

Salary Range Information

$169,700.00 - $305,700.00 USD Annual #J-18808-Ljbffr Read Less

At CVS Health, we're building a world of health around every consumer and surrounding ourselves with dedicated colleagues who are passionate about transforming health care.

As the nation's leading health solutions company, we reach millions of Americans through our local presence, digital channels and more than 300,000 purpose-driven colleagues - caring for people where, when and how they choose in a way that is uniquely more connected, more convenient and more compassionate. And we do it all with heart, each and every day.

Position Summary

We are seeking a strategic and technically proficient leader to oversee Medicare data science initiatives supporting actuarial analytics and pricing. The ideal candidate will have deep expertise in CMS Part C and D programs, Medicare Advantage bid cycle management, and pricing strategies. This role requires a strong understanding of regulatory frameworks, actuarial modeling, and healthcare economics. The candidate needs to be able to lead cross-functional teams and drive innovation in Medicare analytics.

While hands-on experience in data science and machine learning is not required, familiarity with these areas is considered a plus. The successful candidate will lead a growing team focused on enhancing pricing accuracy, optimizing bid strategies, and supporting Medicare operations through advanced analytics and actuarial insights.

Key Responsibilities:

Lead the development and execution of actuarial analytics strategies for Medicare Advantage and Part D programs.Inform and enhance the end-to-end bid cycle process, including pricing, forecasting, and regulatory compliance.Serve as a subject matter expert on CMS regulations, risk adjustment, and revenue optimization.Collaborate with internal stakeholders to identify opportunities for improving Medicare pricing and operational efficiency.Translate complex actuarial and regulatory requirements into actionable business strategies.Mentor and guide a team of data scientists, fostering a culture of innovation and continuous improvement.Partner with data science teams to explore and integrate advanced analytics techniques where applicable.Represent the actuarial analytics function in discussions with senior leadership and external stakeholders.

Required Qualifications
8+ years Actuarial Experience, preferably in the Healthcare Industry.5+ years of experience in Medicare Advantage actuarial pricing, bid development, and CMS Part C/D operations.5+ years' experience working with CMS regulations, risk adjustment methodologies, and revenue management.5+ years' experience leading actuarial teams and managing complex projects with measurable business impact.5+ years' experience demonstrating strong communication skills with the ability to convey technical concepts to non-technical audiences.5+ years' experience with actuarial modeling tools and data platforms (e.g., SAS, SQL, Python, Excel).FSA or ASA designation.

Preferred Qualifications
Familiarity with data science and machine learning concepts, particularly in healthcare applications.Experience collaborating with data science teams or integrating predictive analytics into actuarial workflows.Strong project management skills and experience working in agile environments.

Education
Bachelor's degree in actuarial science, Mathematics, Statistics, or a related field required.Master's degree preferred.

Pay Range

The typical pay range for this role is:

$144,200.00 - $288,400.00

This pay range represents the base hourly rate or base annual full-time salary for all positions in the job grade within which this position falls. The actual base salary offer will depend on a variety of factors including experience, education, geography and other relevant factors. This position is eligible for a CVS Health bonus, commission or short-term incentive program in addition to the base pay range listed above. This position also includes an award target in the company's equity award program.

Our people fuel our future. Our teams reflect the customers, patients, members and communities we serve and we are committed to fostering a workplace where every colleague feels valued and that they belong.

Great benefits for great people

We take pride in our comprehensive and competitive mix of pay and benefits - investing in the physical, emotional and financial wellness of our colleagues and their families to help them be the healthiest they can be. In addition to our competitive wages, our great benefits include:
Affordable medical plan options, a 401(k) plan (including matching company contributions), and an employee stock purchase plan.No-cost programs for all colleagues including wellness screenings, tobacco cessation and weight management programs, confidential counseling and financial coaching.Benefit solutions that address the different needs and preferences of our colleagues including paid time off, flexible work schedules, family leave, dependent care resources, colleague assistance programs, tuition assistance, retiree medical access and many other benefits depending on eligibility.

For more information, visit https://jobs.cvshealth.com/us/en/benefits

We anticipate the application window for this opening will close on: 07/14/2025

Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state and local laws. #J-18808-Ljbffr Read Less

Job Summary:

The Assurance Director title is reserved for professionals who achieve recognition in a technical area of assurance and risk management. The person is qualified to perform certain limited yet critical additional technical functions as an Engagement Director or as a Concurring Reviewer. These additional responsibilities are conferred only as outlined above. This senior role recognizes the person as an expert of great long-term value to the firm.

Job Duties:

Business Acumen:

Able to apply knowledge of business functions, processes and strategies to provide services, solutions and advice that considers and improves the organization as a whole as evidenced by:Ability to understand core business operations/structure of various businessesDemonstrates advanced knowledge of business issues, trends and industry economicsIdentifies and discusses key financial and non-financial performance measuresDemonstrates ease with client communications

Technical Roles a Director may perform:

When functioning as Engagement Director:May also be, but not required to be, a Client Service Engagement Director. In this capacity, may sign audit review and compilation reports related to these engagements, as well as engagement letters and other correspondenceWritten pre-approval by the Client Service Assurance Partner and the Practice Region RTD and RBLL and the Practice Office OBLL for the specific assignment before a Director may perform duties of Engagement Director of that specific assignmentThe Director must demonstrate the requisite industry experience necessary for the specified engagementThe engagement must be not designated as requiring an IQCR Review in accordance with the BDO Assurance Manual and may not be associated with or expected to be associated in the foreseeable future, which is generally a two-year horizon, with a public company.The final review of only the financial statements and MRC must be performed by an Assurance Partner. When functioning as Concurring Reviewer where the engagement is sensitive but non-public:Written pre-approval must be obtained from the Practice Region RTD and RBLL and the Practice Office OBLL. The Director must demonstrate the requisite industry experience necessary to serve as a concurring reviewer for the specified engagementThe engagement may not be associated with or expected to be associated in the foreseeable future, which is generally a two-year horizon, with a public company.When serving as a concurring reviewer, the Assurance Director should not have worked on the engagement in another capacity for the prior two-year period, and is prohibited from performing work on the engagement in other capacities

GAAP:

Has an advanced knowledge of governing principles, applying those principles to client transactions, and documenting and communicating an understanding of these principles as evidenced by:Advanced technical knowledge in one or more areas of GAAP

Control Environment:

Has a general understanding of the collective effect of various factors on establishing, enhancing, or mitigating the effectiveness of specific policies and procedures as evidenced by:Ability to identify critical and control pointsAbility to document and validate internal control systemAbility to assess effectiveness of internal control systemAbility to make constructive suggestions to improve client internal controls and accounting procedures

GAAS:

Has an advanced knowledge of professional standards, application of the principles contained in professional standards as evidenced by:An ability/experience teaching others GAAS procedures and providing guidance to others and affirms conclusions made by othersOther duties as required

Supervisory Responsibilities:

Review work prepared by associates, senior associates, and managers, and provide review comments as appropriateAct as a Career Advisor to associates, senior associates, and managers as assignedProvide verbal and written performance reviews to associates, senior associates, and managers

Qualifications, Knowledge, Skills and Abilities:

Education:

Bachelor’s degree, required; major in Accounting, Finance, Economics or Statistics, preferredMaster’s degree in Accountancy, preferred

Experience:

Eight (8) or more years of prior relevant audit experience and/or public accounting, private industry accounting or consulting/professional services experience, requiredPrior significant supervisory experience, requiredIndustry expertise in one or more assurance specialty, preferred

License/Certifications:

Active licensed US CPA, recognized active International Equivalent or unique qualification as defined by BDO’s Assurance Licensing Policy, required If active international equivalent or unique qualifications, required to obtain an active US CPA license within approved timeframe as defined by firm licensing requirement guidelines

Software:

Proficient with the Microsoft Office Suite, preferredExperience with assurance applications and research tools, preferred

Language:

N/A

Other Knowledge, Skills & Abilities:

Ability to supervise managers, seniors and staff, as the situation dictates, motivate teamPossess strong GAAP and GAAS technical skills and knowledge with possible industry expertise in a specialized and technical field of assuranceAdvanced knowledge of SEC reporting rules, if required by specializationPossess people development and delegation skills, including training/instructionPossess executive presence - need to be able to be primary contact for the client, prepare and present presentations to clients and potential clientsPossess excellent risk management decision-making skillsAble to function as Engagement Director on certain engagements as set forth by specific policyGet involved with other areas of practice

Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography.

California Range: $176,000 - $255,000
Colorado Range: $150,000 - $200,000
Illinois Range: $170,000 - $210,000
Maryland Range: $165,000 - $250,000
Minnesota Range: $129,000 - $185,000
NYC/Long Island/Westchester Range: $165,000 - $275,000
Washington Range: $145,000 - $200,000
Washington DC Range: $165,000 - $250,000

#J-18808-Ljbffr Read Less

Overview

This is a hybrid role with the expectation that time working will regularly take place inside and outside of a company office.

This position provides real estate investment, property management and closely-held business oversight services to the Bank's Wealth Management clients. Manages local real property and personal property in assigned fiduciary accounts. Utilizes investment expertise and market analysis to maximize asset returns while minimizing risk. Coordinates with clients and associates to ensure that special assets comply with account objectives and beneficiary needs.

Responsibilities

Asset Management - Effectively manage real estate, notes, partnerships, closely-held businesses, personal property and liabilities secured by real estate to maximize investment performance, minimize risk, and ensure the asset's physical condition. Negotiates leases and acquisitions with terms favorable to the account and relative to market conditions. Works closely with brokers and prospective tenants in monitoring income flow, closings, and distributions. Upholds asset physical condition by contracting out repairs and maintenance as necessary. Reviews new tax reappraisals and appeals if appropriate.Relationship Development - Supports client relationship retention and development through a variety of tasks. Coordinates real and personal property activities as well as closely-held business dealings with client-facing associates to bolster relationship building efforts.Risk Management - Manages risks associated with investment activities including active participation in Regulation 9 reviews and the timely performance of property inspections. Obtains and reviews new appraisals. Identifies and resolves environmental or Americans with Disabilities Act compliance issues.Business Support - Participates in sales calls and presentations to enhance product and service awareness among clients, prospects, and referral sources.
Qualifications

Bachelor's Degree and 4 years of experience in Real Estate, Closely-Held Business, or Fiduciary OR High School Diploma or GED and 8 years of experience in Real Estate, Closely-Held Business, or Fiduciary

Preferred Skills: Knowledge of Real Estate sales and management

If hired in California, the base pay for this position is generally between $115,000 and $155,000. Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment.

Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.

#LI-JW2

#J-18808-Ljbffr Read Less

POSITION SUMMARY

Wealth Management Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As a key member of the service team, in supporting Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams, this role will focus on assisting in areas such as digital marketing, portfolio holdings and/or proposal tools, financial planning, reporting and analysis.

DUTIES and RESPONSIBILITIES:

Client Service:

As a key member of the service team, provide coverage for an FA/PWA/team including:

• Assisting the FA/PWA/team in delivering against their client service model, including preparing for regular meetings and tracking follow-ups

• Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and/or FA/PWA/team, such as executing money movement transactions, answering general non-investment related questions concerning client accounts, educating or enrolling clients in digital tools (e.g., MS Online), accepting or entering unsolicited orders and/or entering solicited orders in a clerical capacity

• Remaining current on all policies, procedures and new platforms

Business Development Support:

• Assisting the FA/PWA/team in organizing around and executing against their business plan, partnering closely with other market stakeholders such as Practice Strategy Consultants and Branch Management

• At the direction of FA/PWA/team, executing against all administrative elements of digital and in-person marketing strategies including conferences and seminars or webinars, websites, social media and regular email connectivity

• At the request of the client and/or FA/PWA/team, preparing and reviewing various client reports or financial plans from firm-approved systems for existing or prospective clients

• At the request of the client and/or FA/PWA/team, assisting with research using firm-approved systems

• At the request of FA/PWA/team, participating in existing client and/or prospective client meetings, representing the service lens

• Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management

• 2+ years of work experience in a field relevant to the position required

• Four-year college degree or professional certification preferred

• Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required

• Additional product licenses may be required

Knowledge/Skills

• Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts

• Technically proficient and quick learner of new and updated platforms

• Detail oriented with superior organizational skills and ability to prioritize

• Expert knowledge of basic personal computer, MS Office (particularly MS Excel) and internet applications

• Exceptional writing, interpersonal and client service skills

• Strong time management skills

• Team player with the ability to collaborate with others

• Ability to work in a fast-paced, evolving environment

• Adaptable and ability to multi-task

• Goal oriented, self-motivated and results driven

Reports to:

• Business Service Officer

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

Salary range for the position: $50,000 to $95,000/year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and X Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

#J-18808-Ljbffr Read Less

All duties and responsibilities are to be performed in accordance with VITAS Healthcare Corporation's policies, procedures, guidelines, contractual commitments, and governmental regulations.

Accountable for the performance of internal and external VITAS Healthcare websites and marketing project management system.Digital Campaigns - Develops and manages digital campaigns, driving performance media, web and SEO strategies to generate leads for categories of business.Support the planning and supervise ongoing activities including maintaining the quality and consistency of our websites.UI / UX - Oversees building of digital products, optimizing the user experience.Strong leader collaborating with campaign and content strategy teams to develop, execute and scale media plans for paid and owned channels.Provides governance of all aspects of digital marketing - (domains, social media policy, branding) to reduce risk to brand and reputation.Design and execute lifecycle marketing programs to nurture leads, increase customer engagement, and reduce churn.Lead and execute web strategies to optimize conversion and user experience, as well as ensure alignment with the VITAS brand and messaging.Makes data driven decisions to optimize digital marketing performance and drive growth of various audiences.Oversee and recommend budget allocation for digital campaigns.Report on performance to stakeholders to provide transparency on efforts and spending.Work closely with agencies, creative teams, and internal partners to attain business objectives.Oversees vendor selection and contracts.QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and / or ability required.

Experience :Minimum of 10 years of progressive experience in digital marketing, with experience in a leadership role.Strong analytical skills and knowledge of Google Analytics.Working knowledge of web and mobile production and HTML preferred.Experience in digital product management, delivering digital products and capabilities.Deep understanding of the digital environment and evolving tools and platforms used to improve online presence with excellent working knowledge of social media outreach strategies.Excellent collaborator with external teams, excelling at problem solving to grow audiences, as well as a strong drive for results.Strategic thinker with strong project management and staff development skills.Proven track record of successful campaign management, employee experience, change management, and the ability to formulate new programs.A deep understanding of marketing best practices and ability to craft impactful, multi-tiered digital marketing strategies.Ability to work within tight deadlines, adjust to changes in priorities, and balance short term needs with long term strategic initiatives.Strong organizational and interpersonal skills; experience interacting with senior leadership.Adept at working in a cross-functional organization with demonstrated ability to collaborate with teams across the organization.Exhibit a strong sense of ownership, ability to work independently, be attentive to detail and prioritize in a fast-paced environment.Strong analytical skills: ability to gather, analyze, summarize, and present data.Strong communication (verbal and written) skills.Education :

Bachelor's in marketing, business administration, or a related field is required. A master's or MBA is preferred.

Certification & Licensure :

Details not specified.

Reasonable Accommodations :

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.

About Us

VITAS Healthcare is the nation's leading provider of end-of-life care, and has the resources and expertise to support your personal and professional growth. As a member of the VITAS team, you'll find fulfillment working for a people-focused organization dedicated to making a difference in the lives of others. You will be more than just an employee: You will be counted on as an expert in your field, and as a valued team member whose efforts are respected and vital to our hospice mission.

All VITAS employees commit to fulfilling their duties and responsibilities with the highest regard for professionalism, collaboration and teamwork, and an eye focused constantly on growth and improvement. We serve with commitment and compassion, and position ourselves for the future by embracing, innovating, and leading change. If you are that person, make your voice heard—find your purpose at VITAS today.

Benefits Include :Competitive compensationHealth, dental, vision, life and disability insurancePre-tax healthcare and dependent care flexible spending accountsLife insurance401(k) plan with numerous investment options and generous company matchCancer and/or critical illness benefitTuition ReimbursementPaid Time OffEmployee Assistance ProgramLegal InsuranceRoadside AssistanceAffinity Program

Many positions offer day or night shifts, weekdays or weekends.

#J-18808-Ljbffr Read Less