Jobs for Financial Services Trainee

Financial Services

Global Financial Impact - Marco Esquivel Columbus, OH

Job Description Job Description Financial Professional - Representative A financial professional who helps clients and business achieve their financial goals by providing advice and solutions. They act as a liaison between clients and financial institutions and have a thorough understanding of financial products and services such as, insurance and retirement planning. Benefits: 1. Part Time & Full Time positions 2. Fully Remote 3. No cap on income 4. Internship opportunities for - Risk Management, Entrepreneur, Marketing, Sales, Finance, Real Estate, Business, Legal and Economic Majors - Sophomore, Junior or Senior Level Students 5. Income typically ranges $25,000 part time and $120,000 full time year 1 6. 100% 1099 - commission based 7. Professional License 8. Bonus opportunities 9. Stock and Ownership potential 10. Mentorship and hands on training 11. Professional Growth Opportunities 12. Welcoming and Positive Team Environment Responsibilities include: 1. Obtain and maintain professional license and continuing education and professional growth 2. Learn and utilize financial tools provided 3. Educate clients and provide financial literacy 4. Consult with clients and prospective clients to access financial goals providing quotes and product recommendations 5. Develop and maintain a client base 6. Seek new prospects via referrals 7. Assist with product submission Preferred Skills/Qualities: 1. Minimum HS Diploma 2. Energetic and positive demeanor 3. Entrepreneur, marketing and creativity mindset 4. Coachable, hungry and humble, mental toughness 5. Responsible, dependable and punctual 6. Present a professional image 7. Ethical and integrity and trust 8. Interpersonal communication 9. Be able to persevere 10. Analytical reasoning Powered by JazzHR p6eqppizMf

Quick Apply

OFSAA (Oracle Financial Services Analytical Applications) consultant

ActiveSoft, Inc Columbus, OH

Job Description Job Description Looking for an OFSAA (Oracle Financial Services Analytical Applications) consultant for a 6-month contract to hire and Hybrid( 3 days onsite and 2 days remote). role Candidates must report to either: Detroit, MI, Columbus, OH, or Minneapolis, MN. Basic Qualifications: 3+years supporting OFSAA 8.0.6 and OFSAA 8.1 Modules: FTP, PFT, ALM, Reg Reporting, FSBF (DIH-Tool within the application would be nice) Basic Unix/Linux scripting experience ETL, PL/SQL programming experience SQL Developer, Toad experience Bachelor's degree 5+ years Data Warehouse experience 5+ years of application development and implementation experience. Powered by JazzHR I5MMhyStZK

Dynamic Environment

Oracle Financial Services Analytical Applications Developer/SME

ComResource Columbus, OH

Job Description Job Description ComResource is looking for an Oracle Financial Services Analytical Applications Developer/SME. We are seeking an experienced OFSAA (Oracle Financial Services Analytical Applications) Developer/SME to support, enhance, and maintain critical financial applications. These applications are essential for calculating profitability and generating data for financial reporting, risk analysis, and downstream systems. The ideal candidate will possess in-depth technical expertise with OFSAA, strong problem-solving skills, and a solid understanding of finance and accounting principles. Responsibilities: Configure, develop, patch/upgrade, and customize OFSAA modules, including OFSAAI, OFSFTP, and OFSPM. Perform data mapping for staging and reporting, including EDW-to-OFSAA integration and T2T development. Maintain and enhance applications leveraging IBM DB2 Data Warehouse, Datastage ETL, and Zena Enterprise Job Scheduling. Collaborate with finance teams to evaluate monthly business requirements and implement process improvements and data enhancements. Ensure adherence to IT SDLC processes, creating and maintaining documentation. Troubleshoot and monitor system performance, including patching, performance tuning, and monitoring. Translate detailed business requirements into detailed design specifications, solutions, and architectures. Essentials: 3–5 years of experience supporting OFSAA 8.0.6 and 8.1. Proficiency in Unix/Linux scripting and PL/SQL programming. Experience with ETL tools, SQL Developer, and Toad. Bachelor’s degree in Computer Science, IT, or related field. 5+ years of experience with data warehouses and application development/implementation. Desired: 5+ years of experience in financial services or banking. Knowledge of Erwin Data Modeling and experience merging models from different OFSAA instances. Hands-on experience with Services Data Foundation (FSDF), Data Governance Studio (DGS), or Data Integration Hub (DIH). Strong understanding of banking terminology, financial statements, and finance-related topics. Experience with Zena Enterprise Job Scheduling. Strong skills in XML, Oracle design/development, debugging, and documentation. Proven ability to work independently while contributing in a collaborative environment. Excellent troubleshooting, organizational, and analytical skills. Req ID: CG422323125

Posted 17 hours ago

Insurance and Financial Services Position - State Farm Agent Team Member

Mark Carlson - State Farm Agent Columbus, IN

Job Description Job Description Benefits: Competitive salary Opportunity for advancement Paid time off Training & development Bonus based on performance Position Overview Do you have aspirations to run your own business? If so, you may want to consider working in the office of Mark Carlson - State Farm Agent. As a member of our agency team, you have an opportunity to experience first-hand what it takes to be a State Farm Agent. You will build and develop customer relationships within the community to promote State Farm products including auto, home and life insurance. This position will allow you to experience working in an agent's office and to explore the opportunity to become a State Farm agent yourself. Responsibilities Establish customer relationships and follow up with customers, as needed. Use a customer-focused, needs-based review process to educate customers about insurance options. Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. As an Agent Team Member, you will receive... Simple IRA Salary plus commission/bonus Paid time off (vacation and personal/sick days) Valuable experience Growth potential/Opportunity for advancement within my agency Requirements Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred Successful track record of meeting sales goals/quotas preferred Interest in marketing products and services based on customer needs Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams Self-motivated Detail oriented Achieve mutually agreed upon marketing goals Property and Casualty license (must be able to obtain) Life and Health license (must be able to obtain) If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.

Insurance and Financial Services Position - State Farm Agent Team Member

Mike Mathers - State Farm Agent Columbus, OH

Job Description Job Description Position Overview State Farm Insurance Agent located in Worthington, OH is seeking an outgoing, career-oriented professional to join their team. As a State Farm team member for Mike Mathers - State Farm Agent, you will build and develop customer relationships within the community to promote State Farm products including auto, home and life insurance. Responsibilities Establish customer relationships and follow up with customers, as needed. Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification. Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. Maintain a strong work ethic with a total commitment to success each and every day. As an Agent Team Member, you will receive... Salary plus commission/bonus Paid time off (vacation and personal/sick days) Valuable experience Requirements Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred Interest in marketing products and services based on customer needs Excellent communication skills - written, verbal and listening Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams Self-motivated Ability to effectively relate to a customer Property and Casualty license (must be able to obtain) Life and Health license (must be able to obtain) If you are motivated to succeed and can see yourself in this role, pleasecomplete our application. We will follow up with you on the next steps inthe interview process. This position is with a State Farm independent contractor agent, not with State Farm InsuranceCompanies. Employees of State Farm agents must be able to successfully complete anyapplicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.

Sr. Financial Analyst- Physician Services

Veracity Columbus, GA

Sr. Financial Analyst- Physician Services - Columbus, GA 31907 Must-Haves 3 Years Experience in Medical Group Setting under Financial Services Bachelors degree in Accounting or Finance 3 Years of progressive management experience Nice-To-Haves CPA and/or master's degree strongly preferred • Administers the general accounting, financial, and statistical reporting functions of the Medical Group in accordance with established policies and accounting procedures. • Administers the physician compensation program in accordance with the contract parameters. • Develops the annual budget for the Medical Group in accordance with short and long-range plans of the Medical Group and Health System. • Continuously review internal controls in the Medical Group and implement enhancements where indicated. • Trains subordinates in the above areas and monitors performance to ensure fiscal responsibilities are fulfilled. • Assists the VP of Physician Services and Hospital CFO in the development of long and short-range operations plans that may include service demand analyses, resources availability analyses and cost benefit analyses. • Prepares cash flow analyses and budget variance analyses. • Assists with month end closing as needed. • Monitors, interprets, and analyzes Medical Group financial performance in realizing established plans and objectives of the hospital. • Identifies and reports undesirable trends and potential business opportunities and makes recommendations for action. • Directs the preparation of internal financial reports including work papers for annual financial audit. • Assures the timely and accurate preparation of financial reports and assures that the reports reliably reflect the financial position of the hospital. • Assumes a lead role in analyzing and exploring means of reducing Medical Group operating costs and increasing revenues based on knowledge of market trends, financial reports, and operating procedures. • Responsible for direction and submission on a timely basis all financial data and associated reports required by government and other regulated agencies, public disclosure reports and third-party payor cost reports. • Analyzes, accesses, and implements cost accounting rules utilizing appropriate methodologies to accurately capture and maintain procedural costs for Medical Group operations. • Educates internal and external customers on the methodologies behind cost accounting data and appropriate usage. • Directs financial reporting and analysis utilizing decision support data. • Responsible for monthly operating report summary working with VP Physician Services and practice operations team. Qualifications Bachelor's degree in accounting or finance and the knowledge of generally accepted accounting principles, and verbal, interpersonal and quantitative skills normally acquired through completion of this degree is required. CPA and/or master's degree strongly preferred. A minimum of three (3) years of experience as the senior financial executive in an medical group setting. Minimum of three (3) years of progressive management experience in an investor-owned healthcare organization Required Must be a strong, hands-on, and approachable leader who understands the value of being a team-player and have an outgoing and friendly personality. Must understand how to motivate and inspire staff to achieve optimal results, while keeping employee satisfaction high.

Tax Services Manager - Financial Services Organization - Indirect Tax, EDGE

EY Columbus, OH

At EY, you’ll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we’re counting on your unique voice and perspective to help EY become even better. Join us and build an exceptional experience for yourself, and a better working world for all. The exceptional EY experience. It's yours to build. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. This position can be anywhere in the country. EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry – the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management and Insurance. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing, and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team! Our Financial Services EY EDGE practice is made up of a team of professionals providing dedicated tax technical services to both US and global clients. EDGE stands for Exceptional Delivery and Growth Engine because this team operates in a technical environment with deep process and service delivery experience that distinguishes EY in the marketplace. The opportunity When you join EY EDGE, you’ll be at the heart of EY’s critical mission to build a better working world by applying your knowledge, skills, and experience in assisting clients in meeting their business objectives. You will learn, grow, and contribute — building new relationships and discovering the satisfaction that comes with producing high-quality, valued work and advice. Your key responsibilities You will work independently to recognize and identify problem areas and items that need to be addressed or escalated to ensure tax returns, tax research, tax accounting and tax projects are timely and accurately completed. You will oversee tax processes by coordinating day-to-day interactions with the team, reviewing engagement work product, driving delivery of services to meet deadlines for client deliverables, developing internal team members, and managing the functional efforts of such tax processes. Tax Projects including but not limited to implementation of new tax laws complex analysis of tax methods of accounting as well as tax calculations for compliance purposes. Responsible for identifying complex tax related issues and providing recommended solutions via research and/or position development. Lead the preparation and review of complex tax/accounting regulatory and tax compliance with limited supervision. Perform research and analysis on related accounting and tax issues. Keep knowledge up to date of new tax and accounting developments as well as of EY standard technologies and processes related to job function as a trusted advisor and role model for our people across multiple teams, research tax law issues, provide advice and assistance managing risks across tax compliance and/or advisory services. Responsibilities include: · Prepare complex financial closings, tax compliance filings and other business analysis · Compile and evaluate moderately complex data, computations, documentation and various tax and accounting technologies · Manage client relationship by ensuring data quality, evaluate team performance, resolve issues, and provide suggestions on implementation plans · Manage engagements and teams to drive Service Quality across all aspects of delivery. Understand opportunity risk in relation to our Scope of Services · Support the acquisition of new clients through participation in business pursuit calls and presentations · Develop, document, and gain cross functional alignment on processes to support clients and internal teams · Demonstrate deep technical excellence in specific offerings and broaden technical skills across capabilities. · Maintain internal network by providing technical assistance to others within EY in area of expertise · Provide effective leadership, feedback, and coaching to team members · Mentor/coach team members to develop technical and leadership capabilities Skills and attributes for success · The ability to solve complex problems and interpret internal or external business issues and recommend solutions · Leadership (advising and providing direction) to others in financial areas of specialization and may coordinate daily work activities or review the work of other teammates · Ability to lead projects. Employee works independently, with guidance in only the most complex situations. · Incumbent has specialized depth and/or breadth of expertise · Primary point of contact for day-to-day client relations for assigned engagements and demonstrate professional discretion by appropriately escalating complex tax and client relationship matters to senior management and subject-matter professionals, coordinating efforts, and managing expectations with regard to timing of response and resolution · Manage internal and external client relationships and professional network to support client retention and new business development · Manage communications with client tax liaisons, client trust administration teams and client trust officers to gather required information, to share information to support informed decision-making, and obtain instruction or authorization necessary for timely, accurate production of tax information statements, tax returns and related reporting · Build effective long-term relationships and manage workflow effectively with our clients, and understand their unique needs to provide tailored services · Manage engagement deliverables and team resources to achieve timely and accurate delivery of tax compliance services while effectively managing engagement economics To qualify for the role you must have: · Bachelor’s degree in Accounting, Finance, Business Administration, Tax, Law, or Economics · CPA, EA, or licensed attorney · Minimum of 5 years of experience in a professional services or tax services organization · Strong attention to detail · Good written & verbal communication skills · Proven conceptual and analytical ability · Proficient using Microsoft products such as Excel, Word, and Power Point · Experience with financial and tax applications such as Gosystems, Onesource TP, Corp Tax, as required by area of specialism · Proficient in the use of various tax and accounting technologies · Possess and apply a comprehensive knowledge of accounting and finance principles, practices, and procedures to complete moderately complex assignments Ideally, you’ll also have: · Strong analytical skills and attention to detail · The ability to adapt your work style to work with both internal and client team members What we look for We’re interested in tax professionals with a genuine interest in providing outstanding services to some of the world’s most influential people. Working with people from all backgrounds, from executives and entrepreneurs to investors and families, you’ll use your experience and status as a trusted advisor to maintain and further our reputation for excellence. What we offer We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $89,400 to $163,800. The salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $107,400 to $186,200. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year. Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being. Continuous learning: You’ll develop the mindset and skills to navigate whatever comes next. Success as defined by you: We’ll provide the tools and flexibility, so you can make a meaningful impact, your way. Transformative leadership: We’ll give you the insights, coaching and confidence to be the leader the world needs. Diverse and inclusive culture: You’ll be embraced for who you are and empowered to use your voice to help others find theirs. EY accepts applications for this position on an on-going basis. If you can demonstrate that you meet the criteria above, please contact us as soon as possible. EY exists to build a better working world, helping to create long-term value for clients, people and society and build trust in the capital markets. Enabled by data and technology, diverse EY teams in over 150 countries provide trust through assurance and help clients grow, transform and operate. Working across assurance, consulting, law, strategy, tax and transactions, EY teams ask better questions to find new answers for the complex issues facing our world today. For those living in California, please click here for additional information. EY is an equal opportunity, affirmative action employer providing equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.  EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY’s Talent Shared Services Team (TSS) or email the TSS at [email protected]

Financial Services

Work For Warriors Georgia Columbus, OH

Lead, Talent Acquisition Partner - Revenue Full time | Work For Warriors Georgia | United States Posted On 01/14/2022 Job Information Department Name: Synovus Work Experience: 5+ years City: Columbus State/Province: Georgia Zip Code: 31901 Job Description Job Summary The TA Partner Lead serves as an experienced talent advisor with deep subject matter expertise on recruiting practices, market/industry knowledge, and/or established candidate network for assigned lines of business, divisions or initiative. Responsibilities include leading and representing the TA practice to assigned stakeholders, managing client relationships, building and implementing recruitment strategies/plans/programs, leading process improvement initiatives, measuring and reporting on outcomes, and understanding/ensuring business hiring needs are satisfied. Job Duties and Responsibilities Represents the TA practice and serves as the lead recruiting contact to assigned lines of business, divisions or initiatives. Draws on deep business and market knowledge/expertise to serve as a strategic consultant to hiring managers and/or other key stakeholders in order to establish priorities and develop recruitment and sourcing strategies that support defined talent needs. Works independently as a subject matter expert but consults with TA Management on difficult issues or strategies that require additional support and guidance. Leads and develops a team of recruiters to exceed stakeholder expectations and accomplish agreed upon recruitment SLAs. Leads team through changes in systems, processes, policies or procedures. Builds talent pipeline utilizing multiple sourcing strategies including extensive name generation research, complex internet searches, online databases, social media, job boards, and employee referrals, as well as through networking and cold calling. Ensures CRM database is updated to reflect all contact with target candidates. Draws upon full industry/functional knowledge and utilizes sourcing techniques to identify and attract highly qualified active and passive candidates for assigned roles. Rigorously assesses talent and makes hiring recommendations. When approved, manages external vendor engagements including contingency search firms. Coordinates new hire offers, including compensation and related benefits; extends verbal offers to candidates; produces offer letters. Sells candidates on Synovus Bank as the employer of choice. Works with TA coordinator to ensure all new hire information including reference and criminal background checks, forms, documents, etc. are completed in a timely manner. Communicates appropriately, proactively and consistently with internal and external stakeholders to develop mutually trusting relationships that influence decisions/expectations and facilitate a 'best in class' experience for all. Advises stakeholders on labor market, competitive intelligence, and selling the Synovus brand. Partners with TA leadership to develop and share talent/market intelligence, key recruitment topics, processes and metrics/results at department and client meetings. Assists in the development of TA processes and strategies to stay competitive in the marketplace. May lead or participate in talent acquisition projects and initiatives that have associated budget and expense responsibilities. May also assist with onboarding, training and mentoring new TA team members. Maintains knowledge of developments in related market and human resources areas such as wages and salaries, team member benefits, and policies and procedures. Ensures that recruiting and hiring activities are in compliance with all bank hiring policies & procedures to comply with external and internal regulatory requirements. Manages the annual performance management and merit processes for direct and indirect reports. Coaches and develops team members and builds a work environment where team members are engaged and feel a positive sense of achievement about their role in the company. Works closely with Human Resources regarding employee relations, compensation, training, posting and filling vacant positions and other Human Resources related matters. Each team member is expected to be aware of risk within their functional area. This includes observing all policies, procedures, laws, regulations and risk limits specific to their role. Additionally, they should raise and report known or suspected violations to the appropriate Company authority in a timely fashion. Performs other related duties as required. The information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Synovus is an Equal Opportunity Employer supporting diversity in the workplace. Requirements Bachelor's degree in Human Resources Management, Business Administration or a related field, or an equivalent combination of education and experience. 10+ years experience of relevant business and/or HR experience. OR a Bachelor's degree and 5+ years talent acquisition experience (e.g., recruiting, sourcing), HR experience, or industry experience related to role and 2 years of formal or informal leadership/managerial experience. Required Knowledge, Skills, & Abilities: 10+ years of relevant business and/or human resources experience. 8+ years talent acquisition experience (e.g., recruiting, sourcing), HR experience, or industry experience related to role. 2+ years formal or informal leadership/managerial experience. Ability to partner and influence business leaders and candidates. Must be results and solution oriented. Entrepreneurial at heart (owns results). Ability to create and implement strategy (Strategic thinking). Proven ability to advise stakeholders relative to recruiting plan build and execution, manage robust candidate assessment and selection processes, hire top talent in a highly competitive environment (this role is not an order taker). Expert in leveraging technology to identify potential candidates for target positions and to develop pipeline. Previous success in direct sourcing, cold-calling and identifying non-active qualified job seekers to hiring managers. Possess and exhibits the professional maturity, poise, intellect, organizational knowledge and communication skills necessary to successfully advise and influence hiring decisions and strategy at all levels of leadership. Excellent knowledge of traditional Financial Services Human Resource policies, procedures and programs. Strong organizational skills and the ability to prioritize and work well in an environment with competing demands. Ability to overcome obstacles, proactively manage expectations and relationships, provide innovative ideas and solutions, and share best practices. Proven track record of identifying, attracting, assessing and hiring top talent in a competitive environment. Excellent candidate negotiation and closing skills. Preferred Knowledge, Skills, & Abilities: AIRS, SPHR/PHR certifications. 3 years agency / executive search experience. 3 years Financial Services recruiting experience. Experience working with 3rd party agency recruiters and RPO partners. #J-18808-Ljbffr

Consultant, Product - Financial Services

OhioX, Inc. Columbus, OH

Are you passionate about being part of a team that delivers extraordinary care to help individuals and businesses prepare for and protect their retirement? If so, then Nationwide Financial could be the place for you! At Nationwide, “on your side” goes beyond just words. Our customers are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. This role does not qualify for employer-sponsored work authorization. Nationwide does not participate in the Stem OPT Extension program. Internal Compensation Grade: G4 Location: This position can be filled as Hybrid 3 days a week in Columbus OH. Series SIE and 6 are required for this role and must be obtained within 120 days from hire date. Series 65 registration may be required in the future. The ideal candidate will have knowledge of Retirement Plans and/or Managed Accounts. Job Description Summary Our work is essential to helping Nationwide build future capabilities to serve customer needs. Keeping existing products relevant and marketable and building new products takes research, critical thinking, practicality, and collaboration. If you enjoy gathering input and information, working independently and on a team, and creating innovative solutions for customers, we want to know more about you! As a Consultant, you'll lead the initiation, development, and maintenance of products with respect to design, profitability, and growth. We'll count on you to collect information and make recommendations regarding overall corporate objectives, field operations, and staff services. Key Responsibilities: Serves as a technical professional in the analysis of pricing and design features, product, and profitability. Actively finds opportunities for improvement and makes solution recommendations. Provides support and guidance related to product design and management. Provides high-level, strategic input on key initiatives addressing product strategy and profitability objectives. Participates and may lead new business development and implementation projects. Works with Product Directors to predict needs and issues. Acts as a resource to Product Directors. Reacts appropriately to market conditions. Identifies and evaluates business opportunities. Partners with leadership to provide a regular assessment of financial results and recommendations to increase future profitability. Investigates and assists in the development of new tools and technology to improve product performance. Reviews and analyzes highly technical and sophisticated market information on benchmark competitors. Identifies options to keep products market-competitive. May perform other responsibilities as assigned. Reporting Relationships: Reports to Director or Officer Typical Skills and Experiences: Education: Undergraduate degree in finance, economics, marketing, or related field preferred. Graduate degree desired. License/Certification/Designation: Industry designations (e.g., CPCU, ARM, CLU, FLMI, ChFC, CFP, NASD, etc.) preferred. Experience: Typically, eight years of relevant experience in a related industry. Knowledge, Abilities and Skills: Demonstrated strategic decision making. Proficiency in the use of analytic tools, plans pricing and products. Ability to drive for results, navigate ambiguity, and to understand strategic objectives. Ability to lead high-profile projects. Ability to creatively present ideas in written form and through presentations. Effective verbal and written communication skills. Other criteria, including leadership skills, competencies, and experiences may take precedence. Staffing exceptions to the above must be approved by the hiring manager’s leader and HR Business Partner. Values: Regularly and consistently demonstrates Nationwide Values. Job Conditions: Overtime Eligibility: Not Eligible (Exempt) Working Conditions: Normal office environment. May require moderate to frequent travel. ADA: The above statements cover what are generally believed to be principal and essential functions of this job. Specific circumstances may allow or require some people assigned to the job to perform a somewhat different combination of duties. Benefits: We have an array of benefits to fit your needs, including: medical/dental/vision, life insurance, short and long term disability coverage, paid time off with newly hired associates receiving a minimum of 18 days paid time off each full calendar year pro-rated quarterly based on hire date, nine paid holidays, 8 hours of Lifetime paid time off, 8 hours of Unity Day paid time off, 401(k) with company match, company-paid pension plan, business casual attire, and more. To learn more about the benefits we offer, click here . Nationwide is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive culture where everyone feels challenged, appreciated, respected, and engaged. Nationwide prohibits discrimination and harassment and affords equal employment opportunities to employees and applicants without regard to any characteristic (or classification) protected by applicable law. #J-18808-Ljbffr

Sr. Financial Analyst- Physician Services

Fox Point Recruitment LLC Columbus, GA

About the job Sr. Financial Analyst- Physician Services Job Description · Administers the general accounting, financial, and statistical reporting functions of the Medical Group in accordance with established policies and accounting procedures. · Administers the physician compensation program in accordance with the contract parameters. · Develops the annual budget for the Medical Group in accordance with short and long-range plans of the Medical Group and Health System. · Continuously review internal controls in the Medical Group and implement enhancements where indicated. · Trains subordinates in the above areas and monitors performance to ensure fiscal responsibilities are fulfilled. · Assists the VP of Physician Services and Hospital CFO in the development of long and short-range operations plans that may include service demand analyses, resources availability analyses and cost benefit analyses. · Prepares cash flow analyses and budget variance analyses. · Assists with month end closing as needed. · Monitors, interprets, and analyzes Medical Group financial performance in realizing established plans and objectives of the hospital. · Identifies and reports undesirable trends and potential business opportunities and makes recommendations for action. · Directs the preparation of internal financial reports including work papers for annual financial audit. · Assures the timely and accurate preparation of financial reports and assures that the reports reliably reflect the financial position of the hospital. · Assumes a lead role in analyzing and exploring means of reducing Medical Group operating costs and increasing revenues based on knowledge of market trends, financial reports, and operating procedures. · Responsible for direction and submission on a timely basis all financial data and associated reports required by government and other regulated agencies, public disclosure reports and third-party payor cost reports. ·Analyzes, accesses, and implements cost accounting rules utilizing appropriate methodologies to accurately capture and maintain procedural costs for Medical Group operations. ·Educates internal and external customers on the methodologies behind cost accounting data and appropriate usage. ·Directs financial reporting and analysis utilizing decision support data. ·Responsible for monthly operating report summary working with VP Physician Services and practice operations team. Qualifications - External · Bachelors degree in accounting or finance and the knowledge of generally accepted accounting principles, and verbal, interpersonal and quantitative skills normally acquired through completion of this degree is required. · CPA and/or masters degree strongly preferred. · A minimum of three (3) years of experience as the senior financial executive in an medical group setting. · Minimum of three (3) years of progressive management experience in an investor-owned healthcare organization Required · Must be a strong, hands-on, and approachable leader who understands the value of being a team-player and have an outgoing and friendly personality. · Must understand how to motivate and inspire staff to achieve optimal results, while keeping employee satisfaction high. #J-18808-Ljbffr

Advisor Development Program - Financial Solutions Advisor Trainee (Centralized) - Columbus GA M[...]

Bank of America Columbus, GA

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and brings their unique perspectives, ideas, and experiences, helping to create a work community that is culture-driven, resilient, results-focused, and effective. As a Financial Solutions Advisor within the centralized segment of the Advisor Development Program, your journey begins by obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7, and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building, and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. You will then join the centralized team as a Financial Solutions Advisor. The Financial Solutions Advisors in the centralized segment are phone-based licensed advisors (obtaining series 7 and 66 required) that provide clients with holistic financial advice and guidance by identifying broader product and service solutions that meet their investment, savings, and liability management solutions. FSA’s demonstrate knowledge of investments and financial markets and apply key principles appropriate to the individual client's investment needs. Additionally, they align Merrill and Bank of America products and services where appropriate. We will equip you with everything you need, as you move through the stages of development and move into the Merrill Financial Advisor role. During this stage of your journey, you will receive the necessary training and guidance through a defined path to become the financial advisor you want to be. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Once you have honed your skills and demonstrated success as an FSA, you typically will progress into the next stage of training and development as a Merrill Financial Solutions Advisor (MFSA). This role within the Advisor Development Program provides the opportunity to pursue a career within Merrill Wealth Management. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey. We’ll help you: Build a successful career at Bank of America through world-class training and onboarding programs that set you up for success. Get training and one-on-one coaching from Academy managers who are invested in your success. Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions. Earn your Security Industry Essentials (SIE), Series 7, and Series 66 licenses (63 & 65 accepted, in lieu of 66) through structured lessons and dedicated study time. You must obtain your SIE within 60 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role. Build your network. Starting at a financial center, you’ll interact with banking customers, small business owners, and higher net worth clients alike. You’ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business. Provide end-to-end comprehensive advice , deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities. Collaborate with core banking and investment partners. Connect clients to all of the solutions we provide through Bank of America and Merrill to meet virtually all of their financial needs. As an Advisor Development Program Financial Solutions Advisor in the centralized segment you can look forward to: Unlimited potential for financial growth. A strong referral base from across the business through our relationship with one in every two households. Managing a portfolio of clients by providing exceptional client care with industry-leading products, services, and education. Robust marketing support to reach wider audiences with greater appeal. Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes. Opportunities to connect with experts including small business consultants, mortgage lenders, and investment advisors. We’re a culture that: Believes in responsible growth and has a proven dedication to supporting the communities we serve. Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience. Believes diversity makes us stronger, so we can reflect, connect to, and meet the diverse needs of our clients and customers around the world. Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs. Required Qualifications: Displays confidence working in a sales role. Builds strong client relationships through effective communication and collaboration. Displays a proactive mindset and effective time management. Demonstrates a results-driven mindset and prioritizes client interests. Identifies appropriate client solutions through application of learnings and new information. Applies relevant regulatory due diligence in daily activities and creating long-term client strategies. Desired Qualifications: Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience. Learns and adapts to new technology or applications. Executes multiple tasks simultaneously. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Shift: 1st shift (United States of America) Hours Per Week: 40 #J-18808-Ljbffr

Associate Director of Financial Planning and Registrar Services

Mercer Medicine Columbus, GA

Associate Director of Financial Planning and Registrar Services Location: Columbus, GA 31901 Time Type: Full time Posted on: Posted 3 Days Ago Job Requisition ID: 25-139 Application Instructions: External Applicants: Please upload your resume on the Apply screen. Your application will automatically populate your resume details, and you may verify and update data on the My Information page. IMPORTANT: Please review the job posting and load ALL documents required in the job posting to the Resume/CV document upload section at the bottom of the My Experience application page. Use the Select Files button to add multiple documents including your Resume/CV, references, cover letter, and any other supporting documents required in the job posting. The My Experience page is the only opportunity to add your required supporting document attachments. You will not be able to modify your application after you submit it. Current Mercer University Employees: Apply from your existing Workday account. Do not apply from the external careers website. Log in to Workday and type Jobs Hub in the search bar. Locate the position and click Apply . Job Title: Associate Director of Financial Planning and Registrar Services Department: Financial Planning, School of Medicine College/Division: School Of Medicine Primary Job Posting Location: Columbus, GA 31901 Job Details: The School of Medicine is searching for an Associate Director of Financial Planning and Registrar Services on the Columbus, Georgia campus. Responsibilities: The position will process and award financial aid in compliance with federal, state, and institutional regulations as well as counsel both currently enrolled and new MUSM students regarding financial aid awards and processes, as well as debt management and financial wellness. The position will assist the Registrar in the registration and enrollment verification processes and maintain permanent student records for MUSM students. The position will analyze data, make judgments, and act independently while reporting to the Director of Student Financial Planning. Qualifications: A bachelor's degree and two years of related experience which should include regulatory or compliance experience, and/or accounting/finance experience. Customer service experience is required. Knowledge/Skills/Abilities: Excellent interpersonal and communication (written and verbal) skills needed to build working relationships with students, peers and administration. Ability to accurately enter and analyze data in the AAMC and Mercer Student Information System. Ability to work with numbers, details, and deadlines. Ability to interpret and comprehend complex federal financial aid regulations. Ability to have a solid understanding of academic processes, as well as courses and terms relevant to the medical school. Ability to work with confidential information in a professional manner. Ability to work independently and perform tasks in a timely manner. Working knowledge of Microsoft Excel, Word, and PowerPoint to prepare reports, documents and other visual aids. Customer service and presentation skills. Ability to discern extenuating circumstances that may affect financial aid eligibility. Background Check Contingencies: Criminal History Document Attachments: Resume Cover letter List of three professional references with contact information. Why Work at Mercer University: Mercer University offers a variety of benefits for eligible employees including comprehensive health insurance (for self and dependents), generous retirement contributions , tuition waivers , paid vacation and sick leave , technology discounts , and schedules that allow for work-life balance. At Mercer University, a Bear is more than a mascot: it's a frame of mind that begins with a strong desire to make the most out of your career. Mercer Bears do not settle for mediocrity or the status quo. If you're seeking an environment where your passion and determination are embraced, then you want to work at Mercer University. Scheduled Weekly Hours: 40 Job Family: Staff Student Operations Exempt EEO Statement: AA/EEO/Veteran/Disability Mercer University recognizes the power of a diverse community and encourages applications from individuals with varied experiences, perspectives, and backgrounds. #J-18808-Ljbffr

Salesforce Sales Executive or Senior Sales Executive - Financial Services

Slalom Build Columbus, OH

Sales Executive / Senior Sales Executive Slalom is a purpose-led, global business and technology consulting company. From strategy to implementation, our approach is fiercely human. In six countries and 43 markets, we deeply understand our customers—and their customers—to deliver practical, end-to-end solutions that drive meaningful impact. We’re honored to be consistently recognized as a great place to work, including being one of Fortune’s 100 Best Companies to Work For seven years running. Learn more at slalom.com. In our Salesforce business, we help our clients bring the most impactful customer experiences to life. We are passionate about and dedicated to building a diverse and inclusive team, recognizing that diverse team members are celebrated for bringing their authentic selves to work. Our team is comprised of customer strategy experts, Salesforce-certified experts, industry experts, and project delivery leaders. Who you are: Slalom is currently seeking a collaborative Salesforce Sales Executive or Senior Sales Executive to drive business results across assigned region. The individual in this role will serve Slalom’s clients as a solution sales executive, building and executing predictable sales engagement processes. Successful candidates must thrive in a people-based corporate culture and be passionate about delivering positive outcome-based work for clients and growing the Slalom brand. Responsibilities: Manage sales opportunities through various stages within the Financial Services sector. Conduct customer needs analysis using standard scoping guides and transition qualified leads to Capability/Industry product experts. Engage in outreach to local markets to ensure the implementation of best-in-class selling tactics across regions. Identify customer needs and leverage Global Solutions assets to enhance customer deals. Monitor the deal pipeline during weekly forecast calls. Identify and qualify new sales opportunities. Generate demand through industry events, Salesforce relationships, and co-marketing initiatives with partners. Execute partner events, quarterly business reviews (QBRs), and periodic pipeline sharing calls with Salesforce sales VPs in collaboration with Slalom Alliances. Foster and develop relationships with Salesforce peers. Monitor the CRM system and alerts for potential deals. Oversee customer project delivery to ensure successful outcomes. Draft and communicate compelling customer success stories. Present customer success stories to stakeholders. Qualifications: Deep understanding of Salesforce Financial Services go-to-market sales teams and selling motions. Ability to articulate Salesforce products, competition, and adjacent solutions effectively. Adaptability to different sales pursuit roles based on customer situations and the skills and availability of other Slalom team members. Develop competitive sales messages, define project scope, create staffing plans, and draft sales proposals. Negotiate financial components of project plans, including bill rates, projected utilization, margins, discounts, and concessions. Slalom prides itself on helping team members thrive in their work and life. We invest in benefits that include meaningful time off and paid holidays, parental leave, 401(k) with a match, health, dental, & vision coverage, adoption and fertility assistance, and short/long-term disability. Slalom is committed to fair and equitable compensation practices. The base salary pay range for the Sales Executive is $104,000-$166,000 and for the Senior Sales Executive is $123,000-$197,000. Actual compensation will depend upon an individual’s skills, experience, qualifications, location, and other relevant factors. Slalom is an equal opportunity employer committed to diversity and inclusion in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, national origin, disability status, protected veterans status, or any other characteristic protected by law. We will accept applications until February 28th, 2025. #J-18808-Ljbffr

Best Match

Tax Manager - Personal Financial Services

PwC Columbus, OH

Specialty/Competency: Entrepreneurial & Private Business (EPB) - General Industry/Sector: Not Applicable Time Type: Full time Travel Requirements: Up to 20% A career in our Personal Financial Service practice, within PwC Private, will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency and to free up time that can be spent focusing on business strategy. You’ll have the opportunity to experience the entire business life cycle of a private company from inception to growth, maturity and transition. Our team helps our clients develop, design and implement plans to achieve their personal wealth goals and ensure maintenance for future generations. You’ll focus on analysing the tax efficiencies of income tax, investment, insurance and risk, and other lifestyle investments planning to establish a foundation for financial longevity." Our PwC Private teams help entrepreneurs, private business owners and family enterprises manage their ownership and growth at every stage, in a way that fits the needs of their business in today's changing global landscape. To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future. As a Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to: Develop new skills outside of comfort zone. Act to resolve issues which prevent the team working effectively. Coach others, recognise their strengths, and encourage them to take ownership of their personal development. Analyse complex ideas or proposals and build a range of meaningful recommendations. Use multiple sources of information including broader stakeholder views to develop solutions and recommendations. Address sub-standard work or work that does not meet firm's/client's expectations. Use data and insights to inform conclusions and support decision-making. Develop a point of view on key global trends, and how they impact clients. Manage a variety of viewpoints to build consensus and create positive outcomes for all parties. Simplify complex messages, highlighting and summarising key points. Uphold the firm's code of ethics and business conduct. Working with our Private Company Services Personal Financial Services practice will provide the opportunity to help High Net Worth Individuals & private wealth management structures with a range of advisory needs such as audit, tax compliance, & planning to improve their operational efficiency & free up time to be spent focusing on personal wealth strategy. Our team helps our clients develop, design & implement plans to achieve their personal wealth goals & maintenance for future generations. Job Requirements and Preferences : Basic Qualifications : Minimum Degree Required : Bachelor Degree Required Fields of Study : Accounting Minimum Years of Experience : 5 year(s) Certification(s) Required : CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity Preferred Qualifications : Preferred Knowledge/Skills : Demonstrates extensive-level abilities and/or a proven record of success consulting with high net worth individuals on some of the following areas: Individual income tax planning; Financial planning; Wealth transfer planning; Business succession planning or trust and estate work; and, Comprehensive technical skills related to income tax filings associated with High Net Worth individuals and related entities. Demonstrates extensive-level abilities and/or a proven record of success identifying and addressing client needs: Individual income tax planning; Financial planning; Wealth transfer planning; Business succession planning or trust and estate work; and, Comprehensive technical skills related to income tax filings associated with High Net Worth individuals and related entities. Building, maintaining, and utilizing networks of client relationships and community involvement; Communicating value propositions; Managing resource requirements, project workflow, budgets, billing and collections; and, Preparing and/or coordinating complex written and verbal materials. Demonstrates extensive-level abilities and/or a proven record of success as a team leader: Individual income tax planning; Financial planning; Wealth transfer planning; Business succession planning or trust and estate work; and, Comprehensive technical skills related to income tax filings associated with High Net Worth individuals and related entities. Building, maintaining, and utilizing networks of client relationships and community involvement; Communicating value propositions; Managing resource requirements, project workflow, budgets, billing and collections; and, Preparing and/or coordinating complex written and verbal materials. Supervising teams to create an atmosphere of trust; Seeking diverse views to encourage improvement and innovation; and, Coaching staff including providing timely meaningful written and verbal feedback. Learn more about how we work: https://pwc.to/how-we-work PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy. All qualified applicants will receive consideration for employment at PwC without regard to race; creed; color; religion; national origin; sex; age; disability; sexual orientation; gender identity or expression; genetic predisposition or carrier status; veteran, marital, or citizenship status; or any other status protected by law. PwC is proud to be an affirmative action and equal opportunity employer. For positions based in San Francisco, consideration of qualified candidates with arrest and conviction records will be in a manner consistent with the San Francisco Fair Chance Ordinance. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines The salary range for this position is: $98,300 - $266,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance #LI-Hybrid

nCino Technical Architect - Financial Services

Accenture Columbus, OH

We Are: Accenture’s Salesforce practice, and we live to see what this platform can do. Since we were one of the first on the scene, we’re the largest global Salesforce practice, not to mention one of the best. In fact, we are the industry-leader for building Salesforce solutions, and we are Master Certified in all 12 industries and clouds. We use tech like Lightning, Einstein, and Bolt to build stronger, better relationships with customers. And we are always learning. We’re building the most resourceful team on the planet, and helping our people with new skills, training, and support to get over 4,200 certifications including Certified Technical Architect (CTA). Visit us here (https://www.accenture.com/us-en/services/accenture-salesforce-index) to find out more about Accenture's Salesforce practice. You Are: An nCino Tech Arch with a keen eye for problem solving. You work with project teams to identify and analyze clients’ requirements and craft the right solution. On top of this, you’ve got the interpersonal skills to build the right rapport clients to get the project off the ground. Organization is your forte. You prioritize multiple projects at once with aplomb and always deliver quality work on time. The Work : Leading and ensuring the successful delivery of a nCino solution from a technical standpoint.   Integrate multiple technologies with nCino.  Lead nCino modeling and architecture including data extension modeling and cross-product data architecture & mapping Architect, design, and develop sophisticated customizations utilizing nCino.   Manage technical project team members (onshore and offshore).   Running workshops, working closely with the client, able to talk about tradeoffs e.g., terms of config vs code.   Disseminate leading practices on solution positioning and delivery.   Mentor junior team members in nCino technology, Integration Technologies, and Salesforce best practices.   Lead all aspects of code reviews.   Support pre-sales activities inclusive of participating in sales calls and proposal development. Travel may be required for this role. The amount of travel will vary from 0 to 100% depending on business need and client requirements. Here’s What You Need Minimum of 4 years of experience with nCino Technologies Minimum of 4 years of leading teams within nCino projects Experience supporting the Financial Services industry and/or FS clients Bachelor’s degree or equivalent (minimum 12 years) work experience. (If Associates Degree, must have a minimum 6 years of work experience) Bonus Points If Experience with Customer Data Platforms (CDP) and/or Interaction Studio Experience in computing behavioral attributes using consumer behavior data such as campaign response, web analytics, or purchase transactions and using the attributes for segmentation of audiences. Possess a basic understanding of integrations, single sign, security, etc. (MuleSoft, Informatica, other ETL tools a huge plus) is also preferred. Experienced in using SQL, JavaScript, and HTML Implemented full lifecycle/enterprise software projects. Experienced in leading developers a plus. Knowledgeable in both functional and technical aspects of a CRM or Digital Marketing engagement. Demonstrate superb communication and presentation skills. Adaptable to a multifaceted work environment and be creative within a team. Effectively built, led and fostered a team-oriented environment. Worked creatively and analytically in a problem-solving environment and desire to work in an information systems environment. Compensation at Accenture varies depending on a wide array of factors, which may include but are not limited to the specific office location, role, skill set, and level of experience. As required by local law, Accenture provides a reasonable range of compensation for roles that may be hired in California, Colorado, District of Columbia, Illinois, Maryland, Minnesota, New York or Washington as set forth below.We accept applications on an on-going basis and there is no fixed deadline to apply. Information on benefits is here. (https://www.accenture.com/us-en/careers/local/total-rewards) Role Location Annual Salary Range California $132,500 to $302,400 Colorado $132,500 to $261,300 District of Columbia $141,100 to $278,200 Illinois $122,700 to $261,300 Minnesota $132,500 to $261,300 Maryland $122,700 to $241,900 New York $122,700 to $302,400 Washington $141,100 to $278,200 #LI-NA-FY25 What We Believe We have an unwavering commitment to diversity with the aim that every one of our people has a full sense of belonging within our organization. As a business imperative, every person at Accenture has the responsibility to create and sustain an inclusive environment. Inclusion and diversity are fundamental to our culture and core values. Our rich diversity makes us more innovative and more creative, which helps us better serve our clients and our communities. Read more here (https://www.accenture.com/us-en/about/inclusion-diversity/us-workforce) Equal Employment Opportunity Statement Accenture is an Equal Opportunity Employer. We believe that no one should be discriminated against because of their differences, such as age, disability, ethnicity, gender, gender identity and expression, religion or sexual orientation. All employment decisions shall be made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other basis as protected by federal, state, or local law. Accenture is committed to providing veteran employment opportunities to our service men and women. For details, view a copy of the Accenture Equal Employment Opportunity and Affirmative Action Policy Statement (https://www.accenture.com/content/dam/accenture/final/accenture-com/document/Annual-Policy-Statement-Regarding-EEO-2023-Applicant.pdf#zoom=50) . Requesting An Accommodation Accenture is committed to providing equal employment opportunities for persons with disabilities or religious observances, including reasonable accommodation when needed. If you are hired by Accenture and require accommodation to perform the essential functions of your role, you will be asked to participate in our reasonable accommodation process. Accommodations made to facilitate the recruiting process are not a guarantee of future or continued accommodations once hired. If you would like to be considered for employment opportunities with Accenture and have accommodation needs for a disability or religious observance, please call us toll free at 1 (877) 889-9009, send us an email (https://www.accenture.com/us-en/about/contact-us) or speak with your recruiter. Other Employment Statements Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States. Candidates who are currently employed by a client of Accenture or an affiliated Accenture business may not be eligible for consideration. Job candidates will not be obligated to disclose sealed or expunged records of conviction or arrest as part of the hiring process. The Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. Additionally, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the Company's legal duty to furnish information.

Tax Manager - Financial Services - Private Client Services

EY Columbus, OH

At EY, you’ll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we’re counting on your unique voice and perspective to help EY become even better. Join us and build an exceptional experience for yourself, and a better working world for all. The exceptional EY experience. It's yours to build. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. This position could be located in IL (primary), NY, NJ, MA, FL. EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry – the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team! The opportunity Private Client Services (PCS) is a growing practice within EY, and you’ll see that growth reflected in your career. The team has a dedicated focus toward serving privately held companies and their owners and their families. These clients span from family owned businesses to private equity owned companies. One thing they all have in common is they are high growth private companies. As many companies choose to no longer go public, this is an ever increasing and exciting group of companies from start-up companies all the way to multi-billion-dollar global private enterprises. With a diverse portfolio of interesting and challenging work, you’ll make an impact on some of the most technically demanding tax planning and compliance projects around. You’ll be part of a growing global team, acting as a key point of contact for a wide range of clients and colleagues. This is an opportunity for cross-border and cross-functional teaming. In return, you can expect plenty of support designed with your own personal skills and experience. EY is a dynamic place to develop not only your technical tax knowledge, but also your professional leadership and business acumen. Your key responsibilities Depending on your unique skills and ambitions, you could be managing various responsibilities, from technical planning and advising of clients that include private entities (including C-Corp, S-Corp and Partnerships) as well as high-profile individuals/families. That will make you a trusted advisor and role model for your clients and our people across multiple teams, making this a great place to develop a diverse network of collaborative colleagues. Whatever you find yourself doing, you’ll personally coach and develop a highly trained team, all while handling activities with a focus on quality and commercial value. Skills and attributes for success · Researching tax issues to develop effective tax planning strategies · Open to all types of tax work from entity to individual · Translating complex data from a range of sources into client-ready insights and deliverables · Building effective long-term relationships with our clients, understanding their unique needs to provide a tailored service · Communicating complex tax issues to non-tax professionals and clients · Maintaining your reputation in your field by constantly updating and sharing your technical and finest practice knowledge · Managing, coaching and developing a team of tax professionals, reviewing work and helping to confirm they have the knowledge, tools and opportunities they need to excel · Identifying and reacting to risks and opportunities to improve our services and processes To qualify for the role you must have · A bachelor's degree in a related field, supported by significant tax, business or financial planning experience · A CPA certification or membership in The Bar · Minimum of 5 years of work experience in professional services or professional tax organization · A thorough understanding of estate and wealth planning · Experience with federal and state personal and trust taxation · Experience with flow through entities (S-Corps, Partnerships, LLC’s) · Experience with C-Corps including income tax provisions and consolidated federal and state tax returns · Excellent collaboration and negotiation skills, and the confidence to challenge senior colleagues and stakeholders from a diverse range of backgrounds · A thorough understanding of automated tax processing systems · A commitment to continuing your learning · Willingness to travel as needed, and working in a balanced hybrid environment Ideally, you’ll also have · A proven record in tax planning for owners and families · A proven record in a professional services environment · Experience in coaching and mentoring junior colleagues · Strong analytical skills and attention to detail · The ability to adapt your work style to work with both internal and client team members What we look for We’re interested in tax professionals with a genuine interest in providing outstanding services to some of the world’s most influential people. Working with people from all backgrounds, from C-Suite executives to owners and their families, you’ll use your experience and status as a trusted advisor to maintain and further our reputation for excellence. What we offer We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $105,400 to $193,200. The salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $126,400 to $219,500. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year. Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being. Continuous learning: You’ll develop the mindset and skills to navigate whatever comes next. Success as defined by you: We’ll provide the tools and flexibility, so you can make a meaningful impact, your way. Transformative leadership: We’ll give you the insights, coaching and confidence to be the leader the world needs. Diverse and inclusive culture: You’ll be embraced for who you are and empowered to use your voice to help others find theirs. EY accepts applications for this position on an on-going basis. If you can demonstrate that you meet the criteria above, please contact us as soon as possible. EY exists to build a better working world, helping to create long-term value for clients, people and society and build trust in the capital markets. Enabled by data and technology, diverse EY teams in over 150 countries provide trust through assurance and help clients grow, transform and operate. Working across assurance, consulting, law, strategy, tax and transactions, EY teams ask better questions to find new answers for the complex issues facing our world today. For those living in California, please click here for additional information. EY is an equal opportunity, affirmative action employer providing equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.  EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY’s Talent Shared Services Team (TSS) or email the TSS at [email protected]

Financial Services Tax - Real Estate Manager

PwC Columbus, OH

Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel Requirements: Up to 20% A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact tax has on their business. You’ll advise clients on their local and overseas tax affairs, while acting as a strategic consultant related to business analysis, managing working capital, and profit sharing for partners. You’ll also help organisations understand the pricing implications of goods and services between related parties, as well as providing advice on tax implications of deals. Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. You’ll help our clients with their tax structuring while helping to address the challenges of the continuously changing tax world, both locally and globally. To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future. As a Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to: Develop new skills outside of comfort zone. Act to resolve issues which prevent the team working effectively. Coach others, recognise their strengths, and encourage them to take ownership of their personal development. Analyse complex ideas or proposals and build a range of meaningful recommendations. Use multiple sources of information including broader stakeholder views to develop solutions and recommendations. Address sub-standard work or work that does not meet firm's/client's expectations. Use data and insights to inform conclusions and support decision-making. Develop a point of view on key global trends, and how they impact clients. Manage a variety of viewpoints to build consensus and create positive outcomes for all parties. Simplify complex messages, highlighting and summarising key points. Uphold the firm's code of ethics and business conduct. Additional Responsibilities : We’re leading the way as technology-enabled tax advisors who provide value through digitization, automation and increased efficiencies - all made possible by equipping our professionals to succeed in a world where transactions are faster, more complicated and require a deeper level of sophistication. PwC Tax provides unparalleled technical knowledge and specialization and industry insights, coupled with the One Firm knowledge that brings everything PwC offers to solve our clients’ needs. Custom Orgs : Global LoS : Tax Job Requirements and Preferences : Basic Qualifications : Minimum Degree Required : Bachelor Degree Required Fields of Study : Accounting Minimum Years of Experience : 4 year(s) Certification(s) Required : CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity Preferred Qualifications : Preferred Knowledge/Skills : Thorough knowledge of tax compliance methods, strategy consulting for Real Estate Investment Trusts and Real Estate Partnerships. Considerable knowledge of partnership structures and their impact on real estate transactions and corresponding tax liabilities. Considerable knowledge of accounting of Unrelated Business Taxable Income. Comprehensive technical skills, including providing full services to real estate owners, developers and investors including publicly traded REITS, institutional real estate funds managed by financial institutions and privately held real estate entities. Considerable experience identifying and addressing client needs: building, maintaining, and utilizing networks of client relationships and community involvement; communicating value propositions; managing resource requirements, project workflow, budgets, billing and collections; and preparing and/or coordinating complex written and verbal materials. Considerable experience as a team leader: supervising teams to create an atmosphere of trust; seeking diverse views to encourage improvement and innovation; and coaching staff including providing timely meaningful written and verbal feedback. Demonstrates success as tax technical business advisor, including developing new relationships, making introductions to sell new services and doing so with a "One Firm" service mindset. Preferred familiarity with a CRM system. Demonstrates knowledge of automation & digitization in a professional services environment including but not limited to: Innovating through new and existing technologies, along with experimenting with digitization solutions; Working with large, complex data sets to build models and leverage data visualization tools to provide insights to clients; and, Utilizing digitization tools to reduce hours and optimize engagements. Knowledge of alternative fee arrangements, including the use of pricing tools, to provide a point of view on pricing strategies.We are transforming the way we deliver tax services. Find out more about what we do on our Tax Career Page at pwc.to/whatwedotax Learn more about how we work: https://pwc.to/how-we-work PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy. All qualified applicants will receive consideration for employment at PwC without regard to race; creed; color; religion; national origin; sex; age; disability; sexual orientation; gender identity or expression; genetic predisposition or carrier status; veteran, marital, or citizenship status; or any other status protected by law. PwC is proud to be an affirmative action and equal opportunity employer. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines The salary range for this position is: $98,300 - $266,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance #LI-Hybrid

Financial Services Tax - Real Estate Director

PwC Columbus, OH

Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel Requirements: Up to 20% A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact tax has on their business. You’ll advise clients on their local and overseas tax affairs, while acting as a strategic consultant related to business analysis, managing working capital, and profit sharing for partners. You’ll also help organisations understand the pricing implications of goods and services between related parties, as well as providing advice on tax implications of deals. Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. You’ll help our clients with their tax structuring while helping to address the challenges of the continuously changing tax world, both locally and globally. To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future. As a Director, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to: Support team to disrupt, improve and evolve ways of working when necessary. Arrange and sponsor appropriate assignments and experiences to help people realise their potential and support their long-term aspirations. Identify gaps in the market and spot opportunities to create value propositions. Look for opportunities to scale efficiencies and new ways of working across multiple projects and environments. Create an environment where people and technology thrive together to accomplish more than they could apart. I promote and encourage others to value difference when working in diverse teams. Drive and take ownership for developing connections that help deliver what is best for our people and stakeholders. Influence and facilitate the creation of long-term relationships which add value to the firm. Uphold the firm's code of ethics and business conduct. Additional Responsibilities : We’re leading the way as technology-enabled tax advisors who provide value through digitization, automation and increased efficiencies - all made possible by equipping our professionals to succeed in a world where transactions are faster, more complicated and require a deeper level of sophistication. PwC Tax provides unparalleled technical knowledge and specialization and industry insights, coupled with the One Firm knowledge that brings everything PwC offers to solve our clients’ needs Custom Orgs : Global LoS : Tax Job Requirements and Preferences : Basic Qualifications : Minimum Degree Required : Bachelor Degree Required Fields of Study : Accounting Minimum Years of Experience : 6 year(s) Certification(s) Required : CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity Preferred Qualifications : Preferred Knowledge/Skills : Extensive knowledge of tax compliance methods, strategy consulting for Real Estate Investment Trusts and Real Estate Partnerships. Thorough knowledge of partnership structures and their impact on real estate transactions and corresponding tax liabilities. Considerable knowledge of accounting of Unrelated Business Taxable Income. Extensive technical skills, including providing full services to real estate owners, developers and investors, including publicly traded REITS, institutional real estate funds managed by financial institutions and privately held real estate entities. Thorough experience identifying and addressing client needs: developing and sustaining deep client relationships using networking, negotiation and persuasion skills to identify and sell potential new service opportunities; preparing and presenting complex written and verbal materials; and defining resource requirements, project workflow, budgets, billing and collection. Thorough experience as a team leader: leading teams to generate a vision, establish direction and motivate members, create an atmosphere of trust, leverage diverse views, coach staff, and encourage improvement and innovation. Demonstrates a proven record of success as a tax technical team leader generating new business, proposal writing and delivery, collaborating across engagements and business units. Identifying opportunities to provide additional services with experience utilizing a CRM system in a professional services firm to network, develop relationships and sell additional/new services. Demonstrates experience in a professional services environment utilizing automation & digitization in a professional services environment, including but not limited to: Innovating through new and existing technologies, along with experimenting with digitization solutions; Working with large, complex data sets to build models and leveraging data visualization tools to provide insights to clients; and, Transforming the business by creating capacity and delivering an enhanced employee and client experience. Proven experience with evaluating and negotiating new and existing contracts, as well as leveraging pricing tools to contribute to pricing strategies.We are transforming the way we deliver tax services. Find out more about what we do on our Tax Career Page at pwc.to/whatwedotax Learn more about how we work: https://pwc.to/how-we-work PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy. All qualified applicants will receive consideration for employment at PwC without regard to race; creed; color; religion; national origin; sex; age; disability; sexual orientation; gender identity or expression; genetic predisposition or carrier status; veteran, marital, or citizenship status; or any other status protected by law. PwC is proud to be an affirmative action and equal opportunity employer. For positions based in San Francisco, consideration of qualified candidates with arrest and conviction records will be in a manner consistent with the San Francisco Fair Chance Ordinance. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines The salary range for this position is: $140,900 - $434,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance #LI-Hybrid

Quick Apply

State & Local Tax Financial Services Director

PwC Columbus, OH

Specialty/Competency: State & Local Tax (SALT) Industry/Sector: Not Applicable Time Type: Full time Travel Requirements: Up to 20% A career in our State and Local Tax Financial Services practice, within State and Local Tax services, will provide you with the opportunity to help our clients solve their business issues related to business restructuring, adoption of new tax laws, and communicating local tax developments. You’ll help with assessing our client’s state and local tax burden and recommend solutions that support their overall business objectives to ensure that their filling positions are consistent with good business practices and with the states applicable tax laws and rules. Our team helps our Financial Services clients transform risk and compliance related to state and local taxes into a business advantage by aligning their state tax plan with the business strategy. You’ll focus on issues related to abandoned and unclaimed property, income and franchise tax, payroll and employment tax, credits and incentives, and indirect tax. To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future. As a Director, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to: Support team to disrupt, improve and evolve ways of working when necessary. Arrange and sponsor appropriate assignments and experiences to help people realise their potential and support their long-term aspirations. Identify gaps in the market and spot opportunities to create value propositions. Look for opportunities to scale efficiencies and new ways of working across multiple projects and environments. Create an environment where people and technology thrive together to accomplish more than they could apart. I promote and encourage others to value difference when working in diverse teams. Drive and take ownership for developing connections that help deliver what is best for our people and stakeholders. Influence and facilitate the creation of long-term relationships which add value to the firm. Uphold the firm's code of ethics and business conduct. The Opportunity As part of the State and Local Tax team you are expected to lead the way as a technology-enabled tax advisor, providing benefits through digitization, automation, and increased efficiencies. As a Director you are responsible for setting the strategic direction, leading business development efforts, and overseeing multiple projects while maintaining impactful executive-level client relations. You play a crucial role in driving business growth, shaping client engagements, and mentoring the future leaders, while upholding PwC's reputation for quality, integrity, and inclusion. Responsibilities Define and communicate the strategic vision for the State and Local Tax Financial Services team Spearhead business development efforts to expand client base Oversee multiple client engagements maintaining top-notch service Build and sustain executive-level client relationships Mentor and guide future leaders in the tax domain Leverage technology to streamline tax processes and enhance efficiency Maintain PwC's reputation for quality, integrity, and inclusivity Work collaboratively across PwC to enhance client outcomes What You Must Have Bachelor's Degree 6 years of experience CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity What Sets You Apart Master's Degree in Accounting or Taxation preferred Thought leader in partnership tax compliance and consulting Proficiency in preparation of partnership tax forms Identifying and addressing client needs Building relationships with clients Generating new business and expanding service offerings Collaborating across different teams and business units Providing guidance and feedback to less-experienced staff Learn more about how we work: https://pwc.to/how-we-work PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy. All qualified applicants will receive consideration for employment at PwC without regard to race; creed; color; religion; national origin; sex; age; disability; sexual orientation; gender identity or expression; genetic predisposition or carrier status; veteran, marital, or citizenship status; or any other status protected by law. PwC is proud to be an affirmative action and equal opportunity employer. For positions based in San Francisco, consideration of qualified candidates with arrest and conviction records will be in a manner consistent with the San Francisco Fair Chance Ordinance. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines The salary range for this position is: $140,900 - $434,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

Technology Consulting Senior, Financial Services, Banking

EY Columbus, OH

At EY, you’ll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we’re counting on your unique voice and perspective to help EY become even better. Join us and build an exceptional experience for yourself, and a better working world for all. The exceptional EY experience. It's yours to build. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. Technology Consulting Senior – Financial Services – Corporate, Commercial and SME Banking EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry – the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team! At EY, we believe the future of technology careers is yours to build. You’ll harness technology to power human enterprise, at the same time creating a tech career that’s personalized for you, by you. You’ll be working with world-leading organizations and collaborating in global teams, solving the world’s toughest challenges together, with the freedom to explore new ideas and devise your own solutions. Every day, you’ll be building your tech skill-set while learning about business strategy, creating an unparalleled portfolio of career experiences. The Opportunity At EY, we pride ourselves on being a trusted advisor to the key stakeholders in the financial services industry. Our vision and flawless execution have driven a substantial growth in our organization. As a result, we are currently looking to expand our team by bringing on board leaders with the commitment and drive to help our clients succeed. Due to the tremendous growth of technology in the financial services industry, we need individuals versed in end-to-end technology transformation engagements that have relevant experience and a well-rounded skillset based on previous successful implementation lifecycles. This is an opportunity with tremendous growth potential for very motivated individuals that observe a strong work ethic. Your Key Responsibilities As a technology consulting senior, you are expected to be an active contributor in terms of your knowledge and experience in technology transformation and your ability to assist practitioners throughout the creation and successful delivery of work products. The senior consultant will take direction and guidance from both project team and client resources and 1) perform tasks to prepare and complete work products with minimal daily supervision, and 2) delegate tasks to more junior level resources and manage the ground-level activities of the team to bring work products to completion. You will be a critical member of the team working with our program leads and key SMAs to ensure a cohesive and comprehensive solution will be delivered on-time and on-budget to the utmost satisfaction of our clients. You will be a part of client engagement teams with diverse skills and backgrounds, fostering an innovative and inclusive team-oriented work environment. Minimum requirements: A bachelor's degree in Business, Computer Science, Engineering, Information Systems Management, Finance, or a related field and at least 4 years of related work experience A minimum of 4 years of professional work experience with a mid-to-large size public accounting firm, professional consulting firm, or within industry (financial services, technology) A minimum of 4 years of experience in supporting technology delivery project / product management Hands-on experience in the design, development and delivery of solutions or infrastructure and managing large-scale programs including: Business process and workflow design Business requirements definition, analysis, and mapping Ability to design and create an effective IT environment for business operations, aligned to the overall business purpose and activities Knowledge of development and operations (DevOps) practices for software configuration, integration and deployment to various platforms and operating environments Quality Assurance and Testing Data Modeling and Lineage Exceptional core consulting skills (e.g., creative thinking, problem solving, client and stakeholder management) Working collaboratively in a team environment Excellent oral and written communication skills Willingness to travel up to 80% Ideally, you will also have: Post-graduate / Graduate degree in Computer Science, Engineering, Information Systems Management, Finance or a related field Demonstrated experience in the Financial Services Industry, specifically one of the following domains Commercial lending (Loan origination, Loan accounting) Commercial client onboarding Payments Treasury and cash management Trade finance and supply chain finance Small business banking or small and medium enterprise (SME) banking Certifications in Program and/or Project Management Practices (e.g., PgMP, PMP, Agile (Scrum, Scaled etc.)) What we look for   We are interested in leaders with a genuine creative vision and the confidence to make it happen. You can expect plenty of autonomy in this role, so you’ll also need the ability to take initiative and seek out opportunities to improve our current relationships and processes. If you’re serious about auditing and ready to take on some of our clients’ most complex issues, this role is for you. What we offer We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $101,500 to $186,000. The salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $121,700 to $211,300. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year. Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being. Continuous learning: You’ll develop the mindset and skills to navigate whatever comes next. Success as defined by you: We’ll provide the tools and flexibility, so you can make a meaningful impact, your way. Transformative leadership: We’ll give you the insights, coaching and confidence to be the leader the world needs. Diverse and inclusive culture: You’ll be embraced for who you are and empowered to use your voice to help others find theirs. EY accepts applications for this position on an on-going basis. If you can demonstrate that you meet the criteria above, please contact us as soon as possible. EY exists to build a better working world, helping to create long-term value for clients, people and society and build trust in the capital markets. Enabled by data and technology, diverse EY teams in over 150 countries provide trust through assurance and help clients grow, transform and operate. Working across assurance, consulting, law, strategy, tax and transactions, EY teams ask better questions to find new answers for the complex issues facing our world today. For those living in California, please click here for additional information. EY is an equal opportunity, affirmative action employer providing equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.  EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY’s Talent Shared Services Team (TSS) or email the TSS at [email protected]