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Most recent job postings at advisory
via Indeed
posted_at: 1 day agoschedule_type: Full-time
Looking to join a vibrant organization that makes a difference?
At Church Mutual, we Stand for Good: Our work is powerful, inspiring and meaningful because we serve those who serve others. We specialize in insuring purpose-driven organizations, leading the way in markets that include nonprofit and human services organizations, religious institutions of all denominations, schools, senior living... communities, and camps and outdoor recreation facilities.
Looking to join a vibrant organization that makes a difference?
At Church Mutual, we Stand for Good: Our work is powerful, inspiring and meaningful because we serve those who serve others. We specialize in insuring purpose-driven organizations, leading the way in markets that include nonprofit and human services organizations, religious institutions of all denominations, schools, senior living... communities, and camps and outdoor recreation facilities. We foster a workplace where all employees are treated with dignity and respect. Diversity, inclusion and belonging are woven into the fabric of our company through our customers, employees, leadership, business relationships and outreach programs.
What you’ll be doing:
Plan, design, and manage activities required for quality assurance testing of new software configurations and functionality before installation. Develop test cases and objectives to validate processes and business systems. Perform testing to ensure that all information technology products and services meet requirements prior to implementation. Review test execution results and produce key metrics related to the quality of software being produced. Assist in the analysis of test results, perform defect reporting and classification, and document results. Report results to analysts and developers to resolve defects.
On any given day, you’ll:
I. Develop test cases and objectives to validate information technology systems.
II. Perform testing to ensure that all applications meet requirements prior to implementation.
III. Review and assist in the analysis of test execution results. Document defects and return to Business Analyst and/or Developer to resolve.
IV. Perform defect reporting, defect classification, and defect analysis as appropriate. Produce key metrics related to the quality of software being produced.
V. Conduct verification of system functionality related to requirements and specifications.
VI. Plan, design, and utilize standard testing processes that increase the quality of software applications.
VII. Contribute to improving standard testing processes and efficiency.
ESSENTIAL FUNCTIONS:
1. Develop test cases.
2. Perform testing to ensure that all information technology products and services meet requirements. Review test execution results.
3. Assist in the analysis of test results.
4. Document defects and returns to Business Analyst and/or Developer to resolve.
5. Perform defect reporting, defect classification, and defect analysis as appropriate.
6. Plan, design, and manage standard testing process and technical improvements that increase the quality of the products.
7. Produce key metrics related to the quality of software being produced.
Here’s what we expect
1. Prior Experience:
• Three-plus years' prior quality assurance testing experience required.
• Related insurance industry experience preferred.
2. Education:
Bachelor's degree in related field (e.g., business, finance, or technical) or equivalent experience required.
3. Necessary Knowledge and Abilities:
• Knowledge of Microsoft Office tools.
• Knowledge of Software Development Life Cycle methodologies.
• Knowledge of insurance industry.
• Knowledge of insurance IT systems.
• Knowledge of development standards.
• Ability to adapt to changing scenarios.
• Strong ability to manage action plans.
• Solution development skills.
• Collaboration and partnering skills.
• Ability to communicate effectively--both written and verbally.
• Strong problem-solving skills.
• Systemic thinking skills.
• Teamwork skills.
• Strong testing skills.
• Test script management skills.
• Test automation skills.
• Strong testing skills.
• Strong Rational Function Tester skills.
• Strong requirements analysis skills.
• Strong knowledge sharing skills.
• Ability to learn Church Mutual IT systems, processes, and methodologies.
Church Mutual is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
Job Type: Full-time
Benefits:
• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Health insurance
• Health savings account
• Life insurance
• Professional development assistance
• Referral program
• Retirement plan
• Tuition reimbursement
• Vision insurance
Compensation package:
• Profit sharing
Experience level:
• 3 years
Schedule:
• Monday to Friday
Work Location: Hybrid remote in Madison, WI 53703 Show more details...
At Church Mutual, we Stand for Good: Our work is powerful, inspiring and meaningful because we serve those who serve others. We specialize in insuring purpose-driven organizations, leading the way in markets that include nonprofit and human services organizations, religious institutions of all denominations, schools, senior living... communities, and camps and outdoor recreation facilities. We foster a workplace where all employees are treated with dignity and respect. Diversity, inclusion and belonging are woven into the fabric of our company through our customers, employees, leadership, business relationships and outreach programs.
What you’ll be doing:
Plan, design, and manage activities required for quality assurance testing of new software configurations and functionality before installation. Develop test cases and objectives to validate processes and business systems. Perform testing to ensure that all information technology products and services meet requirements prior to implementation. Review test execution results and produce key metrics related to the quality of software being produced. Assist in the analysis of test results, perform defect reporting and classification, and document results. Report results to analysts and developers to resolve defects.
On any given day, you’ll:
I. Develop test cases and objectives to validate information technology systems.
II. Perform testing to ensure that all applications meet requirements prior to implementation.
III. Review and assist in the analysis of test execution results. Document defects and return to Business Analyst and/or Developer to resolve.
IV. Perform defect reporting, defect classification, and defect analysis as appropriate. Produce key metrics related to the quality of software being produced.
V. Conduct verification of system functionality related to requirements and specifications.
VI. Plan, design, and utilize standard testing processes that increase the quality of software applications.
VII. Contribute to improving standard testing processes and efficiency.
ESSENTIAL FUNCTIONS:
1. Develop test cases.
2. Perform testing to ensure that all information technology products and services meet requirements. Review test execution results.
3. Assist in the analysis of test results.
4. Document defects and returns to Business Analyst and/or Developer to resolve.
5. Perform defect reporting, defect classification, and defect analysis as appropriate.
6. Plan, design, and manage standard testing process and technical improvements that increase the quality of the products.
7. Produce key metrics related to the quality of software being produced.
Here’s what we expect
1. Prior Experience:
• Three-plus years' prior quality assurance testing experience required.
• Related insurance industry experience preferred.
2. Education:
Bachelor's degree in related field (e.g., business, finance, or technical) or equivalent experience required.
3. Necessary Knowledge and Abilities:
• Knowledge of Microsoft Office tools.
• Knowledge of Software Development Life Cycle methodologies.
• Knowledge of insurance industry.
• Knowledge of insurance IT systems.
• Knowledge of development standards.
• Ability to adapt to changing scenarios.
• Strong ability to manage action plans.
• Solution development skills.
• Collaboration and partnering skills.
• Ability to communicate effectively--both written and verbally.
• Strong problem-solving skills.
• Systemic thinking skills.
• Teamwork skills.
• Strong testing skills.
• Test script management skills.
• Test automation skills.
• Strong testing skills.
• Strong Rational Function Tester skills.
• Strong requirements analysis skills.
• Strong knowledge sharing skills.
• Ability to learn Church Mutual IT systems, processes, and methodologies.
Church Mutual is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
Job Type: Full-time
Benefits:
• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Health insurance
• Health savings account
• Life insurance
• Professional development assistance
• Referral program
• Retirement plan
• Tuition reimbursement
• Vision insurance
Compensation package:
• Profit sharing
Experience level:
• 3 years
Schedule:
• Monday to Friday
Work Location: Hybrid remote in Madison, WI 53703 Show more details...
via CareerBuilder
posted_at: 21 hours agoschedule_type: Full-time
Description
Ranked a Top U.S. Accounting Firm by Accounting Today and Inside Public Accounting, Cherry Bekaert has over 75 years of experience providing assurance, tax and advisory services that offer guidance and support to help our clients move forward to reach their organizational goals. Due to our sustained growth and success in providing financial due diligence services to both strategic... and financial buyers, we are currently seeking a Manager
Description
Ranked a Top U.S. Accounting Firm by Accounting Today and Inside Public Accounting, Cherry Bekaert has over 75 years of experience providing assurance, tax and advisory services that offer guidance and support to help our clients move forward to reach their organizational goals. Due to our sustained growth and success in providing financial due diligence services to both strategic... and financial buyers, we are currently seeking a Manager for our Deal Advisory practice with the flexibility to sit in multiple offices throughout our footprint or possibly remote for the right resource.
Our dedicated team of professionals provides a variety of services to our clients, which consist primarily of sellers, private equity firms and strategic corporate buyers. The ideal candidate for this role will have at least two years of demonstrated experience performing work across an array of M&A engagements in a large regional/national public accounting firm or related professional services consulting environment. This role will work with and learn from nationally recognized industry leaders and presents a strong opportunity for advancement to the right candidate.
As a Deal Advisory Manager, you will:
• Work closely with Partners and Directors to manage activities of buy-side and sell-side accounting and financial due diligence engagements
• Develop relationships with clients and engage in effective interactions with target company executives
• Perform quality of earnings, quality of net assets and working capital analyses
• Identify and evaluate matters that potentially impact enterprise value and the purchase or sales price
• Identify and evaluate financial and operational trends of target companies
• Communicate due diligence findings in a formal report
• Supervise junior staff and provide performance review feedback
What you need for this role:
• Bachelor's Degree in Accounting, Finance or related business discipline
• 5+ years of professional services experience, with a minimum of 2+ years of direct Financial Due Diligence
• Active CPA license or in-progress required
• Prior Big 4, National or large Regional firm experience preferred
• Strong accounting, data analysis/mining and critical thinking skills
• Effective communication skills (both oral and written)
• Positive attitude, strong work ethic and excellent interpersonal and relationship building skills
• Able to prioritize tasks and manage assigned portions of engagements
• Travel up to 30%
What we offer you:
• Our shared values that foster inclusion and belonging including uncompromising integrity, collaboration, trust, and mutual respect.
• The opportunity to innovate and do work that motivates and engages you.
• A collaborative environment focused on enabling you to further your career growth and continuous professional development.
• Competitive compensation and a total rewards package that focuses on all aspects of your wellbeing.
• Flexibility to do impactful work and the time to enjoy your life outside of work.
• Opportunities to connect and learn from professionals from different backgrounds and with different cultures.
About Cherry Bekaert
Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in all 50 U.S. states and internationally. “Cherry Bekaert” is the brand name under which Cherry Bekaert LLP and Cherry Bekaert Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with applicable professional standards. Cherry Bekaert LLP is a licensed CPA firm that provides attest services, and Cherry Bekaert Advisory LLC and its subsidiary entities provide business advisory and non-attest services spanning the areas of transaction advisory, risk and accounting advisory, digital solutions, cybersecurity, tax, benefits consulting, and wealth management. For more details, visit cbh.com/disclosure .
Cherry Bekaert cares about our people. We offer competitive compensation packages based on performance that recognize the value our people bring to our clients and our Firm. The salary range for this position is $86,800 to $179,950. Individual salaries within this range are determined by a variety of factors including but not limited to education, experience, knowledge, skills, and geographic location. In addition, we offer a comprehensive, high-quality benefits program ([Link available when viewing the job] which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection.
Cherry Bekaert provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, protected veteran status, disability status, or any other legally protected basis, in accordance with applicable law.
Candidates must demonstrate they are eligible to work in the United States. Cherry Bekaert will not provide work sponsorship for this position.
Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Visit us at cbh.com/careers and follow us on LinkedIn ([Link available when viewing the job] , Facebook, ([Link available when viewing the job] Twitter ([Link available when viewing the job] or Instagram ([Link available when viewing the job] .
© 2022 Cherry Bekaert. All Rights Reserved.
No Agency Candidates Please
#LI-SG1 #LI-Remote Show more details...
Ranked a Top U.S. Accounting Firm by Accounting Today and Inside Public Accounting, Cherry Bekaert has over 75 years of experience providing assurance, tax and advisory services that offer guidance and support to help our clients move forward to reach their organizational goals. Due to our sustained growth and success in providing financial due diligence services to both strategic... and financial buyers, we are currently seeking a Manager for our Deal Advisory practice with the flexibility to sit in multiple offices throughout our footprint or possibly remote for the right resource.
Our dedicated team of professionals provides a variety of services to our clients, which consist primarily of sellers, private equity firms and strategic corporate buyers. The ideal candidate for this role will have at least two years of demonstrated experience performing work across an array of M&A engagements in a large regional/national public accounting firm or related professional services consulting environment. This role will work with and learn from nationally recognized industry leaders and presents a strong opportunity for advancement to the right candidate.
As a Deal Advisory Manager, you will:
• Work closely with Partners and Directors to manage activities of buy-side and sell-side accounting and financial due diligence engagements
• Develop relationships with clients and engage in effective interactions with target company executives
• Perform quality of earnings, quality of net assets and working capital analyses
• Identify and evaluate matters that potentially impact enterprise value and the purchase or sales price
• Identify and evaluate financial and operational trends of target companies
• Communicate due diligence findings in a formal report
• Supervise junior staff and provide performance review feedback
What you need for this role:
• Bachelor's Degree in Accounting, Finance or related business discipline
• 5+ years of professional services experience, with a minimum of 2+ years of direct Financial Due Diligence
• Active CPA license or in-progress required
• Prior Big 4, National or large Regional firm experience preferred
• Strong accounting, data analysis/mining and critical thinking skills
• Effective communication skills (both oral and written)
• Positive attitude, strong work ethic and excellent interpersonal and relationship building skills
• Able to prioritize tasks and manage assigned portions of engagements
• Travel up to 30%
What we offer you:
• Our shared values that foster inclusion and belonging including uncompromising integrity, collaboration, trust, and mutual respect.
• The opportunity to innovate and do work that motivates and engages you.
• A collaborative environment focused on enabling you to further your career growth and continuous professional development.
• Competitive compensation and a total rewards package that focuses on all aspects of your wellbeing.
• Flexibility to do impactful work and the time to enjoy your life outside of work.
• Opportunities to connect and learn from professionals from different backgrounds and with different cultures.
About Cherry Bekaert
Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in all 50 U.S. states and internationally. “Cherry Bekaert” is the brand name under which Cherry Bekaert LLP and Cherry Bekaert Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with applicable professional standards. Cherry Bekaert LLP is a licensed CPA firm that provides attest services, and Cherry Bekaert Advisory LLC and its subsidiary entities provide business advisory and non-attest services spanning the areas of transaction advisory, risk and accounting advisory, digital solutions, cybersecurity, tax, benefits consulting, and wealth management. For more details, visit cbh.com/disclosure .
Cherry Bekaert cares about our people. We offer competitive compensation packages based on performance that recognize the value our people bring to our clients and our Firm. The salary range for this position is $86,800 to $179,950. Individual salaries within this range are determined by a variety of factors including but not limited to education, experience, knowledge, skills, and geographic location. In addition, we offer a comprehensive, high-quality benefits program ([Link available when viewing the job] which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection.
Cherry Bekaert provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, protected veteran status, disability status, or any other legally protected basis, in accordance with applicable law.
Candidates must demonstrate they are eligible to work in the United States. Cherry Bekaert will not provide work sponsorship for this position.
Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Visit us at cbh.com/careers and follow us on LinkedIn ([Link available when viewing the job] , Facebook, ([Link available when viewing the job] Twitter ([Link available when viewing the job] or Instagram ([Link available when viewing the job] .
© 2022 Cherry Bekaert. All Rights Reserved.
No Agency Candidates Please
#LI-SG1 #LI-Remote Show more details...
via Indeed
posted_at: 3 days agoschedule_type: Full-time
Marcum LLP offers a great career with exceptional benefits.
There’s a lot to think about when it comes to launching your career. At Marcum, we offer you a world of opportunity, a highly competitive salary, exceptional benefits, flexible work options, and industry-leading technology, all within an environment that values your contributions and supports your professional growth...
At Marcum, eligible associates receive a benefits package that includes
Marcum LLP offers a great career with exceptional benefits.
There’s a lot to think about when it comes to launching your career. At Marcum, we offer you a world of opportunity, a highly competitive salary, exceptional benefits, flexible work options, and industry-leading technology, all within an environment that values your contributions and supports your professional growth...
At Marcum, eligible associates receive a benefits package that includes health, dental, and vision insurance, short and long-term disability insurance, life insurance, flexible spending accounts, and transit benefits, as well as paid time off, a 401(k) plan with an employer contribution, and a profit sharing plan.
Marcum LLP is seeking a Staff to join our growing and well established Advisory Services Department in Houston, Texas. Working under the direct supervision of a Senior, Supervisor, Manager, Senior Manager or Partner, a staff associate will assist on engagements through investigation or analysis, and aid in the preparation of exhibits and reports.
Responsibilities:
• Valuation modeling and related financial analyses using Microsoft Excel.
• Writing and development of client deliverables, including valuation reports and proposals, using Microsoft Word and PowerPoint.
• Research and data gathering from both private subscription sources and publicly available sources, including comparable public company research, precedent M&A transaction research, economic and industry research, and published accounting/finance/valuation guidance.
• Organize and maintain engagement files pursuant to firm policy and industry/regulatory requirements.
• Quickly develop an understanding of client financial records, tax filings and operating environment.
• Gain an understanding and be able to speak to various service lines in the Advisory group.
• Work on multiple engagements simultaneously.
• Maintain and organize documents received and produced in litigation.
• Stay informed of relevant trends in the finance and accounting industry, as well as current business/economic developments and their impact on our clients.
• Provide assistance to accomplish the engagement objectives effectively and efficiently.
• Develop and maintain excellent client relationships.
• Enhance Service Delivery
• Seek, develop and present ideas that will increase the efficiency and quality of services
• Maintain positive, professional relationships with clients and counsel
• Communicate engagement needs with the client
• Represent the firm at professional and charitable and/or civic organizations events
Skills:
• Bachelor’s Degree in Accounting and/or Finance or law degree
• 0- 2 years of related experience
• Strong technological skills with the ability to quickly learn and adapt to new or different technology
• Understanding of relevant accounting and finance rules and concepts
• Strong analytical and research skills
• Excellent communication, interpersonal skills, time management and organizational skills
• Client services and management skills
• Team leadership and participation
Marcum LLP is an Equal Opportunity Employer
Marcum LLP does not discriminate on the basis of race, ancestry, national origin, color, religion, sex, gender identity, age, marital status, sexual orientation, disability, veteran status, or any other protected classification under the law Show more details...
There’s a lot to think about when it comes to launching your career. At Marcum, we offer you a world of opportunity, a highly competitive salary, exceptional benefits, flexible work options, and industry-leading technology, all within an environment that values your contributions and supports your professional growth...
At Marcum, eligible associates receive a benefits package that includes health, dental, and vision insurance, short and long-term disability insurance, life insurance, flexible spending accounts, and transit benefits, as well as paid time off, a 401(k) plan with an employer contribution, and a profit sharing plan.
Marcum LLP is seeking a Staff to join our growing and well established Advisory Services Department in Houston, Texas. Working under the direct supervision of a Senior, Supervisor, Manager, Senior Manager or Partner, a staff associate will assist on engagements through investigation or analysis, and aid in the preparation of exhibits and reports.
Responsibilities:
• Valuation modeling and related financial analyses using Microsoft Excel.
• Writing and development of client deliverables, including valuation reports and proposals, using Microsoft Word and PowerPoint.
• Research and data gathering from both private subscription sources and publicly available sources, including comparable public company research, precedent M&A transaction research, economic and industry research, and published accounting/finance/valuation guidance.
• Organize and maintain engagement files pursuant to firm policy and industry/regulatory requirements.
• Quickly develop an understanding of client financial records, tax filings and operating environment.
• Gain an understanding and be able to speak to various service lines in the Advisory group.
• Work on multiple engagements simultaneously.
• Maintain and organize documents received and produced in litigation.
• Stay informed of relevant trends in the finance and accounting industry, as well as current business/economic developments and their impact on our clients.
• Provide assistance to accomplish the engagement objectives effectively and efficiently.
• Develop and maintain excellent client relationships.
• Enhance Service Delivery
• Seek, develop and present ideas that will increase the efficiency and quality of services
• Maintain positive, professional relationships with clients and counsel
• Communicate engagement needs with the client
• Represent the firm at professional and charitable and/or civic organizations events
Skills:
• Bachelor’s Degree in Accounting and/or Finance or law degree
• 0- 2 years of related experience
• Strong technological skills with the ability to quickly learn and adapt to new or different technology
• Understanding of relevant accounting and finance rules and concepts
• Strong analytical and research skills
• Excellent communication, interpersonal skills, time management and organizational skills
• Client services and management skills
• Team leadership and participation
Marcum LLP is an Equal Opportunity Employer
Marcum LLP does not discriminate on the basis of race, ancestry, national origin, color, religion, sex, gender identity, age, marital status, sexual orientation, disability, veteran status, or any other protected classification under the law Show more details...
via Indeed
posted_at: 1 day agoschedule_type: Full-time
The BRG Transaction Advisory practice is seeking to add professionals due to client and market opportunities and demand. The ideal candidate should be prepared to work in a team-oriented environment on a diverse range of transaction advisory assignments. Articulating findings and recommendations around the key financial and business issues in a transaction and key value drivers are critical... components for this position. The ideal candidate will
The BRG Transaction Advisory practice is seeking to add professionals due to client and market opportunities and demand. The ideal candidate should be prepared to work in a team-oriented environment on a diverse range of transaction advisory assignments. Articulating findings and recommendations around the key financial and business issues in a transaction and key value drivers are critical... components for this position. The ideal candidate will have skills in the following areas:
• Financial Statement Review and Reconciliations
• Quality of Earnings
• Quality of Net Working Capital
• Business and Transactional Performance
Responsibilities:
• Support the day-to-day activities of BRG's Corporate Finance – Transaction Advisory client service teams executing on buy and sell side diligence engagements.
• Demonstrate consistent, balanced project delegation, supervision and leadership skills across all areas of an engagement.
• Demonstrate the ability to work in a team environment; collaborate with TA and BRG experts, professionals from other firms and client contacts to achieve engagement objectives
• Lead the preparation of reports, written analyses, presentations, and other client deliverables
• Participate in the development of a fast-growing, entrepreneurial consulting practice including assisting in marketing, client pitches, and product and practice development.
• Demonstrate the highest degree of professionalism, ethics, quality, and integrity.
• Assist in identifying issues for purchase price adjustments and potential deal structuring insights
• Utilize business, finance, accounting, and analytical skills to perform tasks including, but not limited to:
• quality of earnings
• financial trend analysis
• working capital trending,
• benchmark, financial statement review, and business plan assessments.
Basic Qualifications:
• Bachelors or Masters degree equivalent in Business, Accounting/Finance, Management, Engineering, Economics, Mathematics, or related field (MBA or CPA is a plus);
• Minimum 10 years of prior work experience; ideally in a consulting or professional services environment;
• Strong data analysis skills and problem solving abilities;
• Desire and ability to manage processes and other staff;
• Interest and knowledge of the Healthcare field;
• Strong written and oral communication skills and a demonstrated ability to interact with senior management;
• Proficient in Microsoft Office;
• Ability to work independently on smaller transactions; and
• Willingness to travel up to 40% when/if needed.
Preferred Skills:
• Experience with Big Data analysis, Data Visualization, and/or Business intelligence tools;
• Ability to manage multiple tasks and prioritize changing work demands;
• Ability to understand legal documents and complex agreements;
• Familiarity with financial research tools (e.g. Capital IQ, Bloomberg, etc.);
• Work experience in an established and widely accepted Transaction Advisory practice; and/or
• Experience and depth of knowledge of industry players, key industry drivers, and current trends.
#LI-ER1
#LI-REMOTE Show more details...
• Financial Statement Review and Reconciliations
• Quality of Earnings
• Quality of Net Working Capital
• Business and Transactional Performance
Responsibilities:
• Support the day-to-day activities of BRG's Corporate Finance – Transaction Advisory client service teams executing on buy and sell side diligence engagements.
• Demonstrate consistent, balanced project delegation, supervision and leadership skills across all areas of an engagement.
• Demonstrate the ability to work in a team environment; collaborate with TA and BRG experts, professionals from other firms and client contacts to achieve engagement objectives
• Lead the preparation of reports, written analyses, presentations, and other client deliverables
• Participate in the development of a fast-growing, entrepreneurial consulting practice including assisting in marketing, client pitches, and product and practice development.
• Demonstrate the highest degree of professionalism, ethics, quality, and integrity.
• Assist in identifying issues for purchase price adjustments and potential deal structuring insights
• Utilize business, finance, accounting, and analytical skills to perform tasks including, but not limited to:
• quality of earnings
• financial trend analysis
• working capital trending,
• benchmark, financial statement review, and business plan assessments.
Basic Qualifications:
• Bachelors or Masters degree equivalent in Business, Accounting/Finance, Management, Engineering, Economics, Mathematics, or related field (MBA or CPA is a plus);
• Minimum 10 years of prior work experience; ideally in a consulting or professional services environment;
• Strong data analysis skills and problem solving abilities;
• Desire and ability to manage processes and other staff;
• Interest and knowledge of the Healthcare field;
• Strong written and oral communication skills and a demonstrated ability to interact with senior management;
• Proficient in Microsoft Office;
• Ability to work independently on smaller transactions; and
• Willingness to travel up to 40% when/if needed.
Preferred Skills:
• Experience with Big Data analysis, Data Visualization, and/or Business intelligence tools;
• Ability to manage multiple tasks and prioritize changing work demands;
• Ability to understand legal documents and complex agreements;
• Familiarity with financial research tools (e.g. Capital IQ, Bloomberg, etc.);
• Work experience in an established and widely accepted Transaction Advisory practice; and/or
• Experience and depth of knowledge of industry players, key industry drivers, and current trends.
#LI-ER1
#LI-REMOTE Show more details...
via Indeed
posted_at: 1 day agoschedule_type: Full-timework_from_home: 1
The BRG Transaction Advisory practice is seeking to add professionals due to client and market opportunities and demand. The ideal candidate should be prepared to work in a team-oriented environment on a diverse range of transaction advisory assignments. Articulating findings and recommendations around the key financial and business issues in a transaction and key value drivers are critical... components for this position. The ideal candidate will
The BRG Transaction Advisory practice is seeking to add professionals due to client and market opportunities and demand. The ideal candidate should be prepared to work in a team-oriented environment on a diverse range of transaction advisory assignments. Articulating findings and recommendations around the key financial and business issues in a transaction and key value drivers are critical... components for this position. The ideal candidate will have skills in the following areas:
• Financial Statement Review and Reconciliations
• Quality of Earnings
• Quality of Net Working Capital
• Business and Transactional Performance
Responsibilities:
• Support the day-to-day activities of BRG's Corporate Finance – Transaction Advisory client service teams executing on buy and sell side diligence engagements.
• Demonstrate consistent, balanced project delegation, supervision and leadership skills across all areas of an engagement.
• Demonstrate the ability to work in a team environment; collaborate with TA and BRG experts, professionals from other firms and client contacts to achieve engagement objectives
• Lead the preparation of reports, written analyses, presentations, and other client deliverables
• Participate in the development of a fast-growing, entrepreneurial consulting practice including assisting in marketing, client pitches, and product and practice development.
• Demonstrate the highest degree of professionalism, ethics, quality, and integrity.
• Assist in identifying issues for purchase price adjustments and potential deal structuring insights
• Utilize business, finance, accounting, and analytical skills to perform tasks including, but not limited to:
• quality of earnings
• financial trend analysis
• working capital trending,
• benchmark, financial statement review, and business plan assessments.
Basic Qualifications:
• Bachelors or Masters degree equivalent in Business, Accounting/Finance, Management, Engineering, Economics, Mathematics, or related field (MBA or CPA is a plus);
• Minimum 10 years of prior work experience; ideally in a consulting or professional services environment;
• Strong data analysis skills and problem solving abilities;
• Desire and ability to manage processes and other staff;
• Interest and knowledge of the Healthcare field;
• Strong written and oral communication skills and a demonstrated ability to interact with senior management;
• Proficient in Microsoft Office;
• Ability to work independently on smaller transactions; and
• Willingness to travel up to 40% when/if needed.
Preferred Skills:
• Experience with Big Data analysis, Data Visualization, and/or Business intelligence tools;
• Ability to manage multiple tasks and prioritize changing work demands;
• Ability to understand legal documents and complex agreements;
• Familiarity with financial research tools (e.g. Capital IQ, Bloomberg, etc.);
• Work experience in an established and widely accepted Transaction Advisory practice; and/or
• Experience and depth of knowledge of industry players, key industry drivers, and current trends.
#LI-ER1
#LI-REMOTE Show more details...
• Financial Statement Review and Reconciliations
• Quality of Earnings
• Quality of Net Working Capital
• Business and Transactional Performance
Responsibilities:
• Support the day-to-day activities of BRG's Corporate Finance – Transaction Advisory client service teams executing on buy and sell side diligence engagements.
• Demonstrate consistent, balanced project delegation, supervision and leadership skills across all areas of an engagement.
• Demonstrate the ability to work in a team environment; collaborate with TA and BRG experts, professionals from other firms and client contacts to achieve engagement objectives
• Lead the preparation of reports, written analyses, presentations, and other client deliverables
• Participate in the development of a fast-growing, entrepreneurial consulting practice including assisting in marketing, client pitches, and product and practice development.
• Demonstrate the highest degree of professionalism, ethics, quality, and integrity.
• Assist in identifying issues for purchase price adjustments and potential deal structuring insights
• Utilize business, finance, accounting, and analytical skills to perform tasks including, but not limited to:
• quality of earnings
• financial trend analysis
• working capital trending,
• benchmark, financial statement review, and business plan assessments.
Basic Qualifications:
• Bachelors or Masters degree equivalent in Business, Accounting/Finance, Management, Engineering, Economics, Mathematics, or related field (MBA or CPA is a plus);
• Minimum 10 years of prior work experience; ideally in a consulting or professional services environment;
• Strong data analysis skills and problem solving abilities;
• Desire and ability to manage processes and other staff;
• Interest and knowledge of the Healthcare field;
• Strong written and oral communication skills and a demonstrated ability to interact with senior management;
• Proficient in Microsoft Office;
• Ability to work independently on smaller transactions; and
• Willingness to travel up to 40% when/if needed.
Preferred Skills:
• Experience with Big Data analysis, Data Visualization, and/or Business intelligence tools;
• Ability to manage multiple tasks and prioritize changing work demands;
• Ability to understand legal documents and complex agreements;
• Familiarity with financial research tools (e.g. Capital IQ, Bloomberg, etc.);
• Work experience in an established and widely accepted Transaction Advisory practice; and/or
• Experience and depth of knowledge of industry players, key industry drivers, and current trends.
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via Indeed
posted_at: 3 days agoschedule_type: Full-timesalary: 118K–227K a yearwork_from_home: 1
Optum is a global organization that delivers care, aided by technology to help millions of people live healthier lives. The work you do with our team will directly improve health outcomes by connecting people with the care, pharmacy benefits, data and resources they need to feel their best. Here, you will find a culture guided by diversity and inclusion, talented peers, comprehensive benefits and... career development opportunities. Come make an impact
Optum is a global organization that delivers care, aided by technology to help millions of people live healthier lives. The work you do with our team will directly improve health outcomes by connecting people with the care, pharmacy benefits, data and resources they need to feel their best. Here, you will find a culture guided by diversity and inclusion, talented peers, comprehensive benefits and... career development opportunities. Come make an impact on the communities we serve as you help us advance health equity on a global scale. Join us to start Caring. Connecting. Growing together.
The Director, Strategy & Growth is the overall project lead across high-complexity, multi-workstream engagements and oversees managers of individual workstreams. Overall responsibility is to author, own, coordinate, and harmonize the overall approach with the project team. Project work will address strategic business questions, with focus on service line strategy, governance, and operations improvement. The Director serves as principal point of day-to-day contact with client and establishes optimal communication cadence with C-Suite executives. The Director focuses on engagement economics and directs team to follow the practices needed to ensure both quality and profitability. The Director is also responsible for generating new client business, which can be achieved through add-on Strategy work at existing clients, new Strategy work at existing clients, and/or Strategy work at new-to-the practice clients.
You’ll enjoy the flexibility to work remotely* from anywhere within the U.S. as you take on some tough challenges.
Primary Responsibilities:
• Overall project lead across high-complexity, multi-workstream, service line-focused engagements with ability to accurately diagnose the issues the client has identified (as well as underlying issues) and determine the appropriate solutions to define the strategic path forward
• Build consensus among senior client stakeholders who play a critical role in the client’s ability to successfully implement the identified solutions
• Oversees managers and team members of individual workstreams with responsibility to author, own, coordinate, and harmonize the overall approach
• Industry expert in one or more areas and uses engagements to advance own knowledge (e.g., enterprise strategy, service line (e.g., Cardiology, Orthopedics, Women’s Health, Oncology, Digestive Health) consumer, digital, revenue diversification, partnerships)
• Principal point of day-to-day contact for client executive and establishes optimal communication cadence with C-Suite executives
• Critical role in developing project team members and direct reports to expand their skills
• Accountable for budget and timelines of project across all workstreams
• Focuses on project economics and directs team to follow practices needed to ensure both quality and profitability including close monitoring of actual vs. expected team utilization
• Effectively and appropriately apply both deductive and inductive thinking
• Provide subject matter expertise to other Optum Advisory Services and Optum/UnitedHealth Group Company business units as it relates to strategy development and service line strategy
• Provide support to other Optum Advisory Services and Optum/UnitedHealth Group Company business units when strategy expertise is required in addressing client issues
• Communicate effectively and accurately in writing and verbally to prospects, clients, and other staff
• Demonstrate solid relationship management skills and ability to handle challenging interpersonal situations
• Lead business development efforts - both add-on work as well as new business
You’ll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in.
Required Qualifications:
• Relevant advanced degree (MBA/MPH/MHA, etc.) with 5+ years consulting experience OR bachelor's degree with 10+ years consulting experience
• 5+ years of experience in management consulting
• 5+ years of experience in strategy consulting
• Healthcare experience (payer/provider, service line strategy and/or operations)
• Proven business development experience and success generating at least $1.5M+ annually in new sales.
• Experience with project management, developing and presenting deliverables to C-suite executives, and analytics
• Experience leading strategy work and/or strategic initiatives
• Client relationship management experience
• Proficiency in MS Office Suite - Word, PowerPoint, Excel
• Demonstrated familiarity with variety of problem-solving approaches
• Proven ability to drill down to the root cause of issues and be creative in problem solving
• Ability to travel domestically, up to 60% when required
Preferred Qualifications:
• Graduate level degree in business or healthcare
• 5+ years of professional experience preferably in healthcare
• Experience in healthcare consulting
• Experience working in and successfully navigating a matrixed environment
• Experience mentoring junior level staff and leading direct reports
• Proven ability to lead and motivate cross-functional teams
• Proven ability to work independently with minimal supervision
Careers with Optum. Our objective is to make health care simpler and more effective for everyone. With our hands at work across all aspects of health, you can play a role in creating a healthier world, one insight, one connection and one person at a time. We bring together some of the greatest minds and ideas to take health care to its fullest potential, promoting health equity and accessibility. Work with diverse, engaged and high-performing teams to help solve important challenges.
California, Colorado, Connecticut, Nevada, New York, Rhode Island, or Washington Residents Only: The salary range for California, Colorado, Connecticut, Nevada, New York, Rhode Island or Washington residents is $118,000 to $226,800. Pay is based on several factors including but not limited to education, work experience, certifications, etc. In addition to your salary, UnitedHealth Group offers benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). No matter where or when you begin a career with UnitedHealth Group, you’ll find a far-reaching choice of benefits and incentives.
• All employees working remotely will be required to adhere to UnitedHealth Group’s Telecommuter Policy
At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We believe everyone–of every race, gender, sexuality, age, location and income–deserves the opportunity to live their healthiest life. Today, however, there are still far too many barriers to good health which are disproportionately experienced by people of color, historically marginalized groups and those with lower incomes. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes — an enterprise priority reflected in our mission.
Diversity creates a healthier atmosphere: UnitedHealth Group is an Equal Employment Opportunity/Affirmative Action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law.
UnitedHealth Group is a drug - free workplace. Candidates are required to pass a drug test before beginning employment Show more details...
The Director, Strategy & Growth is the overall project lead across high-complexity, multi-workstream engagements and oversees managers of individual workstreams. Overall responsibility is to author, own, coordinate, and harmonize the overall approach with the project team. Project work will address strategic business questions, with focus on service line strategy, governance, and operations improvement. The Director serves as principal point of day-to-day contact with client and establishes optimal communication cadence with C-Suite executives. The Director focuses on engagement economics and directs team to follow the practices needed to ensure both quality and profitability. The Director is also responsible for generating new client business, which can be achieved through add-on Strategy work at existing clients, new Strategy work at existing clients, and/or Strategy work at new-to-the practice clients.
You’ll enjoy the flexibility to work remotely* from anywhere within the U.S. as you take on some tough challenges.
Primary Responsibilities:
• Overall project lead across high-complexity, multi-workstream, service line-focused engagements with ability to accurately diagnose the issues the client has identified (as well as underlying issues) and determine the appropriate solutions to define the strategic path forward
• Build consensus among senior client stakeholders who play a critical role in the client’s ability to successfully implement the identified solutions
• Oversees managers and team members of individual workstreams with responsibility to author, own, coordinate, and harmonize the overall approach
• Industry expert in one or more areas and uses engagements to advance own knowledge (e.g., enterprise strategy, service line (e.g., Cardiology, Orthopedics, Women’s Health, Oncology, Digestive Health) consumer, digital, revenue diversification, partnerships)
• Principal point of day-to-day contact for client executive and establishes optimal communication cadence with C-Suite executives
• Critical role in developing project team members and direct reports to expand their skills
• Accountable for budget and timelines of project across all workstreams
• Focuses on project economics and directs team to follow practices needed to ensure both quality and profitability including close monitoring of actual vs. expected team utilization
• Effectively and appropriately apply both deductive and inductive thinking
• Provide subject matter expertise to other Optum Advisory Services and Optum/UnitedHealth Group Company business units as it relates to strategy development and service line strategy
• Provide support to other Optum Advisory Services and Optum/UnitedHealth Group Company business units when strategy expertise is required in addressing client issues
• Communicate effectively and accurately in writing and verbally to prospects, clients, and other staff
• Demonstrate solid relationship management skills and ability to handle challenging interpersonal situations
• Lead business development efforts - both add-on work as well as new business
You’ll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in.
Required Qualifications:
• Relevant advanced degree (MBA/MPH/MHA, etc.) with 5+ years consulting experience OR bachelor's degree with 10+ years consulting experience
• 5+ years of experience in management consulting
• 5+ years of experience in strategy consulting
• Healthcare experience (payer/provider, service line strategy and/or operations)
• Proven business development experience and success generating at least $1.5M+ annually in new sales.
• Experience with project management, developing and presenting deliverables to C-suite executives, and analytics
• Experience leading strategy work and/or strategic initiatives
• Client relationship management experience
• Proficiency in MS Office Suite - Word, PowerPoint, Excel
• Demonstrated familiarity with variety of problem-solving approaches
• Proven ability to drill down to the root cause of issues and be creative in problem solving
• Ability to travel domestically, up to 60% when required
Preferred Qualifications:
• Graduate level degree in business or healthcare
• 5+ years of professional experience preferably in healthcare
• Experience in healthcare consulting
• Experience working in and successfully navigating a matrixed environment
• Experience mentoring junior level staff and leading direct reports
• Proven ability to lead and motivate cross-functional teams
• Proven ability to work independently with minimal supervision
Careers with Optum. Our objective is to make health care simpler and more effective for everyone. With our hands at work across all aspects of health, you can play a role in creating a healthier world, one insight, one connection and one person at a time. We bring together some of the greatest minds and ideas to take health care to its fullest potential, promoting health equity and accessibility. Work with diverse, engaged and high-performing teams to help solve important challenges.
California, Colorado, Connecticut, Nevada, New York, Rhode Island, or Washington Residents Only: The salary range for California, Colorado, Connecticut, Nevada, New York, Rhode Island or Washington residents is $118,000 to $226,800. Pay is based on several factors including but not limited to education, work experience, certifications, etc. In addition to your salary, UnitedHealth Group offers benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). No matter where or when you begin a career with UnitedHealth Group, you’ll find a far-reaching choice of benefits and incentives.
• All employees working remotely will be required to adhere to UnitedHealth Group’s Telecommuter Policy
At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We believe everyone–of every race, gender, sexuality, age, location and income–deserves the opportunity to live their healthiest life. Today, however, there are still far too many barriers to good health which are disproportionately experienced by people of color, historically marginalized groups and those with lower incomes. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes — an enterprise priority reflected in our mission.
Diversity creates a healthier atmosphere: UnitedHealth Group is an Equal Employment Opportunity/Affirmative Action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law.
UnitedHealth Group is a drug - free workplace. Candidates are required to pass a drug test before beginning employment Show more details...
via Salary.com
posted_at: 3 days agoschedule_type: Full-time
Job Description:
About Chartis...
Chartis is a comprehensive advisory and analytics services firm dedicated to the healthcare industry. With an unparalleled depth of expertise in strategic planning, performance excellence, informatics and technology, and health analytics, we help leading academic medical centers, integrated delivery networks, children's hospitals and healthcare service organizations achieve transformative results.
We are comprised
Job Description:
About Chartis...
Chartis is a comprehensive advisory and analytics services firm dedicated to the healthcare industry. With an unparalleled depth of expertise in strategic planning, performance excellence, informatics and technology, and health analytics, we help leading academic medical centers, integrated delivery networks, children's hospitals and healthcare service organizations achieve transformative results.
We are comprised of uniquely experienced senior healthcare professionals and consultants who apply a distinctive knowledge of healthcare economics, markets, clinical models and technology to help each client address their most pressing issues. We question everything and apply thoughtful and rigorous analysis to each challenge, issue and opportunity.
We are lucky to have extraordinarily talented people working in our firm – all brought together around our unifying mission, a shared dedication to our core values, and the emphasis we place on creating an environment that enriches the experiences of our clients, our colleagues and our communities. In this way, we find that we are remarkably aligned with our clients. And that has made for achieving some truly great things.
Chartis has offices in Boston, Chicago, New York, San Francisco, and Nashville. Remote work is allowed.
Role Overview
Associate Consultants are integral members of our consulting teams, generally working on a single engagement to meet client needs while under the direction of and collaborating closely with Engagement Managers and Consultants. Associate Consultants are responsible for effectively planning and managing distinct segments of work, while acting as a valued contributor to the team. Chartis’ PE Advisory Practice works with healthcare institutional investors and their portfolio companies to help them uncover and realize unique value across the full lifecycle of their investments. Our offerings in this space encompass transaction diligence, platform integration and optimization services, and growth and exit strategy development.
Responsibilities
• Define analytic approaches, integrating multiple analyses, and develop analytic understanding of client problems to identify issues and opportunities to motivate client action
• Gather and refine complex data sets and data sources to enable accurate and robust quantitative analyses
• Provide insight into hypotheses under consideration and contribute to team's understanding of client's overall problem and potential solutions
• Support consulting team by delivering against commitments on time
• Create elegant, multi-issue client communications, present analytic findings and recommendations, and field client questions with minimal support
• Contribute to firm’s knowledge development by capturing client engagement approaches and insights.
Qualifications and Desired Skills
• 2 years with a strategy consulting, strategic planning/corporate strategy group, or private equity/venture capital firm
• Advanced degree preferred (e.g. MHA, MPH)
• Strong project management skills with experience working on multiple work streams
• Demonstrated collaboration, project management, problem-solving, quantitative and qualitative analysis skills
• Strong critical thinking skills; ability to develop solutions that address client needs
• Succinct communicator who thinks well on feet and tailors communication to audience
• Comfortable manipulating and synthesizing data
• Experience working and leading in a team environment
• Highly knowledgeable about healthcare landscape and current trends in healthcare
• Genuine passion for and commitment to the transformation of healthcare delivery
• Responds well to and enjoys change; works well under pressure
• Flexibility to travel as required, remote work is allowed
Salary range: $92,000 – $137,000 plus may be eligible for an annual discretionary bonus. The salary range for this role takes into account the wide range of factors that are considered in making compensation decisions including, but not limited to, skills, experience, training, licensure and certifications, practice area, and other business and organizational needs. In addition, Chartis offers several benefits including medical, dental, vision, HSA, FSA, disability insurance, life insurance, 401(k) match, paid time off, wellness stipend, and additional voluntary benefits.
At Chartis, we pride ourselves on having a diverse workforce. We value and celebrate the uniqueness of individuals and the different perspectives the provide. We offer equal opportunity employment regardless of race, color, religion, gender identity or expression, sexual orientation, national origin, genetics, disability status, age, marital status, or protected veteran status.
Recommended Skills
• Analytical
• Communication
• Critical Thinking
• Customer Relationship Management
• Exit Strategies
• Hardworking And Dedicated
Are you interested in this job? Please apply from Salary.com
Job ID: j202305211631441903991
Recommended Job Skills: SAP Asap Methodology, Business Analytics
Average Estimate Salary for an Associate Consultant, Private Equity Advisory: $102,921 to $137,299
This data is calculated using netizen feedback data. To get the most accurate number for your company jobs in your locations, use our subscription products: https://www.salary.com/companalyst Show more details...
About Chartis...
Chartis is a comprehensive advisory and analytics services firm dedicated to the healthcare industry. With an unparalleled depth of expertise in strategic planning, performance excellence, informatics and technology, and health analytics, we help leading academic medical centers, integrated delivery networks, children's hospitals and healthcare service organizations achieve transformative results.
We are comprised of uniquely experienced senior healthcare professionals and consultants who apply a distinctive knowledge of healthcare economics, markets, clinical models and technology to help each client address their most pressing issues. We question everything and apply thoughtful and rigorous analysis to each challenge, issue and opportunity.
We are lucky to have extraordinarily talented people working in our firm – all brought together around our unifying mission, a shared dedication to our core values, and the emphasis we place on creating an environment that enriches the experiences of our clients, our colleagues and our communities. In this way, we find that we are remarkably aligned with our clients. And that has made for achieving some truly great things.
Chartis has offices in Boston, Chicago, New York, San Francisco, and Nashville. Remote work is allowed.
Role Overview
Associate Consultants are integral members of our consulting teams, generally working on a single engagement to meet client needs while under the direction of and collaborating closely with Engagement Managers and Consultants. Associate Consultants are responsible for effectively planning and managing distinct segments of work, while acting as a valued contributor to the team. Chartis’ PE Advisory Practice works with healthcare institutional investors and their portfolio companies to help them uncover and realize unique value across the full lifecycle of their investments. Our offerings in this space encompass transaction diligence, platform integration and optimization services, and growth and exit strategy development.
Responsibilities
• Define analytic approaches, integrating multiple analyses, and develop analytic understanding of client problems to identify issues and opportunities to motivate client action
• Gather and refine complex data sets and data sources to enable accurate and robust quantitative analyses
• Provide insight into hypotheses under consideration and contribute to team's understanding of client's overall problem and potential solutions
• Support consulting team by delivering against commitments on time
• Create elegant, multi-issue client communications, present analytic findings and recommendations, and field client questions with minimal support
• Contribute to firm’s knowledge development by capturing client engagement approaches and insights.
Qualifications and Desired Skills
• 2 years with a strategy consulting, strategic planning/corporate strategy group, or private equity/venture capital firm
• Advanced degree preferred (e.g. MHA, MPH)
• Strong project management skills with experience working on multiple work streams
• Demonstrated collaboration, project management, problem-solving, quantitative and qualitative analysis skills
• Strong critical thinking skills; ability to develop solutions that address client needs
• Succinct communicator who thinks well on feet and tailors communication to audience
• Comfortable manipulating and synthesizing data
• Experience working and leading in a team environment
• Highly knowledgeable about healthcare landscape and current trends in healthcare
• Genuine passion for and commitment to the transformation of healthcare delivery
• Responds well to and enjoys change; works well under pressure
• Flexibility to travel as required, remote work is allowed
Salary range: $92,000 – $137,000 plus may be eligible for an annual discretionary bonus. The salary range for this role takes into account the wide range of factors that are considered in making compensation decisions including, but not limited to, skills, experience, training, licensure and certifications, practice area, and other business and organizational needs. In addition, Chartis offers several benefits including medical, dental, vision, HSA, FSA, disability insurance, life insurance, 401(k) match, paid time off, wellness stipend, and additional voluntary benefits.
At Chartis, we pride ourselves on having a diverse workforce. We value and celebrate the uniqueness of individuals and the different perspectives the provide. We offer equal opportunity employment regardless of race, color, religion, gender identity or expression, sexual orientation, national origin, genetics, disability status, age, marital status, or protected veteran status.
Recommended Skills
• Analytical
• Communication
• Critical Thinking
• Customer Relationship Management
• Exit Strategies
• Hardworking And Dedicated
Are you interested in this job? Please apply from Salary.com
Job ID: j202305211631441903991
Recommended Job Skills: SAP Asap Methodology, Business Analytics
Average Estimate Salary for an Associate Consultant, Private Equity Advisory: $102,921 to $137,299
This data is calculated using netizen feedback data. To get the most accurate number for your company jobs in your locations, use our subscription products: https://www.salary.com/companalyst Show more details...
via Salary.com
posted_at: 7 days agoschedule_type: Full-timework_from_home: 1
Job Description:
At Clorox, we champion people to be well and thrive by doing the right thing, putting people at the center, and playing to win. Led by our IGNITE strategy, we build brands that make a positive difference in people’s lives around the world. And we know that success requires head, heart, AND guts — all three, every day — coming together to work simpler, faster, bolder, and more inclusively. Interested? Join us to #IgniteYourCareer!
Job Description:
At Clorox, we champion people to be well and thrive by doing the right thing, putting people at the center, and playing to win. Led by our IGNITE strategy, we build brands that make a positive difference in people’s lives around the world. And we know that success requires head, heart, AND guts — all three, every day — coming together to work simpler, faster, bolder, and more inclusively. Interested? Join us to #IgniteYourCareer! Your role at Clorox: Seeking a highly motivated Category Manager to lead a strategic advised business on the Walmart team focused on category & share growth. In this role, you will: The primary role of the Category manager is to provide the Walmart merchant with unbiased strategic and tactical recommendations using relevant shopper insights, assortment optimization and merchandising best practices to increase sales and gain market share. It will require being proactive with generating actionable insights from POS data, syndicated data and... internal data sources. Executing a modular relay which includes drawing best in class modulars and completing key milestones on time and error free. What we look for: Key Responsibilities: Own the entire modular process including the drawing of planograms. Develops strong working relationships with the merchants and cross functional partners. Ability to analyze data resulting in actionable insights for the category, consumer and shopper. Leverage Luminate data to tease out key insights for the Walmart merchant and develop strategies to best utilize the shopper data. Win at the shelf by utilizing the latest omni-insights and drive the right assortment Minimum Requirements: Bachelor’s Degree required 3 years’ experience in Category Management, data analytics or a sales role Ability to think strategically Strong communication and interpersonal skills Excellent problem solving & analytical ability IRI, Nielson or other syndicated data experience Knowledge, Skills, and Abilities Preferred: Technical Skills: JDA/Blue Yonder, PowerBI, Tableau Experience in Luminate, Profitero, & Numerator High degree of self-motivation and discipline Exceptional organization and communication skills (both written & verbal) Ability to work independently with a team-oriented mindset and develop a relationship with key stakeholders Prior experience in the modular process from start to finish Workplace type: Hybrid - Bentonville, AR, 2-3 days a week, Tuesday through Thursday We seek out and celebrate diverse backgrounds and experiences. We’re looking for fresh perspectives, a desire to bring your best, and a non-stop drive to keep growing and learning. At Clorox, we have a Culture of Inclusion. We believe our values-based culture connects to our purpose and helps our people be the best versions of themselves, professionally and personally. This means building a workplace where every person can feel respected, valued, and fully able to participate in our Clorox community. Learn more about our I&D program & initiatives here. [U.S.]Additional Information: At Clorox, we champion people to be well and thrive, starting with our own people. To help make this possible, we offer comprehensive, competitive benefits that prioritize all aspects of wellbeing and provide flexibility for our teammates’ unique needs. This includes robust health plans, a market-leading 401(k) program with a company match, flexible time off benefits (including half-day summer Fridays depending on location), inclusive fertility / adoption benefits, and more. We are committed to fair and equitable pay and are transparent with current and future teammates about our full salary ranges. We use broad salary ranges that reflect the competitive market for similar jobs, provide sufficient opportunity for growth as you gain experience and expand responsibilities, while also allowing for differentiation based on performance. Based on the breadth of our ranges, most new hires will start at Clorox in the first half of the applicable range. Your starting pay will depend on job-related factors, including relevant skills, knowledge, experience and location. The applicable salary range for every role in the U.S. is based on your work location and is aligned to one of three zones according to the cost of labor in your area. –Zone A: $101,100 - $194,200 –Zone B: $92,700 - $178,000 –Zone C: $84,300 - $161,800 All ranges are subject to change in the future. Your recruiter can share more about the specific salary range for your location during the hiring process. This job is also eligible for participation in Clorox’s incentive plans, subject to the terms of the applicable plan documents and policies. Please apply directly to our job postings and do not submit your resume to any person via text message. Clorox does not conduct text-based interviews and encourages you to be cautious of anyone posing as a Clorox recruiter via unsolicited texts during these uncertain times. Who we are. We champion people to be well and thrive every single day. We’re proud to be in every corner of homes, schools, and offices—making daily life simpler and easier through our beloved brands. Working with us, you’ll join a team of passionate problem solvers and relentless innovators fueled by curiosity, growth, and progress. We relish taking on new, interesting challenges that allow our people to collaborate and thrive at work. And most importantly, we care about each other as multifaceted, whole humans. Join us as we reimagine what’s possible and work with purpose to make a difference in the world. This is the place where doing the right thing matters. Doing the right thing is the compass that guides every decision we make—and we’re proud to be globally recognized and awarded for our continuous corporate responsibility efforts. Clorox is a signatory of the United Nations Global Compact and the Ellen MacArthur Foundation's New Plastics Economy Global Commitment. The Clorox Company and its Foundation prioritize giving back to the communities we call home and contribute millions annually in combined cash grants, product donations, and cause-marketing. For more information, visit TheCloroxCompany.com and follow us on social media at @CloroxCo. Our commitment to diversity, inclusion, and equal employment opportunity. We seek out and celebrate diverse backgrounds and experiences. We’re always looking for fresh perspectives, a desire to bring your best, and a nonstop drive to keep growing and learning. Learn more about our Inclusion, Diversity, Equity, and Allyship (IDEA) journey here. The Clorox Company and its subsidiaries are an EEO/AA/Minorities/Women/LGBT/Protected Veteran/Disabled employer. Learn more at Equal Employment Opportunity is the Law. Clorox is committed to providing reasonable accommodations for qualified applicants with disabilities and disabled veterans during the hiring and interview process. If you need assistance or accommodations due to a disability, please contact us at people@clorox.com. Please note: this inbox is reserved for individuals with disabilities in need of assistance and is not a means of inquiry about positions/application statuses.
Are you interested in this job? Please apply from Salary.com
Job ID: j202304031801550496613
Recommended Job Skills: Customer Insights, Demand Forecasting
Average Estimate Salary for a Category Advisory Services Manager: $136,020 to $186,797
This data is calculated using netizen feedback data. To get the most accurate number for your company jobs in your locations, use our subscription products: https://www.salary.com/companalyst Show more details...
At Clorox, we champion people to be well and thrive by doing the right thing, putting people at the center, and playing to win. Led by our IGNITE strategy, we build brands that make a positive difference in people’s lives around the world. And we know that success requires head, heart, AND guts — all three, every day — coming together to work simpler, faster, bolder, and more inclusively. Interested? Join us to #IgniteYourCareer! Your role at Clorox: Seeking a highly motivated Category Manager to lead a strategic advised business on the Walmart team focused on category & share growth. In this role, you will: The primary role of the Category manager is to provide the Walmart merchant with unbiased strategic and tactical recommendations using relevant shopper insights, assortment optimization and merchandising best practices to increase sales and gain market share. It will require being proactive with generating actionable insights from POS data, syndicated data and... internal data sources. Executing a modular relay which includes drawing best in class modulars and completing key milestones on time and error free. What we look for: Key Responsibilities: Own the entire modular process including the drawing of planograms. Develops strong working relationships with the merchants and cross functional partners. Ability to analyze data resulting in actionable insights for the category, consumer and shopper. Leverage Luminate data to tease out key insights for the Walmart merchant and develop strategies to best utilize the shopper data. Win at the shelf by utilizing the latest omni-insights and drive the right assortment Minimum Requirements: Bachelor’s Degree required 3 years’ experience in Category Management, data analytics or a sales role Ability to think strategically Strong communication and interpersonal skills Excellent problem solving & analytical ability IRI, Nielson or other syndicated data experience Knowledge, Skills, and Abilities Preferred: Technical Skills: JDA/Blue Yonder, PowerBI, Tableau Experience in Luminate, Profitero, & Numerator High degree of self-motivation and discipline Exceptional organization and communication skills (both written & verbal) Ability to work independently with a team-oriented mindset and develop a relationship with key stakeholders Prior experience in the modular process from start to finish Workplace type: Hybrid - Bentonville, AR, 2-3 days a week, Tuesday through Thursday We seek out and celebrate diverse backgrounds and experiences. We’re looking for fresh perspectives, a desire to bring your best, and a non-stop drive to keep growing and learning. At Clorox, we have a Culture of Inclusion. We believe our values-based culture connects to our purpose and helps our people be the best versions of themselves, professionally and personally. This means building a workplace where every person can feel respected, valued, and fully able to participate in our Clorox community. Learn more about our I&D program & initiatives here. [U.S.]Additional Information: At Clorox, we champion people to be well and thrive, starting with our own people. To help make this possible, we offer comprehensive, competitive benefits that prioritize all aspects of wellbeing and provide flexibility for our teammates’ unique needs. This includes robust health plans, a market-leading 401(k) program with a company match, flexible time off benefits (including half-day summer Fridays depending on location), inclusive fertility / adoption benefits, and more. We are committed to fair and equitable pay and are transparent with current and future teammates about our full salary ranges. We use broad salary ranges that reflect the competitive market for similar jobs, provide sufficient opportunity for growth as you gain experience and expand responsibilities, while also allowing for differentiation based on performance. Based on the breadth of our ranges, most new hires will start at Clorox in the first half of the applicable range. Your starting pay will depend on job-related factors, including relevant skills, knowledge, experience and location. The applicable salary range for every role in the U.S. is based on your work location and is aligned to one of three zones according to the cost of labor in your area. –Zone A: $101,100 - $194,200 –Zone B: $92,700 - $178,000 –Zone C: $84,300 - $161,800 All ranges are subject to change in the future. Your recruiter can share more about the specific salary range for your location during the hiring process. This job is also eligible for participation in Clorox’s incentive plans, subject to the terms of the applicable plan documents and policies. Please apply directly to our job postings and do not submit your resume to any person via text message. Clorox does not conduct text-based interviews and encourages you to be cautious of anyone posing as a Clorox recruiter via unsolicited texts during these uncertain times. Who we are. We champion people to be well and thrive every single day. We’re proud to be in every corner of homes, schools, and offices—making daily life simpler and easier through our beloved brands. Working with us, you’ll join a team of passionate problem solvers and relentless innovators fueled by curiosity, growth, and progress. We relish taking on new, interesting challenges that allow our people to collaborate and thrive at work. And most importantly, we care about each other as multifaceted, whole humans. Join us as we reimagine what’s possible and work with purpose to make a difference in the world. This is the place where doing the right thing matters. Doing the right thing is the compass that guides every decision we make—and we’re proud to be globally recognized and awarded for our continuous corporate responsibility efforts. Clorox is a signatory of the United Nations Global Compact and the Ellen MacArthur Foundation's New Plastics Economy Global Commitment. The Clorox Company and its Foundation prioritize giving back to the communities we call home and contribute millions annually in combined cash grants, product donations, and cause-marketing. For more information, visit TheCloroxCompany.com and follow us on social media at @CloroxCo. Our commitment to diversity, inclusion, and equal employment opportunity. We seek out and celebrate diverse backgrounds and experiences. We’re always looking for fresh perspectives, a desire to bring your best, and a nonstop drive to keep growing and learning. Learn more about our Inclusion, Diversity, Equity, and Allyship (IDEA) journey here. The Clorox Company and its subsidiaries are an EEO/AA/Minorities/Women/LGBT/Protected Veteran/Disabled employer. Learn more at Equal Employment Opportunity is the Law. Clorox is committed to providing reasonable accommodations for qualified applicants with disabilities and disabled veterans during the hiring and interview process. If you need assistance or accommodations due to a disability, please contact us at people@clorox.com. Please note: this inbox is reserved for individuals with disabilities in need of assistance and is not a means of inquiry about positions/application statuses.
Are you interested in this job? Please apply from Salary.com
Job ID: j202304031801550496613
Recommended Job Skills: Customer Insights, Demand Forecasting
Average Estimate Salary for a Category Advisory Services Manager: $136,020 to $186,797
This data is calculated using netizen feedback data. To get the most accurate number for your company jobs in your locations, use our subscription products: https://www.salary.com/companalyst Show more details...
via Indeed
posted_at: 4 hours agoschedule_type: Full-time
Summary
The Advisory Services Compliance Director assists in daily activities to ensure requirements of the department are fulfilled, as required by Firm policies or regulatory rules...
Essential Duties & Responsibilities
• Collaborate with the CCO and other Compliance Department leaders in overseeing the Firm’s compliance program relating to its wrap programs and additional investment advisory services to various clients, including municipalities,
Summary
The Advisory Services Compliance Director assists in daily activities to ensure requirements of the department are fulfilled, as required by Firm policies or regulatory rules...
Essential Duties & Responsibilities
• Collaborate with the CCO and other Compliance Department leaders in overseeing the Firm’s compliance program relating to its wrap programs and additional investment advisory services to various clients, including municipalities, retirement plans, and private funds, to continually enhance the compliance program as necessary.
• Provide wide-ranging support and guidance to internal partners on issues relating to the Firm’s investment advisory programs and timely resolve complex issues using sound judgment.
• Serve as a Compliance representative on various oversight groups to evaluate business objectives, regulatory developments, and other emerging issues and propose customized compliance solutions as necessary to execute business initiatives and promote the Firm’s investment advisory services.
• Collaborate on the risk assessment process relating to the Firm’s investment advisory services and on the design and implementation of annual testing, periodic monitoring, and review of compliance policies, procedures, and controls consistent with the requirement of Rule 206(4)-7.
• Identify enhancements to procedures and controls as necessary, and work with applicable departments across the Firm to revise, document, and implement identified revisions.
• Oversee regulatory filings relating to the investment advisory services, including (but not limited to) Form ADV, Schedule 13F, Form 13G, Form PF, Form PR, and other applicable filings.
• Assist in the Firm’s efforts around oversight of service providers in connection with the investment advisory programs, including but not limited to wrap program portfolio managers and other sub-advisers, proxy voting service providers, and others.
• Lead a team of compliance professionals to achieve departmental goals.
• Continually build an understanding of the Firm and the enterprise to competently assist in implementing enterprise-level compliance efforts.
• Some travel by car and/or air with local, regional, and/or national travel, up to 10%.
Qualifications
• Strong knowledge and understanding of the Advisers Act, the Securities Act and the Securities Exchange Act, ERISA, and other relevant regulations and laws that apply to the Firm and its advisory services.
• Understanding of issues relating to wrap programs sponsored by dual registrants.
• Ability to quickly acquire knowledge of other regulations and rules that apply to the Firm’s overall business.
Education & Experience
• Bachelor’s Degree or equivalent experience
• 10+ years’ of senior leadership experience in regulatory compliance; 3+ years’ management experience with direct supervision over a team
Licenses & Credentials
• Series 7 and 65 or willingness to obtain within a year of hire
Systems & Technology
• Proficient in Microsoft Excel, Word, PowerPoint, Outlook
About Stifel
Stifel is a more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients’ money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.
While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let’s talk about how you can find your place here at Stifel, where success meets success.
At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.
Stifel is an Equal Opportunity Employer Show more details...
The Advisory Services Compliance Director assists in daily activities to ensure requirements of the department are fulfilled, as required by Firm policies or regulatory rules...
Essential Duties & Responsibilities
• Collaborate with the CCO and other Compliance Department leaders in overseeing the Firm’s compliance program relating to its wrap programs and additional investment advisory services to various clients, including municipalities, retirement plans, and private funds, to continually enhance the compliance program as necessary.
• Provide wide-ranging support and guidance to internal partners on issues relating to the Firm’s investment advisory programs and timely resolve complex issues using sound judgment.
• Serve as a Compliance representative on various oversight groups to evaluate business objectives, regulatory developments, and other emerging issues and propose customized compliance solutions as necessary to execute business initiatives and promote the Firm’s investment advisory services.
• Collaborate on the risk assessment process relating to the Firm’s investment advisory services and on the design and implementation of annual testing, periodic monitoring, and review of compliance policies, procedures, and controls consistent with the requirement of Rule 206(4)-7.
• Identify enhancements to procedures and controls as necessary, and work with applicable departments across the Firm to revise, document, and implement identified revisions.
• Oversee regulatory filings relating to the investment advisory services, including (but not limited to) Form ADV, Schedule 13F, Form 13G, Form PF, Form PR, and other applicable filings.
• Assist in the Firm’s efforts around oversight of service providers in connection with the investment advisory programs, including but not limited to wrap program portfolio managers and other sub-advisers, proxy voting service providers, and others.
• Lead a team of compliance professionals to achieve departmental goals.
• Continually build an understanding of the Firm and the enterprise to competently assist in implementing enterprise-level compliance efforts.
• Some travel by car and/or air with local, regional, and/or national travel, up to 10%.
Qualifications
• Strong knowledge and understanding of the Advisers Act, the Securities Act and the Securities Exchange Act, ERISA, and other relevant regulations and laws that apply to the Firm and its advisory services.
• Understanding of issues relating to wrap programs sponsored by dual registrants.
• Ability to quickly acquire knowledge of other regulations and rules that apply to the Firm’s overall business.
Education & Experience
• Bachelor’s Degree or equivalent experience
• 10+ years’ of senior leadership experience in regulatory compliance; 3+ years’ management experience with direct supervision over a team
Licenses & Credentials
• Series 7 and 65 or willingness to obtain within a year of hire
Systems & Technology
• Proficient in Microsoft Excel, Word, PowerPoint, Outlook
About Stifel
Stifel is a more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients’ money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.
While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let’s talk about how you can find your place here at Stifel, where success meets success.
At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.
Stifel is an Equal Opportunity Employer Show more details...
via Salary.com
posted_at: 2 days agoschedule_type: Full-time
Below is the job description of Consulting Staff- Internal Audit ( New Orleans)
EisnerAmper is one of the largest accounting, tax, and business advisory firms, with nearly 4,000 employees and more than 350 partners across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today, and position them for success tomorrow
...
Our clients are enterprises as diverse as sophisticated financial
Below is the job description of Consulting Staff- Internal Audit ( New Orleans)
EisnerAmper is one of the largest accounting, tax, and business advisory firms, with nearly 4,000 employees and more than 350 partners across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today, and position them for success tomorrow
...
Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers and investors who serve these clients.
Our reach extends globally, with offices in the United Kingdom, Israel, India, the Cayman Islands, Singapore, and Ireland.
Under direct supervision, a Consulting Staff – Internal Audit position performs routine assignments in support of the department which may include but not be limited to researching, preparing, completing, and ensuring the accuracy and compliance of client engagements. Will receive assignments that further their knowledge of the job function within a public accounting firm.
QUALIFICATIONS:
• Bachelor’s degree in Accounting, Finance, Business, ISDS, Computer Science, or an approved related field is required.
• Must have or be in the process of achieving one of the following internal audit and/or Information Technology auditing certifications: CPA, CIA, CFE, CISA or CRISC.
• 2 years of experience in the fields of Internal Audit or IT Auditing is preferred.
• Advanced degrees and Certifications may be used to supplement for years of experience.
• General knowledge of organizational and business functions to allow for completion of assigned Internal Audit and/or IT Audit tasks.
• General knowledge and understanding of key business risk and IT-related internal controls.
• Must exhibit a high degree of professionalism and maintain the highest level of confidentiality.
• Must be able to demonstrate critical thinking and analytical skills.
• Must have excellent interpersonal, written and verbal communication skills in business and technical environments. Professionally and appropriately communicate with a diverse group of individuals.
• Able to work in a highly organized manner within a fast-paced, innovative, and continuously changing environment.
• Must be computer literate with the capability of performing at an intermediate or advanced level with respect to the Microsoft Office Suite of products or similar software applications.
RESPONSIBILITIES:
• Under direct supervision, plans, performs and reports on outsourced and/or co-sourced Internal Audit and/or Information Technology audits for the company including the following areas: Internal Controls over key business risks, IT Governance, Information Security, Systems Development Life Cycle (SDLC) and Change Management, Data Center Operations, Operating Systems/ Application Systems and Disaster Recovery/ Business Continuity Planning.
• Prepares work papers reflecting the results of audit assignments.
• Communicates results to appropriate management, including the preparation of audit reports that communicate audit results to management in a clear, concise and substantive manner.
• Performs comprehensive risk assessments and adjusts work plans based on the results of the assessments.
• Prepares and completes assigned tasks in an efficient manner and within allotted timeframes.
• Monitors workload to meet billable hour expectations and performs timely reviews of work products prior to submission to Director/Associate/Manager for further review.
• Documents procedures performed, findings and/or other issues, and drafts/compiles work papers, reports and client correspondence exhibiting effective writing skills.
• Prepares for relevant certification exams until completed and maintains the required CPE for firm and licensing requirements.
• Complies with all professional and Firm requirements (e.g., employee handbook requirements, time entry procedures, quality control document requirements, etc.) including complying with confidentiality requirements (e.g. client information, proposal information, personnel information, job-related information, etc.).
• Attends and actively engages in training sessions and/or meetings as required.
Other Duties:
• Provides courteous and prompt service to all internal and external parties. Prioritizes and addresses requests and assignments in a professional and cooperative manner.
• Identifies opportunities and recommends methods to improve service, and work processes. Assists in the implementation of quality improvement initiatives.
• May assist co-workers in the completion of tasks and assignments to ensure continuity of service and demonstrating team work skills. Actively supports teamwork throughout the organization.
• Perform other services as assigned.
Other Considerations:
• May periodically travel and work from different company locations.
• May be required to work overtime, and/or on weekends as needed.
• Must arrive at EisnerAmper offices or client locations in a timely manner and be ready to perform job responsibilities.
Work Environment: Work environment characteristics described here are representative of those that must be met by an employee to perform the essential functions of this job successfully with or without reasonable accommodations. The work environment is considered to be that of a typical business/office operation. The noise level in the work environment is usually moderate.
BENEFITS:
• Medical, dental, vision, life, and disability insurance
• 401(k) Retirement Plan
• Flexible Spending & Health Savings Account
• Paid holidays, vacation, and sick time
• Employee assistance program and other firm benefits.
Join our team of professionals and take a firm step forward in your career. With an established mentor program and defined career paths for a range of specialties and skill sets, EISNERAMPER is a place where professionals of all experience levels thrive. Our Lifelong Learning program, combined with technical training opportunities for staff, ensure that this is a place where our employees can grow — and with a rich office culture and a strong commitment to work/life balance, EISNERAMPER is a place where you'll be happy to do so. To be considered for employment, visit www.pncpa.com/careers, complete an employment application and Explore Your Next Opportunity with EISNERAMPER.
EisnerAmper is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.
Interested? Please apply it on Salary.com. You can get estimate salary and more.
Job Reference Code: j202305230041229114750
Skill to be endorsed: Audit Management, Auditing Show more details...
EisnerAmper is one of the largest accounting, tax, and business advisory firms, with nearly 4,000 employees and more than 350 partners across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today, and position them for success tomorrow
...
Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers and investors who serve these clients.
Our reach extends globally, with offices in the United Kingdom, Israel, India, the Cayman Islands, Singapore, and Ireland.
Under direct supervision, a Consulting Staff – Internal Audit position performs routine assignments in support of the department which may include but not be limited to researching, preparing, completing, and ensuring the accuracy and compliance of client engagements. Will receive assignments that further their knowledge of the job function within a public accounting firm.
QUALIFICATIONS:
• Bachelor’s degree in Accounting, Finance, Business, ISDS, Computer Science, or an approved related field is required.
• Must have or be in the process of achieving one of the following internal audit and/or Information Technology auditing certifications: CPA, CIA, CFE, CISA or CRISC.
• 2 years of experience in the fields of Internal Audit or IT Auditing is preferred.
• Advanced degrees and Certifications may be used to supplement for years of experience.
• General knowledge of organizational and business functions to allow for completion of assigned Internal Audit and/or IT Audit tasks.
• General knowledge and understanding of key business risk and IT-related internal controls.
• Must exhibit a high degree of professionalism and maintain the highest level of confidentiality.
• Must be able to demonstrate critical thinking and analytical skills.
• Must have excellent interpersonal, written and verbal communication skills in business and technical environments. Professionally and appropriately communicate with a diverse group of individuals.
• Able to work in a highly organized manner within a fast-paced, innovative, and continuously changing environment.
• Must be computer literate with the capability of performing at an intermediate or advanced level with respect to the Microsoft Office Suite of products or similar software applications.
RESPONSIBILITIES:
• Under direct supervision, plans, performs and reports on outsourced and/or co-sourced Internal Audit and/or Information Technology audits for the company including the following areas: Internal Controls over key business risks, IT Governance, Information Security, Systems Development Life Cycle (SDLC) and Change Management, Data Center Operations, Operating Systems/ Application Systems and Disaster Recovery/ Business Continuity Planning.
• Prepares work papers reflecting the results of audit assignments.
• Communicates results to appropriate management, including the preparation of audit reports that communicate audit results to management in a clear, concise and substantive manner.
• Performs comprehensive risk assessments and adjusts work plans based on the results of the assessments.
• Prepares and completes assigned tasks in an efficient manner and within allotted timeframes.
• Monitors workload to meet billable hour expectations and performs timely reviews of work products prior to submission to Director/Associate/Manager for further review.
• Documents procedures performed, findings and/or other issues, and drafts/compiles work papers, reports and client correspondence exhibiting effective writing skills.
• Prepares for relevant certification exams until completed and maintains the required CPE for firm and licensing requirements.
• Complies with all professional and Firm requirements (e.g., employee handbook requirements, time entry procedures, quality control document requirements, etc.) including complying with confidentiality requirements (e.g. client information, proposal information, personnel information, job-related information, etc.).
• Attends and actively engages in training sessions and/or meetings as required.
Other Duties:
• Provides courteous and prompt service to all internal and external parties. Prioritizes and addresses requests and assignments in a professional and cooperative manner.
• Identifies opportunities and recommends methods to improve service, and work processes. Assists in the implementation of quality improvement initiatives.
• May assist co-workers in the completion of tasks and assignments to ensure continuity of service and demonstrating team work skills. Actively supports teamwork throughout the organization.
• Perform other services as assigned.
Other Considerations:
• May periodically travel and work from different company locations.
• May be required to work overtime, and/or on weekends as needed.
• Must arrive at EisnerAmper offices or client locations in a timely manner and be ready to perform job responsibilities.
Work Environment: Work environment characteristics described here are representative of those that must be met by an employee to perform the essential functions of this job successfully with or without reasonable accommodations. The work environment is considered to be that of a typical business/office operation. The noise level in the work environment is usually moderate.
BENEFITS:
• Medical, dental, vision, life, and disability insurance
• 401(k) Retirement Plan
• Flexible Spending & Health Savings Account
• Paid holidays, vacation, and sick time
• Employee assistance program and other firm benefits.
Join our team of professionals and take a firm step forward in your career. With an established mentor program and defined career paths for a range of specialties and skill sets, EISNERAMPER is a place where professionals of all experience levels thrive. Our Lifelong Learning program, combined with technical training opportunities for staff, ensure that this is a place where our employees can grow — and with a rich office culture and a strong commitment to work/life balance, EISNERAMPER is a place where you'll be happy to do so. To be considered for employment, visit www.pncpa.com/careers, complete an employment application and Explore Your Next Opportunity with EISNERAMPER.
EisnerAmper is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.
Interested? Please apply it on Salary.com. You can get estimate salary and more.
Job Reference Code: j202305230041229114750
Skill to be endorsed: Audit Management, Auditing Show more details...
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