Total 134 Finance / Banking / Insurance job vacancies in USA - NY - Headquarters

YOUR MISSION

We are looking for an enthusiastic driven Banking business process expert with SAP experience to join the Finance team in our Headquarters in Herzogenaurach. 

Your Mission:

• Be part of our Finance team driving one of the world’s first S/4 HANA Fashion projects for one of the most flexible, multi-cultural and fastest moving sports and fashion brands in the industry 
• Analyze, improve, document, redesign the Banking processes and manage the implementation with the Treasury, IT team and implementation partners.
• Serve as the go-to expert for the Banking process, offering guidance and support to key users and fellow SAP specialists.
• Manage (sub-) projects of Banking Rollout or improvement projects
• Organization and execution of specific SAP workshops and trainings
• Analyze, improve, redesign accounting & controlling processes and manage their implementation in the existing SAP S/4 HANA Fashion solution 

YOUR TALENT

• University degree in Business Administration or Computer science, preferably with a focus on Finance or Business Process
• Several years of experience in accounting according to IFRS and knowledge of the underlying commercial processes in the area of Accounting 
• Process understanding and Best Practice knowledge of the Finance process incl. sub process of Banking
• Operational experience in SAP S/4 HANA with in-depth knowledge of the FI/CO integration with the SD/MM Modul
• Experience with Cash Management, Banking and TMS integration (COUPA) considered as a plus
• Experience in SAP Retail or Fashion solutions - previous project experience in retail, e-commerce or fashion industry is a plus.
• Excellent communication and presentation skills in English
• Willingness to travel, team player, able to work under pressure, assertiveness.

This opportunity will be available in full time or part time.

Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that’s making a bigger impact on the world?  At OneDigital, we are on a mission to help people do their best work and live their best lives.  From the services we offer to the way we show up for each other each day, we are fueling dreams, achieving big goals, and embracing each other’s truest selves.

We understand that pursuing a new job is a big deal.  Maybe you’re afraid you won’t fit in.  Well, here’s the good news.  For us, the days of “fit in to get in” are over and being different is not a barrier to getting ahead. Greatness comes in all shapes, sizes, colors, and experience levels. If you are looking for a people-first culture that is wired for growth, driven to serve, and totally committed to having your back, give us a shot. Your best life awaits.

Our Newest Opportunity: 

Summary:

This position will be responsible for analysis of commission data, auditing, and supporting producer compensation administration.

Essential Duties and Responsibilities (include but are not limited to):

• Support production of monthly producer compensation process;

• Research and resolve producer compensation issues;

• Validate and audit monthly commission data for accuracy, completeness, and consistency;

• Research and resolution of unidentified payments and suspense items;

• Assistance with month-end close financial reporting and analysis;

• Provide policy and procedure guidance and training to junior team members;

• Reconcile processing errors and resolutions of advanced commission processing items;

• Cash application – posting commission payments to client accounts;

• Ad hoc reporting and analysis;

• Perform additional responsibilities as requested or assigned.

Qualifications, Skills and Requirements:

• Strong mathematical and analytical skills for monitoring commission data and resolving commission issues;

• Demonstrated ability to analyze issues, determine appropriate solutions and resolve sensitive problems, required;

• High level of accuracy and attention to detail; able to look outside the box to see how items coordinate or link together;

• Ability to communicate effectively both verbal and written with various levels of organization;

• Well organized with strength in prioritizing.

Education, Training and Experience:

• Bachelor’s Degree in Finance, Accounting, or Business related fields, strongly preferred;

• Minimum of 2 year of payment processing experience, preferred;

• Proficient with Microsoft Office applications including Excel, Word and Outlook;

Thank you for your interest in joining the OneDigital team!

Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that’s making a bigger impact on the world?  At OneDigital, we are on a mission to help people do their best work and live their best lives.  From the services we offer to the way we show up for each other each day, we are fueling dreams, achieving big goals, and embracing each other’s truest selves.

We understand that pursuing a new job is a big deal.  Maybe you’re afraid you won’t fit in.  Well, here’s the good news.  For us, the days of “fit in to get in” are over and being different is not a barrier to getting ahead. Greatness comes in all shapes, sizes, colors, and experience levels. If you are looking for a people-first culture that is wired for growth, driven to serve, and totally committed to having your back, give us a shot. Your best life awaits.

Our Newest Opportunity: 

Summary:

The Senior D365 Finance Developer will help the company build productivity applications for key business projects. He / She will establish and apply development best practices, and design principles to create easy- to-use and maintainable business applications. They will work closely and collaboratively with the Business Solutions team, Directors, Managers, and various business stakeholders, to support strategic initiatives. This position will collaborate with various business departments to identify and execute a variety of projects to improves processes and create efficiencies.

Essential Duties and Responsibilities:

• Work with a product team to design, develop, test, and maintain business applications built on Microsoft technologies. Especially D365 Finance, C# .Net, T-SQL, PowerAutomate, PowerApps, and PowerBI.
• Work with developers, engineers, and architects to establish standards
• Lead design and code reviews
• Mentor junior developers
• Participate in software deployments
• Analyze and resolve technical and application problems
• Adhere to high-quality development principles while delivering solutions on-time and within scope
• Able to focus on multiple projects concurrently
• Adhere to change management policies
• Actively participate in Agile meetings/ceremonies (e.g. daily standup, sprint review, sprint retrospective, sprint planning, backlog refinement, PI planning, etc.)

Qualifications, Skills and Requirements:

Core Competency Requirements

• Adept at crafting solutions in D365 Finance, C# .Net, REST APIs, JavaScript, PowerApp, PowerAutomate, and Azure Functions
• Demonstrate ability to lead and mentor in the ways of software development best practices
• Ability to design scalable and maintainable solution architecture for business needs
• Experience in using Agile development methodologies (e.g. SAFe, Scrum)
• Adept at D365 architecture, administration, solution export/import, and support/maintenance
• Creating data models in the Microsoft Common Data Service

Competency Nice To Haves

• Experience developing solutions that span multiple Office365 services
• Familiarity with Azure DevOps (boards, repos, pipelines), and Azure Services Development

Education, Training and Experience:

• College or university degree in Computer Science or a related discipline
• 3-5 years of experience with Dynamics 365 Finance modules, Accounts Payable, Accounts Receivable, General Ledger
• Microsoft certifications are a plus. For example, D365 Fundamentals (ERP/CRM), D365 Sales or Customer Service Functional Consultant, D365 Finance Functional Consultant, D365 F&O Apps Developer, D365 F&O Apps Solution Architect; Power Platform Fundamentals, Functional Consultant, Developer Associate, and Solution Architect; Azure Developer Associate, and Solutions Architect
• Strong communication skills including the ability to translate complex concepts to non-technical stakeholders and to understand user needs
• Solid understanding of how to create scalable and maintainable applications
• Proven track record of creating easy-to-use and functional application with the users’ best interests in mind

Base Pay Range: $125,000-$135,000

Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company’s performance.  We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts.

To learn more, visit: www.onedigital.com/careers

Thank you for your interest in joining the OneDigital team!

Be visionary

Teledyne Technologies Incorporated provides enabling technologies for industrial growth markets that require advanced technology and high reliability. These markets include aerospace and defense, factory automation, air and water quality environmental monitoring, electronics design and development, oceanographic research, deepwater oil and gas exploration and production, medical imaging and pharmaceutical research.​

We are looking for individuals who thrive on making an impact and want the excitement of being on a team that wins.

Job Description

Position Summary and Responsibilities:

This Finance Director/Senior Manager will oversee all finance activities for Teledyne LeCroy’s Test and Measurement Group. Primary activities include providing financial analysis and counsel to multiple vice presidents and general managers regarding business results and actual performance against plans and forecasts in a multi-facility/multi-division global environment.

• This individual will have overall responsibility for preparing financial statements, reports and analysis for our business. This individual will prepare and maintain a complete set of financial statements which includes a balance sheet and related financial reporting information including a profit and loss statement, summary of cash flows and supplemental financial information.
• Additionally, this individual will be responsible for preparing the annual business plans, monthly forecasts and capital budgeting, as well as oversee the financial statements prepared for other affiliates within Teledyne’s T&M Group.
• Works closely with assigned vice presidents and general managers in the areas of financial and business reporting to include: proactive analysis of business trends, forecasting and budgeting, government proposals and reporting requirements and working capital management.  Partner with VPs and General Managers in developing, monitoring and evaluating overall corporate strategy with emphasis on top and bottom line performance and maximizing working capital and cash flows. 
• Prepare quarterly finance and business updates alongside Teledyne LeCroy Management; participates in the quarterly OPS Review with Teledyne’s executive management.
• Identify, analyze, and implement initiatives in support of 80/20 metrics and goals.
• Actively participate in the ERP/IT system implementation project. T&M is consolidating several IT systems into one IT system. Additionally, drive the change management of the business processes to support this initiative.
• Establish, maintain and document strong internal control processes meeting Sarbanes-Oxley 404 compliance requirements. Ensure internal controls are functioning effectively across the group.  Communicate with internal and external auditors as required.
• Develop and train financial staff to ensure accounting records and financial reporting is prompt, accurate and meets business requirements. Motivate and lead a high performance Finance Team; attract, recruit and retain required members of the management and finance team; provide mentoring as a cornerstone to their management career development program.  Foster a success-oriented, accountable environment. 
• Establish and maintain a set of key financial performance indicators for prompt decision-making.
• Act as a liaison to appropriate corporate executives regarding the understanding our goals and objectives.
• Manage strategic/business planning process and effectively oversee the multi-location/multi-currency accounting and treasury Finance Teams.  Ensure proper global consolidation and accounting supports key management initiatives.
• Manage information gathering process for federal, state, local and international tax compliance obligations.

Qualifications:

• Accounting/Finance degree required
• Knowledge of accounting, budgeting, forecasting and cost control principles including generally accepted accounting principles
• Experience in a manufacturing environment
• Strong knowledge of GAAP
• Solid supervisory skills
• Participation in ERP system implementation/upgrade
• Public accounting, internal audit experience strongly preferred
• Minimum of 15 years experience in Accounting
• Minimum of 5 years in a managerial role
• Contracts & negotiation experience.
• Some international trade experience.
• Experience in merger and acquisition and integration environment a plus.
• CPA with Big 4 experience highly desirable
• Solid leadership and interpersonal skills. Capable of developing and sustaining effective peer and corporate relationships.
• Good technical/systems and process thinking skills. Able to develop and continually improve the financial management systems.
• Ability to manage across a multi-facility environment.
• Highly computer literate; excellent Excel.
• Broad business perspective with strong learning record and potential for advancement.
• Hands-on personality with the ability and proven track record for problem solving.

Salary Range:

Pay Transparency

The anticipated salary range listed for this role is only an estimate. Actual compensation for successful candidates is carefully determined based on several factors including, but not limited to, location, education/training, work experience, key skills, and type of position.

Teledyne and all of our employees are committed to conducting business with the highest ethical standards. We require all employees to comply with all applicable laws, regulations, rules and regulatory orders. Our reputation for honesty, integrity and high ethics is as important to us as our reputation for making innovative sensing solutions.

Teledyne is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status, age, or any other characteristic or non-merit based factor made unlawful by federal, state, or local laws. ​

Key duties and responsibilities that need to be performed to meet the primary objective of the job. 
 

• Ensure the effective implementation of PA-wide financial policies, including the Government Instruction Manual on Grants Governance, by providing guidance and monitoring compliance in the review of grants submission by ground units.

• Identify opportunities to streamline and improve the end-to-end grant management processes, including application, approval, disbursement, monitoring, and reporting, to enhance operational effectiveness and efficiency.

• Collaborate with relevant stakeholders, including Field Governance Office (FGOs)/Constituency Offices (COs) and PA divisions, to ensure timely and accurate update of PA Grant Register for reporting to Management.

• Develop e-learning content to educate staff and stakeholders on the updated financial policies and enhanced grant management processes.

• Assist in facilitating change management activities to ensure smooth adoption of new financial policies and grant management processes across the organization, addressing any resistance and ensuring buy-in from relevant stakeholders.  

• Assist in implementing initiatives under Ops-Training Integration through collaboration with relevant stakeholders to align training programs and ensuring that training outcomes contribute to improving operational performance.

About GlobalFoundries:
GlobalFoundries is a leading full-service semiconductor foundry providing a unique combination of design, development, and fabrication services to some of the world’s most inspired technology companies. With a global manufacturing footprint spanning three continents, GlobalFoundries makes possible the technologies and systems that transform industries and give customers the power to shape their markets. For more information, visit www.gf.com.

Summary of Role:

The Director of Procurement and Supply Chain Finance will partner with Supply Chain Management to extract hidden competitive advantages in the company’s sourcing, procurement, logistics and distribution chain. This job will create structural transparency and accountability using KPIs. This role will represent the finance agenda in a variety of projects from transformational to tactical that are aimed at improving the financial outcomes of our worldwide operation. These can include maximizing revenue, minimizing cost, reducing inventory, reducing supplier pricing, etc. This position will be one of the leaders tasked with increasing the analytical capability and data driven decision making in procurement and supply chain.

A qualified candidate will be comfortable as a change catalyst.  Candidate needs to have experience in developing multi-year business plans. 

Essential Responsibilities:

• Create and implement a clear strategic vision of how Finance can enable supply chain to optimize the business and organization. Build an organization of analysts to partner with the Operation to achieve financial commitments.

• Provide strategic business leadership with Executive Supply Chain Management on initiatives and sequencing to create a company competitive advantage in sourcing, production, logistics, distribution, and procurement cost and sourcing

• Be one of the organizations strongest change catalysts and set that pace within your team of analysts

• Develop multi-year cost and capacity target and glide paths in line with revenue and profitability targets through production and sourcing strategies

• Develop cash targets, inventory goals and BOM targets that tie back to P&L model financial goas.

• Lead the annual budgeting and strategic planning processes and the monthly forecasting process for the consolidated Supply Chain.

• Create predictable, sustainable and repeating finance processes. Drive continuous improvement in current processes

• Coordinate the development of annual Supply Chain cost savings initiatives to achieve goals including the monitors and reports the demonstrate monthly progress

• Ensure data driven financial analysis and diligence are part of every important decision made

• Ensure compliance with all corporate accounting, GAAP, IFRS and SOX

• Stay familiar with external, emerging supply chain and bring internally

• Partner and be a peer-to-peer leader with other internal stakeholders groups at GFS
   

Other Responsibilities:

• Perform all activities in a safe and responsible manner and support all Environmental, Health, Safety & Security requirements and programs.
   

Required Qualifications:

• 10+ years of finance experience with prior procurement, sourcing or supply chain experience
• Bachelors Degree in Finance or related field
• Experience developing multi-year business plans
• Demonstrated experience driving data driven and analytic decision making
• Bias for action and results orientation
• Learning and innovative mindset
• Ability to challenge, influence/convince and manage Executives and Non-Executives.
• Ownership mind-set
• Excellent verbal and written communication skills and ability to simplify messages and communicate insights from analysis, leverage findings, and proactively make recommendations.
• Global and domestic travel is an option but not a requirement.

Preferred Qualifications:

• Semiconductor Industry experience
• Manufacturing Industry experience
• 3yrs of people management experience
• Master's or MBA

Expected Salary Range

The exact Salary will be determined based on qualifications, experience and location.

Looking for an opportunity to join GTE Financial in an Insurance Specialist role?

The Insurance Specialist operates in a customer service & support role for GTE Financial working in a call center environment. The Insurance Specialist (IS) position is an integral link in the business relationship that is created by our insurance department between our clients and the insurance companies and/or vendors we represent. This position meets the insurance needs of our clients by educating, quoting, selling, and servicing policies within insurance state law guidelines.

What does GTE Financial look for in an Insurance Specialist?

• Provide superior service to our members and internal customers by promptly responding to their inquiries and recommending the appropriate insurance products and services to address their individual needs. 
• Communicates with clients, insurance companies, and other financial institutions.
• Handles member inquiries, cancellations, reinstatements, and member billing questions.
• Maintain individual client files and process routine correspondence between our agency and the member or company, including preparing policy documents. 
• Building relationships with existing clients, servicing their accounts, asking for referrals, and cross-selling to fulfill all their insurance needs.
• Comfortable with working with over 50 different insurance companies, their guidelines, websites, procedures, and processes.
• Participates and contributes to a positive teamwork environment which encourages team commitment to corporate, division, and departmental goals.
• Provides training to Credit Union staff as needed regarding products and referrals.
• Ensures the confidentiality of all information and transactions regarding GTE
  Financial Insurance, the Credit Union, its members, and its employees are held to the highest level of business ethics.

Successful candidates should possess:

• Strong negotiation skills.
• World-class people skills.
• Ability to work independently, as well as with a team.

Operations:

• Must be knowledgeable and confident to answer questions relating to rating, billing, policy, and coverage.
• Maintain and update our CRM, AMS, and other management software.
• Support sales agents with renewal reviews, underwriting requests, and anything else needed to solidify the sale.
• Must demonstrate functional knowledge of The Bank Secrecy Act in addition to other Federal laws, including but not limited to: The U.S. Patriot Act, Office of Foreign Assets & Control, Anti-Money Laundering, Right to Financial Privacy Act, and The Bank Bribery Act.
• Perform additional functions at the direction of Agency Management. 
• Bilingual preferred (English/Spanish).

Required Qualifications:

• High school graduate or equivalent.
• Two years’ P&C experience.
• FL 20-44 or 2-20 license.
• Banking Experience a plus.

Position Details:

• Location:                       Downtown Tampa – GTE Financial Headquarters
• Department Hours:       Monday– Friday (8:00 am to 5:00 pm)
• Full-time hours required, with additional hours as necessary to accomplish objectives, goals, and projects.

Work arrangements (in-office, hybrid, or remote) may be changed at any time by management with appropriate notice, if possible.

Required for Remote Work:

• A quiet workplace so you can focus on delivering excellent service to our members.
• Must live in a location that can leverage an existing high-speed internet service.
• Minimum upload speed 5 MB/s, preferred upload speed 25 MB/s.
• Minimum download speed 25 MB/s, preferred download speed 50 MB/s.
• Candidates must provide and meet all technical requirements before the first day of training.
• Hybrids - Candidates must live within driving distance of the office location and be able to regularly commute to and from the office location as needed.

Come and join our award-winning team.

GTE Financial is an equal-opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or genetic information.

Job Title

Job Description Summary

Job Description

Key Responsibilities

• Oversee development of annual budgets and monthly forecasts for key accounts
• Prepare variance analysis and work with operations to ensure that budgets and forecasts are achieved; identify ways to minimize risks and opportunities to drive top-line growth or improve margin
• Manage both the monthly client and internal closes; ensure all reporting and transactional processing requirements are complete and accurate
• Ability to interpret, structure, and implement contracts to minimize risks and to ensure adherence to contract requirements including billing, AR collections, reporting, and KPIs
• Develop and maintain strong working relationships with client contacts
• Act as an integral part of account senior leadership teams to ensure business decisions are analyzed from a finance perspective prior to implementation
• Work with analytics and other teams to automate reporting and other client requirements
• Team with Commercial Solutions on pricing for rebid and renewal proposals
• Support executive leadership and operations with ad hoc financial analysis
• Support Controllership with annual audit and ad hoc requests
• Oversee and sign off on monthly, quarterly, and annual SOX controls related to Revenue, Accounts Payable, Journal Entries and Balance Sheet Reconciliations
• Authorize Capital Purchases, Vehicle Leases, Ad Hoc Payroll and Master Data changes
• Assist in the preparation of quarterly business review decks including KPIs and various analytical reports
• Coach and educate operations team on financial related topics, policies, and procedures; ; experience presenting to large audiences

• Work with operations, corporate finance, and legal on contractual matters, including audits
• Lead a team, identifying each individual’s strengths, weaknesses and support needs and guide their training and development
• Ensure corporate policies and procedures are adhered to

Requirements

• 10+ years related professional experience – FP&A, Controllership, and/or Operational Finance
• Industry experience – manufacturing, distribution, or professional services preferred
• In-depth knowledge and practical experience with budgeting, forecasting, general accounting, SOX, contract set up, billing, purchase orders, calculation of billable hourly rates, transactional processing, month-end close, capital investments, leases, and variance analysis
• Experience collaborating with customers (internal and external) on all finance matters noted above and as a general business partner; ability to communicate financial concepts to a non-financial audience
• Experienced people leader
• Ability to respond effectively to the most sensitive inquiries or complaints
• Experience developing and enhancing processes and controls; experience improving transactional efficiencies and leveraging of ERP systems (JD Edwards/Oracle ideal but not required)
• Strong analytical and communication skills supported by advanced Excel and PowerPoint skills
• Keen sense of urgency and attention to detail, takes ownership of work, elevated level of customer service, resilient, self-starter, and a has a can-do attitude
• College degree with a major or concentration in finance, accounting, or economics
• Ability to occasionally travel to customer sites to work with site management
• CPA (or equivalent) or MBA ideal but not required

#LI-Remote

In compliance with the Americans with Disabilities Act Amendments Act (ADAAA), if you have a disability and would like to request an accommodation in order to apply for a position at Cushman & Wakefield, please call the ADA line at 1-888-365-5406 or email HRServices@cushwake.com. Please refer to the job title and job location when you contact us.

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

Morstan General Agency seeks an Entry Level Insurance Assistant to join our team in New Hyde Park, NY. 

This position assists the processing group and the front desk by reviewing insurance applications, data entry, inspections, and other pertinent information to evaluate, classify, and rate submissions for insurance by performing the following duties.

WHAT YOU’LL DO:

• Provide full assistance and support for the sales and production process as needed.

• Work with Underwriter when reviewing risks submitted by Producers, rate submissions for premium and terms, issue written binders.

• Become thoroughly familiar with the use of all agency management software systems and suggest labor saving uses to management.

• Order and review inspections. This duty requires the ability to identify the different exposures of risks, verify information obtained on inspection with the information on policy for accuracy and verification of underwriting guidelines.

• Issuance of Certificates of Insurance.

• Greet clients and visitors when needed.

• Operate agency telephone switchboard, route incoming calls to appropriate teammate, and take adequate and legible messages or transfer to the appropriate voice-mail box.

WHAT YOU’LL NEED:

• High School Diploma or equivalent

• Exceptional telephone demeanor

• Ability to maintain a high level of confidentiality.

• One (1) to two (2) years related experience.

WHAT WE OFFER:

• Excellent growth and advancement opportunities

• Competitive pay based on experience • Paid Time Off (PTO)

• Generous benefits package: health, dental, vision, 401(k), etc.

• Employee Stock Purchase Plan

WHO WE ARE:

Morstan General Agency, one of the largest members of Bridge Specialty Group, provides customized solutions for all our customers’ insurance needs.

Experience and relationships matter. Our highly trained professionals have built the reputation within the insurance marketplace as being able to find comprehensive coverage at competitive rates.

We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.

Key Role:

Maintain responsibility for day-to-day implementation of the AI Investment Technical Strategy and yearly priorities, including technical and business objectives. Support AI Investment portfolio senior leadership in validating technical priorities based on trends and demand signal, ensuring individual projects are scalable across clients and developed according to standards and best practices. Assist in defining the AI Investment portfolio technical priorities and will ensure individual projects are in alignment and meeting development milestones throughout the year. Review project submissions, participate in design reviews, ensure documentation standards are met, and identify points of integration and re-use across the portfolio for critical opportunities. Work closely with the investment operations lead and other internal stakeholders within the CTO to ensure financial and programmatic functions are in alignment with investment business objectives.

Basic Qualifications:

• 12+ years of experience as a data scientist, MLE, SW engineer or a technical product manager for data science and AI solutions
• 7+ years of experience in management setting project priorities and leading development teams in successful project execution
• 5+ years of experience with Agile and Kanban development life cycles
• 3+ years of experience supporting public sector clients
• Experience leading analytics, data science, or AI teams, developing team strategy, and ensuring key business metrics are met
• Ability to obtain a security clearance
• Bachelor's degree

Additional Qualifications:

• Experience leading or as a member of an AI R&D organization within the government or private sector
• Master's degree

Clearance:

Applicants selected will be subject to a security investigation and may need to meet eligibility requirements for access to classified information.

Create Your Career:

Grow With Us

Your growth matters to us—that’s why we offer a variety of ways for you to develop your career. With professional and leadership development opportunities like upskilling programs, tuition reimbursement, mentoring, and firm-sponsored networking, you can chart a unique and fulfilling career path on your own terms.

A Place Where You Belong

Diverse perspectives cultivate collective ingenuity. Booz Allen’s culture of respect, equity, and opportunity means that, here, you are free to bring your whole self to work. With an array of business resource groups and other opportunities for connection, you’ll build your community in no time.

Support Your Well-Being

Our comprehensive benefits package includes wellness programs with HSA contributions, paid holidays, paid parental leave, a generous 401(k) match, and more. With these benefits, plus the option for flexible schedules and remote and hybrid locations, we’ll support you as you pursue a balanced, fulfilling life—at work and at home.

Your Candidate Journey

At Booz Allen, we know our people are what propel us forward, and we value relationships most of all. Here, we’ve compiled a list of resources so you’ll know what to expect as we forge a connection with you during your journey as a candidate with us.

Compensation

At Booz Allen, we celebrate your contributions, provide you with opportunities and choices, and support your total well-being. Our offerings include health, life, disability, financial, and retirement benefits, as well as paid leave, professional development, tuition assistance, work-life programs, and dependent care. Our recognition awards program acknowledges employees for exceptional performance and superior demonstration of our values. Full-time and part-time employees working at least 20 hours a week on a regular basis are eligible to participate in Booz Allen’s benefit programs. Individuals that do not meet the threshold are only eligible for select offerings, not inclusive of health benefits. We encourage you to learn more about our total benefits by visiting the Resource page on our Careers site and reviewing Our Employee Benefits page.

Work Model
Our people-first culture prioritizes the benefits of flexibility and collaboration, whether that happens in person or remotely.

• If this position is listed as remote or hybrid, you’ll periodically work from a Booz Allen or client site facility.
• If this position is listed as onsite, you’ll work with colleagues and clients in person, as needed for the specific role.

EEO Commitment

We’re an equal employment opportunity/affirmative action employer that empowers our people to fearlessly drive change – no matter their race, color, ethnicity, religion, sex (including pregnancy, childbirth, lactation, or related medical conditions), national origin, ancestry, age, marital status, sexual orientation, gender identity and expression, disability, veteran status, military or uniformed service member status, genetic information, or any other status protected by applicable federal, state, local, or international law.

Pay Grade:

Supervisory Organization:

Location:

FLSA:

Professionals:

General Summary:

Essential Duties and Responsibilities:

• Monitors correspondence received from attorneys to obtain necessary information in order to establish claims.
• Records and matches claimant telephone reports with operator reports, police reports and supervisors reports.
• Obtains information from injured parties either in person or on the phone to establish claims.
• Answers telephone assists with maintaining files, records, databases, processing mail outs, performs general office and clerical support activities such as types and edits correspondence, scans documents, memos and reports.
• Copies files involved in litigation, open records requests, subpoenas, etc. Accesses maintenance history in SPEAR to determine DARTs property damage for subrogation.
• Inputs financial data into RMIS, and processes files for the adjusters. Runs and processes liability claim checks. Prepares and distributes monthly reports.
• Collects, sorts and distributes section mail to include identifying film received from Transportation Supervisors of accident scene photographs.
• Maintains message system by tracking staff, answering, screening, and routing incoming calls; if necessary, taking messages; receiving and greeting visitors and guests.
• Codes and enters third party liability accident information into Risk Management Information System (RMIS) and acts as a back up to Subrogation Specialist.
• Scans and attaches all reports on a daily basis.
• Responsible for maintaining off-site records, archives, and coordinate document requests.
• Prepares responses to customer service complaints.
• Other duties as assigned.

MINIMUM KNOWLEDGE SKILLS AND ABILITIES REQUIRED:

• High school or general education diploma (GED) plus one (1) year specialized, vocational, commercial, or technical training.
• Three (3) years administrative and clerical experience in an insurance, risk management, claims department or related field to include six (6) months liability claims exposure. Bilingual - Spanish preferred
• Analytical skill to gather and interpret data in situations where problems are not difficult or complex.
• Written and oral communication skills to effectively communicate with all levels, both inside and outside of DART.
• Proficiency with personal computer (PC) and software applications such as Windows, word processing, spreadsheet, data base; typical office equipment such as copier, calculator, typewriter, facsimile, etc.

WORKING CONDITIONS: Works in an environment where there is minimum exposure to dust, noise, or temperature. May be moderately exposed to unpleasant working conditions to include dust, noise, temperature, weather, petroleum products, and chemicals while visiting DART's operating facilities, assuming incumbent is observing all policies and procedures, safety precautions and regulations, and using all protective clothing and devices provided.

DART is proud to be an Equal Employment Opportunity Employer, supporting diversity in the workplace. M/F/D/V

Posting End Date:

Open until adequate supply is obtained.

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.

At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

To learn more about CIBC, please visit CIBC.com

BUSINESS UNIT DESCRIPTION

Capital Markets and Direct Financial Services provides integrated services and products aimed at serving investors as well as corporate and institutional clients globally. The Capital Markets business is a recognized leader in the industry specializing in investment banking advisory services, corporate lending and research. In addition, the Direct Financial Services arm provides alternate services and solutions such as direct investing, direct banking and unique international payment solutions. Collectively, these lines of business are achieving CIBC’s core purpose: to help make our clients’ ambitions a reality.

JOB PURPOSE 

Global Credit Financing (GCF) is a financing business focused on the origination, financing, and securitization activities of various debt based products for the Bank’s core clients. GCF is a product vertical under the Global Markets Financing and Resource Management Group (GMF-RMG) which manages the allocation, deployment, and optimization of financial resources such as capital and balance sheet on behalf of and across the Global Markets Division.

The successful candidate will help originate and structure U.S. residential mortgage financing and ultimately help execute residential mortgage-backed securities (RMBS) securitizations.  The role operates in a fast-paced trading floor environment. The incumbent’s mandate is to focus on activities that will help drive the growth of the GCF business in the US. 

KEY ACCOUNTABILITIES

Major Activities:

• Preparing any necessary documentation and assisting in the process for internal deal review and approval.

• Responsible for helping with the growth of the desk’s strategy and efforts by developing and executing strategic plans to expand our product market-share and develop potential new products

• Initiate and manage the execution of structured transactions, evaluating and prioritizing transactions based on the rate of return on regulatory capital, probability of closing, ease of repeat transactions, and number of potential alternative applications.

• Monitor competitor activities, market conditions and report significant developments to relevant stakeholders

• Partner with internal and external clients to understand their objectives, identify and analyze the risks they face

• Work in tandem with structured marketers to identify specific client needs and opportunities and to build sector strategies.

• Improve CIBC’s ability to quickly respond to opportunities by developing transaction templates and seeking internal approvals for transactions, freeing marketers from labor-intensive product development responsibilities.

• Work effectively within CIBC’s corporate governance practices and policies (Risk Management, Finance, HR, Legal and Compliance) to ensure compliance with CIBC’s Governance and Control Framework and regulatory requirements.

KNOWLEDGE AND SKILLS

• In depth understanding of fixed income markets and bond fundamentals with demonstrated expertise in the U.S. residential mortgage market;

• Expertise in the RMBS, CLO, and CMBS market will also be an asset;

• Team player who excels at working collaboratively with others in a group setting;

• Strong oral communication skills, incorporating the ability to explain detailed financial analysis;

• Strong client relationship skills, with a demonstrated ability to foster and grow deep relationships with both issuer and investor clients;

• Strong attention to detail and ability to multi-task; and

• Efficient organizational skills to respond to shifting priorities on several simultaneous transactions.

WORKING CONDITIONS

• This role operates within a normal office environment;

• Open concept trading floor environment with exposure to noise and distractions;

• Ability to handle tight deadlines and heavy workload, the result of which is the requirement to work outside normal business hours;

• Ability to travel for work as required to support the origination and execution of mandates with clients; and

• Required to make frequent decisions in a fast paced work environment

At CIBC, we offer a competitive total rewards package. This role has an expected salary range of $200,000 for the New York, NY market based on experience, qualifications, and location of the position. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component. CIBC offers a full range of benefits and programs to meet our employee’s needs; including Medical, Dental, Vision, Health Savings Account, Life Insurance, Disability, and Other Insurance Plans, Paid Time Off (including Sick Leave, Parental Leave, and Vacation), Holidays, and 401(k), in addition to other special perks reserved for our team members.

Candidates hired to work in other locations will be subject to the pay range associated with that location. Additional total compensation and benefits details will be provided during the hiring process.

What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.

• We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.

• Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.

• We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

*Subject to plan and program terms and conditions

What you need to know

• CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com

• You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.

Job Location

Employment Type

Weekly Hours

Skills

Over the last 20 years, Ares’ success has been driven by our people and our culture. Today, our team is guided by our core values – Collaborative, Responsible, Entrepreneurial, Self-Aware, Trustworthy – and our purpose to be a catalyst for shared prosperity and a better future. Through our recruitment, career development and employee-focused programming, we are committed to fostering a welcoming and inclusive work environment where high-performance talent of diverse backgrounds, experiences, and perspectives can build careers within this exciting and growing industry.

Job Description

Background Description: 

Ares management Corporation is seeking a highly motivated and experienced Business Manager to lead, manage and implement process and infrastructure improvements for the US Direct Lending strategy.  This individual will be responsible for implementing operational improvements across the end-to-end deal lifecycle for the US Direct Lending business, working across various functions.

The individual in this role with continuously improve and re-engineer workflows across the business unit, along with supporting infrastructure teams to enhance the efficiency and scale of the operation.  They will serve as the main representative for the business and build strong partnerships across all teams supporting the business unit.

The role will sit within the newly established Business Management function, a strategic advisory team focused on front-to-back business unit process, technology, and infrastructure optimization and will report into the Head of Business Management. 

This function currently sits under the Investment Operations umbrella.

Role Description:

Strategy & Planning

• Partner with business counterparts to identify operational pain points and formulate process improvement solutions
• Help with the planning process as it relates to the US Direct Lending operations, including – technology needs, headcount, and infrastructure improvements

Operating Model Execution

• Develop a detailed understanding of the end-to-end investment lifecycle of US Direct Lending deals, including – process, people, and technology
• Continuously improve and re-engineer workflows across the business unit, along with supporting infrastructure teams
• Continuously review the deal lifecycle processes to make improvements and optimize day-to-day activities for the US Direct Lending operations
• Execute strategies to digitize data and processes for efficiency

Infrastructure Optimization & Benchmarking

• Stay current on new technologies, 3rd party service providers, and market trends to advise on infrastructure and technology stack improvements
• Run vendor assessments and proof-of-concept for new technology solutions
• Partner with Technology and Functional teams on target state architecture and prioritizing technology and service solutions
• Develop/improve KPIs for more insightful operational analytics and trending over time
• Participate in benchmarking studies to stay current with industry standards & peer group

Business Engagement & Stakeholder Management

• Serve as the main representative for the business, ensuring operational priorities and issues are communicated clearly across the infrastructure groups
• Help with planning and materials for the Business Reviews
• Partner with business and functional teams to identify operational pain points to formulate and implement process improvement solutions

Qualifications:

Education:

• Bachelor’s degree is required from a top academic institution
• Master’s or other advanced degree considered a plus

Experience Required:

• 6-10 years of relevant experience in management consulting, Strategy or COO function
• Excellent PowerPoint, Microsoft Excel, Data Analytics & Visualization, and Visio skills
• Commercial mindset with experience improving business processes, with a proven track record of driving transformation
• Previous experience with planning, designing, and implementing business operating models
• Demonstrated ability to solve problems and interact directly with investment professionals
• Industry knowledge and experience with Alternative Investment asset classes, particularly Illiquid Credit is preferred
• This role requires a dynamic, adaptive, and experienced professional who can build and maintain strong business partner relationships

General Requirements:

• Excellent interpersonal and written communication skills
• Self-motivated and driven with ability to multitask and to work effectively in a fast-paced, dynamic environment
• Dependable, great attitude, highly motivated and a team player
• Ability to work independently and interact with all levels of leadership across the firm

Reporting Relationships

Compensation

$180,000 - $190,000

There is no set deadline to apply for this job opportunity. Applications will be accepted on an ongoing basis until the search is no longer active.

Job Family:

Travel Required:

Clearance Required:

What You Will Do:
Senior Consultants have responsibility for client management, solution implementation and generation of project results. You will own project workstreams and interact with the client daily to ensure engagement success. This includes supporting day-to-day operational meetings with client sponsors and consulting leaders. Senior Consultants are expected to prepare and communicate well-organized, effective reports and presentations to client and internal executives. You will lead, coach and mentor consultants and ensure quality deliverables.

We encourage career development and hiring for the long term.  As a Senior Consultant, you will follow a clearly defined career path and continue to deepen your specialized industry knowledge and consulting skills. As you hone your project management skills, leadership abilities and the aptitude for managing multiple workstreams, you will have the opportunity to progress to the Managing Consultant level. 

What You Will Need:

• Ability to thrive in a fast-paced challenging client focused environment where priorities and scope may change quickly
• Bachelor’s degree
• CPA license or current CPA license candidate who possesses the educational requirements to obtain a CPA license in the State of their home office
• 3 or more years of experience in banking, insurance or capital markets as a consultant or in the industry
• Knowledge and experience with one or more of the following areas:
  • Technical knowledge, and prior application, of Generally Accepted Accounting Principles in the U.S. (U.S. GAAP)
  • Technical knowledge, and prior application, of Generally Accepted Auditing Standards (GAAS)
  • Technical knowledge, and prior application, of internal control guidance (COSO Framework)
  • Technical knowledge, and prior application, of financial reporting related requirements
  • Demonstrates thorough abilities and/or a proven record of success in the common business and accounting issues facing companies in the banking and financial services industry
  • Experience with auditing banking and financial services institutions
  • Experience with the financial statements of a financial services institution including the preparation of general ledger reconciliations
  • Operational improvement and effectiveness
  • Technology strategy, governance and effectiveness
  • Business architecture and operating models
  • Business process improvement and robotics
  • Change management
• Excellent presentation, facilitation, verbal and written communication skills, including development of technical accounting policy / procedure memoranda and expert reports
• Creative problem-solving ability and a collaborative, consultancy mindset
• Focus on exceptional quality in all deliverables
• Proven ability to successfully lead client service delivery teams that deliver the highest quality work
• Demonstrated positive and productive client relationship skills
• Proficient in all Microsoft Office products
• Ability to generate a quality work product in a timely manner while maintaining a strong attention to detail
• Experience working on discrete, time sensitive projects
• Highly motivated, driven, and dynamic attitude towards work and career
• High-energy, positive, persuasive, and aptitude to lead by example
• Ability to travel up to 100% for client engagements as required

What Would Be Nice To Have:

Prior management consulting experience

Lean Six Sigma, PMP, CFA, CFE  or other relevant certifications

MBA or MA/MS degree in a related field a plus

What We Offer:

Guidehouse offers a comprehensive, total rewards package that includes competitive compensation and a flexible benefits package that reflects our commitment to creating a diverse and supportive workplace.

Benefits include:

• Medical, Rx, Dental & Vision Insurance

• Personal and Family Sick Time & Company Paid Holidays

• Position may be eligible for a discretionary variable incentive bonus

• Parental Leave and Adoption Assistance

• 401(k) Retirement Plan

• Basic Life & Supplemental Life

• Health Savings Account, Dental/Vision & Dependent Care Flexible Spending Accounts

• Short-Term & Long-Term Disability

• Student Loan PayDown

• Tuition Reimbursement, Personal Development & Learning Opportunities

• Skills Development & Certifications

• Employee Referral Program

• Corporate Sponsored Events & Community Outreach

• Emergency Back-Up Childcare Program

• Mobility Stipend

About Guidehouse
Guidehouse is an Equal Employment Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, national origin, ancestry, citizenship status, military status, protected veteran status, religion, creed, physical or mental disability, medical condition, marital status, sex, sexual orientation, gender, gender identity or expression, age, genetic information, or any other basis protected by law, ordinance, or regulation.

Guidehouse will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of applicable law or ordinance including the Fair Chance Ordinance of Los Angeles and San Francisco.

If you have visited our website for information about employment opportunities, or to apply for a position, and you require an accommodation, please contact Guidehouse Recruiting at 1-571-633-1711 or via email at RecruitingAccommodation@guidehouse.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodation.

Guidehouse does not accept unsolicited resumes through or from search firms or staffing agencies. All unsolicited resumes will be considered the property of Guidehouse and Guidehouse will not be obligated to pay a placement fee.

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.

At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

To learn more about CIBC, please visit CIBC.com

Strategic Business Unit Description

The People, Culture and Brand group encompasses Human Resources (“HR”), Communications, Marketing, Brand, Workplace Transformation and Real Estate. These groups enable CIBC’s core purpose: to help make our clients’ ambitions a reality by ensuring long-term sustainability of CIBC’s human assets through strategies, policies, and systems focused on employee environment, performance management, recruitment and development, and health and wellbeing.

What You’ll Be Doing

Our Talent Acquisition team delivers best-in-class experiences to enable CIBC to attract top talent. As a Talent Acquisition Partner, you’ll proactively source, identify and assess external talent, hiring strong talent and leaders who can help us deliver an exceptional client and employee experience.  You will primarily support CIBC’s US Capital Markets businesses by developing strategic talent attraction strategy, sourcing plans, and actively recruiting high quality candidates who can effectively support business plans and goals.

Successful team member will build a pipeline of candidates, establish connections and networks to prospect talent both online and other. Coordinate the full life cycle of recruitment.

Work with ED, US Talent Acquisition and HRBPs to manage, negotiate, provide oversight, and administration support throughout the recruitment and onboarding process.  Educate, consult and transfer knowledge of global staffing processes/policies to the US HR team and/or US hiring managers.

How You’ll Succeed

• Develop & implement strategic sourcing plans, utilizing social media, applicant tracking systems (Workday), strategic events, traditional marketing and campaigns. Identify strategies and sourcing channels to build a pipeline of diverse and qualified candidates for this line of business.

• Establish connections, maintain and leverage a professional online and social media presence, and prospect talent through your network.

• Research and design talent market maps to support business requirements.

• Coordinate full life cycle of U.S. recruitment (end-to-end); for a variety of positions and at all levels; in addition to other ad-hoc resourcing projects and initiatives for the U.S. region.

• Keep up to date on labor market trends and competitor information, providing business partners with insights and recommendations that will improve the quality of external hires. Build deep subject matter expertise in your portfolio to better forecast and influence hiring plans and decisions.

• Partner with HR Business Partners to effectively manage, negotiate, and provide oversight throughout the entire recruitment process for new hires.

• Act as a subject matter expert for U.S. recruiting metrics; manage and maintain candidate/applicant tracking databases, posting requirements; any on-line technology requirements; new hire tracking; etc.

• Direct and partner with administrative support throughout the interview and approval processes; prepare and review offer letters (global hiring practices are adopted where applicable).

• Liaise with internal HR immigration team where necessary.

• Coordinate onboarding activities.

Who You Are

• Minimum 5 years’ recruitment/sourcing experience (lateral experience required) in a high volume, fast paced corporate environment within the financial industry

• Outstanding client service orientation and interpersonal skills; ability to work effectively with all levels of management in a complex reporting matrix environment

• Strong interviewing and assessment skills

• Experience with LinkedIn Recruiter

• Experience with Peoplesoft and other HR systems – Workday, an asset

• Must be a self-starter, strong team player; and possess strong organizational and time management skills

• Excellent oral and written communication skills; must be able to partner with peers, management and key stakeholders and strong attention to detail

• Ability to effectively prioritize competing tasks from a variety of sources

• Ability to simultaneously manage tight timelines on various tasks of equal importance

• Excellent computer skills; must be able to manipulate spreadsheet data and have intermediate level skills (at an absolute minimum) on PowerPoint, Word, and Excel

• Creative insight to support the delivery of practical HR solutions to meet business challenges

• Capability to adapt and modify procedures in a changing environment to ensure productivity and efficiency

• Bachelor’s degree required

Working Conditions

• This role operates within a normal office environment

• Travel required:  No

At CIBC, we offer a competitive total rewards package. This role has an expected salary range of $70,000-$85,000 for the New York, NY market based on experience, qualifications, and location of the position. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component. CIBC offers a full range of benefits and programs to meet our employee’s needs; including Medical, Dental, Vision, Health Savings Account, Life Insurance, Disability, and Other Insurance Plans, Paid Time Off (including Sick Leave, Parental Leave, and Vacation), Holidays, and 401(k), in addition to other special perks reserved for our team members.

Candidates hired to work in other locations will be subject to the pay range associated with that location. Additional total compensation and benefits details will be provided during the hiring process.

At CIBC, your goals are a priority. We start with your strengths, ambitions and strive to create opportunities to tap into your potential.  

What you need to know

• CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com

• You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.

Expected End Date

Job Location

Employment Type

Weekly Hours

Skills