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Finance Project Manager Salary in Minnesota, USA

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Applications Project Manager

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Architect Project Manager

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Assistant Project Manager

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Associate Project Manager

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Business Project Manager

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Capital Project Manager

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Clinical Project Manager

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Customer Project Manager

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Design Project Manager

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Digital Project Manager

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Electrical Project Manager

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Facilities Project Manager

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General Project Manager

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Global Project Manager

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Healthcare Project Manager

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Implementation Project Manager

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Infrastructure Project Manager

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International Project Manager

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Marketing Project Manager

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Principal Project Manager

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Program Coordinator

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Project Assistant

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Project Control Manager

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Project Controls Manager

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Project Coordinator

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Project Integrator

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Project Management Consultant

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Project Manager

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Project Officer

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Project Specialist

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Security Project Manager

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Software Project Manager

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Support Project Manager

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Systems Project Manager

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Technical Project Manager

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Technology Project Manager

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Testing Project Manager

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Training Project Manager

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Utilities Project Manager

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Project Development Manager - Utility Scale
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Manager, Corporate Strategy & Analytics - Remote within 100 miles of an Office Location
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Assist the development & implementation of Strategic Initiatives by providing support on key decisions and facilitating cross-functional alignment including:Support the scoping, opportunity sizing, and feasibility studies of new initiativesCreate the early-stage strategy definition for new business ventures with strategic partnersFacilitate events to organize and drive cross-functional teams toward successSupport the testing and implementation of new concepts and productsEstablish governance models to enable stronger company-wide planning & implementationTrack progress against Strategic Plan goals and guide the process to evolve plans as appropriate2. Periodically conduct or facilitate ad hoc research to support special projects within Corporate Strategy or our new Business Innovation teams3. 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The requirements listed below are representative of the knowledge, skill, and/or ability required. 4+ years of business experience in consulting, strategic analysis, financial analysis, or engineeringUndergraduate degree in a business, quantitative, or engineering discipline with an excellent academic record; graduate degree a plus but not requiredDemonstrated success in analytical decision making and strategic thinkingProven leadership and management skills, with the ability to work independently, manage multiple projects, and drive resultsExceptional interpersonal and communication skills, with the ability to build and maintain positive working relationships at varying levelsDemonstrate proficiency with Microsoft Word, PowerPoint and ExcelWork Location and Arrangement: Work location is flexible if within 100 miles of the Richmond, VA Technology Innovation Center, Dallas Technology Hub or Atlanta, GA CarMax Auto Finance Office if approved by the Company. Work Authorization: Applicants must be currently authorized to work in the United States on a full-time basis. About CarMaxCarMax disrupted the auto industry by delivering the honest, transparent and high-integrity experience customers want and deserve. This innovative thinking around the way cars are bought and sold has helped us become the nation's largest retailer of used cars, with over 200 locations nationwide.Our amazing team of more than 25,000 associates work together to deliver iconic customer experiences. Along the way, we help every associate grow their career and achieve their best, at work and in their community. 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Finance Leadership Development Program Associate
Ameriprise Financial, Minneapolis
Are you looking for a company that values diversity, collaboration, and growth? The Ameriprise Financial Leadership Development Program (LDP) offers meaningful work experience for emerging talent in a FORTUNE 500 company within the Financial Services industry. The Finance LDP is a 24-month experiential commitment crafted to cultivate your business knowledge, gain on-the-job training, network in an encouraging, inclusive, team-based environment, have exposure to senior leaders and contribute to the success of the company through three, 8-month rotations. With access to our Business Resource Networks - which includes the Black Employee Network, Young Professionals Network, PRIDE Network - you will increase your own sense of belonging and engage in relevant networking and development opportunities. Embark on this journey as a Leadership Development Program Associate and lay the foundation for your future.Our finance professionals are responsible for financial support, analysis and strategic direction for the Ameriprise Financial business units and overall company. The Finance LDP rotates through and completes work within the following business areas:* Accounting/Reporting Rotation - learn the steps to reach the bottom line* Finance Rotation - create decision support-based analytics for business partners* Utility Rotation - blend both your finance and accounting skills on business projects that involve our internal service providers and business processes After exploring the breadth of the business unit(s) through each rotation, LDPs may have the opportunity to post to a permanent position within Ameriprise Financial.Key ResponsibilitiesResponsibilities vary depending on current rotation and assigned projects(s) and may include:Prepare a cost benefit analysis to determine expected benefits of a new product or programAnalyze profit and loss statements and recommend solutions to grow revenues and manage expensesBalance sheet management, due diligence, and process re-engineeringPrepare expense and revenue forecasts and analyze trends and variances from plan and prior forecastsWork with a team conducting an audit and testing controls of a business processEvaluate business risks and opportunities to mitigate riskAssist with the creation of a cash flow spreadsheet for purposes of dividend planningPerform analysis of taxable income from investments, variance analysis and year over year trendsExamples of past LDP projects include:Build and maintain financial models to drive critical initiatives. Worked with key partners from finance and the business to build documentation and present to leaders.Worked with teams across the Finance Business Unit to assist with implementing new software for the organization.Required QualificationsCurrent Senior at a 4-year university pursing a bachelor's degree Finance, Accounting, Economics or Mathematics, or related fieldGraduation date of December 2024 or May/June 2025Commitment to complete the full 24-month Leadership Development ProgramPreferred QualificationsHigh degree of self-motivation with strong integrity and ethicsProven organization skills and ability to manage time effectivelyExcellent communication, interpersonal, and presentation skillsAbility to work and communicate collaboratively with all levels of the organization including team members, managers, and senior leadersProficient with Microsoft Office SuiteIf job requires knowledge of specific software, hiring leaders can add that here The company does not offer sponsorship for this opportunity.About Our CompanyWe're a diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022. Our team of 20,000 people in more than 20 countries, advise and manage assets and income of more than 2 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.Full-Time/Part-TimeFull timeExempt/Non-ExemptExemptJob Family GroupHuman CapitalLine of BusinessFIN FinancePDN-9cc0be98-aa2f-4ca3-8c58-6ed0862501b3
Project Director Project Finance for Permanence (Flexible Location)
The Nature Conservancy, Minneapolis
OFFICE LOCATIONArlington, Virginia, USA#Li-Remote#PDNThe location for this position is flexible within countries where The Nature Conservancy is a registered NGO and has an already established office. This position is not eligible for relocation or immigration assistance. #Open until filled. WHO WE AREThe mission of The Nature Conservancy (TNC) is to conserve the lands and waters upon which all life depends. As a science-based organization, we develop innovative, on-the-ground solutions to the world's toughest environmental challenges so that people and nature can thrive. Our work is guided by our values, which include a commitment to diversity and respect for people, communities, and cultures. From a rewarding mission to career development and flexible schedules, there are many reasons to love life #insideTNC. Want to know more? Check out our TNC Talent playlist on YouTube to hear stories from staff or visit Glassdoor.One of TNC's primary goals is to cultivate an inclusive work environment so that employees around the globe have a sense of belonging and feel that their unique contributions are valued. We know we'll only achieve our mission by hiring and engaging a diverse staff that reflects the communities in which we work. Recognizing that people bring talent and skills that have been developed outside the scope of a job, we take a holistic approach to recruitment that considers life experience in addition to the professional requirements listed in our postings. Please apply - we'd love to hear from you. To quote a popular saying at TNC, "you'll join for the mission, and you'll stay for the people."WHAT WE CAN ACHIEVE TOGETHERJoin us as we tackle the intertwined global biodiversity and climate crises by delivering durable, representative, effectively managed, and inclusive protections through the Project Finance for Permanence (PFP) approach. PFPs enable governments and local communities, in partnership with funders and NGOs, to secure long-term management and financing for networks of conservation areas in the form of a deal with a single closing agreement. Accelerating the deployment and impact of this strategy is an organizational priority to deliver lasting outcomes across our 2030 Conservation Goals for Biodiversity, Climate, and People. The Project Director, Project Finance for Permanence (PFP) supports the development and implementation of a set of PFP projects, such as in the Mongolia PFP and a Great Bear Sea PFP, with matrixed teams over various stages of a project lifecycle that secure durable conservation outcomes.The Project Director will take the lead on the development and implementation of one or several projects at a time within our portfolio of PFP projects. For assigned projects, they lead the overall project ensuring the successful delivery and closing of those projects in close partnership with country and regional programs and partners. They are the owner of the project, and responsible for developing a transaction acceptable to all parties. They play a key role in establishing and leveraging strong external relationships with government ensuring strong buy-in for the project. They are responsible for overseeing the technical aspects of the project, including the quality, strategic guidance, and integration across all components of a PFP - strategy, scope, conservation planning, community development, governance, finance, and government engagement.The Project Director will work collaboratively with complex, cross-functional project teams and key stakeholders - notably TNC country and regional teams, Impact Finance and Markets, Development, External Affairs, and the PFP team to ensure the successful closing of PFP transactions. As the project director, they will critically assess project scope and objectives, ensuring all risks and dependencies are addressed in the project plan, and work with the project manager to assemble the project team to deliver successful project results. The Project Director will obtain go/no-go decisions at all project decision points from relevant decision makers and identify and obtain approval for project deliverables from the appropriate staff or teams. Throughout the project lifecycle, the Project Director will monitor and measure project progress, conduct corrective action as necessary, and communicate project status information to all stakeholders. This position reports to the Global Portfolio Director, Project Finance for Permanence. The location for this position is flexible within countries where The Nature Conservancy is a registered NGO and has an already established office. This position is not eligible for relocation or immigration assistance.WE'RE LOOKING FOR YOUThe Global Project Finance for Permanence team consists of a dedicated globally dispersed group of experts dedicated to our mission. We're looking for an individual with a passion for the mission of The Nature Conservancy - to conserve the lands and waters on which all life depends - and who will enhance our ability to reach our 2030 goals. We are looking for an experienced project director who is comfortable working at both a global and local level on large and complicated processes and projects within a matrixed organization, ideally with familiarity and experience across biological realms and extensive conservation experience.Key responsibilities and scope: In close partnership with the in-country and global teams, advances a clear and maintains an integrated PFP project vision and scope. Be ultimately responsible for the Project's quality and content, ensuring the project results in the desired conservation outcomes. Ensure government commitment to and active participation in the project. Builds strong relationships with internal and external partners. Serves as the primary Global PFP counterpart to the country program and other members the Global Protect Business Unit. Leads several cross-functional and matrixed teams to foster and maintain team cohesion and strong communication channels. Makes independent strategic decisions frequently based on analysis, ambiguous information, experience and judgment. Develop and review interim and final deliverables, support project teams in delivering work products at the required standard and in managing dependencies between projects. Keeps the leadership group informed of progress and updates, identifies obstacles and potential delays, proposes adaptive action and decisions required, ensures effective communication between the leadership group and project teams. Support efficient decision making at key decision points, working with relevant decision makers and the appropriate staff or teams. Assess project progress and risks, conduct corrective action as necessary, and resolve or proactively escalate challenges as needed. Perform issue resolution, negotiate trade-offs, manage conflicts, and collaboratively solve complex problems. They may advise TNC communications, marketing, and philanthropy staff on issues related to priority projects and related issues. Will be required to work across multiple time zones which may include working outside normal working hours. Requires willingness and ability to travel up to 50% both domestically and internationally, and to work occasional weekends and evenings.WHAT YOU'LL BRING BA/BS degree and 7 years' experience in conservation practice or related field or equivalent combination of education and experience. Experience directing a major complex program or project of strategic importance, including management/supervision of multi-disciplinary teams and meeting deadlines. Supervisory experience, including motivating, leading, setting objectives and managing performance. Experience in partnership development with non-profit partners, community groups and government agencies. Able to influence and work productively with these stakeholders. Experience writing and editing promotional and informational material. Experience presenting to and/or communicating with government or legislative staff, community or business leaders, program leadership and/or similar audiences Experience negotiating complex agreements, ideally with governments. Experience with financial management of very large programs and bringing these to a successful close.DESIRED QUALIFICATIONS Master's degree in a relevant discipline and 10 years of experience in conservation practice or equivalent combination of education and experience. Multi-cultural or cross-cultural experience appreciated. Experience working with current trends and practices in relevant discipline(s) (e.g., government relations, biodiversity, climate mitigation, community development). Experience developing business plans or major strategy assessments, particularly with deal structuring, and government negotiations. Experience influencing, developing, and implementing conservation policy and plans with sub national and/or national governments. Experience working in a matrix organizational setting. Experience with innovative conservation finance and/or conservation trust funds. Strong strategic development skills. Strong English language communications skills, including ability to communicating clearly via written, oral, and graphical forms, and ability to communicate effectively with a range of audiences. Fluency in language other than English (e.g. Spanish, Portuguese, French). Knowledge of politics and society with respect to environmental and international affairs. Willingness to learn and develop expertise in new conservation strategies, economic drivers, management tools, and global affairs. Strong team player who can build relationships and work collaboratively across the organization, including with senior management, and with partners.WHAT WE BRINGSince 1951, TNC has been doing work you can believe in. Through grassroots action, we have grown from a small non-profit into one of the most effective and wide-reaching environmental organizations in the world. Thanks to more than 1 million members, over 400 scientists, and the dedicated efforts of our diverse staff and partners, we impact conservation around the world! TNC offers competitive and comprehensive benefits packages tailored to the individual countries where we work. These may include health care benefits, retirement benefits, parental leave, paid time off, life insurance, and disability coverage as well as an employee assistance program and other life and well-being benefits. Learn more about our benefits on our Culture Tab on nature.org/careers. We're proud to offer a flexible work environment that supports the health and well-being of the people we employ.SALARY INFORMATIONThis position may be based in any country where TNC has an established entity, taking into consideration legal restrictions, such as non-national ratios and immigration processing times. For U.S. based applicants only, the starting pay range for this position is generally within the range of $80,000 - $120,000 for annual base salary and is based on location, qualifications, specific skills, and experience. This range only applies to candidates whose country of employment is the USA. For all other applicants, pay ranges will be in local currency, the pay range will be based on the local labor market, and not tied to the above pay range. Your geographic location will be confirmed during the recruitment and used to determine your actual pay range. Additionally, for all applicants, actual pay will fall within a range based on a variety of factors including, for example, the candidate's qualifications, specific skills, and experience. APPLY NOWTo apply for job ID 55566, submit your materials online by using the Apply Now button at https://careers.nature.org/. Need help applying? Visit our recruitment page or contact [email protected] recruiting process is a rolling interview process to ensure we engage applicants in a timely manner. This means we review applications in the order in which they are received. Once a strong candidate pool is identified, the role will be unposted. The timeline may vary depending on the expressed interest in the role, so we highly encourage candidates to apply as soon as possible.The Nature Conservancy is an Equal Opportunity Employer. Our commitment to diversity includes the recognition that our conservation mission is best advanced by the leadership and contributions of people of diverse backgrounds, beliefs and culture. Recruiting and mentoring staff to create an inclusive organization that reflects our global character is a priority and we encourage applicants from all cultures, races, colors, religions, sexes, national or regional origins, ages, disability status, sexual orientation, gender identity, military, protected veteran status or other status protected by law.TNC is committed to offering accommodations for qualified individuals with disabilities and disabled veterans in our job application process. If you need assistance or an accommodation due to a disability, please send a note to [email protected] with Request for Accommodation in the subject line.An attractive salary and benefits package is part of TNC's value proposition to our employees. TNC strives to provide competitive pay and bases salaries on the geographic location of the role committing to being equitable across groups and providing hiring salary ranges when possible.Since we support flexible and remote work for our employees, many positions have a flexible location within countries where we're registered as a Non-government Organization and established as an employer. This may mean we're unable to provide a hiring salary range in the posting for some of our positions. However, candidates invited to be part of our interview process will be provided their location specific range upon request.PDN-9cf0f70e-e017-49e5-ac34-18a92bbb1c47
Manager, Property Insurance Product Line Management
AF Group, Minneapolis
AF Group (or any Emergent Holdings) employees who cannot access our internal job board "Opportunity Marketplace", please contact Trish Mylek for assistance.SUMMARYThis position will provide leadership in building and maintaining a culture of Commercial Property underwriting excellence along with leading product and market development strategies. This Manager role will provide technical direction to each operating unit's underwriting department by providing clear guidelines on operating unit risk appetite, establishing quality standards, controls and audit capabilities. In addition, the Manager will assist in developing and monitoring tools to support the profitable writing of this business, while monitoring the book of business to address needed changes to improve profitability. This role will be responsible for Property, Inland Marine, Ocean Marine, Crime, and Surety lines of business, and may further expand into Equipment Breakdown and Cyber coverages over time, based on the needs of the business.ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned. Strategy development and implementation of complex product strategies and risk appetite for new and existing Commercial Property business, including strategies to improve retention and profitability. Determines and prioritizes the core functions and features of existing and new products and prioritizes changes with IT to implement enhancements. Responsible for researching and addressing internal and external emerging trends in support of business cases for opportunities to improve workflow, mitigate risks, and improve customer satisfaction with the product management process. Assess rate changes in rate reviews, while developing solutions that balance rate need and market conditions in order to support the Company's targets for profitable growth and retention. Monitor the Commercial Property line of business through Compliance and Underwriting Quality audits to review underwriting standards and processes. Ensure improvement of business found to have recommendations. Review referrals for the line of business for higher-hazard risks and complex, large risks.EDUCATION AND EXPERIENCERelevant combination of education and experience may be considered in lieu of degree. Bachelor's degree in business, finance or another related field required. Eight years of progressively more responsible work experience in Commercial Property insurance which must include Commercial Property underwriting, with a strong focus on underwriting, product management and regulatory issues required. Five years of increasing managerial responsibilities with demonstrated leadership abilities required. Progress towards, or completion of, industry-recognized professional designations (i.e., IIA, AIU, CPCU, ARM) highly preferred. OTHER SKILLS AND ABILITIES Expert knowledge of the underwriting discipline and evaluation of underwriting performance based on financial analysis including rate, reserve adequacy, operational, planning and product reviews. Excellent analytical, organizational, and problem-solving skills, and managerial level skills in managing ambiguous situations and issues. Ability to diagnose and develop recommendations to solve unique business unit and customer problems. Knowledge of the commercial property industry and practices with respects to legal, regulatory, and administrative procedures; tools and techniques for assessing exposure, risks, trends, pricing, and portfolio analysis at various levels. Knowledge of finance, accounting and actuarial concepts and practices as applied to commercial property insurance; understands financial and actuarial tools and standards; can access and understand major corporate financial reports; can describe key issues of various financial units; and is aware of financial goals and measures of key competitors. Knowledge of effective rate reviews/rate changes. Effective analysis of state rate needs, recommendations, ability to gain consensus and implementation within responsible departments and operating units. Knowledge of practices, tools, and techniques to attract, retain and service target customers, maximizing company profit objectives. Knowledge of policy language and endorsements to tailor new or manuscript coverages to meet customers' needs. Knowledge of reinsurance activities, processes, tools, and considerations. Excellent verbal and written communication skills. Demonstrated drive, determination, and persistence to achieve annual revenue targets. Presentation skills and confidence to present company and product in one-on-one settings or to large gatherings. Strong project management skills. Action-oriented approach to solving business problems. Demonstrate a high degree of trust through demonstrated personal integrity, ethics, and a commitment to doing the right thing. Ability to proactively recognize opportunities to achieve the best results. Ability to create a positive working environment within unit. Seek out opportunities that further develop, track, evaluate and effectively communicate feedback to others. Ability to work independently. Solid strength in research leadership skills. Ability to look at things in new and innovative ways to benefit the business and positively impact profitability and sales results.SUPERVISORY RESPONSIBILITIESDirectly supervises a varied number of employees in the designated department(s). Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws. Responsibilities include interviewing, hiring, and training employees; planning, assigning and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems.ADDITIONAL INFORMATION The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel so classified. This job description does not constitute a contract for employment.AF Group (or any Emergent Holdings) employees who cannot access our internal job board "Opportunity Marketplace", please contact Trish Mylek for assistance.WORKING CONDITIONS:Work is performed in a virtual office and onsite office setting with no unusual hazards. Travel is required. The qualifications listed above are intended to represent the minimum education, experience, skills, knowledge and ability levels associated with performing the duties and responsibilities contained in this job description. Pay Range - Actual compensation decision relies on the consideration of internal equity, candidate's skills and professional experience, geographic location, market, and other potential factors. It is not standard practice for an offer to be at or near the top of the range, and therefore a reasonable estimate for this role is between $102,400 and $171,500*.We are an Equal Opportunity Employer. Diversity is valued and we will not tolerate discrimination or harassment in any form. Candidates for the position stated above are hired on an \"at will\" basis. Nothing herein is intended to create a contract. *Pay Range increases by 10% to reflect markets with greater cost of living (i.e. NY, IL, CA, CT, MD, NJ, MA).#LI-TM1 #AFG
Senior Manager, NMTC Project Finance
Baker Tilly Advisory Group, LP, Saint Paul
OverviewBaker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion.Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. ResponsibilitiesIt's an exciting time to join Baker Tilly! We are looking for a Senior Manager to join our Capital Formation Team.The Capital Formation Team at Baker Tilly (BT) is comprised of client-focused professionals specializing in the structuring and sourcing of tax credits creating net cash benefits to support funding the growth and expansion of high impact projects and operating businesses nationwide.BT's NMTC team is an industry leading financial consulting group which has been involved in the NMTC industry since its inception over 20 years ago - that has closed billions of dollars of NMTC transactions for hundreds of projects in manufacturing, healthcare, education, community facilities and other diverse industry creating jobs or providing needed goods and services to underserved communities. The NMTC team works closely with For-Profit and Non-Profit organizations to secure tax credits, structure the financing, and maximize the capital stack while working with multiple financing sources. The team provides deep industry expertise and leverages extensive relationships with NMTC stakeholders including community development entities, investors and lenders.Job DescriptionWe are seeking a highly organized, articulate and detail-oriented individual to join our team as a Financing Consultant who will be part of the team to identify, engage and successfully lead projects through the competitive NMTC financing process.This position is client facing and requires attention to detail, critical thinking, project management skills. In this role, you will be responsible for managing multiple clients simultaneously. Clients include businesses or developers seeking NMTC financing for their high impact, projects, nationwide. The ideal candidate will have 10+ years of commercial mid market or CRE lending, structured finance, and/or similar accounting experience as well as experience with NMTCs and/or community development finance. While new business development responsibilities are not the primary focus in the current role, the expectation is that as the position evolves, new business development will become an integral part of the job to support planned growth and to assist the team in growing and developing processes, procedures and best practices. Therefore, candidates managing clients while successfully developing new business and/or client sales leads are highly desired. Performance is rewarded and there are many professional opportunities to grow within the team. As a Senior Manager with BTs Capital Formation Team, you will work closely with Partners and staff to provide high-value NMTC consulting services for projects. Specific responsibilities include:Pursue leads for new projects and successfully close the financing or new business opportunityEstablish and maintain relationships with NMTC financing parties including community development entities, investors, and lendersLead process of marketing NMTC projects to community development entities and investorsProject management including educating potential borrower's on NMTCs timeline, success strategy, process, and structureAssist clients with financing structures to support NMTC financingsPrepare preliminary financial structures / modelsPrepare executive summary pitchbooks for projects to source NMTC capital from community development entities and investorsSecure and negotiate term sheets from all partiesOversee the gathering, organizing, and analyzing of due diligenceOversee the closing and documentation of the NMTC financingPerform as an industry leader internally and externally, representing Baker Tilly and the NMTC team through outreach efforts, internal and external meetings/events, and client interactionsAssist with growing the NMTC financing practiceStaff management and people development; supervising and coordinating activities of other team membersQualificationsSuccessful candidates will meet the following requirements:Ten+ years of commercial mid market or CRE lending, structured finance and/or NMTC or subsidy related accounting.Work experience with NMTCs or community development finance.Willingness to travel to meetings, conferences, and events - Approximately 20 - 30% of time.Demonstrated analytical, organizational, interpersonal, project management, and communication skills.Ability to provide exceptional client service and demonstrate commitment to continuous learning in order to stay current regarding applicable strategies.Understanding of financials, operating performance, proformas and budgets.While remote work is applicable on limited or seasonal basis, the successful candidate will have a willingness to work in BT Offices on a regular basis and to travel as required [generally short duration].An undergraduate degree in Business Administration with emphasis in Accounting, Finance, or real estate preferred.There is currently no immigration sponsorship available for this position.Additional InformationFor California, Colorado, New York, and Washington: The compensation range for this role is $179,850 to $389,680. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.#LI-OR1
Manager, Development Advisory
Baker Tilly Advisory Group, LP, Minneapolis
OverviewBaker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.Job Description: ResponsibilitiesCome join Baker Tilly's Development & Community Advisory (DCA) team as a Manager! You will be a part of our DCA Development Advisory team where you will provide a variety of services including, but not limited to, energy and infrastructure advisory and project development support, economic development and capital planning support, and federal grant advisory with potential clients such as Tribes and Tribal Organizations, municipalities, non-profits, and other for-profit entities. You will be an integral part of leading Baker Tilly's services tied to the Inflation Reduction Act ("IRA") of 2022. As one of the fastest growing firms in the nation, Baker Tilly has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development.You will enjoy this role if:You enjoy helping private and public organizations meet their financial and community goals. You desire to offer services that are tied to the Inflation Reduction Act ("IRA") of 2022. You crave a leadership opportunity with a firm that continues to achieve tremendous growthYou want to be part of firm is invested in your success by providing the resources and support to continually sharpen your technical skills and build your career now, for tomorrowWhat you will do:Build, support and deliver IRA service offerings.Assist on management consulting projects for private and public sector organizations through financial management reporting, budget preparation and analysis, capital project planning, comprehensive financial planning and related client services. Learn and grow from direct on the job coaching and mentoring along with participating in firm wide learning and development programs.Utilize your entrepreneurial skills to network and build strong relationships.Enjoy friendships, social activities and team outings that encourage a work-life balance.Occasionally travel post-COVID, mostly same-day travel within the state.Serve on client projects and assist in management of client relationships.Document and analyze processes, internal controls, and workflow to identify opportunities for improvement. Perform research into best practices, operational polices, and organizational design. Perform tests of effectiveness of controls and compliance with laws/regulations/policies.Interview clients to better understand processes and to recommend improvements.Support project staff in day-to-day service delivery. Assist in development of articles, sales proposals and presentations for new business development and client purposes. QualificationsSuccessful candidates will meet the following requirements:A Bachelor's degree within business, finance, accounting, supply chain, engineering, or public administration, MBA/MPA desirable but not a requirementA minimum of five (5) plus years of progressive related consulting experience, including at least one (1) year serving as a project managerDemonstrated management, analytical, organization, interpersonal, project management, communication skills, and highly developed Microsoft Suite skills (Word, Excel) requiredExperience building financial models incorporating income statements and cash flows to support business decisions Experience with core financial processes (e.g. monthly close, financial reporting) Experience with developing reporting or data analytics Ability to provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of duties#LI-OR1