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Financial Solutions Advisor Salary in New York, NY

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Associate - Transaction Advisory/Financial Due Diligence
Alvarez & Marsal Transaction Advisory Group, LLC, New York
DescriptionAbout A&MCompanies, investors and government entities around the world turn to Alvarez & Marsal (A&M) for leadership, action and results. Privately held since its founding in 1983, A&M is a leading global professional services firm that provides advisory, business performance improvement and turnaround management services. When conventional approaches are not enough to create transformation and drive change, clients seek our deep expertise and ability to deliver practical solutions to their unique problems.With over 8,000 people across five continents, we deliver tangible results for corporates, boards, private equity firms, law firms and government agencies facing complex challenges. Our senior leaders, and their teams, leverage A&Ms restructuring heritage to help companies act decisively, catapult growth and accelerate results. We are experienced operators, world-class consultants, former regulators and industry authorities with a shared commitment to telling clients whats really needed for turning change into a strategic business asset, managing risk and unlocking value at every stage of growth. Global Transaction Advisory Group (TAG) TAG is a subsidiary of A&M, an established leader in providing global leadership and advisory services to a variety of diverse industries. TAG professionals specialize largely in providing financial and accounting buy-side and sell-side due diligence, capital markets and accounting advisory, global transaction analytics, ESG advisory and other related M&A services for private equity, hedge funds, sovereign wealth, family office and corporate clients around the world.A&Ms Transaction Advisory Group has an exciting opportunity to join a growing team inNew York, Atlanta, Boston, Chicago, Denver, Dallas, Houston, Miami, Nashville, Los Angeles and San Francisco.We are seeking an Associate to bring their energy, passion, and expertise to help our clients get the answers they need to the get the deal done. We provide private equity and corporate clients buy side and sell side financial accounting due diligence. TAG professionals actively engage in assessing a targets quality of earning, analyzing cash flows, reviewing working capital, identifying key business drivers, reviewing forecasts, and conducting comprehensive discussions with management and their advisors.What will you be doing?As an Associate, you will have the opportunity to work with our highly motivated and effective team of professionals on a variety of interesting projects across different industries including but not limited to manufacturing, distribution, consumer, retail, restaurants, business and industrial services as well as healthcare, software & technology, energy and financial services. You will gain exposure to our integrated due diligence approach that goes beyond traditional quality of earning analyses and focus on key value drivers for sponsors and lenders. Our integrated due diligence approach combines our deep operational, functional and industry expertise with Big Four quality financial accounting and tax services to drive value throughout the investment lifecycle.Responsibilities include:Assist with core financial due diligence, helping to identify key risks and potential deal breakers, assess the strengths and weaknesses of the business against industry benchmarks, and aid in the evaluation of the potential transaction in the context of their clients investment strategy.Analyze detailed financial statement information including income statement, balance sheet, cash flow and key operational data. Synthesize and convert the data into meaningful information that is used to drive discussions with target management and drive observations and conclusions.Assess the quality of the target companys reported earnings, net assets and cash flows.After an investigative analysis, assist in the construction of deal-oriented reports and presentations for clients that highlight the key financial, commercial and other findings facing investments and the drivers behind maintainable profits and cash flows. Aid the team in further articulating how such findings should be incorporated into the clients valuation and sale, purchase agreement and provide other negotiating pointsParticipate in meetings and conference calls with target company management and with client personnel and serve as a secondary point of contact for client personnel with respect to day-to-day execution matters.Be actively involved in building and maintaining client relationships and other business development opportunities. Who will you be working with? We are not a typical consulting firm. We are a group of entrepreneurial accounting professionals who embody the A&M Core Values integrity, quality, objectivity, fun, personal reward and inclusive diversity while delivering a tailored and scalable approach to working with private equity, hedge fund, and corporate clients. We present you with opportunities, not a playbook, and we reward you based on performance, not your tenure. How will you grow and be supported? As a demonstration of A&Ms strong commitment to its people, we offer benefits to support your career, personal and professional developments. This includes performance-based career progression and promotion process, high quality practice-wide training programs, a global mobility program, rotation opportunities in other practice areas, employee resource groups, and a health and wellness program. Click here to learn about our commitment to your well-being. A&M recognizes that our people fuel our growth, and you and your team will be provided with the best available training and development resources, as well as networking opportunities. Click here to learn more about why A&M is a great place to work. Qualifications: A minimum of 2-3 years of audit experience at a top accounting firm as well as a preferred minimum 1 year of experience in a financial accounting due diligence group Bachelors or Masters degree in Accounting and/or related major Certified Public Accountant (CPA) or in the process of obtaining one Working knowledge of US GAAP and SEC reporting High proficiency in Excel and PowerPoint Excellent interpersonal and communication skills Strong project management skills Flexibility to work as both a team member and as an individual contributor Ability to thrive and be effective in fast-paced settings The base salary is $100,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography. In addition, A&M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance. Please ask your recruiter for details.Regular employees working 30 or more hours per week are also entitled to participate in Alvarez & Marsal Holdings fringe benefits consisting of healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverages at rates determined from time to time as well as a 401(k) retirement plan. Provided the eligibility requirements are met, employees will also receive a discretionary contribution to their 401(k) from Alvarez & Marsal. Click here for more information regarding A&Ms benefits programs.Alvarez & Marsal recruits on an ongoing basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) that they are qualified for and that are of interest to them.#LI-JL1
Audit Senior Associate- Financial Services
Baker Tilly, New York
OverviewBaker Tilly US, LLP (Baker Tilly) is a leading advisory CPA 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 and Chicago. Baker Tilly is an independent member of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 145 territories, with 41,000 professionals and a combined worldwide revenue of $4.7 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 US, LLP, employee e-mail accounts are considered property of Baker Tilly US, LLP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly US, LLP, 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. ResponsibilitiesAre you interested in joining one of the fastest growing public accounting firms?Would you like the ability to focus on one industry sector and further become an expert for your clients?If yes, consider joining Baker Tilly US (BT) as an Audit Senior Associate in our Financial Services practice! This is a great opportunity to be a valued business advisor delivering industry-focused audit and other assurance services to middle market clients. As one of the fastest growing firms in the nation, BT 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 are looking for an opportunity to build your career in a specific industry, becoming an industry expert to the clients you serveYou can see yourself as a trusted business advisor, working face-to-face with clients to find creative solutions to complex accounting and business challengesYou want to work for a leading CPA advisory firm that serves middle market clients and whose owners have both their clients' and employees' best interests in mind and are transparent in their decisions You value your development and want to work for a firm that provides you the autonomy to own your schedule and career through structured programs (ask us about My Time Off, My Development and Dress for Your Day!)You want to grow professionally and develop your client service and technical accounting skills to build a career with endless opportunities now, for tomorrowWhat you will do:Be a trusted member of the engagement team providing various assurance and consulting services to industry specific clients:Proactively engage with your clients throughout the year to gather needed information to complete testing and respond to questions raisedPlan and supervise the execution of all audit engagement activities Review and perform substantive testing on client's balance sheets and income statements Conduct and review tests to assess deficiencies of internal controls and make recommendations for improvement Play an active role in discussions with the Manager and Partner relative to business recommendations resulting from testing performed and information gatheredLearn and grow from direct on the job coaching and mentoring along with participating in firm wide learning and development programsUtilize your entrepreneurial skills to network and build strong relationships internally and with your clientsSupport the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goalsEnjoy friendships, social activities and team outings that encourage a work-life balanceQualificationsBachelor's degree in accounting or an undergraduate degree with sufficient coursework to sit for the CPA examCPA preferred or actively pursuing completion of examTwo (2)+ years of experience providing financial statement auditing services within a Professional Services or Financial Services organizationDemonstrated skills in the areas of time management, communication, interpersonal skills, relationship building, collaboration, and problem solvingStrong leadership, project management, organizational and analytical skills, initiative, adaptabilityMicrosoft Suite skillsEligibility to work in the U.S. without sponsorship preferredAdditional InformationFor California, Colorado, New York and Washington, the compensation range for this role is $72,180 to $124,660. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
Financial Planning and Analysis Specialist
MMC, New York
Our not-so-secret sauce.Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. More than 10,000 of the industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can thrive as a Financial Planning and Analysis Specialist at Marsh McLennan Agency Private Client Services - National.Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. 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By creating, tracking and analyzing budgets, forecasts and financial results, you will develop performance insights that contribute to critical business decision making and strategic plans. The FP&A Specialist reports to the Finance Leader for Private Client Services National and is an independent individual contributor, whose work has a direct impact on the team's outcomes.Key responsibilities of the role include:Assist with the financial planning "process" at the business unit/department level, inclusive of kickoff meetings, deadlines, assumptions, data format/loads, as it applies to budgets and forecasting.Assist in the month end close process by preparing customized reports, researching general ledger activities and variances to forecast, budget and prior year.Prepare financial planning information and reports by collecting, analyzing, and summarizing data and trends.Preform variance analysis of actual spending to forecast, plan and historical level, with explanations of trends and root causes.Aid in developing management reports in collaboration with business as needed.Assist in providing support on any additional strategic/financial initiatives that are requested of the FP&A team.Ensure timely and accurate business/financial reports and plans to increase financial transparency in management reporting and business line performance.Assist with the analysis of Zones, Regions and Centers of Excellence performance and initiatives.Manage Intercompany (MMA) and affiliate shares process and reporting.Improves financial planning job knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; benchmarking state-of-the-art practices; participating in professional societies.Our future colleagueWe'd love to meet you if your professional track record includes these skills:Bachelor's degree in accounting, business administration, or finance desiredProficiency in MS Office Suite including Excel and PowerPointExperience with accounting principles, financial reporting, forecasting budgeting and analysis across the income statement preferably.Demonstrated ability to analyze financial data, identify trends and draw insights.Ability to work effectively and collaboratively across the organization and with all levels of internal staff and management.These additional qualifications are a plus, but not required to apply:Master's degree in a related fieldFP&A experience with an insurance broker or carrierCFA or other finance designation a plusWe know there are excellent candidates who might not check all of these boxes. Don't be shy. If you're close, we'd be very interested in meeting you.Valuable benefits.We value and respect the impact our colleagues make every day both inside and outside our organization. We've built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work.Some benefits included in this role are:Generous time off, including personal and volunteeringTuition reimbursement and professional development opportunitiesHybrid workCharitable contribution match programsStock purchase opportunitiesTo learn more about a career at MMA, check us out online: http://marshmma.com/careers or flip through our recruiting brochure: https://bit.ly/3QpcjmwFollow us on social media to meet our colleagues and see what makes us tick:https://www.instagram.com/lifeatmma/https://www.facebook.com/LifeatMMAhttps://www.linkedin.com/company/marsh-mclennan-agency/Who you are is who we are. We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.Marsh McLennan and its affiliates are EOEMinority/Female/Disability/Vet/SexualOrientation/Gender Identity employers.The applicable base salary range for this role is $65,790 to $115,290. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other wellbeing programs as well as employee assistance programs.#MMAPCS
Senior Solutions Architect - AWS/GCP , AWS Cloud Intelligence
Amazon, New York, NY, US
DESCRIPTIONAre you enthusiastic about advancing your career in Cloud Computing Technology? Would you like to become a master of cloud technology across leading providers, empowering customers to construct cutting-edge solutions? Join our dynamic AWS Cloud Intelligence team as a GCP Compete Specialist Solutions Architect. As a Subject-Matter Expert (SME), you will play a pivotal role in advising customers on the distinctions between Google Cloud Platform (GCP) and Amazon Web Services (AWS) cloud offerings. Collaborating closely with AWS services launch and marketing teams, as well as field leadership, you will strategically position and distinguish AWS solutions in comparison to Google Cloud.Preferred candidates should possess extensive technical expertise in managing technology within both GCP and AWS, including infrastructure and networking, compute, storage, application development, analytics, and AI/ML. The ideal candidate should demonstrate a blend of technical depth and business acumen, enabling effective communication of the advantages of AWS offerings compared to GCP, especially to a technical audience comprising architects, technical executives (e.g., CTO, CIO, VP Infrastructure/Engineering), and C-level executives. Successful candidates must excel in collaborating with cross-functional teams and possess strategic thinking skills to address intricate business and technical challenges. Furthermore, the ability to share insights and educate peers is crucial for cultivating a technical community of SMEs proficient in both AWS and GCP technologies.Key job responsibilities- Customer Advisor: Guide technical and business decision-makers through their cloud journey, especially in choosing between GCP and AWS.- Thought Leader: Stay up-to-date on GCP products and services, analyze competitive offerings from AWS to extract insights that drive reference architectures, runbooks, blogs, and training content.- Leader/Trainer/Evangelist: Create field enablement materials for internal technical communities (TFCs) and the broader AWS field (sellers, SAs, and consultants) to facilitate a clear understanding of how our offerings compare to GCP.- Solutions Architect: Support the sales account team in competitive scenarios against GCP by enhancing their understanding of AWS product offerings, emphasizing unique strengths and value propositions.- Product Advisor: Serve as a technical liaison between customers and our service teams, collaborating with the product team to ensure feature and service parity with GCP offerings, thereby maintaining AWS's leadership in cloud product offerings.We are open to hiring candidates to work out of one of the following locations:Atlanta, GA, USA | Boston, MA, USA | Herndon, VA, USA | New York, NY, USABASIC QUALIFICATIONS- 8+ years of specific technology domain areas (e.g. software development, cloud computing, systems engineering, infrastructure, security, networking, data & analytics) experience- 5+ years of experience in architecting and deploying solutions specifically on GCP or AWS cloud technologies.- Strong problem-solving skills, demonstrated ability to gather and analyze the latest cloud technology information, and develop actionable insights and tactics quickly.PREFERRED QUALIFICATIONS- 3+ years of experience in architecting and designing solutions on GCP with proficiency in multiple technology stack, such as compute, storage, databases, networking, security, analytics, and AI/ML, ideally with hands-on implementation experience.- 8+ years of customer-facing experience as a solutions architect, technical consultant, technical pre-sales professional in Enterprise IT, or software engineer.- Public Cloud Provider Certifications: GCP and AWS.- Demonstrated ability to be a 'trusted advisor' on Cloud Providers’ offerings with sound business judgment and the ability to influence customer stakeholders.- Excellent written and presentation communication skills.Amazon is committed to a diverse and inclusive workplace. Amazon is an equal opportunity employer and does not discriminate on the basis of race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status. For individuals with disabilities who would like to request an accommodation, please visit https://www.amazon.jobs/en/disability/us.Our compensation reflects the cost of labor across several US geographic markets. The base pay for this position ranges from $122,900/year in our lowest geographic market up to $239,000/year in our highest geographic market. Pay is based on a number of factors including market location and may vary depending on job-related knowledge, skills, and experience. Amazon is a total compensation company. Dependent on the position offered, equity, sign-on payments, and other forms of compensation may be provided as part of a total compensation package, in addition to a full range of medical, financial, and/or other benefits. For more information, please visit https://www.aboutamazon.com/workplace/employee-benefits. This position will remain posted until filled. Applicants should apply via our internal or external career site.
Financial Advisor
Ameriprise Financial, New York
Are you looking to advance your career in a role with meaningful work? Do you want the stability of an industry-leading organization with entrepreneurial freedom to advance based on your personal results? As a Financial Advisor with Ameriprise, you'll help shape your clients' financial futures for each stage in their lives. It's a tremendous responsibility, but you won't go it alone. Thrive in a respectful, supportive environment that encourages you to perform at your peak!We offer a competitive base salary plus uncapped monthly bonus opportunities and a full employee benefits package to support your wellbeing. You'll have access to extensive, in-person training taught by local leaders who will coach and develop you over three years to build a book of business and embark on a long-term career as an Ameriprise Financial advisor. We will provide tools and support to help you obtain your required licenses/credentials, and we'll cover your licensing and training costs. We recognize your achievements and understand that work is one of the many important aspects in your life. While maintaining respect for that life balance, we help you advance your career and reach your goals.Key Responsibilities* Attend and engage in coaching and training led by the leadership team and established advisors.* Generate client prospects by attending local tradeshows and events, hosting seminars, joining networking groups, utilizing online marketing venues, and asking for referrals.* Develop and execute a marketing plan to attract and engage target audiences that will attract client prospects to build your practice.* Schedule and conduct financial planning and advice meetings with clients and client prospects.* Build deep, meaningful relationships with clients and develop a service model to provide solutions that support their financial goals.* Achieve or exceed program standards; receive additional compensation opportunities and recognition tied to your results.* Build a book of business as a stand-alone Ameriprise Financial advisor.* If desired, explore teaming opportunities with seasoned financial advisors as you achieve program standards and advance in your training curriculum.* Follow high standards of business and professional ethics and legal and regulatory requirements when serving clients and prospects and performing all work-related activities.Required Qualifications* 3+ years of work experience with a proven track record of success.* Have a network of personal and professional contacts within the local area that you may engage for referrals.* Showcase a background in building strong relationships and delivering superior client service.* Cannot have been a financial advisor soliciting securities-based business or have a securities-based book of clients in the past 8-10 years.* Legally authorized to work in the U.S. and does not now or in the future require sponsorship for visa status.* Ability to obtain required licenses within 150 days of hire:o FINRA Series 7 (Obtaining the Series 7 may include passing the Securities Industry Essentials exam plus the Series 7 top-off exam)o State Securities (Series 63 or Series 66)o State IAR (Series 65 or Series 66)o State Life, Health Insurance and Variable Products linesPreferred Qualifications* Four-year college degree, or equivalent* Demonstrate an entrepreneurial spirit and a desire to succeed in a goal-oriented environment.* Willingness and desire to be part of a coaching relationship and peer learning environment.* Proven track record of continued success in all industries and careers including, but not limited to: * Accountants * Attorneys * Bankers * CERTIFIED FINANCIAL PLANNER professionals* * Community leaders * Consultants * Entrepreneurs * Fundraisers * Insurance agents * Military personnel * Professional athletes * Real estate agents and developers * Risk managers * Sales and marketing professionals * Teachers and educatorsAbout Our CompanyWe're a diversified financial services leader with more than $1 trillion in assets under management and administration. Our team of 20,000 people in more than 20 countries advise, manage and protect the assets and income of more than 2 million individual, small business and institutional clients. We are a long-standing 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 Services, 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.Base Pay Salary$52,000 - $65,478Ameriprise 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-ExemptNon-ExemptJob Family GroupSalesLine of BusinessAAG Ameriprise Advisor GroupPDN-9bd15a49-7cbc-4004-ad0e-716a0b61b660
Senior Manager, Solutions Architect (Remote-Eligible)
Capital One, New York
Center 1 (19052), United States of America, McLean, VirginiaSenior Manager, Solutions Architect (Remote-Eligible)To be a great technology-driven company, Capital One is committed to providing outstanding products and experiences for our customers and clients. That means using the latest technology and systems to build, deploy and integrate applications that power our millions of external customers, thousands of internal workforce users, and numerous partner clients.If you're looking for a career opportunity involving modern technology solutions while using your strong technical, analytical and leadership skills to influence and make an impact - then you're in luck!Capital One is hiring a skilled Architect to join our exceptional team of talented technologists in Card Tech. This Solutions Architect will span a body of business intent that allows Capital One to provide best- in-class experiences and services for our business cards and payments customers. Their architectural insight and direction will help our engineers to accelerate business intent delivery and provide the "we've got your back" features our customers have come to expect. The right candidate will need to enjoy a fast paced work environment with a complex delivery structure that spans across Business Cards and Payments, Card Technology and different platform delivery teams.If this sounds like an interesting challenge for you, apply immediately to start a conversation with us!Responsibilities: Perform hands-on architecture and design for solutions used primarily to enable the success of Capital One's Business Cards and Payment portfolio, including new products, features and integrationsProvide direction to integration efforts across a diverse portfolio of applications and technology platformUnderstand current state solutions, identify improvements, options and tradeoffs, define target state solutions and propose investment roadmapsParticipate in integrated triage, solutioning and delivery of high value work for the domainClearly articulate, document and sell architectural targets and reusable patterns, implemented for the domain across internal and external stakeholdersBuild and maintain relationships with executives, technical leaders, product owners, peer architects and other stakeholders to become a trusted advisorEngage and learn about the broader Capital One technology environment and target architectures, factoring these into solution architectures and recommendationsArchitect highly available, resilient solutions deployed across Capital One's technology ecosystem spanning public cloud infrastructure and 3rd party-hosted implementationsDefine integrations among internal Capital One systems and with 3rd parties, including external partner clients, through APIs, data streams, and filesProvide technical leadership to the design, development and implementation of targeted custom solutions by Software Engineers, through informed use of modern technologyDefine, structure and plan work independently, while maintaining alignment across dynamic teams and organizationsThe successful candidate will:Possess excellent organizational and prioritization skills, and have the ability to quickly shift context and prioritiesHave a proven track record for leading and enabling technology, architecture and software engineering activities at enterprise scaleSeamlessly react to changes in priorities and new requests while maintaining existing commitmentsDemonstrate strong analytical, problem-solving, and decision making skillsExhibit mastery of facilitation and influence across teams, departments and divisionsBe self-motivated and display an unwavering responsibility to deliver high quality results and commitmentsEffectively communicate and build relationships to interact, inform, influence and communicate with key stakeholders at all levels across the companyPossess a keen attention to detail and a passion for Architecture, Software Engineering, Technology and Customer ExperienceHave an intellectual curiosity and interest to maintain and acquire new business, technology and architecture skillsCapital One is open to hiring a Remote Employee for this opportunity.Basic Qualifications:Bachelor's DegreeAt least 8 years of experience in Software Engineering and Systems Architecture or Technology Solution designAt least 2 years of experience creating solutions architectures in a public cloud (AWS, Microsoft Azure, Google Cloud)Preferred Qualifications:10+ years of experience in software engineering5+ years of experience as a Solutions Architect in large/complex organizations8+ years of experience in distributed systems, API, microservices, data processing, databases(relational, NoSQL, or time-series), streaming/messaging platforms, DevOps, resilience and stabilityExperience to engaging, influencing and driving initiatives by partnering with technology executivesExperience mentoring software engineers or architectsAbility to communicate at all levels in the organizations with required technical depth and breadthAWS or equivalent certifications (Cloud Practitioner, Solution Architect-Associate)Capital One will consider sponsoring a new qualified applicant for employment authorization for this position. The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.New York City (Hybrid On-Site): $234,700 - $267,900 for Sr. Manager, Solution ArchRemote (Regardless of Location): $198,900 - $227,000 for Sr. Manager, Solution ArchCandidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter.This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan.Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.This role is expected to accept applications for a minimum of 5 business days.No agencies please. Capital One is an equal opportunity employer committed to diversity and inclusion in the workplace. All qualified applicants will receive consideration for employment without regard to sex (including pregnancy, childbirth or related medical conditions), race, color, age, national origin, religion, disability, genetic information, marital status, sexual orientation, gender identity, gender reassignment, citizenship, immigration status, protected veteran status, or any other basis prohibited under applicable federal, state or local law. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries.If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1-800-304-9102 or via email at [email protected]. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.For technical support or questions about Capital One's recruiting process, please send an email to [email protected] One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site.Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
Financial Services Audit Manager
Baker Tilly, New York
OverviewBaker Tilly US, LLP (Baker Tilly) is a leading advisory CPA 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 and Chicago. Baker Tilly is an independent member of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 145 territories, with 41,000 professionals and a combined worldwide revenue of $4.7 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 US, LLP, employee e-mail accounts are considered property of Baker Tilly US, LLP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly US, LLP, 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. ResponsibilitiesAre you interested in joining one of the fastest growing public accounting firms?Would you like the ability to focus on one industry sector and further become an expert for your clients?If yes, consider joining Baker Tilly (BT) as an Audit Manager for our Asset Management team! This is a great opportunity to be a valued business advisor delivering industry-focused audit and other assurance services to middle market clients. You will work side-by-side with firm leadership to serve clients and build the business, having a direct impact on the firm's success. Additionally, you will be a mentor and coach to a group of talented staff, utilizing your expertise to help develop their technical and professional skills. If you are invigorated by these exciting challenges, then this could be the right opportunity for you! As one of the fastest growing firms in the nation, BT 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 are looking for an opportunity to build your career in a specific industry, becoming an industry expert to the clients you serveYou can see yourself as a trusted business advisor, working face-to-face with clients to find creative solutions to complex accounting and business challengesYou want to work for a leading CPA advisory firm that serves middle market clients and whose owners have both their clients' and employees' best interests in mind and are transparent in their decisions You value your development and want to work for a firm that provides you the autonomy to own your schedule and career through structured programs (ask us about My Time Off, My Development and Dress for Your Day!)You want to contribute to your engagement team's professional growth and develop your own leadership skills to build a career with endless opportunities now, for tomorrowWhat you will do:Be a trusted member of the engagement team providing various assurance and consulting services to industry specific clients, positively impacting their financial statements, profitability, and business operations through:Proactively engaging with your clients throughout the year to understand business goals and challengesImplementing appropriate testing to assess deficiencies of internal controls and make recommendations for improvementManaging all fieldwork to ensure quality service and timely delivery of resultsPlaying an active role in providing valuable financial statement guidance and business recommendations based upon various testing performed and information gatheredDelivering business insight through thoughtful review, analysis, and discussionAssist with managing client engagement staffing, billings/collections, and ensure client profitability targets are metUtilize your entrepreneurial skills to network and build strong relationships internally and externally with clients and the communityInvest in your professional development individually and through participation in firm wide learning and development programsSupport the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goalsQualificationsBachelor's degree in accounting required, Masters or advanced degree desiredCPA requiredFive (5)+ years' experience providing financial statement auditing services in a professional services firm desiredTwo (2)+ years' of supervisory experience, mentoring and counseling associates desiredDemonstrated management, analytical, organization, interpersonal, project management, communication skillsAbility to lead and supervise others, 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 projects.Highly developed software and Microsoft Suite skillsEligibility to work in the U.S. without sponsorship preferredAdditional InformationFor California, Colorado, New York and Washington, the compensation range for this role is $86,220 to $182,770. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
Financial Services Associate Director
Berkeley Research Group, New York
Berkeley Research GroupWe are a trusted advisor to leading financial services companies and banks.We work to help clients meet and execute strategies related to risk and regulation, compliance, financial crime, innovations in technology, accounting, and evolving customer experience expectations and on key issues such as the impact of LIBOR changes.Our team of experts in our Financial Institutions Advisory services practice are looking for highly energetic professionals at the management level with years of experience supporting clients. This role demands use of analytical ability and strong organizational skills to solve complex problems. The work will involve both execution and oversight of engagement work streams that may be either qualitative or quantitative in nature, and responsibilities include: business process reviews, current state assessments, developing roadmaps to improve operations, compliance or control, assisting clients with technology enablement and dashboard reporting, financial and accounting reviews, management of junior staff, quality control, development and presentation of client deliverables, management of existing client relationships, industry research, and expansion of business.ResponsibilitiesWork directly with senior professionals and experts to execute various financial institution advisory projects related to consumer finance products.Functional areas of work encompass regulatory, risk and controls; finance and accounting; technology enablement; and business process optimization.Works on data intensive projects, including analytics, governance, and manipulation, to support a variety of financial risk initiatives.Plan and manage all aspects or certain aspects of client engagements depending on their size and complexity.Demonstrate creativity and efficient use of relevant software tools, analytical methods and computer models to develop solutions.Participate in group practice meetings, contribute to business development initiatives and office functions such as staff training and recruiting.Prioritize assignments and responsibilities in order to meet goals and deadlines.Financial Industry / Product KnowledgeMust have work experience with Financial Institutions and / or management consulting involved with the following activities is highly preferred:BankingMortgage (originators, servicers, secondary marketing, GSEs)Auto FinanceStudent LoansCommercial LoansCyber Security / Data PrivacyInsuranceFunctional CapabilitiesPrior skills or experience working in the following topical areas is highly preferred:Risk and Control Assessments;Process mapping/flows;Assessment of compliance with consumer regulations (CFPB / OCC / Federal Reserve / State Law Requirements);Business process remediation;Consumer compliance testing and financial harm analysis;Business analysts (user requirement development / user acceptance testing);Quantitative / Qualitative analysis;Valuation of financial instruments;Project / program managers.Qualifications:A Bachelor's degree in business, accounting, finance, economics, statistics, or a related field.MBA, M.A., M.S. is highly preferred;Must have six to ten (6-10) years experience in financial services, preferably with Big Four or other similar consulting firms;Strong PowerPoint presentation skills/techniques. Ability to create decks and agendas that provide robust transparency as to project status;Proven capability with MS Excel. A desire to expand those capabilities is required, as is the ability to train others to use such tools;Desire and ability to manage processes and other more junior staff, as necessary;Commitment to producing high quality analyses and attention to details;Keen interest in economic or financial analyses and research;Strong verbal and written communication skills; andAbility to travel to client sites on demand required.Salary Range: $180,000- $250,000 annually.#LI-MT1 BRG is an Equal Employment Opportunity/Affirmative Action Employer. All qualified candidates will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, disability, or protected veteran status.Equal Opportunity Employer/Protected Veterans/Individuals with DisabilitiesPI239791276
Customer Success - Financials Center of Excellence
Workday, New York
Your work days are brighter here.At Workday, it all began with a conversation over breakfast. When our founders met at a sunny California diner, they came up with an idea to revolutionize the enterprise software market. And when we began to rise, one thing that really set us apart was our culture. A culture which was driven by our value of putting our people first. And ever since, the happiness, development, and contribution of every Workmate is central to who we are. Our Workmates believe a healthy employee-centric, collaborative culture is the essential mix of ingredients for success in business. That's why we look after our people, communities and the planet while still being profitable. Feel encouraged to shine, however that manifests: you don't need to hide who you are. You can feel the energy and the passion, it's what makes us unique. Inspired to make a brighter work day for all and transform with us to the next stage of our growth journey? Bring your brightest version of you and have a brighter work day here.About the TeamThe Workday Customer Success team is driven by excitement for our products and a desire to help our customers have an outstanding experience with our cloud solutions. We're a group of hard-working professionals, with a diverse mix of experience and backgrounds, located across the United States, EMEA and APAC. Our team promotes Workday's core values with a strong dedication to our employees being the first of them. How important are these benefits to you?A flexible work scheduleDedication to your career happiness and developmentWork-life balance and well-beingAn active commitment to inclusion, belonging and equityAbout the RoleOur Sr. Customer Success Manager - FINs Center of Excellence is a new position that will work alongside a CSM with a focus on investing in Financials as part of their overall WD Platform strategy.As a Sr. CSM - FINs COE, you will play a critical role in the market success of Workday's Financial Management applications. You will use your extensive Customer Success background and Accounting/Financials domain expertise to assist the broader Workday organization with successful adoption, value realization and expansion.The Workday CSMs work directly with customers to drive adoption of Workday products. They are responsible for the overall customer wellbeing by monitoring customer health and ongoing adoption of their Workday platform. They also act as a partner for customer issues. The CSM - FINs COE will have a deep understanding of successful Financials adoptions to help optimize the customer's experience with Workday Financials.We are looking for people who have a passion to delight our customers throughout their Workday journey!What you'll be doingAlongside the Workday CSM - the following are examples of responsibilities:Establish a trusted adviser relationship with the Workday CSMs to ensure customer's overall satisfaction with FINs and work to strengthen Workday's relationship with the office of the CFOHelp to establish a partnering relationship within the customer's Finance organization, (i.e.. Executive Sponsors/main contacts) as it relates to their investment in FinancialsFacilitate adoption of our Financials solution through discussions about the company's business goals and objectives.Effectively position/reposition Workday Financials and help align our capabilities with the customer's business requirements. This may include documenting customer use cases and developing success plans that will help customers increase the value of their investment, working with the Value Management team as applicable. Assess and optimize customers' adoption of the Workday FINs platform by identifying gaps in deployment and raising awareness of functionality and feature/capability opportunitiesAct as a liaison between the customer and our product development team where needed, including presenting the Workday innovation roadmap as it relates to FINs and how the roadmap will benefit the customer.Assist with engaging customers for marketing activities such as case studies, reference calls and participation in Workday customer events specific to Workday FINsAct as a thought leader to the CSM organization and identify trends, challenges and opportunities for the FINs customer base and help direct on customer impact and needExpected results within 3-6 months:After receiving initial training/onboarding we expect you to work alongside the WD CSM to achieve high customer satisfaction relative to their deployment and use of Workday Adaptive Planning. Participate in the standard customer engagements and other prescriptive interactions led by the WD CSM including business reviews, post-go-live meetings and customer journey discussions Achieve/exceed NPS response rates (next applicable NPS round) and other defined CS success metrics including adoption and renewals About YouBasic Qualifications5+ years experience in a customer facing role - CS, pre-sales, value realization or functional consulting/deployment - for a financials solution2-5 years experience with Workday Accounting and Finance processes across diverse level of customers (Workday or other Financial Accounting software)Experience with SaaS customer lifecycles and aligning challenges or opportunities to product valueOther QualificationsSkilled at using a CRM system such as Salesforce & Gainsight to summarize customer interactionsComfortable helping customers with business transformation including consistent record of customer advocacy and ability to rapidly establish credibility as a trusted advisor. Demonstrate knowledge of our differentiators relative to our competitors and how FINs interacts with the Workday product suite - HCM, Payroll, Planning, Spend Management, etcSkilled at building positive relationships with customers & internal stakeholders, especially at the Executive levelEager & able to collaborate with internal teams to deliver customer satisfaction (i.e., Sales, Support, Customer Enablement, Professional Services, Product Marketing and Product Management)Excellent verbal and written communication skills, including the ability to chair meetings, host webinars and effectively enable others with your knowledge and expertise. Travel up to 35% to visit customers and/or attend internal meetingsWorkday Pay Transparency StatementThe annualized base salary ranges for the primary location and any additional locations are listed below. Workday pay ranges vary based on work location. As a part of the total compensation package, this role may be eligible for the Workday Bonus Plan or a role-specific commission/bonus, as well as annual refresh stock grants. Recruiters can share more detail during the hiring process. Each candidate's compensation offer will be based on multiple factors including, but not limited to, geography, experience, skills, job duties, and business need, among other things. For more information regarding Workday's comprehensive benefits, please click here.Primary Location: USA.CA.San Francisco Primary Location Base Pay Range: $121,300 USD - $182,000 USD Additional US Location(s) Base Pay Range: $98,200 USD - $182,000 USDOur Approach to Flexible Work With Flex Work, we're combining the best of both worlds: in-person time and remote. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. We know that flexibility can take shape in many ways, so rather than a number of required days in-office each week, we simply spend at least half (50%) of our time each quarter in the office or in the field with our customers, prospects, and partners (depending on role). This means you'll have the freedom to create a flexible schedule that caters to your business, team, and personal needs, while being intentional to make the most of time spent together. Those in our remote "home office" roles also have the opportunity to come together in our offices for important moments that matter.Pursuant to applicable Fair Chance law, Workday will consider for employment qualified applicants with arrest and conviction records.Workday is an Equal Opportunity Employer including individuals with disabilities and protected veterans.Are you being referred to one of our roles? If so, ask your connection at Workday about our Employee Referral process!
Private Client Financial Advisor - Borough Park - Brooklyn, NY
Citizens, New York
DescriptionAt Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, you'll deepen relationships with your clients by collaborating with peers across banking, lending and investing, helping them with short- and long-term financial goals. Citizens Wealth Management is honored to be a high-quality provider in the investment industry. Focused on growing our market share, we're hiring Private Client Financial Advisors to proactively identify and sell a broad array of investment, insurance, and bank products.Private Client Financial Advisors are their clients' primary trusted advisor. In this role, they will meet with existing and prospective clients to understand their investment and lending needs. They use financial planning experience and our discovery-based planning tools to complete comprehensive analyses of your clients' assets, income, liabilities, cash flow and tax status. Then they compare and evaluate investment options, identify investment strategies, and recommend potential products based on suitability.Private Client Financial Advisors work with a variety of business partners and referral sources to uncover and identify prospective opportunities. Our Private Client Financial Advisors are adept at growing existing relationships, using partnership referrals, and conducting new business development. Through strong relationships with branch colleagues - within a given territory - and individual proactive outreach, they are poised to meet and exceed sales goals.ResponsibilitiesIdentify client objectives and goals; then monitor progress throughout the financial lifecycleBroaden and deepen affluent client relationships in investment, deposit, and lendingBecome a trusted advisor who earns referrals from existing clientsEngage prospects to promote and sell investment products and servicesEvaluate and analyze client financial information and dataUse planning and discovery tools to uncover perspective opportunitiesDevelop and present suitable solutions to meet client goalsPartner with other colleagues to implement solutionsQualificationsSeries 7 and 66 (65 and 63), Life Accident & Health licensesCFP or CRC preferredBachelor's degree or equivalent work experience5+ years of industry related experienceRecord of building internal partnershipsExcellent oral and written communication skillsTeam oriented with a strong work ethic and entrepreneurial spiritExperience using financial planning toolsFamiliarity with consumer lending and banking solutionsDigital literacy and experienceExperience with investment product referrals and salesKnowledgeable of regulatory requirements to ensure a sound control environmentPay TransparencyCommissioned based. Individuals in this role have historically earned between $105,000 - $250,000 per year, based on performance and productivity against commission plan parameters. We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of very local and state jurisdiction in the United States. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits.Hours and Work ScheduleHours per Week: Work Schedule:#LI-Sourcer7Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. This sales role is commission-based. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.Equal Employment OpportunityAt Citizens we value diversity, equity and inclusion, and treat everyone with respect and professionalism. Employment decisions are based solely on experience, performance, and ability. Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression (including transgender individuals who are transitioning, have transitioned, or are perceived to be transitioning to the gender with which they identify), genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws.Equal Employment and Opportunity EmployerCitizens is a brand name of Citizens Bank, N.A. and each of its respective affiliates.Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth