Accounting Associate Salary in Salt Lake City, UT

College Board - Finance DepartmentHybrid - NYC(Onsite a few times per Month)About the TeamThe Investments & Strategic Initiatives (I&SI) team at the College Board is a highly visible and prestigious group that offers tremendous opportunities for professional development. This is a team of four that is committed to delivering top-notch financial and strategic analysis to support critical business and investment decisions. This team has unique exposure to the fast-growing EdTech and impact investing sectors and will collaborate closely with other divisions, including the well-known Advanced Placement (AP), SAT, and BigFuture programs. This team is at the forefront of EdTech investments and will help to drive meaningful change that transforms the lives of students across the globe.About the OpportunityAs an Associate on the I&SI team, you will play an integral role in driving financial excellence at the College Board. Your responsibilities will include building sophisticated financial models, developing compelling business cases, and evaluating equity investments and strategic initiatives that align with the College Board's mission. You will be instrumental in identifying new areas of growth and making significant contributions to preserve the College Board's financial strength, ensuring that all students have access to a bright and prosperous future. In this role, you will collaborate closely with senior leaders from the Finance, Strategy, and Executive Leadership teams to evaluate and execute strategic initiatives and impact investments. We encourage applicants who aspire to attend a top Business School to pursue their MBA after 2-3 years, in the past, this has differentiated previous Associates from those who follow a more conventional path.In this role, you will:Lead Corporate Finance Projects (50%)Partner with business and finance leaders to provide analytical support to optimize strategic decisions.Build and maintain complex financial models including 3-statement forecast models, buy-versus-build analysis, and financial return analysis.Evaluate financial impact of acquisitions and strategic partnership opportunities.Prepare effective presentation materials and memos that summarize financial analysis and recommendations for senior executives.Develop deep expertise in College Board programs and new markets that are of strategic importance to the College Board.Grow our Impact Investment Portfolio (50%)Originate investments in mission-aligned private companies for the College Board's growing impact investment portfolio via industry research and meetings with Edtech investors and entrepreneurs.Participate in due diligence process to evaluate mission impact potential, financial return, and strategic benefits of investments in early-stage education technology companies.Lead all aspects of the financial analysis to evaluate investment opportunities.Support portfolio management and reporting process for impact investment portfolio.Prepare investment memos and participate in Investment Committee approval meetings.Research public and private companies in the education technology sector and prepare company overviews for College Board executive leadership. About you, you have:A minimum of 2 years of experience in financial analysis, in investment banking or a principal investing role. Exceptional attention to detail.Professional training in financial modeling and valuation, and a strong understanding of accounting.Strong quantitative skills with a finance, accounting and/or related background.Strong written and verbal communication skills, including facilitating meetings and presenting remotely and in-person to senior executives.The ability to learn quickly and take on new responsibilities when given the opportunity.Strong work ethic along with a high level of enthusiasm, initiative, and leadership aspirations.A strong interest in expanding educational opportunities for all students.A bachelor's degree (finance, accounting, or business preferred).Ability to work in the US without sponsorship.About Our ProcessApplication review will begin immediately and will continue until the position is filled.While the hiring process may vary, it generally includes: resume and application submission, recruiter phone screen, hiring manager interview, performance exercise and/or panel interview, and reference checks. This is an approximate 8-week process.About Our Benefits & CompensationCollege Board offers a competitive benefits and compensation program that attracts top talent looking to make a difference in education. As a self-sustaining non-profit, we believe in compensating employees equitably in relation to each other, their qualifications, their impact, and the relevant market.The hiring range for a new employee in this position is $80,000-130,000. College Board differentiates salaries by location so where you live will narrow the portion of this range in which you can expect a salary. Your salary will be carefully determined based on your location, relevant experience, the external labor market, and the pay of College Board employees in similar roles. College Board strives to provide our best offer up front based on this criterion.Your salary is only one part of all that College Board offers, including but not limited to:A comprehensive package designed to support the well-being of employees and their families and promote education. Our robust benefits package includes health, dental, and vision insurance, generous paid time off, paid parental leave, fertility benefits, pet insurance, tuition assistance, retirement benefits, and more.Recognition of exceptional performance through annual bonuses, salary growth over time through market increases, and opportunities for merit raises and promotions based on increased scope of responsibility.A job that matters, a team that cares, and a place to learn, innovate and thrive.You can expect to have transparent conversations about benefits and compensation with our recruiters throughout your application process.About Our CultureOur community matters, and we strive to practice and improve our culture daily. Here are some headlines:We are motivated to positively impact the educational and career trajectories of millions of students a year.We prioritize building a diverse and inclusive team where every employee can thrive, and every voice is heard.We value learning and growth; we offer formal and informal ways to lead through your superpowers, sharpen your strengths, and meet your development goals.We offer a transparent approach to promotions and merit raises, annual performance-based bonuses, and how to grow your career here over time.#LI-TheAcorn#LI-Hybrid

The Account Executive is responsible for maximizing sales growth profitably. To accomplish this, they are responsible for regularly representing products and services for Shamrock Foods Company on a commission base to restaurants, resorts, hotels, and other institutional establishments through face-to-face interactions. Essential Duties: Prospect new customers and build a territory to grow the customer base Maintain current customer base and grow the share of the customer's business Impact customer success through: Supporting customer menu engineering Supporting food cost analysis to ensure waste reduction and improve customer profitability Consuming and sharing market intelligence and industry trends Conducting product demonstration and comparisons by taking sample product to customer's restaurant or facility Facilitating demonstrations of capabilities we have to support the customer Share new product innovation through utilization of Shamrock resources Build multi-level relationships in the businesses you serve Keep accounts current; optimizing sales, service, and delivery and collecting past-due balances from customers Leverage technology for improved customer efficiency and to drive customer experience enhancements Participate in on-going training to continuously develop skills Other duties as assigned. Qualifications: HS Diploma and/or GED required; Associate or Bachelor's degree a plus. 2 plus years' experience in culinary, restaurant operations, foodservice, or other related experience preferred Previous successful sales experience a plus Current driver license Demonstrated expertise in problem solving Comfort using technology; and analyzing customer data Knowledgeable on industry trends Expertise in Microsoft office (Word, Excel, Outlook) Must be flexible and willing to work the demands of the department which may be subject to evenings, weekends and holidays. Physical Demands: Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions Regularly lift and /or move up to 40 pounds Frequently lift and/or move up to 60 pounds Compensation on a commission basis, based on achievement of performance goals. Corporate Summary: At Shamrock Foods Company, people come first - our associates, our customers, and the families we serve across the nation. A privately-held, family-owned and -operated Forbes 500 company, Shamrock is an innovator in the food industry and has been since being founded in Arizona in 1922. Our Mission: At Shamrock Foods Company, we live by our founding family's motto to "treat associates like family and customers like friends." Why work for us? Benefits are a major part of your overall compensation, and we believe offering them at an affordable cost is not only the right thing to do, but it helps keep you and your family healthy. That's why Shamrock Foods pays for the majority of your health insurance, allowing you to take home more of your paycheck. And it doesn't stop there - our associates also enjoy additional benefits such as 401(k) Savings Plan, Profit Sharing, Paid Time Off, as well as our incredible growth opportunities, continued education and wellness programs. Equal Opportunity Employer At Shamrock Foods Co all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, veteran status, sexual orientation, gender identity or any other basis protected by applicable law

Direct Hire - Full Time position in Salt Lake City, UTPosition ID: 2571An excellent position with an American medical device and technology company* Plant Cost Accounting Manager *Please apply ONLY if you have a Bachelor's in Accounting or equivalentVisa sponsorship is not available for this positionWe can ONLY consider your application if you have:1: Bachelor's degree in Accounting (or equivalent).2: 5+ years of relevant professional Accounting and/or Finance experience; inclusive of product costing, manufacturing variances and inventory control experience.3: Cost Accounting, General Accounting, and Finance knowledge4: ERP experience is necessary ( SAP experience is preferred)5: Advanced Excel Skills6: Possess a track record demonstrating the management of increasing levels of responsibility, successful business partnering at a senior level, and leading cross-functional teams.7: Demonstrated ability to improve controls and influence decisions through accounting knowledge and data driven financial analysis.The Costing Manager provides Financial/Accounting support for a Medication Delivery Solutions business. This includes providing financial support and leadership to Finance and Operations leaders, playing a key role in establishing and achieving financial objectives and formulating and executing Operations strategies.This role is responsible for maintaining accounting and reporting procedures resulting in accurate product costs and manufacturing performance reporting and ensures product inventories and manufacturing assets are adequately safeguarded and financial reporting is accurate.Will occasionally interact with Global Marketing, Research and Development, and other General & Administrative functions. Drives change, as needed, to ensure compliance to GAAP/SOX, reviewing and delivering recommendations for continuous improvement, and clearly communicating relevant fiscal information to executive management.The Costing Manager is responsible for supporting the Controller with all financial activities associated with the USA based MDS Sandy manufacturing plant. This position will report to the Sandy, UT ControllerDESIRED (not required) SKILLS::: A CPA, MBA, or CMA:: Audit experience:: SAP skillsDuties and Responsibilities== Oversees all planning, reporting, and analysis of budget, forecast, and spending variances.== Developing standard costs== Assisting with development of quarterly forecast & annual budget packages== Maintaining fixed assets and physical inventory== Assist in preparation of capital expenditure authorizations and capital spending analysis== Ensuring P&L and reserves are calculated appropriately.== Ensuring manufacturing performance is accurately reported in all reporting== Leader of all financially related reviews== Partners with the Controller and Plant ESC to optimize finance related operational decisions, ensure appropriate financial/accounting rigor, introduce process discipline as needed, and safeguard company assets.== Drives continuous financial improvement through Gross Profit analysis, Inventory analysis, New Product and Discontinuance Analysis, and Spending analysis.== Ensures that financial reports and records are prepared in compliance with US GAAP and BD financial policies.== Ensures that financial controls are maintained and that the requirements of the Sarbanes/Oxley Act are met.== Assists both internal and external auditors with their periodic review of the BD MDS financial records. Is further responsible for the implementation of agreed upon recommendations, related to areas of responsibility, resulting from the audit findings.== Performs other related duties and assignments as requiredPlease send resume to Amarx Search, Inc. amarx.com

Job description / summaryThe Budget Analyst Associate will have overall responsibility for creation of study budgets based on detailed knowledge of the study protocol requirements, additional guidance from the sponsor, and input from assigned key staff. The Budget Analyst Associate will have responsibility for managing budgets, contracts and payments for study sites and vendors. Creation of the study budget will require detailed knowledge of clinical operations and proficiency with a proprietary study budgeting tool. A key element of the role of Budget Analyst Associate will be to coordinate closely with finance to verify pricing for study budgets. The role requires you to be client facing, interacting with sponsors to follow up with any questions or clarifications required to prepare the budget. The Budget Analyst Associate may be required to follow up with the sponsor to assist in securing an award including but not limited to following up to determine proposal feedback and negotiating budgets.As Budget Analyst Associate you will be required to work with Project Management by providing oversight and support for tracking all study budgets for awarded studies. This includes monthly review of the project budget, reconciliation of accounts, and assisting finance for payment invoicing.As Budget Analyst Associate you will also have primary responsibility in executing Non-Disclosure Agreements (NDAs), Master Service Agreements (MSAs), Study Contracts, and Work Scope Changes (WSCs) including working with Business Development and Accounting to ensure all information is present, formatting of documents, obtaining approval and execution from appropriate parties. Following established process will be critical. As Budget Analyst you may be required to work outside business hours to meet sponsor deadlines or accommodate time zone differences. RESPONSIBILITIESThe main responsibilities of this role include but are not limited to the following:Work closely with senior members of the Budgets and Contracts team to learn how to create and negotiate study budgetsLearn how to review, draft and negotiate NDAs, MSAs, Study Contracts, and WSCsCoordinate with Operational team(s) to resolve queries on study/site budgets and contractsObserve sponsor discussions regarding study/site budgets and contractsTracking and updating internal trackers on the status and dollar values of each document (as applicable)Initial forecasting development for all study budgets upon contract awardCreate site budgets and contracts templates in collaboration with study sponsorPrimary oversight and support for tracking all study/site budgets in executed Study ContractsFacilitate invoicing approvals for finalizationNegotiate study/site/vendor budgets and contracts and facilitate finalization in a timely mannerUpdate relevant CTMS trackers on a real-time basis regarding contract progressReceive site invoices, review, and approveRevise budgets and contracts as necessary following established processesManage a workload that includes responsibility for multiple assignmentsParticipate in all required job training and development courses and seminarsWork on ad hoc projects as neededSupport Regional Office Team(s) as it may relate to the overall growth and expansion of the region(s)Limited travel (~5%) travel will be required for training, internal meetings, and client meetings at strategic accounts.Other requests as assigned by ManagerKNOWLEDGE & SKILL REQUIREMENTSExceptional verbal and written communication skills as demonstrated by their ability to respond to questions from internal and external customers using accepted business correspondence practices.A thorough understanding of financial management and the committed ability to follow through with objectives to meet all crucial deadlines is necessary. Outstanding analytical abilitiesSelf-motivated individual with a highly entrepreneurial style coupled with self-confidence and a positive demeanorWell-developed problem solving skillsExcellent oral, written and presentation skillsHigh energy, enthusiastic, goal drivenAdvanced proficiency in MS Office (Word, Excel, and Outlook) with Visio, PowerPoint, and Project proficiency requiredEDUCATION AND EXPERIENCE REQUIREMENTSBachelor's degree (B. A./B.S.) from a four-year college or university1 year experience in a pharmaceutical, biotechnology, or clinical research organization setting preferred

Position: Financial AnalystLocation: 100% Remote - Midwest and West Coast candidates only pleaseSalary: $50-70 per hour W2 employmentDuration: 6 monthsMust have EHR System experienceJob Summary:Provides financial analysis and management planning support. Reviews, reconciles and analyzes data to insure financial integrity of information reported and identification of trends. Monitor and reconcile statements and participate in the reconciliation of accounts. Provides independent analysis to leadership regarding financial results and identification of potential improvements.Job Requirements:Education and Work Experience:• Associate's/Technical Degree in accounting, finance, business administration or equivalent combination of education/related experience: Required• Bachelor's Degree in accounting, finance, business administration or equivalent combination of education/related experience: Preferred• Three years' relevant experience: Preferred• One year's experience in accounting or finance: PreferredLicenses/Certifications:• Certified Public Accountant (CPA): PreferredEssential Functions:• Develops and maintains financial analysis tools and reporting, daily productivity dashboards, and trend and forecast reporting's. Participates in the monthly accounting close functions, annual budgeting process and balance sheet reconciliations.• Provides support with contract and reimbursement modeling. Assists in yearly budgeting through development of supporting data, compilation of information and important to budgeting system.• Monitors reports to ensure data quality. Processes, enhances, and acquires technical skills to work with database and business intelligence systems.• Performs other job-related duties as assigned.

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 TeamWould you like to have the opportunity to join one of the most creative companies in the software industry, focussing on the Office of the CFO? If you understand how the future finance function can drive greater business value and can translate business strategy into an enabling change strategy, this is the role for youAbout the RoleAs a Customer Base Financials Account Executive, you will lead business development, selling to prospective key accounts. Your recent success in selling cloud-based Financial applications and products to an enterprise customer base is a strong sign you're an excellent prospect for this role. Role & Responsibilities Ability to drive a complex sale, operate respectfully in a team selling environment, and have strong project management skills. If you have a stellar sales track record capitalizing on strategic accounts, are a self-starter, and love working in a dynamic environment, then Workday is the place for you. Initiates and runs sales cycles, maximizing Workday Financial products suite including Accounting, Planning, Analytics, Payroll, and Expense Management. You will lead the sales process, negotiations, customer agreements, and closing plans with customers. You will use your experience and consultative selling skills to initiate long-standing relationships with prospective customers at the executive-level. You will use your extensive experience within Financials and ERP to help drive demand for Cloud Financial Management in the marketplace. You will employ your consultative selling skills to successfully position Workday as a viable alternative to legacy ERP Financial solutions. Coordinates, collaborates, and provides direction to various extended team members and sales/services resources. With a laugh or two thrown in!About YouBasic Qualifications *~8+ years of professional experience in software sales, including experience in a team selling environment. *~5+ years of experience selling SaaS/Cloud based ERP, Financial, Planning, or Analytics solutions to C-levels within enterprise accounts. *~5+ years experience working within finance and/or with finance executives. *Experience negotiating deals with a variety of C-Suite Executives to close opportunities *Experience with building relationships with existing customers for add-on or incremental business *Experience in developing long-term account strategies with existing customers Other Qualifications *Experience with managing longer deal cycles beyond 6 months, with large deal sizes *Understanding of the the strategic competitive landscape of the industry by staying up to date with trends and customer needs so you can effectively position Workday solutions within accounts *Experience leveraging and partnering with internal team members on account strategies *Ability to quickly understand business challenges and create solutions. An appreciation of the responsibilities and challenges of the Finance function of today, with an interest in co-creating desired business solutions. *You enjoy working as part of a team and contributing best practices to aid the success of all. We believe in a continuous learning mentality. *Strong organization and communication skills to drive urgency in closing new business. Adept at maintaining accurate and timely customer, pipeline, and forecast data.Workday 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.TX.Frisco Primary Location Base Pay Range: $153,700 USD - $187,900 USD Additional US Location(s) Base Pay Range: $153,700 USD - $187,900 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!

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 TeamAs a member of our diverse and skilled Digital Solution Consulting team you will have the opportunity to wear lots of hats and be challenged daily. On a typical day, you will be working as part of a hardworking agile team responsible for conducting discovery calls and product solutioning to help perspective clients transform and streamline their business to its fullest potential, using market data strategic judgment to stay in front of our competitors.About the RoleAt Workday, Digital Solution Consulting is responsible for partnering with the sales teams and delivering product demonstrations to business users in the office of the CFO to highlight the value of Workday's platform as a true business decision making solution. Digital Solution Consulting focuses on add on opportunities across the North American Customer Base & our Emerging Markets Vertical.In this role, you will improve your polished presentation abilities, collaborative presales experience, and Financials expertise to articulate and differentiate the value for, and expand the adoption of Software as a Service (SaaS). Responsibilities include:Our Solution Consulting teams are strategically partnered with the sales organization: responsible for building a compelling vision of the Workday (Financials) solution and differentiators as part of a value selling approach. You will be equipped to provide in-depth Financials product knowledge to the sales team and the customer through sales presentations and product demonstrationsAssist in assessing potential application of company products to meet customer needs and prepare detailed product specifications for the development and implementation of customer products/applications/solutions while showcasing the value of our solution. Provide consultation to prospective users and/or product capability assessment and validationAssist with responding to prospect Request for Proposals on an as needed basis.Ability to travel ~30%.Digital Presales will equip you with skills such as: Develop domain expertise and experience in Accounting, Finance and cross ERP functions in diverse industries, geographies, and company scalesStrong presentation skills -- including focused software demonstration techniques, sales messaging and storytelling. Build upon your solutioning skills by engaging with and presenting to various internal and external stakeholders, with a focus on the Chief Financial Office (CFO).Problem solving skills to address prospect concerns and requirements and craft creative solutions. Value based selling (value led approach) in a Solution Consulting environment.Strong technical and industry knowledge to assist with solutioning and problem solving.Strong collaboration and teamwork skills, working across various lines and business and partners to achieve positive customer outcomes, to become a trusted advisor and team player both internally and externally. About YouBasic Qualifications2 + years work experience demonstrating proven initiative and committed results in a Finance/ Accounting role.2+ years domain expertise and experience in Accounting, Financials, and cross ERP functions- including accounting, audit, ERP implementations, FP&A, etc.Other Qualifications:Solution Consulting experience with Financials enterprise business solutions a plus.Experience in Finance/ Accounting and a background in utilizing enterprise-grade ERP applications preferred.Ideal candidate will have experience working in various financial and/or accounting functions.Business fluency in English; Additional languages is a plus. Bachelor's degree (or a local equivalent experience) in Accounting or Finance.Workday 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.IL.Chicago Primary Location Base Pay Range: $81,200 USD - $121,800 USD Additional US Location(s) Base Pay Range: $81,200 USD - $121,800 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!

Job Description:Customer Relationship Advocate Career Development ExperienceJoin our team of Customer Relationship Advocates (CRA) for a variety-filled experience where you'll have dedicated time to focus on growth, career development and renewal while you support our customers by taking inbound calls. Are you interested in Financial Services? This might be the right opportunity for you.....This first-of-its-kind experience supercharges your early career and growth at Fidelity with personalized support, knowledgeable career guides and celebration of your achievements, while learning about Fidelity and building skills and experiences. In this role, you will assist our clients with a broad range of needs including answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades.Would you like to learn more about the Customer Relationship Advocate position? Take our virtual experience and learn what it is like to work in this role. Click here https://go.fidelity.com/ExperienceCRA(opens in a new tab) to experience what it is like to work in this role.. What to expect...As a new CRA, you'll learn about the financial services industry, develop your skills, and gain new experiences.First four months, prepare to become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 and 63 licenses, fully paid for and sponsored by Fidelity. This includes paid, on-the-job study time, with readily available resources that you can take advantage of including licensing coaches and group workshops. These exams can be challenging but we are here to help!Subsequent months, begin taking customer calls with increasing complexity over time to develop and hone your skills. Engage in dedicated time each week to connect and refuel - by exploring the career center, networking with colleagues, taking online classes, and more!As you gain confidence and develop proficiency serving customers, get more variety in your work week by spending time building advanced skills aligned with the next role that interests you.Advantages of our career development experience...You are learning. We provide all the training you need to develop the skills needed to service our customers and study for your FINRA licensing exams! You don't need a finance background or college degree to succeed in this role. Prepped with our licensing roadmap, own your success by studying for the exams at an individualized pace with dedication and commitment.You are celebrated. Your achievements will be recognized and celebrated as you progress through this career development experience. Our inclusive culture empowers associates to achieve success while building a supportive network. You are growing. From day one you'll have the support and structure to plan for your future at Fidelity. The career coaching you will receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path.You can explore. You'll experience variety in your work with dedicated time for development activities and doing work that goes beyond answering customer calls so you can discover the next step in your career. As you continue to grow, you can become eligible for career mobility opportunities.The Skills You BringDesire to establish rapport and relationships with customers and the team through effective communicationExperience in customer service, call center, or financial services preferredA strong interest in financial servicesExceptional Problem-solving skills and a demonstrated history of overcoming academic or professional challengesAbility and flexibility to work in a "hybrid" work setting, both at home and in officeComfortable with technology and ability to navigate multiple systems simultaneouslyAbility to handle different types of situations, emotions and conversations driving towards a resolution suitable for allAptitude to complete our industry-leading paid development experience will fully prepare you to engage with customers while taking the SIE, Series 7 Top Off and Series 63 examsEnthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly and retaining information to assist with decision-makingThe Value You DeliverDemonstrate empathy and passion for helping people and ensure an excellent customer experience through a phone interactionService varied customer needs, including balance inquiries, money movement, trading, and moreAnswer questions and provide resources to deepen client understanding and build confidenceOur Investments in YouOur benefit programs (opens in a new tab) are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement.Sound too good to be true? See for yourself and learn more about our benefits offerings:Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments (opens in a new tab)Click here for a local news story about how we are helping our employee's payback their student loan debt (opens in a new tab)Certifications: You will be given paid time and support to obtain SIE - FINRA, Series 07 - FINRA, Series 63 Required to obtain within the first 3.5 monthsLearn More: Dynamic Working (opens in a new tab)Certifications:Series 07 - FINRA, Series 63 - FINRACompany Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks). At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at fidelitycareers.com. Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to [email protected], or by calling 800-835-5099, prompt 2, option 3.We welcome those with experience in jobs such as Field Client Relationship Manager, Accounting Assistant, and Billing and Posting Clerk and others in the Accounting and Finance to apply.

Make an impactAs our Senior Tax Associate, you will work closely with the Tax Managers within the Tax Department and specifically focus on managing our various tax preparation engagements with third-party preparers, as well as manage the preparation of corporate and partnership returns.Partner with outsourced firms to prepare thousands of K1 packages and associated annual reporting.Review federal and state tax returns prepared by third party preparersManage quarterly fixed asset depreciation processes in Sage Fixed Asset Software and Yardi Accounting Software for existing and new assetsHelp manage exposure to FATCA legislation and Foreign investor reporting, including preparation of Forms 8804/8805 and Forms 1042 for various entitiesPrepare quarterly and other periodic tax withholding and estimated payments for the partnerships and corporations within the various fund structures Calculate taxable income and tax liability estimates for disposed assetsWhat you should bringExcellent Microsoft Excel skillsProficient understanding of tax depreciation and calculations, especially related to the real estate industryExperience interfacing with Federal and State tax authoritiesInvestor reporting ability for a private or public company, or with foreign bankingFamiliarity with SAGE Fixed Asset Software, Yardi Asset Management Software, or similar productsBig Four accounting firm experienceExperience reviewing, U.S., multistate partnership, international tax returns and US filings for foreign persons/entitiesWhat you can be part ofOur team plays an intricate role in Bridge Investment Group. We support one another and understand the parts each of us plays in making our team strong. Each of our team members has a solid understanding of their roles and their importance in making the team as a whole successful. We have developed an understanding of work-life balance and strive for that balance each day. We enjoy and encourage diversity in our people and the thoughts they bring to our team.What we offerGenerous base salary and bonus programFull benefits suite including 401K, above-average PTO, Parental Leave, and Medical, Dental, VisionAccess to benefits concierge serviceAccess to Mental Health & well-being serviceBe part of a culture that is truly open door, with access to mentorship, leadership training, career advancement, and innovationOpportunities to join employee resources groups and participate in events hosted by the Bridge Women's Network, Black Inclusion Group, BIG Pride, Allies for AAPI, Unidos Latino and Hispanic Group, Bridge of Honor Veterans, and Advocates for AccessibilityOpportunity to be involved in community outreach and charity events

Essential Job Functions and Responsibilities:Underwrite, price, and negotiate accounts consistent with the quality of the risk and according to the company's strategies and guidelines.Review endorsement business submissions and prepare quotes within authority.Review renewal business submissions and prepare quotes within authority.Prepare coverage issuance forms for policy processing.Prepare correspondence, letters, and memos to agents and insureds. Issue requests for additional information.Prepare additional information as warranted.Maintain suspense system for documentation follow-up, renewal solicitation, etc.Follow work procedures and practices outlined by supervisor and/or department manager.Actively manage relationships with assigned agents/brokers and co-workersResponsible for special projects and assignments as assigned by supervisor and/or department manager.Other duties may be assigned.Preferred skills:Ability to establish collaborative working relationships and actively develop them to effectively accomplish work objectives.Work cooperatively with others to set goals, resolve problems, and make decisions to enhance organizational effectiveness.Ability to multi-task; set priorities, develop a work schedule, monitor progress towards goals and evaluate processes/results.Ability to perform job duties and manage workload with little or no supervision.Must be punctual, demonstrate initiative, and have a strong work ethic.Ability to multi-task in a fast-paced environment while consistently maintaining accuracy and strong attention to detail.Ability to identify creative solutions for issues that may arise.Job Requirements:Candidate must have an Associate's Degree or equivalent experience. Generally, 3+ years of related Commercial Multi-Line, General Liability, and Automobile experience is required.