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Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities, and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! Job Description: This job is responsible for the delivery of integrated treasury solutions to financial institutions clients and prospects across markets in APAC. Key responsibilities include actively managing and growing transaction banking revenue streams across the broad product suite. The role requires the ability to develop senior relationships at client organizations and elevate dialogue through thought leadership, content, and disciplined coverage intensity. We are looking for highly motivated, self-starters who can advocate for our clients in providing right solution to clients across correspondent banking, liquidity management, trade and supply chain finance, FX solutions, and commercial card services. Responsibilities: <ul> <li>Drives responsible revenue and balance sheet growth while focusing on risk management and relationship profitability.</li> <li>Proactive mapping of client needs and developing senior client connectivity.</li> <li>Responding to proposals and leading client engagement and thought leadership initiatives.</li> <li>Partners with bankers and product specialists across the enterprise to develop customized treasury solutions by identifying new opportunities</li> <li>Leads pricing negotiations with clients for treasury management products to optimize relationship profitability</li> <li>Fosters digital adoption by driving mobile, digital, and real time payments solutions where relevant. Adopts a strategic approach to client engagement by leveraging best practices, peer benchmarking, and industry data analytics</li> <li>Leads, coaches, and develops Treasury Sales Analysts (TSA), and Treasury Sales Officers (TSO) through day-to-day support of client deliverables</li> <li>Maintains an in-depth client focus, treasury industry expertise, client subsector expertise, and a broad understanding of our product offering</li> </ul> Requirements <ul> <li>Relevant cash management, correspondent banking, trade finance, and relationship management experience within a top tier international/ regional bank covering financial institutions clients ideally in Singapore and Vietnam</li> <li>Proven track record in managing complex transaction banking solutions for NBFI clients (i.e. private capital, insurance, PayTech, broker dealers etc.) would be an advantage</li> <li>Excellent written and oral communication skills in English. Spoken Vietnamese is an advantage.</li> <li>A strong team player who understands how to leverage various businesses functions/partners to drive business growth and support the global client management and sales teams</li> <li>Successfully demonstrates creative thinking while adhering to guidelines</li> <li>Demonstrates the ability to foster strong partnerships within the core team and the ability to build rapport with clients</li> <li>Effectively manages competing priorities in an organized fashion while maintaining a consistent level of client satisfaction</li> <li>Proactively engages all internal partners for sales opportunities</li> <li>Effectively manages risk while balancing the needs of the client, the team, and the bank</li> <li>Able to effectively work as an individual contributor as well as a collaborative team member in a fast-paced environment</li> <li>Depending on relevant years of experience, skills, and background, candidates will be considered for either Vice President or Director level</li> </ul>

Bank of America

Vice President/Director, Treasury Sales Officer, Global Payments Solutions, Singapore

Job TitleSr. Financial AnalystJob Description SummaryProvide leadership and supervision to accounting team members, at all levels, and support operations and clients through the use of sound judgment and discretion in applying accounting principles to day-to-day processes and functions. Assess team and department efficiencies to make improvement recommendations where necessary. The Senior Client Accounting Manager role also provides guidance to Client Accounting Managers and is counted on to provide solutions in the most complex management level situations.Job DescriptionEssential Job Duties: <ul> <li>Oversee a market, strategic and/or key client(s); develop productive, supportive relationships with market city leads, strategic clients, key clients, and internal stakeholders</li> <li>Monitor team performance, available capacity, and training needs through conducting one-on-one meetings, team meetings and addressing deficiencies timely and professionally</li> <li>Review team members' financial reports to ensure quality, timeliness, audit compliance and assess competencies</li> <li>Monitor team and/or market-wide requirements of timely tax payments, revenue portal updates, time tracking and Corporate Aging follow-up</li> <li>Assess team/department workflows and policies to recommend or implement improvements in operating efficiencies and effectiveness; provide oversight to ensure effective implementation</li> <li>Track team compliance with department SOC 1 audit controls; approve banking or financial transactions, schedules, and reports in accordance with the SOC Policies and Procedures manual and training.</li> <li>Develop direct reports through goal setting, conducting mid-year and year-end performance reviews and delivering timely and meaningful performance feedback, while maintaining quality results and performance</li> <li>Work with leadership team to implement department goals and objectives, lead department projects and provide essential Client Accounting committee involvement</li> <li>Direct new business onboarding by coordinating with property management and clients; set up bank accounts, accounting software, load prior balances or closing statements</li> <li>Assist Controller with pricing new business and preparing proposal responses</li> <li>Performs other related duties as required or requested.</li> </ul>Supervisory Responsibilities: <ul> <li>Leads/Assigns/Delegates tasks to Client Accounting Managers, Assistant Client Accounting Managers, Sr. Client Accountants, Client Accountants, Client Accounting Coordinators and/or Interns</li> <li>May coordinate efforts of project team to complete work within project deadlines</li> <li>Provides solutions to routine/complex problems</li> <li>Direct reports may include Client Accounting Managers, Assistant Client Accounting Managers, Sr. Client Accountants, Client Accountants, Client Accounting Coordinators and/or Interns</li> </ul>Education/Experience/Training: <ul><li>College degree in Finance or Accounting preferred</li></ul>Work Experience: <ul> <li>Requires seven to ten years of experience or equivalent combination of education and experience</li> <li>2+ years of management experience preferred</li> <li>Specialized Knowledge/Skills – Strong knowledge of Yardi and/or MRI software preferred; Strong MS Office Proficiency; Financial reporting for multiple entities preferred; Strong internal and external customer service, time management and organizational skills; Exceptional delegation skills with the ability to be a hands-on contributor and take initiative; Ability to train, mentor and coach others effectively; Results oriented with strong sense of urgency; Experience in or demonstrated leadership and accountability skills</li> </ul>Competencies: <ul> <li>Conflict Resolution</li> <li>Customer/Client Focus</li> <li>Delegation</li> <li>Ethical Conduct</li> <li>Goal Setting</li> <li>Independent Judgement</li> <li>Initiative</li> <li>Leadership</li> <li>Problem Solving</li> <li>Relationship Management</li> <li>Time Management</li> <li>Strategic Thinking</li> <li>May be required to travel up to 10% of the time. Travel may vary in frequency and duration.</li> <li>Demonstrates the ability to have close visual acuity to perform an activity such as: Preparing and analysing data and figures; transcribing; viewing a computer terminal, etc.</li> </ul>Note: The above information on this description has been designed to indicate the general nature and level of work performed by employees within this position. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job. This job description is subject to change at any time and may differ slightly based on regional location. Cushman &amp; Wakefield also provides eligible employees with an opportunity to enroll in a variety of benefit programs, generally including health, vision, and dental insurance, flexible spending accounts, health savings accounts, retirement savings plans, life, and disability insurance programs, and paid and unpaid time away from work. In addition to a comprehensive benefits package, Cushman and Wakefield provide eligible employees with competitive pay, which may vary depending on eligibility factors such as geographic location, date of hire, total hours worked, job type, business line, and applicability of collective bargaining agreements. The compensation that will be offered to the successful candidate will depend on factors such as whether the position is covered by a collective bargaining agreement, the geographic area in which the work will be performed, market pay rates in that area, and the candidate’s experience and qualifications. The company will not pay less than minimum wage for this role. The compensation for the position is: $70,805.00 - $83,300.00Cushman &amp; Wakefield is an Equal Opportunity employer to all protected groups, including protected veterans and individuals with disabilities. Discrimination of any type will not be tolerated.In compliance with the Americans with Disabilities Act Amendments Act (ADAAA), if you have a disability and would like to request an accommodation in order to apply for a position at Cushman &amp; Wakefield, please call the ADA line at 1-888-365-5406 or email <a href="#">HRServices@cushwake.com</a>. Please refer to the job title and job location when you contact us.INCO: “Cushman &amp; Wakefield”

Cushman & Wakefield

Sr. Financial Analyst

<h2>Job Details</h2> Level Experienced Job Location Tulsa Headquarters - Tulsa, OK Education Level Associate's Degree Job Category Accounting <h2>Description</h2> The Accounting Revenue Associate plays a critical role in supporting the financial integrity and operations of the organization. This position is primarily responsible for overseeing revenue billing processes, managing accounts receivable, and maintaining accurate financial records related to Federal and State grants and contracts. The role also provides essential support in payroll, reconciliation of financial statements, preparation of journal entries, account research, maintenance of the general ledger, and other key accounting functions. The ideal candidate will be highly detail-oriented, organized, and capable of thriving in a fast-paced, deadline-driven environment. <h2>Qualifications</h2> <h2>Required Qualifications: </h2> <ul> <li>Excellent verbal and written communication skills. </li> <li>Excellent problem-solving skills.</li> <li>Proficient in Microsoft Office Suite or required software as well as other accounting software programs; advanced knowledge in Excel with VLOOKUP formulas and pivot tables is required</li> <li>Knowledge and experience in Sage 300 are a plus.</li> <li>Ability to write and create Standard Operating Procedures (SOPs). </li> <li>Ability to operate related office equipment, such as computers, 10-key calculator, and copier</li> <li>Ability to work independently and in a fast-paced environment.</li> <li>Ability to anticipate work needs and interact professionally.</li> <li>Excellent organizational skills and strong attention to detail.</li> <li>Knowledge of accounting principles and practices.</li> <li>Collaborative work style with the ability to share information through coaching, teaching, and training.</li> <li>Ability to handle confidential information with a need-to-know disclosure only. </li> <li>Ability to establish and maintain effective working relationships with supervisors, co-workers, and people from other departments and vendors.</li> <li>Pro-active, quick learner with a positive attitude. </li> <li>Ability to work collaboratively in a fast-paced, complex and busy environment.</li> <li>Excellent people skills and the ability to work with others to achieve team results. </li> <li>Conscientious about timelines of assignments, ability to meet all deadlines and quality of work</li> <li>Strong analytical skills.</li> <li>Must maintain a valid driver's license, reliable transportation and auto liability insurance.</li> </ul> <h2>Education and Experience:</h2> <ul> <li>Associate’s or Bachelor’s degree in Accounting preferred. </li> <li>Experience with Electronic Health Records (EHR) and Medicaid billing preferred.</li> <li>Prior experience with Federal and State grant billing and revenue tracking is required.</li> <li>Minimum of 1–3 years of professional accounting experience, preferably in nonprofit or government-funded settings is required.</li> </ul>

Volunteers of America Oklahoma

Accounting Revenue Associate

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This individual is responsible for executing substantive economic sanctions compliance and operational risk practices in any sanctions related matters requiring input, assisting Global Economic Sanctions (GES) executives. This individual will establish and maintain strong relationships with key stakeholders within the Front Line Units (FLUs) and Control Functions (CFs), GFC risk executives and managers and internal audit using effective influence skills; and engage in external regulatory interactions. Responsibilities: <ul> <li>Advises and directs the development and maintenance of financial crimes owned policies and standards, and reviews relevant Front Line Units/Control Functions-owned policies and standards to ensure that regulatory requirements and operational risks are appropriately addressed specific to sanctions.</li> <li>Produces and/or oversees independent sanctions related risk management reporting to Global Compliance &amp; Operational Risk (GC&amp;OR) Senior Leaders and FLU/CF Senior Leaders.</li> <li>Monitors the changes in regulations applicable to sanctions, including advising business leaders, directing the appropriate areas to implement or amend policies, standards, procedures and/or processes to address regulatory requirements, and challenging the implementation plan as needed.</li> <li>Participates in industry forums and monitors regulatory expectations, emerging legislation and regulation, political scrutiny, litigation and key influencers to identify and mitigate emerging sanction risks.</li> <li>Escalates sanctions related compliance and operational risks and issues to appropriate governance routines, management/board level committees.</li> <li>Identifies, aggregates, reports, escalates, inspects, and challenges the remediation and thematic analysis of FLU/CF-owned issues and control enhancements related to sanctions.</li> <li>Reviews and challenges internal and external operational loss events, including the development of remediation plans to strengthen controls and providing oversight to ensure they are addressed appropriately.</li> <li>Draft and maintain sanctions-related Risk Assessments in alignment with the GFC Enterprise Policy, Standard, and Risk Assessment Methodology.</li> <li>Input into sanctions related risk assessments and leverage available data and analytical tools during the planning, execution, and oversight of the risk assessment process as applicable.</li> <li>Support the drafting and execution of actions plans to prepare for any regulatory deliverables and exams.</li> <li>Support the drafting and respond to regulatory partners working with other GES colleagues on voluntary sanctions self-disclosures, subpoenas, and license requests.</li> </ul> Required Skills: <ul> <li>Bachelor’s or equivalent with at least five (5) years’ experience in a financial institution, legal or consultancy firm or with a regulatory authority</li> <li>Sanctions experience in a financial institution or government position in a Financial Services institution and/or related government entity is strongly desired</li> <li>Critical Thinking</li> <li>Monitoring, Surveillance, and Testing</li> <li>Regulatory Compliance</li> <li>Risk Management</li> <li>Coaching</li> <li>Issue Management</li> <li>Policies, Procedures, and Guidelines Management</li> <li>Strategy Planning and Development</li> <li>Written Communications</li> <li>External Resource Management</li> <li>Reporting</li> <li>Talent Development</li> </ul>

Vice President, Global Financial Crimes Specialist (Sanctions)

Calling all Experienced Tax Preparers! Join our team for an exciting opportunity that offers flexible schedules. This is a seasonal position working from December to April. Leverage your tax expertise, business background, and knowledge of tax laws to propel you to the next level. You will provide online remote assistance and exceptional client service while connecting with clients and preparers in a fun, fast-paced environment from the comfort of your own home. Don't miss out on this opportunity to make a difference for the hardest working! Perks: <ul> <li>Flexible Schedule Options – Work that works for you!</li> <li>Corporate discount program </li> <li>Tax preparation training</li> <li>Continuing tax education</li> <li>Plus, you'll work in a fast-paced, innovative culture with an open and collaborative environment, and opportunities for advancement within the organization.</li> <li>Work from home! </li> </ul> What you need: <ul> <li>5+ seasons of previous experience with Jackson Hewitt. </li> <li>Passion for providing extraordinary customer service.</li> <li>Excellent communication and interpersonal skills. </li> <li>Ability to thrive in a fast-paced work environment.</li> <li>Basic computer skills.</li> <li>Willingness to learn.</li> <li>Experience in Jackson Hewitt software.</li> </ul> If you're looking for a rewarding opportunity to learn new skills and make an impact, apply today! This is a remote position. <h2>Working at Jackson Hewitt</h2> Jackson Hewitt is an innovator with nearly 6,000 locations, and we’re on a mission to change the face of the tax industry. We are an industry-leading provider of full-service individual, federal, and state income tax preparation with offices across the country. Jackson Hewitt is always seeking to improve its financial products, promotions, and partnerships so clients get more. <h2>Taxes are fun (really!)</h2> Jackson Hewitt is proud to offer free tax training as well as continuing education for tax preparers across the country. With nearly 6,000 locations to choose from, there's likely a Jackson Hewitt location near you, including at your local Walmart store. Tax preparers have flexible scheduling and various rewards too. PTIN Certification: Yes By submitting this form, I hereby acknowledge that most Jackson Hewitt locations are operated by independent franchisees and not Jackson Hewitt or its affiliates. I further acknowledge that franchisees are independent employers and separate companies and employers from Jackson Hewitt Inc., and set their own employment policies and practices. Franchisees are the exclusive employer of their employees and as such are solely responsible for all employment-related matters and decisions in their locations. Specifically, with regard to employees of franchisees, such franchisees, and not Jackson Hewitt, will have exclusive control over all employment-related decisions, including decisions concerning hiring, firing, wages, conditions of employment, discipline, staffing, or any other day-to-day employment issue. Jackson Hewitt Inc. will have no obligation or right to control any franchise employment issue relating to employees of a Jackson Hewitt franchisee. By applying for a job at a franchise-operated location, I understand that the information I provide will be forwarded to the franchisee in order for that organization to reach out to me and process and evaluate my application. I acknowledge that Jackson Hewitt will not receive a copy of my employment application and will have no involvement in any employment decisions regarding me, including whether I receive an interview or whether I am hired to work for the franchisee. I understand that I need to contact the relevant franchisee for information about its privacy practices. Any communications opt-out that I submit in any franchisee’s job application process is specific to that franchisee and will not be communicated to any other entity.

Jackson Hewitt

Remote Experienced  Jackson Hewitt Tax Preparer

Benefits: <ul> <li>401(k)</li> <li>401(k) matching</li> <li>Company parties</li> <li>Employee discounts</li> <li>Flexible schedule</li> <li>Opportunity for advancement</li> <li>Training &amp; development</li> <li>Wellness resources</li> </ul> At Jackson Hewitt, and its Franchisees, we provide an invaluable service in guiding our clients through the tax codes, rules, and processes. We do this with integrity, quality, and consistency. This is something that the vast majority of taxpayers don’t receive from DIY or other assisted providers. We take pride in that. The role you play is critical to our success and together we are “Working Hard for the Hardest Working Americans”. This is our mission and it’s a large part of why we work here. Together we are highly passionate about what we do, and how we can help our clients. Doing taxes is much more than filling in some forms. For most Americans, their tax return is the biggest single financial event of the year, and it can be quite an emotional experience. That’s where you come in! We are here to ease their stress and provide expert customer service and tax knowledge. What you’ll do here: The Sales and Marketing Manager supports the company with a variety of duties to include sales and marketing plans, research and development. Must be comfortable marketing to local businesses and clients face to face, zoom, email, text and phone, including cold calling if applicable. The position coordinates with the management team and must communicate effectively with area mangers of 5 states and 75 employees. Must feel comfortable creating and delivering a sales presentation and coaching other employees. This position has access to and regularly works with information of a sensitive, highly confidential nature. This position promotes the Jackson Hewitt brand through the delivery of superior customer service. <ul> <li>Assist in company wide marketing plan and budget </li> <li>Set and evaluate and promote sales and revenue goals </li> <li>Train and coach regularly other employees on sales and techniques, overcoming objections </li> <li>Meet set-up deadlines to ensure office locations meet brand/marketing appearance standards in time for office openings.</li> <li>Coordinate and communicate effective with area managers and a team of up 75 employees in 5 states</li> <li>Assist in maintaining a clean and inviting workplace, this may include removal of trash, vacuuming, bathrooms, cleaning counters, etc.</li> <li>Assist leadership in personnel marketing and recruitment efforts, as needed.</li> <li>Creates and tests new sales and product opportunities in the accounting field </li> </ul> Skills you’ll bring for success: <ul> <li>Good interpersonal and communication skills.</li> <li>Demonstrated ability in working in a fast paced environment </li> <li>Must be comfortable with computers and Word, Excel and PowerPoint.</li> <li>Sales experience preferred </li> <li>Sales management preferred </li> <li>Reliable transportation and a valid driver's license and insurance are preferred.</li> <li>Be coachable and ability to take constructive feedback </li> <li>Must be willing to travel 3-4 weeks per year</li> <li>Able to work in office 3-4 months a year (we have offices from Belen through all of Albuquerque and up to Santa Fe and Las Cruces, NM, southern CO and North Texas) and remotely from home at set times </li> </ul> Flexible work from home options available. Compensation: $18.00 - $22.00 per hour <h2>Working at Jackson Hewitt</h2> Jackson Hewitt is an innovator with nearly 6,000 locations, and we’re on a mission to change the face of the tax industry. We are an industry-leading provider of full-service individual, federal, and state income tax preparation with offices across the country. Jackson Hewitt is always seeking to improve its financial products, promotions, and partnerships so clients get more. <h2>Taxes are fun (really!)</h2> Jackson Hewitt is proud to offer free tax training as well as continuing education for tax preparers across the country. With nearly 6,000 locations to choose from, there's likely a Jackson Hewitt location near you, including at your local Walmart store. Tax preparers have flexible scheduling and various rewards too. PTIN Certification: Yes By submitting this form, I hereby acknowledge that most Jackson Hewitt locations are operated by independent franchisees and not Jackson Hewitt or its affiliates. I further acknowledge that franchisees are independent employers and separate companies and employers from Jackson Hewitt Inc., and set their own employment policies and practices. Franchisees are the exclusive employer of their employees and as such are solely responsible for all employment-related matters and decisions in their locations. Specifically, with regard to employees of franchisees, such franchisees, and not Jackson Hewitt, will have exclusive control over all employment-related decisions, including decisions concerning hiring, firing, wages, conditions of employment, discipline, staffing, or any other day-to-day employment issue. Jackson Hewitt Inc. will have no obligation or right to control any franchise employment issue relating to employees of a Jackson Hewitt franchisee. By applying for a job at a franchise-operated location, I understand that the information I provide will be forwarded to the franchisee in order for that organization to reach out to me and process and evaluate my application. I acknowledge that Jackson Hewitt will not receive a copy of my employment application and will have no involvement in any employment decisions regarding me, including whether I receive an interview or whether I am hired to work for the franchisee. I understand that I need to contact the relevant franchisee for information about its privacy practices. Any communications opt-out that I submit in any franchisee’s job application process is specific to that franchisee and will not be communicated to any other entity.

Sales and Marketing Manager for Tax and Accounting Firm

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.At Workday, we value our candidates’ privacy and data security. Workday will never ask candidates to apply to jobs through websites that are not Workday Careers. Please be aware of sites that may ask for you to input your data in connection with a job posting that appears to be from Workday but is not.In addition, Workday will never ask candidates to pay a recruiting fee, or pay for consulting or coaching services, in order to apply for a job at Workday.About the TeamJoin our team and experience Workday! It's fun to work in a company where people truly believe in what they're doing. At Workday, we're committed to bringing passion and customer focus to the business of enterprise applications. We work hard, and we're serious about what we do. But we like to have a good time, too. In fact, we run our company with that principle in mind every day: One of our core values is fun.About the RoleThe Professional Services Financials Senior or Principal Consultant will be tasked with ensuring the successful implementation of the Workday solution. They will provide Workday product and implementation expertise to their engagements. The Consultant will work with their clients to understand their business requirements and help configure and test the Workday solution. They will take direction and provide status to the Engagement Manager assigned to their project.o Become a specialist in the Workday Financials product suite, focusing on the Procure to Pay functionalities, including Workday Strategic Sourcing. o Lead design sessions for multiple financial functional areaso Drive client business requirementso Configure and Prototype the Workday solutiono Demonstrate Workday features to clientso Support Client with Unit Testing, End to End Testing and User Acceptance Testingo Work with the client and data conversion team to help convert legacy data into Workdayo Complete the work assigned to you by the Engagement Manager within the budgeted time allocatedo Assist integration consulting team with designing, configuring and testing both packaged and custom integrationso Learn, understand and advise on Workday’s Deployment Methodologyo Work with Delivery Assurance to ensure compliance with agreed to checkpointso Help mentor new Consultantso Ensure the client takes advantage of Workday best practiceso Ensure the client is reference-able once they are in productiono Participate in update training, supporting ecosystem and other events that help share one’s product skills with other consultantso Provide the Engagement Manager with status reports and keep them informed of overall project statusMore about Workday for the Public Sector:Workday State and Local Government Products Overview: <a href="https://www.workday.com/en-us/industries/government.html#?q" target="_blank">https://www.workday.com/en-us/industries/government.html</a>About YouBasic Qualifications: Sr Financials Consultant (P4)<ul> <li>6+ years implementing Financial solutions.</li> <li>6+ years of previous consulting experience either as a consultant with a consulting company or an internal consultant.</li> <li>6+ years of experience implementing Workday, SAP, Oracle, PeopleSoft, or similar applications</li> <li>Experience (6+ years) with at least 2 functional areas:</li> </ul>ProcurementSupplier AccountsInventoryWorkday Strategic SourcingBasic Qualifications: Principal Financials Consultant (P5)<ul> <li>8+ years implementing Financial solutions.</li> <li>8+ years of previous consulting experience either as a consultant with a consulting company or an internal consultant.</li> <li>8+ years of experience implementing Workday, SAP, Oracle, PeopleSoft, or similar applications</li> <li>Experience (8+ years) with at least 2 functional areas:</li> </ul>ProcurementSupplier AccountsInventoryWorkday Strategic SourcingOther Qualifications:<ul> <li>Bachelor’s Degree or equivalent work experience</li> <li>Public Sector Industry experience</li> <li>Passion for customer service</li> <li>Project management experience is ideal</li> <li>Technical experience a plus</li> <li>Excellent verbal and written communication skills</li> <li>Strong presentation skills</li> <li>Ability to handle multiple projects simultaneously</li> <li>Willingness to commit to long-term projects</li> <li>Business analysis and requirements gathering abilities</li> <li>Ability to learn technology quickly through instruction and self-training</li> <li>Experience with multiple financial applications a plus</li> <li>Comprehensive product knowledge, including a thorough understanding of product features, benefits, applications, and market positioning</li> <li>Strong Public Sector industry knowledge is essential, including staying abreast of current trends, competitive landscapes, and regulatory environments to contribute to strategic planning, risk management, and identifying new opportunities</li> <li>Proven solutions design skills, with the ability to analyze business challenges and develop effective solutions that leverage technology and optimize resources</li> <li>Expertise in strategic business consulting, including market analysis, financial acumen, and strategic planning, to drive organizational growth and performance</li> <li>Ability to travel 50% or more of the time</li> </ul>Posting End Date: 06/30/25The application deadline for this role is the same as the posting end date stated. 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 <a href="https://workdaybenefits.com/us/welcome-to-workday-benefits/prospective-workmates" target="_blank">click here</a>.Primary Location: USA.GA.Atlanta Primary Location Base Pay Range: $116,900 USD - $175,400 USD Additional US Location(s) Base Pay Range: $111,100 USD - $197,300 USDIf performed in Colorado, the pay range for this job is $116,900 - $175,400 USD based on min and max pay range for that role if performed in CO.The application deadline for this role is the same as the posting end date stated as below: 06/30/2025 Our 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!

Workday

Sr Financials Consultant, State & Local Government

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: Business Finance and Control Officer provides strategic counsel and analysis to the business helping to monitor and offer insight on market metrics to help the Business deliver on financial commitments and contribute to the overall strategy in a sustainable and responsible manner. You will have responsibility on the financial representation of the business you support and will take full ownership for the main finance functions. You are expected to use your knowledge and understanding of the business to provide valuable analysis and support to influence business decisions. In addition, you are expected to drive execution, sustain intensity and optimize and live the Bank of America core values and culture. Our mission is to be flawless at control, an innovator to drive operational excellence, be a trusted and valued partner to the Business and to be the financial conscience of Bank of America. Responsibilities: <ul> <li>Responsible for the day-to-day financials ensuring accurate, complete and timely reporting with adherence to controls and Firm policies.</li> <li>Valuation control including application of Independent Price Verification and Valuation Adjustment techniques.</li> <li>Process analysis and Operational Excellence.</li> <li>Manage Audit and Regulatory requests.</li> <li>Devise and provide insightful analytics to the Business and Senior Finance management to facilitate meaningful business conversations and decisions to help drive the business forward.</li> <li>Represent Finance to drive to completion new business/product opportunities in a controlled and responsible manner.</li> <li>Manage business partners and other key stakeholders.</li> <li>Documentation of procedures.</li> </ul> Skills: <ul> <li>Good Understanding of Global Markets.</li> <li>Strong Verbal and Written Communication.</li> <li>Critical and Analytical Thinking.</li> <li>Control Focused and Attention to Detail.</li> <li>Self-driven and Team Oriented.</li> <li>Experience managing offshore teammates.</li> <li>Good working knowledge of US GAAP and IFRS accounting standards.</li> </ul>

AVP/ VP, Business Finance & Control Product Associate, CFO Group

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Job Description: This job is responsible for working with high-net worth clients with annual revenues of $100k-$5mm, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Key responsibilities include leveraging technology to achieve business growth goals, profiling activities to determine a client's investor profile and financial resource objectives, building a sustainable book of business, and providing opportunities for advisors to pursue a career within the bank. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities: <ul> <li>Provides tailored and personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies</li> <li>Communicates solutions to clients that are best suited for their financial needs, such as core Banking, and Investment and Life Priority™ solutions</li> <li>Partners with Financial Advisor teams to build their network by sharing relevant market developments and discussing new products (as appropriate) in an effort to promote portfolio growth</li> <li>Understands and accesses the full breadth of resources across the bank to benefit clients or prospects</li> <li>Develops and grows a book of business to meet and exceed pre-defined financial targets to measure their ability to progress to the next phase as an advisor</li> <li>Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs and asset thresholds</li> </ul> The Advisor Development Program (ADP) Journey: During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide you with the necessary training and guidance through a defined path to become a successful and independent financial advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. In this role you will develop the relationship management skills necessary to operate in an Elite Growth Practice (EGP). From marketing yourself to managing your own practice, we’ll prepare you with everything you need as you develop within your role. The MFSA role provides experienced advisors the opportunity to pursue a career within Merrill Wealth Management. Once you have honed your skills and demonstrated success as a MFSA, you typically will progress into the next stage of training. Located in a Merrill branch. We’ll help you: <ul> <li>Get training and one-on-one mentorship from managers who are invested in your success. You’ll enroll in our Academy to develop as an advisor; the potential for growth is yours! </li> <li>Build connections to grow your network and business. Starting at a Merrill branch, you’ll interact with Merrill financial advisors, institutional retirement participants and higher net worth clients.</li> <li>Deliver advice through client reviews/presentations with confidence, including reviews of financial goals, and recommend investment advisory strategies to help clients achieve their financial goals.</li> <li>Learn about the full suite of financial solutions. Connect clients to solutions that are in their best interest, such as core Banking, Investment &amp; Life Priority™ solutions, through Bank of America and Merrill to meet their financial needs.</li> </ul> As a Merrill FSA, you can look forward to: <ul> <li>A strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners who are specialists in their field.</li> <li>Marketing strategies to reach wider audiences with greater appeal.</li> <li>Ongoing professional development to deepen your skills and optimize your practice as the industry evolves.</li> <li>Potential Opportunities for professional growth.</li> <li>Leadership opportunities, including leading client and conference seminars</li> </ul> We’re a culture that: <ul> <li>Is committed to building a workplace where every employee is welcomed and given the support and resources to build and advance their careers. Along with taking care of our clients, we want to be a great place for people to work, and we strive to create an environment where all employees have the opportunity to achieve their goals.</li> <li>Believes diversity makes us stronger so we can reflect, connect to and meet the diverse needs of our clients around the world.</li> <li>Provides continuous training and developmental opportunities to help employees achieve their goals, whatever their background or experience.</li> <li>Is committed to advancing our tools, technology and ways of working. We always put our clients first to meet their evolving needs.</li> <li>Believes in responsible growth and is dedicated to supporting communities around the world by connecting them to the lending, investing and giving they need to remain vibrant and vital.</li> </ul> Required Qualifications: <ul> <li>Currently holds Series 7 &amp; 66 (63 &amp; 65 in lieu of 66) licenses</li> <li>Two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded</li> <li>Minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services</li> <li>Self-starter who efficiently manages time and capacity</li> <li>Sets and accomplishes goals, achieving whatever you put your mind to</li> <li>Builds and nurtures strong relationships</li> <li>Collaborates effectively with others to get things done</li> <li>Communicates effectively and confidently and is comfortable engaging all clients</li> <li>Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment</li> <li>Likes to learn, adapts to new information and seeks the right solutions for clients</li> <li>Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients</li> </ul> Desired Qualifications: <ul> <li>Proven ability to partner and promote lead generation</li> <li>Experience balancing investment management, sales activities, and new client development</li> <li>Strong computer skills and the ability to multitask in a demanding environment</li> <li>Bachelor's degree, preferably in business-related field</li> <li>Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC)</li> <li>Obtained insurance licenses ​</li> </ul> Skills: <ul> <li>Account Management</li> <li>Client Investments Management</li> <li>Client Management</li> <li>Client Solutions Advisory</li> <li>Relationship Building</li> <li>Advisory</li> <li>Business Development</li> <li>Fraud Management</li> <li>Pipeline Management</li> <li>Portfolio Management</li> <li>Client Experience Branding</li> <li>Issue Management</li> <li>Prospecting</li> <li>Referral Identification</li> <li>Sales Performance Management</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

130 Accounting & Finance Jobs in Bentonville, AR, USA