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<h1>Financial Services - Data Risk Management, Manager</h1> <h1>Financial Services - Data Risk Management, Manager</h1> <a href="https://pwc.wd3.myworkdayjobs.com/US_Experienced_Careers/job/NY-New-York/Financial-Services---Data-Risk-Management--Manager_619741WD?source=US_EXP_Careers" target="_blank">Apply</a> Job Category Data and Analytics Level Manager Specialty/Competency Data, Analytics &amp; AI Time Type Full time Travel Requirements Up to 60% Job ID 619741WD Location(s) NC-Charlotte, IL-Chicago, DC-Washington, MA-Boston, NJ-Florham Park, NY-New York A career within Data and Analytics services will provide you with the opportunity to help organisations uncover enterprise insights and drive business results using smarter data analytics. We focus on a collection of organisational technology capabilities, including business intelligence, data management, and data assurance that help our clients drive innovation, growth, and change within their organisations in order to keep up with the changing nature of customers and technology. We make impactful decisions by mixing mind and machine to leverage data, understand and navigate risk, and help our clients gain a competitive edge. Our team helps clients navigate various analytics applications to get the most value out of their technology investment and foster confidence in their business intelligence. As part of our team, you'll help our clients implement enterprise content and data management applications that improve operational effectiveness and provide impactful data analytics and insights. To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future. As a Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to: <ul> <li>Develop new skills outside of comfort zone.</li> <li>Act to resolve issues which prevent the team working effectively.</li> <li>Coach others, recognise their strengths, and encourage them to take ownership of their personal development.</li> <li>Analyse complex ideas or proposals and build a range of meaningful recommendations.</li> <li>Use multiple sources of information including broader stakeholder views to develop solutions and recommendations.</li> <li>Address sub-standard work or work that does not meet firm's/client's expectations.</li> <li>Use data and insights to inform conclusions and support decision-making.</li> <li>Develop a point of view on key global trends, and how they impact clients.</li> <li>Manage a variety of viewpoints to build consensus and create positive outcomes for all parties.</li> <li>Simplify complex messages, highlighting and summarising key points.</li> <li>Uphold the firm's code of ethics and business conduct.</li> </ul> The Opportunity As part of the Data and Analytics - Business Intelligence team you are responsible for leading efforts in developing and implementing data-driven strategies to drive business growth and enhance decision-making. As a Manager, you guide and mentor your team, facilitating the successful planning, execution, and completion of projects while maintaining exemplary standards and leveraging team strengths to meet client expectations. You play a crucial role in aligning data initiatives with organizational goals, managing data strategy programs, and embracing technology and innovation to improve delivery. Responsibilities - Oversee the planning and completion of data initiatives, maintaining quality standards - Align data strategies with organizational objectives to drive growth - Leverage team strengths to meet and exceed client expectations - Manage data strategy programs to improve decision-making - Foster a culture of continuous improvement and learning within the team What You Must Have - Bachelor's Degree in Computer and Information Science, Computer and Information Science &amp; Accounting, Economics, Economics and Finance &amp; Technology, Operations Management/Research, or Statistics - 5 years of experience What Sets You Apart - Master's Degree in Computer Science, Computer Engineering, or Engineering preferred - Proficiency in data risk management and technology risk management - Developing data-driven strategies for business growth - Aligning data initiatives with organizational goals - Managing data strategy program success - Programming using Python and SQL - Designing advanced analytics solutions and AI/ML models - Understanding of Master Data Management and Data Governance - Supporting reliable and scalable solutions architectures Learn more about how we work: <a href="https://pwc.to/how-we-work" target="_blank">https://pwc.to/how-we-work</a> PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: <a href="https://pwc.to/H-1B-Lottery-Policy" target="_blank">https://pwc.to/H-1B-Lottery-Policy</a>. All qualified applicants will receive consideration for employment at PwC without regard to race; creed; color; religion; national origin; sex; age; disability; sexual orientation; gender identity or expression; genetic predisposition or carrier status; veteran, marital, or citizenship status; or any other status protected by law. PwC is proud to be an affirmative action and equal opportunity employer. The salary range for this position is: $100,000 - $232,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation and more. To view our benefits at a glance, please visit the following link: <a href="https://pwc.to/benefits-at-a-glance" target="_blank">https://pwc.to/benefits-at-a-glance</a> <h1>Financial Services - Data Risk Management, Manager</h1> <a href="https://pwc.wd3.myworkdayjobs.com/US_Experienced_Careers/job/NY-New-York/Financial-Services---Data-Risk-Management--Manager_619741WD?source=US_EXP_Careers" target="_blank">Apply</a>

Financial Services - Data Risk Management, Manager

<h1>Financial Services - Data Risk Management, Senior Associate</h1> <h1>Financial Services - Data Risk Management, Senior Associate</h1> <a href="https://pwc.wd3.myworkdayjobs.com/US_Experienced_Careers/job/NY-New-York/Financial-Services---Data-Risk-Management--Senior-Associate_619742WD?source=US_EXP_Careers" target="_blank">Apply</a> Job Category Data and Analytics Level Senior Associate Specialty/Competency Data, Analytics &amp; AI Time Type Full time Travel Requirements Up to 60% Job ID 619742WD Location(s) NC-Charlotte, IL-Chicago, DC-Washington, MA-Boston, NJ-Florham Park, NY-New York A career within Data and Analytics services will provide you with the opportunity to help organisations uncover enterprise insights and drive business results using smarter data analytics. We focus on a collection of organisational technology capabilities, including business intelligence, data management, and data assurance that help our clients drive innovation, growth, and change within their organisations in order to keep up with the changing nature of customers and technology. We make impactful decisions by mixing mind and machine to leverage data, understand and navigate risk, and help our clients gain a competitive edge. Our team helps clients navigate various analytics applications to get the most value out of their technology investment and foster confidence in their business intelligence. As part of our team, you'll help our clients implement enterprise content and data management applications that improve operational effectiveness and provide impactful data analytics and insights. To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future. As a Senior Associate, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to: <ul> <li>Use feedback and reflection to develop self awareness, personal strengths and address development areas.</li> <li>Delegate to others to provide stretch opportunities, coaching them to deliver results.</li> <li>Demonstrate critical thinking and the ability to bring order to unstructured problems.</li> <li>Use a broad range of tools and techniques to extract insights from current industry or sector trends.</li> <li>Review your work and that of others for quality, accuracy and relevance.</li> <li>Know how and when to use tools available for a given situation and can explain the reasons for this choice.</li> <li>Seek and embrace opportunities which give exposure to different situations, environments and perspectives.</li> <li>Use straightforward communication, in a structured way, when influencing and connecting with others.</li> <li>Able to read situations and modify behavior to build quality relationships.</li> <li>Uphold the firm's code of ethics and business conduct.</li> </ul> The Opportunity As part of the Data and Analytics - Business Intelligence team you are responsible for leading efforts in developing and implementing data-driven strategies to drive business growth and enhance decision-making. As a Senior Associate, you play a crucial role in aligning data initiatives with organizational goals, managing data strategy programs, and embracing technology and innovation to improve delivery. Responsibilities - Oversee the planning and completion of data initiatives, maintaining quality standards - Align data strategies with organizational objectives to drive growth - Leverage team strengths to meet and exceed client expectations - Manage data strategy programs to improve decision-making - Foster a culture of continuous improvement and learning within the team What You Must Have - Bachelor's Degree in Computer and Information Science, Computer and Information Science &amp; Accounting, Economics, Economics and Finance &amp; Technology, Operations Management/Research, or Statistics - 3 years of experience What Sets You Apart - Master's Degree in Computer Science, Computer Engineering, or Engineering preferred - Proficiency in data risk management and technology risk management - Developing data-driven strategies for business growth - Aligning data initiatives with organizational goals - Managing data strategy program success - Programming using Python and SQL - Designing advanced analytics solutions and AI/ML models - Understanding of Master Data Management and Data Governance - Supporting reliable and scalable solutions architectures Learn more about how we work: <a href="https://pwc.to/how-we-work" target="_blank">https://pwc.to/how-we-work</a> PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: <a href="https://pwc.to/H-1B-Lottery-Policy" target="_blank">https://pwc.to/H-1B-Lottery-Policy</a>. All qualified applicants will receive consideration for employment at PwC without regard to race; creed; color; religion; national origin; sex; age; disability; sexual orientation; gender identity or expression; genetic predisposition or carrier status; veteran, marital, or citizenship status; or any other status protected by law. PwC is proud to be an affirmative action and equal opportunity employer. The salary range for this position is: $84,000 - $202,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation and more. To view our benefits at a glance, please visit the following link: <a href="https://pwc.to/benefits-at-a-glance" target="_blank">https://pwc.to/benefits-at-a-glance</a> <h1>Financial Services - Data Risk Management, Senior Associate</h1> <a href="https://pwc.wd3.myworkdayjobs.com/US_Experienced_Careers/job/NY-New-York/Financial-Services---Data-Risk-Management--Senior-Associate_619742WD?source=US_EXP_Careers" target="_blank">Apply</a>

Financial Services - Data Risk Management, Senior Associate

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 TeamWorkday’s Financial Services and Insurance (FSI) Industry team’s main purpose is to deliver Workday’s consulting services and build an outstanding customer experience by delivering engaging and innovative consulting services. In addition to bring leading practices to our customers, partners, and employees make the most of the Workday system.About the RoleJob DescriptionThe Financial Services &amp; Insurance Industry (FSI) Principal Financials Consultant will be responsible for ensuring the successful implementation of Workday’s Financials solution for our FSI customers and help establish and champion best practices for all FSI deployments. The ideal candidate for this position should have experience within the FSI Industry in General Ledger, Consolidations, Allocations, Currency Revaluations and Translations. Additionally, candidate should have an understanding of financial touch points to Projects, Accounts Payable, Cash Managementand Assets. Key Areas of Responsibility:<ul> <li>Become an expert in the Workday Financials product suite</li> <li>Provide FSI Industry perspective for customer business requirements</li> <li>Ensure FSI Industry best practices are maintained to reflect new industry requirements and trends</li> <li>Perform the following on an engagement: understand client business requirement</li> <li>Serve as a mentor for new Financial Consultants</li> <li>Ensure the client takes advantage of Workday FSI Industry best practices</li> <li>Ensure the client is referenceable once the client is in production</li> <li>Participate in update training and other events that help share one’s product skills with other consultants</li> </ul>About You Basic Qualifications P - 5 <ul> <li>7 years FSI industry - ERP Implementations</li> <li>General Ledger, Consolidations, Allocations, Currency Revaluations and Translations Implementations experience</li> <li> Financial touchpoints to Projects, Accounts Payable, Cash Management and Assets Experience </li> <li>Workday Deployment Experience</li> <li>Ability to travel up to 50% of the time</li> </ul> P- 4 <ul> <li>5 years FSI industry - ERP Implementations</li> <li>General Ledger, Consolidations, Allocations, Currency Revaluations and Translations Implementations experience</li> <li> Financial touchpoints to Projects, Accounts Payable, Cash Management and Assets Experience </li> <li>Workday Deployment Experience</li> <li>Ability to travel up to 50% of the time</li> </ul> Other Qualifications <ul> <li>Ability to learn technology quickly through instruction and self-training</li> <li>Experience mentoring others</li> <li>Proven project management skills</li> <li>Previous consulting experience either as an internal consultant or with a consulting/software company</li> <li>Experience with Workday Accounting Center</li> <li>Experience implementing Workday, SAP, Oracle, PeopleSoft.</li> <li>Bachelor’s degree or relevant experience</li> <li>Passion for customer service.</li> <li>Excellent verbal and written communication skills and the ability to manage multiple projects at a time.</li> <li>Business analysis and requirements gathering abilities</li> </ul> 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="http://workdaybenefits.com/us/welcome-to-workday-benefits/prospective-workmates" target="_blank">click here</a>.Primary Location: USA.IL.Chicago Primary Location Base Pay Range: $147,400 USD - $221,100 USD Additional US Location(s) Base Pay Range: $133,300 USD - $236,800 USD 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

Principal Consultant - Financials, FSI Industry

<h1>About Prove </h1> As the world moves to a mobile-first economy, businesses need to modernize how they acquire, engage with and enable consumers. Prove’s phone-centric identity tokenization and passive cryptographic authentication solutions reduce friction, enhance security and privacy across all digital channels, and accelerate revenues while reducing operating expenses and fraud losses. Over 1,000 enterprise customers use Prove’s platform to process 20 billion customer requests annually across industries, including banking, lending, healthcare, gaming, crypto, e-commerce, marketplaces, and payments. For the latest updates from Prove, <a href="https://www.linkedin.com/company/proveidentity/" target="_blank">follow us on LinkedIn.</a> Prove is driving the future of digital identity. We are looking for Provers who know how to make an impact. We’re talking self-starting professionals who thrive in a fast-paced environment, process information quickly, and make intelligent decisions. The work is challenging and requires not only smart but natural curiosity and tenacity. Teamwork is also important to us – we work together and play together. Prove has big plans, and we’re excited about the future. If this sounds like the place for you – come join our team! Title: Fraud Strategy Analyst Reports to: VP, Product Management Location: New York, NY; Remote FLSA Status: F/T Salaried Exempt Position Summary The Fraud Strategy Analyst has experience in fraud prevention and has a knack for understanding bad actor motivations, fraud vulnerabilities, and control recommendations that favor consumer experience. They will ensure Prove products effectively verify identities and mitigate fraud by setting the policy which is enforced through our products. This role will interface with clients from time-to-time to understand fraud trends, make recommendations to the client on how to mitigate fraud using Prove products as well as relay new requirements to help shape Prove Policy as well as Prove Products. This person is critical to the success of the products by investigating fraud attacks, low pass rates with respect to identity verification, understanding root cause, and prescribing recommendations. Success is measured by maximizing client pass rates with effective fraud mitigation. Key Responsibilities: <ul> <li>Partner with Data Science team to refine and enhance Prove Global Fraud Policy through fraud expertise contributions</li> <li>Work with clients on fraud trends including analysis, client communication, recommendations to the client while partnering with leadership</li> <li>Support Platform Product Manager and Data Partnerships to recommend and prioritize new data sources</li> <li>Investigate client pass rate issues through using internal tools and partnership with Data Science and Client Success</li> <li>Create and maintain internal product documentation as well as support Product Marketing to create customer-facing product documentation and marketing collateral</li> <li>Create and maintain client dashboard to measure pass rate and fraud rates </li> <li>Contribute to the success of Prove led client forums to receive client and industry feedback</li> <li>Promote solutions in the market through bylines, webinars, and social media</li> </ul> Qualifications and Experience: <ul> <li>3+ years of fraud risk management, operations, or investigation or related experience.</li> <li>Bachelor's Degree in a relevant field, such as Computer Science, Operations, Business, Mathematics or Finance </li> <li>Demonstrated ability to stay organized and meet deadlines while managing multiple priorities</li> <li>Experience working in a fast-paced environment with a high degree of ambiguity</li> <li>Strong quantitative data analysis and critical thinking skills</li> <li>Ability to communicate effectively with both technical and non-technical individuals.</li> <li>Strong interpersonal skills, including written and oral communication skills</li> <li>Experience in a high growth startup with quickly expanding teams and aggressive revenue growth plans</li> <li>Promoting, maintaining and enhancing our cultural values of humility, passion, inclusion and leadership</li> <li>Exhibiting a strong passion for learning our products and markets through in-house and external training</li> </ul> The salary range for this role in New York City is $100,000-$115,000 plus company bonus. Offered salary will be determined by the applicant’s education, experience, knowledge, skills, geo-location and abilities, as well as internal equity and alignment with market data. Benefits &amp; Perks for FTE Provers: <ul> <li>Competitive salaries &amp; Bonus Plan (for eligible roles) and Equity Plan</li> <li>Modern Health for financial, mental, and physical wellness</li> <li>401(k) Retirement Plan &amp; Match (US Offices) and Local Country Pension (International Offices)</li> <li>Unlimited Vacation and Flexible hours</li> <li>Comprehensive medical benefits for you and your family ❤️</li> <li>Emotional &amp; Physical Wellness – Access to wellness services (EAP &amp; Prove Well-Being Reimbursement)</li> <li>Bottomless snacks &amp; beverages for certain office locations</li> <li>Daily GrubHub stipend for lunch if coming into the office (US Offices)</li> <li>A great place to work and connect with other talented Provers like yourself!</li> </ul> Don’t meet every single requirement? Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. At Prove we are dedicated to building a diverse, inclusive and authentic workplace, so if you’re excited about this role but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles. Equal Opportunity Employment: Prove is an equal opportunity employer committed to providing equal employment opportunity for all people regardless of race, color, religion, gender or sexual orientation, age, marital status, national origin, citizenship status, disability, veteran status or other personal characteristics Privacy &amp; Data Protection: When you are applying for a job at Prove, we collect and use your personal information in the job application process. To understand more about how Prove uses your personal information, please see our <a href="https://www.prove.com/legal/overview#Recruitment-Privacy-Policy" target="_blank">Recruitment Privacy Policy</a> on our website.

Prove

Fraud Strategy Analyst

WHO WE ARERelation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success. WHAT WE’RE LOOKING FORThe Senior Account Manager serves as the primary business contact for the client and is responsible for client satisfaction. The person in this position is expected to consistently provide excellent customer service to assigned accounts, as well as represent client needs and goals within the organization to ensure quality. In addition, the Senior Account Manager will build relationships with clients to encourage new and repeat business opportunities.A GLIMPSE INTO YOUR DAY<ul> <li>Serves as a client advocate and the primary point of contact for assigned accounts.</li> <li>Develops professional business relationships with client and understands the client’s core business.</li> <li>Manages client expectations, service commitments, and anticipates needs of the client.</li> <li>Quickly identifies and resolves complex client issues.</li> <li>Follows through on participant claims resolution matters with carriers and inquiries not immediately resolved.</li> <li>On behalf of the client, conducts research on insurance carrier billing issues.</li> <li>Manages open enrollment and prepares presentation materials, employee handouts, and other informational tools for client meetings. Provides training sessions during in-person or remote group meetings.</li> <li>Manages the Request for Proposal (RFP) process by compiling health benefits information from a variety of sources, responses from the carriers, and reviews the transparency documents maintains all appropriate documents in proper files.</li> <li>Analyzes vendor renewals by checking carrier or vendor's plan rates for reasonableness and by analyzing claims and enrollment data, trend rates, administrative expenses and other charges.</li> <li>Creates client presentations using Excel and PowerPoint to summarize client data obtained from vendors or Relation consultants.</li> <li>Develops benchmarking reports by gathering health benefits data to compare a client's plan information) to other companies by industry or geography and provides the information to the client.</li> <li>Gathers necessary data from the vendor or client; reviews to ensure it is complete, accurate, and reasonable. Prepares data for use in basic or advanced financial analyses or valuations.</li> <li>Assists consulting team with valuing medical, dental and prescription drug plan designs by entering plan design information to develop the relative cost differences between plan designs, in order to compare the client's current plan to alternative designs.</li> <li>Assists consulting team to develop employee contributions scenarios by entering current employee medical contribution data into an Excel spreadsheet and projecting contributions to the next plan year, taking into account the cost-sharing goals of the client.</li> <li>Reviews external vendor contracts, summary plan documents and employee communications to ensure alignment with client expectations and legal requirements.</li> <li>Reviews Summary Plan Descriptions (SPD) from the carrier and compares it to the client's benefits for accuracy; follows up with the carriers to make any necessary changes are made.</li> <li>Understands and demonstrates project management and consulting skills.</li> <li>Develops employee communication materials such as benefit brochures, open enrollment presentations, employee memos, etc.</li> <li>Recommends process improvements as needed.</li> <li>Performs other projects, duties, and tasks, as assigned.</li> </ul>WHAT SUCCESS LOOKS LIKE IN THIS ROLE<ul> <li>A Life Accident &amp; Health License from state of domicile is required and must be maintained.</li> <li>Advanced professional designation highly desirable (e.g. CEBS, CBP, etc.).</li> <li>High School Diploma or equivalent required. Four-year degree preferred.</li> <li>Minimum 5 years’ account management experience in the insurance industry with a focus on Accident and Health lines of coverage is required.</li> <li>In-depth understanding of the lines of coverage for employee benefit plans: medical, dental, life, long-term disability (LTD), short-term disability (STD), accidental death and dismemberment (AD&amp;D), vision, etc.</li> <li>Strong knowledge of the rules and regulations associated with HIPAA, COBRA, Health Care Reform and all other legislation and compliance related areas to Group Health programs.</li> <li>(California-Only) In-depth understanding of AB1672 and Small group regulations.</li> <li>(California-Only) Required to participate in the process of identifying and selecting General Agents. Must have knowledge of the services that California General Agents provide and be able to utilize General Agents to the maximum capacity.</li> <li>Must understand R.A.F. (Risk Adjustment Factor) and the components to how rates are created, maintained and delivered on new business and renewals.</li> <li>Outstanding interpersonal and communications skills are required to maintain effective relationships with clients, co-workers, carriers, vendors and others.</li> <li>Advanced skills in Microsoft Office (primarily Excel, PowerPoint and Word). Must be computer literate with the ability to learn new software applications, such as online benefit enrollment programs and carrier enrollment sites.</li> <li>Ability to work independently with limited daily supervision and to work effectively in a team environment.</li> <li>Must have a valid driver’s license, the ability to travel to client sites and a reliable source of transportation.</li> </ul>WHY CHOOSE RELATION?<ul> <li>Competitive pay.</li> <li>A safe and healthy work environment provided by our robust benefit program including family health and wellness programs, 401K, employee assistance programs, paid time off, paid holidays and more. </li> <li>Career advancement and development opportunities.</li> </ul>.Note: The above is not all encompassing of the full position description. Relation Insurance Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Relation, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is presented within this posting. You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance. .$53,987.00 - $108,687.00

Relation Insurance

Senior Account Manager - Employee Benefits

<h3> Position Summary </h3> Deloitte is seeking a Manager in FP&amp;A for our growing Government and Public Services (GPS) practice. In this role, you will help GPS leadership assess, forecast, and drive the financial performance of the business, analyzing a wide variety of firm financial data and deriving actionable insights. You will join a team of experienced financial professionals and help us drive improvements to our financial analysis capabilities. Recruiting for this role ends on 5/2/2025. Role Description The Finance Business Partner organization provides specialized finance-related services in support of the business leaders of the firm. The GPS Industry Finance Business Partner will support the organization in meeting the financial demands and needs of their designated business. In providing finance-related services to the business: <ul> <li>Support in producing &amp; reporting on strategic and ad hoc GPS industry &amp; sector financial analysis for key stakeholders and leadership</li> <li>Collaborate with different business and operational teams on plan &amp; forecast development, analytics, and key projects that impact Sector/Industry financial performance</li> <li>Lead the development of periodic cross-sector financial results &amp; reporting package for distribution to GPS &amp; sector leaders</li> <li>Support GPS M&amp;A activities: Develop, compile &amp; present financial reporting on GPS acquisitions in partnership with GPS business sponsors and colleagues and provide setup support during integration phase.</li> <li>Support acquisition business case development, evaluating potential GPS-centric deals to analyze operating model fit, financial feasibility, and value for GPS &amp; stakeholders within the business</li> </ul> Qualifications Required: <ul> <li>Bachelor’s degree in Finance or similar quantitative subject</li> <li>8+ years of relevant financial analysis experience, preferably in a professional services firm</li> <li>Demonstrated accomplishments in the following areas:</li> <ul> <li>Ability to excel in a high-paced environment</li> <li>Working with various organization teams and leadership</li> <li>Problem solving skills</li> <li>Quality and risk management</li> <li>Project and change management</li> <li>Business process improvement</li> <li>Formulating and delivering action plans for high profile strategic initiatives</li> <li>Developing innovative solutions to business issues </li> </ul> <li>Experience with SAP Analysis for Office, SAP Business Client and other financial applications</li> <li>Advanced in MS Excel, Powerpoint and Word </li> <li>Strong communication skills</li> <li>Must be able to work with a team that is primarily based in east coast time</li> <li>Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future</li> <li>Ability to travel 10%, on average, based on the work you do and the clients and industries/sectors you serve. This may include overnight travel</li> </ul> Preferred <ul> <li>Experience in crafting analysis and key takeaways to executive leadership</li> <li>Familiarity with government contracts</li> <li>Familiarity with a matrix organizational structure</li> <li>Professional services financial experience</li> <li>Experience working with offshore and remote teams</li> </ul> Information for applicants with a need for accommodation: <a href="https://www2.deloitte.com/us/en/pages/careers/articles/join-deloitte-assistance-for-disabled-applicants.html" target="_blank">https://www2.deloitte.com/us/en/pages/careers/articles/join-deloitte-as…</a> The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $88,600 to $181,900. You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance. Professionals in the OpX Channel may apply and be considered for the role regardless of US office location. EA_ExpHire EA_GPS_ExpHire Recruiting tips From developing a stand out resume to putting your best foot forward in the interview, we want you to feel prepared and confident as you explore opportunities at Deloitte. <a href="https://www2.deloitte.com/us/en/pages/careers/topics/recruiting-tips.html" target="_blank">Check out recruiting tips from Deloitte recruiters.</a> Benefits At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. <a href="https://www2.deloitte.com/us/en/pages/careers/articles/life-at-deloitte-benefits-and-rewards.html" target="_blank">Learn more about what working at Deloitte can mean for you.</a> Our people and culture Our inclusive culture empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. It enables us to leverage different ideas and perspectives, and bring more creativity and innovation to help solve our client most complex challenges. This makes Deloitte one of the most rewarding places to work. Our purpose Deloitte’s purpose is to make an impact that matters for our clients, our people, and in our communities. We are creating trust and confidence in a more equitable society. At Deloitte, purpose is synonymous with how we work every day. It defines who we are. We are focusing our collective efforts to advance sustainability, equity, and trust that come to life through our core commitments. <a href="https://www2.deloitte.com/us/en/pages/about-deloitte/articles/purpose-at-deloitte-us.html" target="_blank">Learn more about Deloitte's purpose, commitments, and impact.</a> Professional development From entry-level employees to senior leaders, we believe there’s always room to learn. We offer opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship. From on-the-job learning experiences to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career.

Deloitte

Manager, GPS Industry Finance Business Partner

<h3> Position Summary </h3> Workday Financials, Manager Deloitte’s Emerging ERP Solutions practice works closely with clients across a wide spectrum of industries to identify and implement SaaS based Enterprise Resource Planning systems such as Workday Financials, or various Infor packages, as well as Enterprise Performance Management software like Adaptive Insights. Our team's goal is to deliver transformational solutions optimized for our client's unique business needs. Work you'll do A Manager at Deloitte will manage and deliver components of client engagements that identify, design, and implement technology and creative business solutions for large companies. Key responsibilities will include: Manage teams in the identification of business requirements, functional design, process design (including scenario design, flow mapping), prototyping, testing, training, defining support procedures. <ul> <li>Formulate planning, budgeting, forecasting and reporting strategies.</li> <li>Manage full life cycle implementations.</li> <li>Develop statements of work and/or client proposals.</li> <li>Identify business opportunities to increase usability and profitability of information architecture.</li> <li>Experience with program leadership, governance and change enablement.</li> <li>Develop and manage vendor relationships.</li> <li>Lead workshops for client education.</li> <li>Manage resources and budget on client projects.</li> <li>Assist and drive the team by providing oversight.</li> </ul> Qualifications Required: <ul> <li>8+ years of relevant consulting or industry experience</li> <li>2+ years experience leading teams</li> <li>Workday Financials Professional certification</li> <li>2 full life cycle Workday Financial implementation</li> <li>Proficiency in two or more business processes:</li> <ul> <li>Procure-to-Pay (PTP)</li> <li>Order-to-Cash (OTC)</li> <li>General Ledger (GL)</li> <li>Fixed Asset Management (FA)</li> <li>Budgeting</li> <li>Cash Management</li> <li>Grant Management</li> <li>Chart of Accounts Re-Design</li> <li>Purchase Order Conversions</li> <li>Expense Management</li> </ul> <li>Ability to travel up to 50%, based on the work you do and the clients and industries/sectors you serve</li> <li>Bachelor's Degree or equivalent professional experience</li> <li>Limited immigration sponsorship may be available.</li> </ul> Preferred: <ul> <li>Other leading Cloud based SaaS financial application implementation experience (ie: NetSuite, Fusion Intact, PeopleSoft, Oracle, SAP, Lawson)</li> <li>An advanced degree </li> <li>Functional knowledge around financial systems and processes</li> <li>Experience in defining systems strategy, developing systems requirements, designing and prototyping, testing, training, defining support procedures, and implementing practical business solutions under multiple deadlines</li> <li>Sales experience</li> </ul> Information for applicants with a need for accommodation: <a href="https://www2.deloitte.com/us/en/pages/careers/articles/join-deloitte-assistance-for-disabled-applicants.html" target="_blank">https://www2.deloitte.com/us/en/pages/careers/articles/join-deloitte-as…</a> The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $131,175 - $218,625. You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance. #FY25 Recruiting tips From developing a stand out resume to putting your best foot forward in the interview, we want you to feel prepared and confident as you explore opportunities at Deloitte. <a href="https://www2.deloitte.com/us/en/pages/careers/topics/recruiting-tips.html" target="_blank">Check out recruiting tips from Deloitte recruiters.</a> Benefits At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. <a href="https://www2.deloitte.com/us/en/pages/careers/articles/life-at-deloitte-benefits-and-rewards.html" target="_blank">Learn more about what working at Deloitte can mean for you.</a> Our people and culture Our inclusive culture empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. It enables us to leverage different ideas and perspectives, and bring more creativity and innovation to help solve our client most complex challenges. This makes Deloitte one of the most rewarding places to work. Our purpose Deloitte’s purpose is to make an impact that matters for our clients, our people, and in our communities. We are creating trust and confidence in a more equitable society. At Deloitte, purpose is synonymous with how we work every day. It defines who we are. We are focusing our collective efforts to advance sustainability, equity, and trust that come to life through our core commitments. <a href="https://www2.deloitte.com/us/en/pages/about-deloitte/articles/purpose-at-deloitte-us.html" target="_blank">Learn more about Deloitte's purpose, commitments, and impact.</a> Professional development From entry-level employees to senior leaders, we believe there’s always room to learn. We offer opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship. From on-the-job learning experiences to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career.

Workday Financials Manager

<h3> Position Summary </h3> Join the world’s leading professional services firm assisting employers in operating payrolls for their workforce. As an Analyst, you will join a dynamic team delivering our US Managed Payroll Tax Services offering. Work you will do You will be responsible for delivering payroll tax services for clients. You will need to deliver the following activities to the highest standards of client service with impeccable levels of accuracy: <ul> <li>Configuration of payroll wage codes for the accurate application of employer and employee taxes and social security</li> <li>Analysis of payroll tax notices</li> <li>Preparation of Powers of Attorney</li> <li>Liaison with Federal and State Agencies</li> <li>Registration of employers for payroll taxes</li> <li>Preparation and filing of payroll tax returns</li> <li>Preparation of Forms W-2, Forms 1099 and state equivalents</li> <li>Perform regular audits to identify and resolve compliance issues, avoiding delays in filings and monitoring penalties/notices</li> <li>Work in partnership with clients to ensure accurate and timely processing of payroll tax liabilities</li> <li>Reconcile federal and state withholding taxes and unemployment taxes monthly, quarterly, and annually</li> <li>Apply for identification numbers, such as FEIN and SUI, when entering new jurisdictions</li> <li>Evaluate and improve payroll tax processes for higher efficiency and accuracy</li> <li>Identify opportunities for automation and lead implementation efforts related to payroll taxes</li> <li>Coordinate year-end efforts to ensure accurate W-2s and other annual tax filings.</li> <li>Ensure proper setup and maintenance of local withholding codes for employers and employees in the Deloitte payroll tax system</li> <li>Good knowledge on Tax State/SUI agency portals</li> <li>Perform quarterly reconciliation and data analysis</li> <li>Reconcile payroll taxes at the employee level</li> <li>Tax Adjustment &amp; Amendment knowledge</li> <li>Play a lead role in Year-End processing for accurate W-2</li> <li>Communicate directly with internal/external customers regarding tax inquiries</li> <li>Research and payroll tax inquires</li> <li>Ensure that all tax related updates in the payroll system are fully reviewed and understood</li> <li>Perform internal audits as requested</li> <li>Identify and resolve issues as well as drive change for related improvements</li> <li>Setting up the required operating protocols for the service offering</li> </ul> Recruiting for this role ends on May 31st, 2025 Qualifications Required: <ul><li>Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2 – 3 days per week</li></ul> <ul> <li>3+ years of experience in payroll tax processing, preferably in a multi-state US environment</li> <li>Bachelor’s degree in economics, human resources, international business, finance, accounting, or other liberal arts majors</li> </ul> <ul> <li>One of the following active accreditations obtained, in process, or willing and able to obtain:</li> <ul> <li>Licensed CPA in state of practice/primary office if eligible to sit for the CPA</li> <li>If not CPA eligible:</li> <ul> <li>Certified Payroll Professional (CPP)</li> <li>Enrolled Agent</li> <li>Juris Doctor (JD)</li> </ul> </ul> <li>Ability to travel up to 10%, on average, based on the work you do and the clients and industries/sectors you serve</li> </ul> Preferred <ul> <li>Proficiency with payroll software (e.g., ADP, Workday, Paycom) and Microsoft Excel.</li> <li>An aptitude for working as part of dynamic team with diverse members</li> <li>Ability to prioritize tasks, work and manage multiple assignments in a team environment</li> <li>Strong analytical, consultative, quantitative, and project management skills</li> <li>Executive presence, and excellent communication (verbal &amp; written) and presentation skills with an aptitude for working as part of a global team</li> <li>Excellent analytical and problem-solving skills with high attention to detail</li> <li>Ability to handle confidential information with discretion</li> <li>Attention to detail, self-starter and deadline oriented</li> </ul> <h3>Recruiting tips</h3> From developing a standout resume to putting your best foot forward in the interview, we want you to feel prepared and confident as you explore opportunities at Deloitte. <a href="https://www2.deloitte.com/us/en/pages/careers/topics/recruiting-tips.html" target="_blank">Check out recruiting tips from Deloitte recruiters</a>. <h3>Benefits</h3> At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. <a href="https://www2.deloitte.com/us/en/pages/careers/articles/about-deloitte-careers-top-ten-reasons-to-join-deloitte.html" target="_blank">Learn more about what working at Deloitte can mean for you</a>. <h3>Our people and culture</h3> Our diverse, equitable, and inclusive culture empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. It enables us to leverage different ideas and perspectives and bring more creativity and innovation to help solve our clients' most complex challenges. This makes Deloitte one of the most rewarding places to work. <a href="https://www2.deloitte.com/us/en/pages/about-deloitte/articles/deloitte-inclusion.html" target="_blank">Learn more about our inclusive culture</a>. <h3>Our purpose</h3> Deloitte’s purpose is to make an impact that matters for our clients, our people, and in our communities. We are creating trust and confidence in a more equitable society. At Deloitte, purpose is synonymous with how we work every day. It defines who we are. We are focusing our collective efforts to advance sustainability, equity, and trust that come to life through our core commitments. <a href="https://www2.deloitte.com/us/en/pages/about-deloitte/articles/purpose-at-deloitte-us.html" target="_blank">Learn more about Deloitte's purpose, commitments, and impact</a>. <h3>Professional development</h3> From entry-level employees to senior leaders, we believe there’s always room to learn. We offer opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship. From on-the-job learning experiences to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career. As used in this posting, "Deloitte" means Deloitte Tax LLP, a subsidiary of Deloitte LLP. Please see <a href="https://www.deloitte.com/us/about" target="_blank">www.deloitte.com/us/about</a> for a detailed description of the legal structure of Deloitte LLP and its subsidiaries. Certain services may not be available to attest clients under the rules and regulations of public accounting. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law. Deloitte will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws. <a href="https://www2.deloitte.com/us/en/pages/careers/articles/ban-the-box-notices.html" target="_blank">See notices of various ban-the-box laws where available</a>. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $66,570 - $151,580. You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance. Information for applicants with a need for accommodation: <a href="https://www2.deloitte.com/us/en/pages/careers/articles/join-deloitte-assistance-for-disabled-applicants.html" target="_blank">https://www2.deloitte.com/us/en/pages/careers/articles/join-deloitte-as…</a> Recruiting tips From developing a stand out resume to putting your best foot forward in the interview, we want you to feel prepared and confident as you explore opportunities at Deloitte. <a href="https://www2.deloitte.com/us/en/pages/careers/topics/recruiting-tips.html" target="_blank">Check out recruiting tips from Deloitte recruiters.</a> Benefits At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. <a href="https://www2.deloitte.com/us/en/pages/careers/articles/life-at-deloitte-benefits-and-rewards.html" target="_blank">Learn more about what working at Deloitte can mean for you.</a> Our people and culture Our inclusive culture empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. It enables us to leverage different ideas and perspectives, and bring more creativity and innovation to help solve our clients' most complex challenges. This makes Deloitte one of the most rewarding places to work. Our purpose Deloitte’s purpose is to make an impact that matters for our people, clients, and communities. At Deloitte, purpose is synonymous with how we work every day. It defines who we are. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities. <a href="https://www2.deloitte.com/us/en/pages/about-deloitte/articles/purpose-at-deloitte-us.html" target="_blank">Learn more.</a> Professional development From entry-level employees to senior leaders, we believe there’s always room to learn. We offer opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship. From on-the-job learning experiences to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career.

Senior Consultant - US Business Process Solutions - Managed Payroll Services

<h3> Position Summary </h3> Join the world’s leading professional services firm assisting employers in operating payrolls for their workforce. As a Manager you will join a dynamic team delivering our US Managed Payroll Tax Services offering. Recruiting for this role ends on May 31, 2025 Work you will do You will be responsible for delivering payroll tax services for clients and managing and overseeing the service delivery. You and your team will need to deliver the following activities to the highest standards of client service with impeccable levels of accuracy: <ul> <li>Configuration of payroll wage codes for the accurate application of employer and employee taxes and social security</li> <li>Analysis of payroll tax notices</li> <li>Preparation of Powers of Attorney</li> <li>Liaison with Federal and State Agencies</li> <li>Registration of employers for payroll taxes</li> <li>Preparation and filing of payroll tax returns</li> <li>Preparation of Forms W-2, Forms 1099 and state equivalents</li> <li>Perform regular audits to identify and resolve compliance issues, avoiding delays in filings and monitoring penalties/notices</li> <li>Work in partnership with clients to ensure accurate and timely processing of payroll tax liabilities</li> <li>Reconcile federal and state withholding taxes and unemployment taxes monthly, quarterly, and annually</li> <li>Apply for identification numbers, such as FEIN and SUI, when entering new jurisdictions</li> <li>Evaluate and improve payroll tax processes for higher efficiency and accuracy</li> <li>Identify opportunities for automation and lead implementation efforts related to payroll taxes</li> <li>Coordinate year-end efforts to ensure accurate W-2s and other annual tax filings</li> <li>Ensure proper setup and maintenance of local withholding codes for employers and employees in the Deloitte payroll tax system</li> <li>Good knowledge on Tax State/SUI agency portals</li> <li>Perform quarterly reconciliation and data analysis</li> <li>Reconcile payroll taxes at the employee level</li> <li>Tax Adjustment &amp; Amendment knowledge</li> <li>Play a lead role in Year-End processing for accurate W-2</li> <li>Communicate directly with internal/external customers regarding tax inquiries</li> <li>Research and resolve payroll tax inquires</li> <li>Ensure tax related updates in the payroll system are fully reviewed and understood</li> <li>Perform internal audits as requested</li> <li>Identify and resolve issues as well as drive change for related improvements</li> <li>Setting up the required operating protocols for the service offering</li> </ul> Qualifications Required: <ul><li>Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2 – 3 days per week</li></ul> <ul> <li>5 + years of experience in payroll tax processing, preferably in a multi-state US environment</li> <li>Bachelor’s degree in economics, human resources, international business, finance, accounting, or other liberal arts majors</li> </ul> <ul> <li>One of the following active accreditations obtained, in process, or willing and able to obtain:</li> <ul> <li>Licensed CPA in state of practice/primary office if eligible to sit for the CPA</li> <li>If not CPA eligible:</li> <ul> <li>Enrolled Agent</li> <li>Juris Doctor (JD)</li> </ul> </ul> <li>Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve</li> </ul> Preferred <ul> <li>Proficiency with payroll software (e.g., ADP, Workday, Paycom) and Microsoft Excel</li> <li>An aptitude for working as part of dynamic team with diverse members</li> <li>Ability to prioritize tasks, work and manage multiple assignments in a team environment</li> <li>Strong analytical, consultative, quantitative, and project management skills</li> <li>Executive presence, and excellent communication (verbal &amp; written) and presentation skills with an aptitude for working as part of a global team</li> <li>Excellent analytical and problem-solving skills with high attention to detail</li> <li>Ability to handle confidential information with discretion</li> <li>Attention to detail, self-starter and deadline oriented</li> </ul> The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $98,350 to $223,990. You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance. Information for applicants with a need for accommodation: <a href="https://www2.deloitte.com/us/en/pages/careers/articles/join-deloitte-assistance-for-disabled-applicants.html" target="_blank">https://www2.deloitte.com/us/en/pages/careers/articles/join-deloitte-as…</a> Recruiting tips From developing a stand out resume to putting your best foot forward in the interview, we want you to feel prepared and confident as you explore opportunities at Deloitte. <a href="https://www2.deloitte.com/us/en/pages/careers/topics/recruiting-tips.html" target="_blank">Check out recruiting tips from Deloitte recruiters.</a> Benefits At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. <a href="https://www2.deloitte.com/us/en/pages/careers/articles/life-at-deloitte-benefits-and-rewards.html" target="_blank">Learn more about what working at Deloitte can mean for you.</a> Our people and culture Our inclusive culture empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. It enables us to leverage different ideas and perspectives, and bring more creativity and innovation to help solve our client most complex challenges. This makes Deloitte one of the most rewarding places to work. Our purpose Deloitte’s purpose is to make an impact that matters for our clients, our people, and in our communities. We are creating trust and confidence in a more equitable society. At Deloitte, purpose is synonymous with how we work every day. It defines who we are. We are focusing our collective efforts to advance sustainability, equity, and trust that come to life through our core commitments. <a href="https://www2.deloitte.com/us/en/pages/about-deloitte/articles/purpose-at-deloitte-us.html" target="_blank">Learn more about Deloitte's purpose, commitments, and impact.</a> Professional development From entry-level employees to senior leaders, we believe there’s always room to learn. We offer opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship. From on-the-job learning experiences to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career.

Tax  Manager - US Business Process Solutions - Managed Payroll Services

WHO WE ARERelation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success. WHAT WE’RE LOOKING FORThe Senior Client Service Specialist assists the Account Management and Consulting teams in servicing and retaining clients. The Senior Client Service Specialist responds promptly to requests from clients, prospects and members of the production and account management staff. The individual in this role is expected to project a professional company image through all interaction with clients, insurance carriers, vendors, team members and others.A GLIMPSE INTO YOUR DAY<ul> <li>Provides ongoing administrative support and coordinates with Account Managers and other service team members to ensure that clients receive all key deliverables in a timely and accurate manner.</li> <li>Serves as a client advocate and a point of contact for assigned accounts.</li> <li>Assists in managing client expectations, service commitments, and anticipates needs of the client.</li> <li>Answers correspondence related to client’s employee benefit plans in a timely manner. Documents all client interaction and updates client service logs.</li> <li>Maintains client files accurately and consistently, responsible for proper documentation of files and proper communication in accordance with company workflow, procedures and best practices.</li> <li>Quickly identifies and resolves basic client service issues. Assists with identifying, conducting research, and resolving participant benefit issues. </li> <li>Conducts research on billing issues on behalf of the clients.</li> <li>Coordinates with clients on the accumulation of census data, history of plans, and all other data for insurance carrier quotes as directed. </li> <li>Researches client issues by contacting carriers and vendors on behalf of the client and determines when issues need to be escalated.</li> <li>Creates client monthly, quarterly and annual reports utilizing Relation templates and software.</li> <li>Provides client compliance support including ACA, SPD preparation, 5500 filings and actuary reports. </li> <li>Assists with managing open enrollment and the preparation of presentation materials, employee handouts, and other informational tools for client meetings.</li> <li>Enters benefit enrollments and terminations for assigned clients.</li> <li>Assists with the creation of client presentations using Excel and PowerPoint.</li> <li>Reviews Summary Plan Descriptions (SPD) from the carrier and compares it to the client's benefits for accuracy.</li> <li>Assists with creating spreadsheets and premium allocations.</li> <li>Prepares summaries of insurance with guidance from Account Manager and other service team members.</li> <li>Recommends process improvements as needed.</li> <li>Performs other projects, duties, and tasks, as assigned.</li> </ul>WHAT SUCCESS LOOKS LIKE IN THIS ROLE<ul> <li>A Life, Health and Accident License from state of domicile is required within 90 days of hire and must be maintained thereafter.</li> <li>High School Diploma or equivalent required.</li> <li>Minimum of 5+ years of Customer Service experience.</li> <li>At least 1-year previous Life, Health and Accident experience.</li> <li>Bilingual (English/Spanish) preferred; may be required, depending on location.</li> <li>Working knowledge of insurance markets, products, services insurance ratings and underwriting procedures preferred.</li> <li>Prior experience with agency management systems software and online rating systems preferred.</li> <li>Proficient in using computers and Microsoft Office Suite (emphasis on Excel). Must be computer literate with the ability to learn new software.</li> <li>Excellent interpersonal and communications skills are required to maintain effective relationships with clients, co-workers, carriers, vendors, and others.</li> <li>Ability to work independently with limited daily supervision and to work effectively in a team environment.</li> <li>Ability to function effectively under tight time constraints, consistently meets strict deadlines, prioritize, and handle multiple tasks in a demanding work environment.</li> </ul>WHY CHOOSE RELATION?<ul> <li>Competitive pay.</li> <li>A safe and healthy work environment provided by our robust benefit program including family health and wellness programs, 401K, employee assistance programs, paid time off, paid holidays and more. </li> <li>Career advancement and development opportunities.</li> </ul>.Note: The above is not all encompassing of the full position description. Relation Insurance Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Relation, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is presented within this posting. You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance. .$16.55 - $34.38

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