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As a Financial Edge (FE) Customer Support, Senior Specialist you’ll take ownership of advanced, challenging, or complex cases and ensuring swift, effective solutions. You’ll assist with triaging defects and incidents, playing a crucial role in maintaining system reliability and performance. Additionally, you'll create and enhance Knowledgebase content for customer self-service, empowering users to resolve issues independently.Your role balances working on complex or escalated cases and helping peers manage their workload efficiently, ultimately driving team success, enhancing overall support quality and customer satisfaction. As a Senior Specialist you will work closely with leadership, including the Principal to help drive initiatives and achieve outcomes.What you'll do:<ul> <li>Quickly resolving or triaging incidents.</li> <li>Handling complex non-FCR cases, focusing on reducing time-to-close (TTC) and surfacing future enhancements to reduce complexity.</li> <li>Achieving mentor goals for frontline and tenured agents, complementing the Team Lead's coaching efforts. You'll take direction from your manager and help achieve quantifiable targets.</li> <li>Filing defect tickets to Sustained Engineering and RDO, and attending triage meetings to discuss specific defects, in collaboration with the Principal.</li> <li>Serve as a backup to the Principal as needed which may encompass a variety of activities depending on time of year, workloads, and Principal availability.</li> <li>Assisting Team Leads and Managers with projects and initiatives as needed.</li> <li>Actively participating in swarm while using your experience and influence to coach and mentor both tenured and newer resources across all FE resources.</li> </ul>These responsibilities ensure you play a pivotal role in enhancing support quality and driving team success.What you'll bring:<ul> <li>Knowledge of Financial Edge.</li> <li>Experience in a Customer Support Senior level role.</li> <li>Diplomatic and tactful in dealing with diverse people.</li> <li>Quick learner of new concepts and ideas.</li> <li>Critical thinker who asks insightful questions to facilitate problem-solving.</li> <li>Calming influence in tense situations, providing direction and guidance.</li> <li>Creative strategist who integrates unrelated information to develop innovative approaches.</li> <li>Keen insight into predicting behaviors across various situations.</li> <li>Effective strategist for complex cross-organizational projects.</li> <li>Adaptable in situations characterized by continual change.</li> <li>Decisive in quickly identifying key issues for important decisions.</li> <li>Proactive in anticipating obstacles and minimizing their impact.</li> <li>Forward-thinking in creating long-term strategies that anticipate customer needs.</li> </ul>#LI-REMOTEStay up to date on everything Blackbaud, follow us on <a href="http://bit.ly/FollowUsLI" target="_blank">Linkedin</a>, <a href="http://bit.ly/2xn65ez" target="_blank">Twitter</a>, <a href="https://www.instagram.com/blackbaud/" target="_blank">Instagram</a>, <a href="http://bit.ly/2yNWNJH" target="_blank">Facebook</a> and <a href="https://bit.ly/BLKBYouTube" target="_blank">YouTube ​</a>Blackbaud is a remote-first company which embraces a flexible remote work culture. Blackbaud supports hiring and career development for all roles from the location you are in today!Blackbaud is proud to be an equal opportunity employer and is committed to maintaining a diverse and inclusive work environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, physical or mental disability, age, or veteran status or any other basis protected by federal, state, or local law.To all recruitment agencies: We do not accept unsolicited agency resumes and are not responsible for any fees related to unsolicited resumes.A notice to candidates: Recruitment Fraudulent Alert: Your personal information and online safety as a candidate mean a lot to us! At Blackbaud and our portfolio of companies, recruiters only direct candidates to apply through our official careers page at <a href="https://careers.blackbaud.com/us/en" target="_blank">https://careers.blackbaud.com/us/en</a> or our official LinkedIn page. Recruiters will never request payments, ask for financial account information or sensitive information like social security numbers, or conduct interviews via Skype. Anyone suggesting otherwise is not a representative of Blackbaud. If you are unsure if a message is from Blackbaud, please email <a href="#">blackbaudrecruiting@blackbaud.com</a>. The starting base pay is $61,000.00 to $77,800.00. Blackbaud may pay more or less based on employee qualifications, market value, Company finances, and other operational considerations.Benefits Include:<ul> <li>Medical, dental, and vision insurance</li> <li>Remote-first workforce</li> <li>401(k) program with employer match</li> <li>Flexible paid time off</li> <li>Generous Parental Leave</li> <li>Volunteer for vacation</li> <li>Opportunities to connect to build community and belonging</li> <li>Pet insurance, legal and identity protection</li> <li>Tuition reimbursement program</li> </ul>

Blackbaud

Financial Edge Customer Support, Senior Specialist

Financial Advisor/Wealth Management Advisor Career Description: Financial Advisor Role at Northwestern Mutual, New York We are seeking an eager, strategic, and definitive candidates to fill an open Financial Advisor Role that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to helping others in a role that is very lucrative, and this sounds like a good fit, please apply! At our New York location representatives and advisors strive to understand their client's goals and dreams in order to develop comprehensive solutions that will help their clients reach financial success. Even if you have no previous finance experience, we will help nurture and develop your sales and planning talents! (Our training program = Training Magazine's "Training Top 125 Award" winner). You will be given the flexibility to build your own practice in an open architecture setting while receiving support and guidance from our firm's exceptional network of financial specialists, training and educational programs, and mentors. PERKS AT GLANCE <ul> <li>Flexibility - Have the ability to set your schedule and achieve work/life balance</li> <li>Growth/Development - There are various paths within this career and we are devoted to helping each person grow personally, professionally, and financially</li> <li>Culture - Be a part of our "work hard, play hard" office culture. We are an inclusive and diverse family-oriented team. Individually and collectively, we are driven to make a positive impact on people's lives and our communities.</li> <li>Benefits - full comprehensive benefits</li> </ul> Why join Northwestern Mutual: <ul> <li>#90, Fortune 100 company (2021)</li> <li>Forbes' Best Employers for Diversity (2018-2020)</li> <li>Top 10 US Independent Broker-Dealers1</li> <li>#1 Amongst Life Insurers Most Admired Companies2 for Financial Soundness</li> <li>Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)</li> <li>$224 billion (retail investment client assets held or managed)</li> </ul> Job Responsibilities: <ul> <li>Connecting with potential clients; being sensitive to their needs and true desires</li> <li>Serve as the connection to clients and collaborate with our financial planning team, mentors, and specialists to develop tailored solutions</li> <li>Training and guidance from our leadership team and enrollment in an individual mentorship program</li> </ul> Job Qualifications: <ul> <li>4-year College Degree or higher</li> <li>Legal authorization to work in the US without sponsorship</li> <li>A pleasant attitude and dependable judgment</li> <li>Values of integrity and honesty</li> <li>Excellent communicator and relationship builder</li> <li>Ability to work independently with a self starter mindset</li> <li>A basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary</li> <li>Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients</li> </ul> Compensation is 100% commission. In addition, you may become eligible for the following benefits: <ul> <li>Commission structure to support early development</li> <li>Bonus programs and Production Allowance</li> <li>Support for insurance licensing, SIE, Series 6, Series 63, CFP®</li> <li>Retirement Package and Pension Plan</li> <li>Medical, Dental, Vision, Life Insurance and Disability Income Insurance</li> <li>Family Planning</li> </ul> Job Type: Full-time Average Income: $82,000.00 - $113,000.00 per year Benefits: <ul> <li>401(k)</li> <li>Dental insurance</li> <li>Flexible schedule</li> <li>Health insurance</li> <li>Vision insurance</li> </ul> Schedule: <ul><li>Monday to Friday</li></ul> Ability to commute/relocate: <ul><li>New York, NY 10022: Reliably commute or planning to relocate before starting work (Required)</li></ul> Experience: <ul><li>Financial concepts: 1 year (Preferred)</li></ul>

Northwestern Mutual

Private Wealth Management Advisor Trainee

About the job We are seeking several financial representatives who assists individuals managing their financial affairs. Their primary role is to provide expert advice and guidance regarding various financial matters to help clients achieve their financial goals. We are looking to hire 10 highly talented individuals to join our Team as Financial Advisors. Financial Representatives at Northwestern Mutual - NYC help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our industry-leading training, mentors, and products. Discover your earning potential, craft a workday around your life, and make an impact every day. Here, hard work pays off. Our award-winning training equips you with the education, skill-building, and development strategies you need to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to help in your financial expertise, including but not limited to Personal Planning Analysis - Asset &amp; Income Protection - Education Funding - Investment &amp; Advisory Services - Trust Services - Retirement Solutions - Business Needs Analysis. During the selection process you will meet with the Managing Director, Associate Managing Director, and District Director of Development Officer. If you believe your purpose revolves around educating others to improve, sustain or grow their wealth we ask that you submit your resume for consideration. As a Northwestern Mutual Financial Representative: 1. Build—Work to build a client base by growing relationships with your network and developing knowledge of NM financial products and market trends. 2. Educate—Educate yourself beyond training through sponsored licensing and registration and ongoing development. Use assistive software, reporting tools, and illustrations to educate clients on potential plans. 3. Influence— Your expertise is a powerful tool. By presenting clients with the opportunity to protect and prosper, you can drive them to action through your expert influence and recommendations. 4. Own—As you master your craft and build a team, take ownership of the development and management of the business. Review and maintain client financial plans, providing optimum advice for your clients’ needs. About Us: At Northwestern Mutual, Financial Representatives strive to understand their client's goals and visions to uncover financial solutions that put them on a path to achieve their financial objectives. Our Financial Representatives are professionals from varying backgrounds and experiences to build rewarding practices and relationships with our clients. As you excel in your career, our financial representatives are supported by our network of specialists, training programs, and mentoring opportunities to help their clients and build practices. Learn More About Us: Our website: <a href="https://www.northwesternmutual.com/office/il/hyde-park/87809909/" target="_blank">https://www.northwesternmutual.com/office/il/hyde-park/87809909/</a> Compensation &amp; Benefits *Commission -1099 role*- (Similar to owning a business, which is based on revenue generated. This is NOT a salary position) there is a generous stipend program investment for 6 month to launch your practice <ul> <li>Exact compensation may vary based on skills, experience, and location</li> <li>Income range (Similar to owning a business, which is based on revenue generated. This is NOT a salary position)</li> <li>Potential Earnings: </li> </ul> (1-4 Years) $92,597 - $152,711/annually 5+yrs $740,000-$1,686,307/annually Featured Benefits (Employer Provided) <ul> <li>Medical, Dental, Vision, Life Insurance and Disability Income Insurance</li> <li>Flexible spending account</li> <li>Health insurance</li> <li>Health savings account</li> <li>Life insurance</li> <li>Disability Insurance</li> <li>Professional development assistance</li> <li>Pension</li> <li>Commission structure to support early development</li> <li>Renewable income</li> <li>Bonus programs and expense allowances</li> <li>Support for insurance licensing, SIE, Series 6, Series 63, CFP®, and more</li> <li>Retirement Package and Pension Plan</li> <li>Family Planning</li> </ul> You could be right for this opportunity if you have: <ul> <li>4-year degree; or equivalent professional work experience</li> <li>Entrepreneurial ambitions, or a desire to own something that you can past down to family someday.</li> <li>History of success in sales, athletics, military, client services, or client-facing roles</li> <li>Excellent time-management skills</li> <li>Desire for continuous learning</li> <li>Legal authorization to work in the US without ever needing sponsorship</li> <li>Leaving a lasting legacy for generations to come</li> </ul>

Wealth Management Associate

Northwestern Mutual seeks a Financial Advisor to join our Midtown Manhattan offices. Reporting to the Managing Director of the New York office, this is an exciting opportunity open to individuals seeking to begin a career in financial services, including recent college graduates, as well experienced candidates and career-changers. As a Financial Advisor, you will prospect for clients and maintain ongoing client relationships with individuals, families, and businesses to offer our diverse portfolio of financial products and services—including financial planning, investment strategies, risk management, as well as wealth management for high-net-worth clients. The Financial Advisor will be the primary contact for clients, and you will have available to you an experienced team of financial and investment specialists and office support to assist in delivery of services to your clients. Responsibilities include: Business Development: establishing relationships with new clients through leads, referrals, and calls Meeting with clients to discuss financial planning, including investment management and insurance Coordinating with internal office teams to deliver customized financial plans for clients and develop comprehensive solutions for their financial goals Day-to-day client relationship management and financial advisory Qualifications: Bachelor’s degree or equivalent work experience Experience in a client/customer-facing role (includes sales, client/investor relations, customer service, etc.) Excellent communication and interpersonal skills Interest in the Financial Services sector Prior financial services experience is *not* required, and recent graduates are also invited to apply. Northwestern Mutual also sponsors licensing for Financial Advisors, including the SIE, Series 6, and Series 63, so this is an ideal role for candidates seeking entry into a financial services career with significant earning potential. Whether you are a recent graduate ready to embark on a career in Financial Services or are an experienced candidate seeking a career change or a new challenge, this is an excellent opportunity to thrive in the world of risk management, investments, and wealth management. Our award-winning training program provides you with everything you need to know to succeed in this career, so no prior Financial Advisor experience is needed. This position starts out as onsite at our Midtown Manhattan offices, Monday – Friday, regular business hours. Must live within commuting distance of our office or be able to relocate to the NYC metro area prior to start. *Compensation is 100% commission-based, plus stipends and bonuses.* Average first-year Financial Advisor compensation for this office is $80,000 - $110,000. Benefits: Medical, dental, vision, and pension plan. About Northwestern Mutual: Northwestern Mutual has been helping individuals, families and businesses achieve financial security for over 165 years through a comprehensive approach that provides insurance, investments, and wealth management. A Fortune 500 company with over $335 billion in client assets under management and $38 billion in annual revenue, Northwestern Mutual delivers financial services to over 5 million clients nationwide.

Entry Level Financial Advisor

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 TeamAs a member of our diverse and skilled North America Solution Consulting team, you will have the opportunity to communicate and demonstrate the power of Workday's applications to prospects and customers alike. It is this team's job to bring the value of Workday solutions to life and showcase how the world of work can be transformed. Along with working closely with our sales counterparts, this team also sits at the exciting intersection of our Product Management, Consulting Services, Marketing, and Value Management teams, providing exposure to various areas of the business.About the RoleThis is your chance to guide a world class Solution Consulting Team focused on Financials and responsible for selling to prospects and customers in State and Local government. You will be aided and surrounded by some of the first-rate and brightest people in the industry; people who care about our customers and care about assisting them accomplish the results they seek. You will oversee the performance and delivery in support to the sales organization within the region while contributing to the growth of the region and department. Open to traveling 30%About YouBasic Qualifications:<ul><li> Manager, Solution Consultant <ul> <li>5+ years in a sales-related role (sales, presales, value management, customer success, etc.) selling enterprise software</li> <li>2+ years of experience leading people and/or mentoring colleagues on sales opportunity strategy</li> <li>3+ years of working in or selling to Human Resources organizations or have practical HCM experience like Workforce Management, Benefit, comp etc.</li> </ul> Sr. Manager, Solution Consultant <ul> <li>7+ years in a sales-related role (sales, presales, value management, customer success, etc.) selling enterprise software</li> <li>4+ years of experience leading people and/or mentoring colleagues on sales opportunity strategy</li> <li>5+ years of working in or selling to Human Resources organizations or have practical HCM experience like Workforce Management, Benefit, comp etc.</li> </ul> </li></ul>Other Qualifications:<ul> <li>Excellent verbal and written communication skills</li> <li>Experience in a fast-paced work environment</li> <li>Strong problem-solving and critical thinking skills</li> <li>A track record of hiring and retaining innovative employees</li> <li>Consistent achievement or overachievement of assigned goals and targets</li> <li>Success in mentoring coworkers in ways that allowed them to learn new skills and achieve career goals</li> <li>Collaborative with those in other roles to work towards shared goals</li> <li>A history of using data to support your decision-making process</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="https://workdaybenefits.com/us/welcome-to-workday-benefits/prospective-workmates" target="_blank">click here</a>.Primary Location: USA.VA.McLean (Tyson's Corner) Primary Location Base Pay Range: $142,800 USD - $214,200 USD Additional US Location(s) Base Pay Range: $142,800 USD - $214,200 USDIf performed in Colorado, the pay range for this job is $ - $ 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: 06/09/2025 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

Manager, Solution Consultant - Workday Financials - State and Local Government

<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!

Principal Consultant - Financials, FSI Industry

The Aspen Group (TAG) is one of the largest and most trusted retail healthcare business support organizations in the U.S. and has supported over 20,000 healthcare professionals and team members with close to 1,500 health and wellness offices across 50 states in four distinct categories: dental care, urgent care, medical aesthetics, and animal health. Working in partnership with independent practice owners and clinicians, the team is united by a single purpose: to prove that healthcare can be better and smarter for everyone. TAG provides a comprehensive suite of centralized business support services that power the impact of five consumer-facing businesses: Aspen Dental, ClearChoice Dental Implant Centers, WellNow Urgent Care, Chapter Aesthetic Studio, and AZPetVet. Each brand has access to a deep community of experts, tools and resources to grow their practices, and an unwavering commitment to delivering high-quality consumer healthcare experiences at scale.​​As a reflection of our current needs and planned growth we are very pleased to offer a new opportunity to join our dedicated team as a Practice Accountant.Job SummaryThis position is an integral part of the monthly financial statement close process for a growing dental management company in Syracuse, NY with plenty of growth opportunities. The position supports various aspects of finance and accounting for a territory within the organization. The position requires individuals who can contribute to a fast-paced close process and have great attention to detail.Essential Responsibilities <ul> <li>Provide finance support to regional managers, territory directors and DVP’s within the field organization as well as dental office owners;</li> <li>Ensure compliance with company policy and general accepted accounting principles;</li> <li>Analyze and post standard and non-standard journal entries;</li> <li>Calculate and process incentives for office and Field level incentives across the responsible territory;</li> <li>Receive requests regularly to change items in the P&amp;L or incentive calculations. Determine whether the change is warranted due to an error or a special request from the owner. Any changes related to wages greater than $10,000 at an individual level requires manager approval. Any accounting adjustments greater than $25,000 at an individual office level require manager approval. It is expected than at least 75% of the adjustments can be made using practice accountant judgement. </li> <li>Submit incentive payments to payroll for processing on a monthly basis. Answer questions from employees or Field on the incentive calculations.</li> <li>Participate on monthly calls with owners, DVPs, and Directors to answer finance related questions. Provide guidance to owners on P&amp;L items and receive requests from owners on the P&amp;Ls.</li> <li>It is expected that approximately 50% of the job responsibilities will be handling requests from the Field and most of those requests will require the use of discretion or judgement. Any unusual requests should be elevated to manager for review and approval. </li> <li>Reconcile Balance Sheet and P&amp;L accounts on a monthly basis;</li> <li>Analyze accounts to identify incorrect postings and necessary reclassifications;</li> <li>Review and analyze assigned P&amp;L’s categories and independently identifying monthly adjusting entries as needed; </li> <li>Preparing and distributing various recurring reporting and other ad-hoc reports or analysis;</li> <li>Acting as a key support person for external annual audit requests;</li> <li>Assist in preparation of quarterly financial statements and report packages;</li> <li>Work with POP independent CPA’s to provide financial information to support tax return preparation;</li> <li>Manage cross functional execution of financial close execution and required documentation;</li> <li>Special projects and ad-hoc requests as assigned.</li> </ul>Requirements/Qualifications <ul> <li>Bachelor’s Degree in Accounting;</li> <li>Public or private accounting experience for a large organization is a plus;</li> <li>Strong analytical, written, and verbal communication skills;</li> <li>Knowledge of Generally Accepted Accounting Principles;</li> <li>Above average Microsoft Office skills, most notably Excel, with ability to learn new skills quickly;</li> <li>Highly motivated self-starter with the ability to multi-task and complete assignments within tight time constraints and deadlines.</li> </ul>Salary: $61,000 $65,000

18 Accounting & Finance Jobs in Stamford, CT, USA