Legalis Financial Services Senior Jobs in Usa
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A highly regarded lower middle market private equity platform is looking to add an Associate or Senior Associate to its TMT team in San Francisco. The firm specializes in partnering with founder-led software and tech-enabled services businesses that have grown profitably and are now seeking their first institutional capital to scale. Their approach blends growth equity and buyouts, supporting companies through organic growth initiatives, strategic acquisitions, and operational improvements.
The role offers exposure across the full investment lifecycle, including sourcing and evaluating new opportunities, building investment theses, financial modeling, diligence coordination, and working closely with portfolio companies post-investment. The team is lean and collaborative, providing significant interaction with senior investors as well as founders and management teams.
This is an excellent opportunity for someone with a background in investment banking or private equity focused on technology or tech-enabled sectors who is looking to join a hands-on platform that partners closely with founders to drive growth.
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 48 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 Lovet. 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 Senior Category Manager, Professional Services.
Job Summary:
The Sr. Category Manager of Professional Services, HR Benefits, and Financial Services, will oversee all sourcing related activities and processes associated with the acquisition of goods and services, in spend areas that include: HR Benefits, Healthcare Revenue Cycle Management Services, Financial Services, Tax, Accounting, and Finance Consulting. Sourcing related activities include: requirements gathering, identifying sources, creating and issuing Requests for Proposal (RFP), proposal evaluation, contract negotiations, contract drafting, contract administration, and spend analytics. This position will be functionally responsible for ensuring compliance with company procurement policies, ethical and legal business practices, and lowest total cost of ownership procurement.
Essential Responsibilities:
- Align and collaborate with business executives of functional areas to understand business strategy and develop strategic sourcing strategies to drive optimal value in the purchase of goods and services.
- Lead and support contract negotiations with key suppliers to improve cost, quality, delivery, diversity, and safety in the supply base.
- Lead and coach internal business partners and team members on the sourcing process. Sourcing Process includes gathering requirements, market analysis, identifying sources, RF(x) management, proposal evaluation, negotiations, contract creation, contract management, spend analysis, and long-term category planning.
- Lead cross-functional teams comprised of business managers, legal, risk management, information security, and other impacted organizations to coordinate company sourcing activities. The candidate will need to build and analyze financial models to evaluate proposal scenarios and present recommendations in a clear and concise format.
- Provide regular communication to Business and Supply Chain leadership on project status, contract renewals, category performance, and various initiatives
Key Skills:
- Must have a thorough understanding of contracting principles and contract structure, with competencies in the areas of facilities, construction and related areas.
- Must have strong leadership and team building skills to integrate and motivate people from different organizations to work together in achieving process objectives and project goals.
- Must be adept at communicating with vendors and internal business partners to establish and maintain credibility for the sourcing function, while increasing service to our internal business partners - improving the quality and performance levels of the supply base to achieve the lowest total cost to the Company.
- Skilled in negotiating, renegotiating, and administering contracts with suppliers and vendors such that the best interest of the Company is paramount. Must be capable and experienced in negotiating large scale, enterprise-wide supplier agreements.
- Ability to develop, coordinate and control multiple process and or projects, achieving on-time contracting services to satisfy the operating requirements of the Company.
- Ability to create and maintain documentation, in adherence with policy, to meet internal and external audit requirements.
- Demonstrates excellent oral communication skills to convey technical information to both internal and external sources, including non-technical audiences.
- Must have excellent written communication skills to effectively and accurately convey detailed and complex information regarding contract specifications, policies and procedures to consultants/contractors and internal clients.
- Must have experience in effectively establishing procurement strategy and decision criteria and in bringing decisions to closure while demonstrating business acumen and good judgment.
- Computer skills should include proficiency in MS Office including: Word, Excel and Power Point. Experience working with E-Sourcing Platforms, and Access or other database tools.
- Must be able to maintain a high level of customer service in a work environment of numerous competing demands.
- Able to comfortably interface with all levels of Management, inside & outside the organization
Requirements/Qualifications:
- Bachelor's degree in Business Administration, Supply Chain, Accounting or Engineering. MBA or equivalent background is preferred.
- Professional purchasing certification or Lean Six-Sigma is desirable.
- Solid background in supply chain management, procurement, or project management with an emphasis on strategic sourcing with 7+ years of related experience.
- Demonstrated experience sourcing materials and services for major projects in a fast paced environment.
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Annual Salary Range: $143 - 168k, plus bonus incentives, with a generous benefits package that includes paid time off, health, dental, vision, and 401(k) savings plan with match
(TSI) Decision Support System (DSS).
Work with the Information Services TSI Data Base Manager to assure the integrity of all components of the system.
Provide direct assistance to senior management by providing analyses and reports to support their routine and special decision making processes and needs.
Responsibilities: Plan, organize, and oversee the implementation of designated decision support applications, to include financial, clinical and costing data.
Perform the daily/monthly extractions from the source systems to the decision support systems or business intelligence tools.
Ensure effective integration of source systems with decision support systems by performing independent audits against feeder systems.
Provide analysis to support business development, operations, and clinical improvement projects throughout the enterprise.
Meet with administrative teams to develop appropriate reporting to support regional or corporate needs.
Ensure data validity and integrity in associated databases.
Provide regional application support and training when necessary or when requested.
Ensure regional cooperation with CHRISTUS developed standards.
Develop and maintain cost standards: includes training analysts who will provide assistance to department heads in developing cost standards for new products on services as well as documenting and monitoring related financial procedures.
Review and test the reasonableness of cost standards developed: Includes developing procedures and programs which will facilitate monitoring the accuracy of detailed costs for approximately 50,000 items as well as working with department heads to resolve variance issues that arise.
Develop and maintain sophisticated processes for allocation of overhead and indirect costs to replace current accounting processes.
Develop and maintain reporting processes for cost center level reporting on monthly financial activity and roll-up summary reporting at all levels of management to replace current monthly accounting reports generated from the General Ledger system.
Assure reports are run as scheduled, reports are distributed, and report inquiries are handled.
Assists with data requests from hospital personnel using the ad hoc report writing function.
Propose and implement policies, procedures and updates that might be necessary to assure data going into the Transition database is accurate.
Share in the overall responsibility for the integrity of the data contained in the Transition data bases.
Integrate DKD payment system’s reimbursement data into TSI and reconcile to the TSI data base on a weekly basis at a minimum.
Develop capability to utilize TSI to assist in the preparation and review of corporate budgets.
Work with Department Heads to develop and review cost center level budgets.
Demonstrates competence to perform assigned responsibilities in a manner that meets the age-specific and developmental needs of the members served by the department.
Appropriately adapts assigned assessments, treatment, and/or service methods to accommodate the unique physical, psychosocial, cultural, age-specific and other developmental needs of each member served.
Takes personal responsibility to ensure compliance with all policies, procedures and standards as promulgated by state and federal agencies, the hospital, and other regulatory entities.
Performs all duties in a manner that protects the confidentiality of patients and does not solicit or disclose any confidential information unless it is necessary in the performance of assigned job duties.
Performs other duties as assigned.
Requirements: Bachelor's Degree required Work Schedule: MULTIPLE SHIFTS AVAILABLE Work Type: Full Time
Lead technology delivery for the Finance and Risk function and maintain a strategic roadmap, align product, engineering, and business teams around releases.
Work with cross-functional leaders on strategy and vision through building, shipping, and maintaining our digital products.
This area is beginning a significant multi-year transformation, and the leader will be responsible for driving and executing technology and data transformation within this function.
This role leads teams responsible for technology capabilities in Controller, Finance and Planning Analytics, Sourcing and Procurement, Enterprise Risk Management, Audit, and Antifraud areas.
This is a cross-functional role where the engineering and product teams directly report into them.
This role will work closely with business stakeholders and enterprise technology partners to understand critical data and analytical challenges and opportunities.
Establish Finance and Risk Data platform by applying in-depth knowledge of data domains, cloud data and application technologies, architectural patterns, frameworks, and tooling to meet Finance and Risk business area's data and analytics needs.
Adept at building strong relationships across Finance and Risk business organizations and enterprise technology partners.
The key responsibility of this role is to lead the Finance Transformation initiative.
This modernization will facilitate the replacement of several vendor applications, including PeopleSoft, the expense management system, and various reporting platforms.
The new platform will be crucial for the future capabilities of the Controller's Office, as well as for Financial Planning, Actuarial Services, Enterprise Risk Management, and Audit functions.
What You'll Do Vision: Sets the long-term 5-year technology vision for Finance and Risk technology and data capabilities including vendor implementation and integrations across business.
This includes product and engineering vision, roadmap to sequence and achieve incremental impactful business outcomes over time.
Leadership: Leads the Finance and Risk technology and its implementation to deliver Finance and Risk technology and data/analytics platform to enable applications, data, analytics, and reporting needs across FRF business.
Stakeholder Management: Collaborates with the business to understand business drivers, strategy, and critical business outcomes for the Finance and Risk business.
Establishes business-aligned goals and leads the team to meet the objectives.
Ability to channel challenging teams, interpersonal conflicts, and cross-departmental political initiatives into opportunities.
Technical leadership: Provides hands-on technical leadership to drive the execution of the future state technology and data vision to delivery.
Demonstrates ability to dive deep into Finance and Risk data technology solutions, data systems architecture, and Data Governance tooling.
Talent and Development: Leads the talent strategy and development of the team.
Responsible for hiring, coaching, mentoring the group, and developing cross functional engineering leaders.
Culture: Build a high-performing culture and embraces NM's behaviors in bringing the best out of people.
Leads with enterprise vision.
Drive: Drives high performing teams and can lead with expertise, energy and empathy.
Defines the Product: Identifies and validates problems and/or opportunities for multiple user groups/scenarios across the company.
Prioritization: Sets long term goals for both the product portfolio and team members.
Manages budgets for optimal business results Demonstrates a strong sense of ownership, urgency, and drive and instills these behaviors within the team.
Acts as an ambassador and representative for Northwestern Mutual's technology organization in community and technology events.
What You'll Bring to the Role Must have 15+ years of professional experience in Application development & programming across multiple languages, frameworks, Solution architecture, implementing large-scale distributed technology and data solutions (on-prem and cloud), and vendor implementations, customizations, integrations in financial services.
Business Acumen: Has a deep understanding of the Finance and Risk areas not limited to technology.
Must have experience in leading through multiple engineering teams and their respective leads.
Experience in ERP and EPM implementations and key industry platforms in this space (SAP, Oracle, Workday, Anaplan, PeopleSoft etc.) Must have 5+ years of combined experience leading engineering and product teams.
Must have 5+ years of experience managing managers.
Must have a product-focused mindset and start-up spirit to execute and deliver business outcomes—experience with earning trust and growing business relationships.
Must have experience creating data strategy and dealing with challenges during its rollout to achieve business outcomes.
Significant production experience working with DataMesh, DataLake, Data warehousing, and cloud data technologies (Snowflake, Databricks etc.) in the financial services.
Strong understanding and hands-on experience with various architecture concepts, application design, cloud data and application technologies, CI/CD, Containerization, deployment technologies, API development, Microservices architecture, and BI Tools.
Experience with PowerBI or reporting tooling strategy is a plus Experience providing direct constructive feedback and conducting periodic performance reviews for the team.
Ability to learn and teach others and employs an organic approach to upskill broader organization.
Can influence technology or business leaders on impactful issues and decisions.
Takes pride in bringing people together for a higher purpose despite ambiguity and organizational boundaries.
Strong communication skills at all levels (verbal and written).
Ability to successfully communicate to technical and non-technical audiences in varying forms and all levels of detail.
Bachelor's Degree or equivalent experience #LI-Hybrid Compensation Range: Pay Range
- Start: $171,500.00 Pay Range
- End: $318,500.00 Geographic Specific Pay Structure: Structure 110: Structure 115: We believe in fairness and transparency.
It’s why we share the salary range for most of our roles.
However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process.
The standard pay structure is listed but if you’re living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more.
Grow your career with a best-in-class company that puts our clients' interests at the center of all we do.
Get started now! Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce.
We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
FIND YOUR FUTURE We’re excited about the potential people bring to Northwestern Mutual.
You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging.
Flexible work schedulesConcierge serviceComprehensive benefitsEmployee resource groupsPandoLogic.
Keywords: Product Marketing Director, Location: Milwaukee, WI
- 53205
Government agencies.
In February 2022, GAT became an International Organization for Standardization (ISO) 9001 certified company.
GAT received the ISO 9001 quality standard certification through the Performance Review Institute (PRI).
About this position: Senior Program Analyst Location – Washington, DC The Essential Duties and Responsibilities are intended to present a descriptive list of the range of duties performed for this position and are not intended to reflect all duties performed within the job.
Other duties may be assigned.
To perform this job successfully, an individual must be able to satisfactorily perform each essential duty.
The requirements listed below are representative of the knowledge, skill and/or ability required.
Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions of the position.
Wage/Salary Range: $100k – 150k Applicants will be notified via phone or email within ten (10) business days of submittal.
Essential Duties & Responsibilities Task 1 CTPP Support, Staffing, and Implementation • The contractor shall assist with the coordination, development, design, and execution of CT preparedness programs, providing administrative, development, and implementation to support CT initiatives.
• The contractor shall assist with preparation of background and briefing materials for Front Office (FO)-level discussions related to the counterterrorism issues and policies, and assist with preparation of written materials in response to broader Department and interagency information requests.
• Support the development and conduct of U.S.
government interagency and/or foreign engagements at forums as required by CT Bureau.
This includes but may not be limited to drafting agendas, moderating forums and meetings, developing content, tracking invitations, writing after actions and lessons learned, and compiling a history of events and actions into an electronic library.
• Conduct liaison activities with other U.S.
government agencies, as directed by CT Bureau.
If requested by CT, this may include but is not limited to providing updates on the mission, structure, priorities, and activities of the CTPP.
• Event Planning: the contractor will help identify and procure necessary meeting spaces, assist with inviting participants and tracking responses to exercises, draft and disseminate meeting agendas and summaries, and track action items identified during exercises or meetings.
• Assist with travel arrangements by working with Embassy to provide transportation and lodging support and other support to CT teams as needed for international trips, meetings, events, or exercises.
• The contractor will have staff familiar with Department of State acquisition processes and leverage USG resources and capabilities wherever possible.
Contractor will have staff experienced in interfacing both with Department of State personnel CONUS and OCONUS as well as with senior diplomatic representatives of foreign countries.
• The contractor working on terrorist detentions will prepare for engagement with host governments (and relevant U.S.
embassies) and negotiations involving assurances or ongoing/planned resettlement processes, as appropriate.
• The contractor shall assist in the development and management of various CTPP knowledge assets, including but not limited to action item documents, rosters of experts, and knowledge generated through working group and inter agency initiatives.
• The contractor will provide the requisite staff and expertise to effectively support the CTPP’s unique lines of effort that includes but is not limited to counterterrorism policy development, science and technology program implementation, program evaluation and assessment, and interagency exercise activities.
• The contractor working on terrorist detentions will work with the Bureau of Democracy, Human Rights, and Labor, and other State department bureaus to review any transfer and/or post-transfer concerns.
Prepare for engagement with host governments (and relevant U.S.
embassies) and negotiations involving assurances or ongoing/planned resettlement processes, as appropriate.
• The contractor working will prepare talking points, cables, background checklists, annotated agendas, interagency/multilateral agendas, and talking points in response to information requests and preparation needs for senior-level officials, both in CT and the broader Department and interagency.
• The contractor will prepare talking points and background for U.S.
embassies to assist in communicating to other governments about their nationals and support those engagements as appropriate.
Task 2 Other Program Support • Ability to provide ad hoc and surge support services to support the development, implementation and execution of CTPP related initiatives including: o The coordination, development and implementation of CT programs in support of the National Security Memorandum 2 (NSM-2), Presidential Policy Directives, and National Security Presidential Memorandums related to counterterrorism.
• Analyze policy, capabilities and technical requirements for threat-based research and development and science and technology to combat terrorism.
• Attend meetings, facilitate meetings and seminars as directed to support any of the CT initiatives.
• Assist the CT CTPP in the development, planning and implementation of preparedness activities.
Support crisis response programs and activities.
Past examples of such are NSC-directed exercises, ISEG, Hostage Affairs Working Group, WMDSG, and CT Technical Programs related to CT overseas activities.
• Assist with Crisis Response activities for special events in support of the ISEG.
Task 3 Management Support • The contractor shall provide contractor program management to include monthly status reports, personnel, and fiscal accountability, documentation, and presentation packages in support of the customer.
The contractor shall notify the customer of any project-related risks, including potential funding deficiencies, as they are identified.
• Provide administrative support and executive oversight to ensure the tasks as described above are accomplished to include administration of monthly activity reports, management and project reports, and documentation production and long-range calendar planning cycle of activities.
• Maintenance and improvement to a historical library of action items developed following activities in support of CTPP initiatives.
The library will be electronic and accessible with the CTPP shared network.
Required (Minimum Necessary) Qualifications Required (Minimum Necessary) Qualifications • Master’s degree or equivalent, and eight years general experience Required Knowledge, Skills, Abilities, and Other Characteristics • Expert knowledge of and no less than five years’ experience, working with the Department of State.
• Knowledge and experience working within the National Security Memorandum 2 (NSPM-2), counterterrorism related Presidential Policy Directives and NSPM frameworks, and U.S.
government interagency collective.
• Knowledge and experience in working within the Chemical, Biological, Radiological, Nuclear and Explosives (CBRNE) technical field and its ongoing initiatives.
Preferred • Experience with diplomatic missions overseas • Experience in crisis management and counterterrorism Supervisory Responsibilities • This position will have supervisory responsibilities.
DOT Covered/Safety-Sensitive Role Requirements • This position is not subject to federal requirements regarding Department of Transportation “safety-sensitive” functions.
Necessary Physical Requirements The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this role.
Employees must always maintain a constant state of mental alertness.
Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
Essential and marginal functions may require maintaining physical condition necessary for bending, stooping, sitting, walking or standing for prolonged periods of time; most of time is spent sitting in a comfortable position with frequent opportunity to move about.
Work Environment The work environmental characteristics described here are representative of those that must be borne by an employee to successfully perform the essential functions of the role.
Employees must always maintain a constant state of situational awareness.
Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
The job is performed in an office setting with exposure to computer screens and requires extensive use of a computer, keyboard, mouse, and multi-line telephone system.
The work described herein is primarily in a modern office setting.
Occasional travel may be required.
Additional Qualifying Factors As a condition of employment, you will be required to pass a pre-employment drug screening and have acceptable background check results.
If applicable to the contract, you must also obtain and maintain the appropriate clearance levels required and must also be able to obtain access to military installations.
Shareholder Preference BSNC gives hiring, promotion, training, and retention preference to BSNC shareholders, shareholder descendants and shareholder spouses who meet the minimum qualifications for the job.
Bering Straits Native Corporation is an equal opportunity employer.
All applicants will receive consideration for employment without regard to any status protected by state or federal law, or any other basis prohibited by law.
With a culture of recognition and reputation for excellence, ELS is the ideal organization in which to develop a long and successful career!
ELS is hiring for the position of Senior Lease Analyst in Tampa, FL.
What you'll do:
The Senior Lease Analyst ensures the organized and efficient implementation of rent increase and lease information across a portfolio of properties. They will be a key leader in the implementation of policies and procedures along with creating efficiencies throughout the process. The ideal candidate is able to adapt to a fast-paced environment while working collaboratively within a team.
Your job will include:
- Ensure that all leasing activities and documentation comply with required policies and guidelines
- Review and administer rent increase renewals along with notice requirements.
- Train and develop new training as needed for property managers regarding procedures and property management system.
- Analyze utility usage and work with properties to resolve utility billing issues
- Create and distribute reports based on utility usage issues.
- Summarize and report on property delinquency to operations management
- Work directly with legal counsels to resolve lease and resident issues.
- Partner with cross functional teams and departments on multiple projects.
- Be an expert user with property management system and be able to assist others.
- Implement new procedures to and document policies
- Collaborate with other departments in order to achieve goals
- Provide guidance and support to operations management
- Audit turnover reports and verify the accuracy of reported rents.
- Serve as an escalation point for issues with rent charges.
- Manage data conversion process for upload into property management software
Experience & skills you'll need:
- Bachelor's degree, preferably in Business, Accounting or Finance, or a related field
- 3+ years of experience preferably in a real estate or lease administration capacity
- Experience with Accounting and/or property management software preferred
- Ability to examine and interpret leases with strong attention to detail.
- Excellent written and verbal communication skills
- Meticulous attention to detail
- Proven record of time management
- Proficiency in Microsoft Office Suite of products, including mastering of Excel
- Strong organizational skills and the ability to manage multiple projects simultaneously
In return for your excellent skills and abilities, we offer a comprehensive benefits package
including: medical, dental, and vision plans, a generous 401(k) employer match, and paid vacations, holidays, and sick time.
We invite you to visit our web site at for additional information regarding our exceptional resort communities.
As an Equal Opportunity Employer, we welcome and thank all applicants.
We are currently partnered with an elite investment firm seeking a corporate finance attorney to join their growing legal team. Reporting directly to the General Counsel, you will provide legal support across transactional matters involving investment funds and lead high-level lending transactions. This role offers broad collaboration across the business, the ability to make an immediate impact, and a genuine work-life balance.
Responsibilities:
- Provide general corporate legal support to investment funds
- Advise internal business units and senior leadership on transactional matters, public company disclosure, legal entity maintenance, and more
- Support CLOs, fund launches, warehouse facilities, and BDCs.
- Build strong working relationships with internal teams, outside counsel, and deal professionals.
Requirements:
- JD from a top tier Law school
- 5+ years of experience in Finance from a top-tier law firm or in-house environment
- Experience with lending transactions
- Experience with supporting Capital Markets activity
If you're interested in the Senior Counsel lending legal role, feel free to reach out with an updated copy of your resume.
About Canada Life Reinsurance
Canada Life Reinsurance (CLRe) is a division of Great-West Lifeco Inc. (Lifeco) and a leading provider of client focused reinsurance solutions in the United States, Europe and, more recently, Asia. CLRe offers a range of innovative risk and capital management solutions covering mortality, longevity, health, lapse and investment risk for insurers, reinsurers, and pension funds. CLRe is continuing to expand the reinsurance solutions it offers to new and existing clients in many global markets.
CLRe has offices in Philadelphia, Toronto, Dublin, Bermuda and Barbados. We are comprised of approximately 400 reinsurance professionals, including 110 actuaries and trainee actuaries, generating C$900M earnings per year.
At CLRe we offer a flexible, open and friendly environment where high performance and hard work are recognized and rewarded. We have created an environment where diversity of thought and perspective is embraced and where everyone can bring their full selves to work and feel valued, respected and supported to reach their full potential.
Lifeco and its companies have approximately $2.8 trillion in consolidated assets under administration.
Role Overview
We are seeking a talented and commercially minded senior reinsurance lawyer with 4 – 8 years’ post-qualification experience to join our growing Legal team.
This is a full-time permanent position based in the U.S. While our preference for the position is that the candidate will be based in our Blue Bell, Pennsylvania office on a hybrid working basis (three office days per week), we will consider a more flexible working arrangement for the right candidate.
The role will lead legal support for our US business and offers the opportunity to work on high‑value and sophisticated reinsurance transactions, projects, as well as supporting our US business on other legal matters with the support of external counsel, where necessary.
Experience in the negotiation and drafting of reinsurance treaties is essential.
Responsibilities
- Draft, review, and negotiate a wide range of reinsurance treaties and related contracts, including bespoke agreements to support innovative and industry leading products and solutions.
- Lead and support the negotiation of a wide variety of reinsurance transactions across the US Structured Life, Health and P&C sectors, including quota share, surplus share, excess of loss, CAT, stop‑loss, longevity, mass lapse, financing reinsurance, asset intensive as well as other bespoke structures and retrocession arrangements.
- Provide strategic legal advice on transactional, regulatory, and commercial issues.
- Work with business development teams to design new structures and treaty documents based on term sheets and prepare transaction documents that accurately bind business intentions.
- Work closely with internal stakeholders across Legal, Compliance, Actuarial, Business Development, Underwriting, and Executive teams.
- Provide clear, pragmatic legal advice on regulatory and governance matters.
- Assist with due diligence queries, transaction management, and post‑completion activities.
- Support ongoing legal risk management, policy updates, and corporate governance requirements.
- Oversee and support US compliance matters managed by the US Compliance team.
Education:
- JD from an accredited US law school with admittance to at least one US State bar.
Experience:
- A minimum of 4 years’ reinsurance experience gained in a reputable law firm and/or in‑house legal department.
- Experience in P&C, Health and Structured Life reinsurance transactions.
Skills
- Demonstrated capability in negotiating and drafting transaction agreements and other complex commercial contracts.
- Excellent technical legal skills and the ability to communicate complex concepts clearly.
- Strong organizational and project‑management skills, with the ability to manage multiple workstreams.
- A collaborative working style and confidence in engaging with senior stakeholders.
Knowledge
- Strong understanding of reinsurance, insurance and general corporate and commercial principles.
- Attention to detail and a thorough and analytical mindset.
- Proactive and solution focused approach to problem‑solving.
- Commitment to continuous learning and industry awareness.
What We Offer
A comprehensive benefits package including competitive salaries and bonuses.
A flexible hybrid working model for most of our positions promoting a balanced approach to work.
The opportunity to work on sophisticated, high value and market‑leading reinsurance transactions and to be part of a global company with a strong, internationally recognized brand.
A supportive and collaborative working atmosphere with an emphasis on professional development where staff are supported to flourish and reach their full potential.
Career growth in an expanding business and the opportunity for international travel.
Application Process
Interested candidates are invited to submit a résumé outlining their qualifications and experience and send to
Closing date for applications is Friday 27 March.
Senior Sales Lead – AI Solutions
Full-time
Voorhees, NJ
Position Overview
We are seeking a dynamic and results-driven Senior Sales Lead with deep expertise in Artificial Intelligence (AI) solutions. This role is pivotal in driving revenue growth by positioning AI-powered products and services as transformative solutions for enterprise clients. The ideal candidate combines strong sales acumen with technical understanding of AI applications across industries.
Key Responsibilities
Business Development & Sales Strategy
- Identify, qualify, and close high-value opportunities in AI-driven solutions.
- Develop and execute go-to-market strategies tailored to enterprise and mid-market clients.
- Build and maintain a robust pipeline of prospects through consultative selling.
Client Engagement
- Act as a trusted advisor to C-level executives, translating complex AI concepts into clear business value.
- Lead solution presentations, demos, and workshops to showcase AI capabilities.
- Negotiate contracts and manage long-term client relationships.
Collaboration & Leadership
- Partner with product, engineering, and marketing teams to align client needs with solution offerings.
- Mentor junior sales staff and contribute to building a high-performance sales culture.
- Provide market intelligence and feedback to influence product roadmap.
Qualifications
- Proven track record (8+ years) in enterprise sales, with at least 3 years focused on AI, machine learning, or advanced analytics solutions.
- Strong understanding of AI technologies (e.g., NLP, computer vision, predictive analytics) and their business applications.
- Exceptional communication and negotiation skills, with experience engaging senior stakeholders.
- Ability to manage complex sales cycles and deliver multimillion-dollar deals.
- Bachelor’s degree in Business, Technology, or related field; MBA preferred.
Preferred Attributes
- Experience selling into industries such as financial services, healthcare, Pharma, or manufacturing.
- Familiarity with cloud platforms (Azure, AWS, GCP) and AI SaaS offerings.
- Entrepreneurial mindset with the ability to thrive in fast-paced, evolving markets.
If interested, please share your resume with (or) call me * 352
Overview
Whistler Partners is partnering with a nationally recognized technology transactions practice seeking a mid-to-senior level associate (4–8 years) to join its Washington, DC office.
This team operates at the forefront of emerging technologies, advising clients across fintech, financial services, artificial intelligence, cloud services, outsourcing, digital assets, and advertising. The practice sits at the intersection of IP, data strategy, product counseling, and complex commercial contracting in a rapidly evolving regulatory environment.
Why this role?
This is a rare opportunity to build a cutting-edge tech transactions practice focused on AI systems, fintech infrastructure, and data commercialization. The team handles sophisticated, strategic transactions—not just routine commercial agreements—and serves as trusted advisors to innovative companies navigating complex technological and regulatory shifts.
You’ll work on high-value licensing, outsourcing, and product counseling matters while staying close to regulatory developments in AI, open banking, and digital assets. This seat is ideal for someone who enjoys blending deep contractual work with forward-looking technology strategy.
Key Responsibilities
- Structure, draft, and negotiate strategic technology transactions involving fintech, AI systems, cloud services, and software platforms.
- Draft and negotiate vendor, supplier, and outsourcing agreements.
- Advise clients on intellectual property and regulatory issues relating to data, open banking, AI model development, and content use.
- Draft and negotiate agreements involving software licensing, commercialization, technology development, and IP rights.
- Provide product counseling and guidance on advertising, marketing, and promotional law for innovative tech launches.
- Negotiate AI system licenses and content licenses for AI model training.
- Monitor emerging regulatory frameworks impacting AI, fintech, payments, and advanced technologies.
Top Requirements
- 4–8 years of experience in technology transactions, licensing, fintech, IP, or outsourcing.
- Strong understanding of commercialization of advanced technologies, including payments, AI, cloud computing, and software.
- Experience negotiating complex IP, data access, and licensing arrangements.
- Background advising fintech, financial institutions, or digital asset clients.
- Exceptional drafting, negotiation, and communication skills.
- Ability to manage multiple sophisticated matters in a collaborative, fast-paced environment.
- JD and admission to practice in the relevant jurisdiction.
Preferred Experience
- Experience negotiating AI system and AI training content licenses.
- Familiarity with advertising and marketing law as applied to technology companies.
- Experience advising on IP aspects of M&A and related transactions.
- Exposure to fintech, payments, cloud services, AI, government contracts, outsourcing, or digital asset clients.
Compensation
- $225,000 – $330,000 base salary, depending on experience.
- Comprehensive benefits including medical, dental, life insurance, paid holidays, sick time, long-term disability, and 401(k).
TL;DR
Mid–senior tech transactions role in DC focused on AI systems, fintech, cloud, and advanced data deals. High-end licensing and commercialization work with strong regulatory adjacency. $225K–$330K base.
About Whistler Partners
Matchmakers, Not Headhunters
Whistler Partners is a boutique matchmaking firm focused on counseling the best and the brightest attorneys over the course of their careers. We believe that the right move comes from working closely with talent to curate their long-term career paths. When it comes to career advice, what matters is not the size of the agency but the strength of your individual recruiter.
We readily admit that we are elite and only work with the best – after all, a little elitism is okay when it comes to your career. Employers love us because we are picky about whom we represent, and attorneys love us because we get them their dream jobs.
LocationAtlanta, Georgia
Full/Part TimeFull-Time
Regular/TemporaryRegular
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About Us
Overview
Georgia Tech prides itself on its technological resources, collaborations, high-quality student body, and its commitment to building an outstanding and diverse community of learning, discovery, and creation. We strongly encourage applicants whose values align with our institutional values, as outlined in our Strategic Plan. These values include academic excellence, diversity of thought and experience, inquiry and innovation, collaboration and community, and ethical behavior and stewardship. Georgia Tech has policies to promote a healthy work-life balance and is aware that attracting faculty may require meeting the needs of two careers.
About Georgia Tech
Georgia Tech is a top-ranked public research university situated in the heart of Atlanta, a diverse and vibrant city with numerous economic and cultural strengths. The Institute serves more than 45,000 students through top-ranked undergraduate, graduate, and executive programs in engineering, computing, science, business, design, and liberal arts. Georgia Tech's faculty attracted more than $1.4 billion in research awards this past year in fields ranging from biomedical technology to artificial intelligence, energy, sustainability, semiconductors, neuroscience, and national security. Georgia Tech ranks among the nation's top 20 universities for research and development spending and No. 1 among institutions without a medical school.
Georgia Tech's Mission and Values
Georgia Tech's mission is to develop leaders who advance technology and improve the human condition. The Institute has nine key values that are foundational to everything we do:
1. Students are our top priority.
2. We strive for excellence.
3. We thrive on diversity.
4. We celebrate collaboration.
5. We champion innovation.
6. We safeguard freedom of inquiry and expression.
7. We nurture the wellbeing of our community.
8. We act ethically.
9. We are responsible stewards.
Over the next decade, Georgia Tech will become an example of inclusive innovation, a leading technological research university of unmatched scale, relentlessly committed to serving the public good; breaking new ground in addressing the biggest local, national, and global challenges and opportunities of our time; making technology broadly accessible; and developing exceptional, principled leaders from all backgrounds ready to produce novel ideas and create solutions with real human impact.
Department Information
The Daniel Guggenheim School of Aerospace Engineering has quietly resided among the top 5 aerospace engineering schools in the country for more than a decade - attracting the best minds to study on our Atlanta campus. With a faculty of more than 40 tenure-track professors and enrollment of more than 1,800, the School brings both breadth and depth to its research, scholarship, and instruction that few institutions can match. The Aerospace Engineering School at Georgia Tech is currently ranked #2 (Sept. 2025) in the nation for undergraduate programs and #2 (April 2025) in the nation for graduate programs.
Job Summary
The Manager of Finance serves as a key operational leader within the Daniel Guggenheim School of Aerospace Engineering (AE) Finance team and provides dedicated financial support to both AE and the Aerospace Systems Design Laboratory (ASDL). This role oversees daily financial operations, supervising and developing a team responsible for processing and reviewing routine financial transactions, monitoring budgets, reconciling accounts, and maintaining the accuracy and integrity of financial data across state, sponsored, and other funding sources. The Manager ensures timely financial reporting, compliance with institutional and sponsor requirements, and effective internal controls. Working closely with AE administrative partners and ASDLs Executive Director and senior research leadership, the position provides financial analysis, operational guidance, and budget oversight to support research activities, resource planning, and the successful execution of complex academic and research initiatives.
Responsibilities
Job Duty 1 -
Develop and administer unit financial operating policies and procedures consistent with Institute policy.
Job Duty 2 -
Oversee and coordinate the preparation and administration of unit budgets including amendments.
Job Duty 3 -
Manage the recording of financial transactions and generation of financial related reports on both scheduled and ad hoc basis.
Job Duty 4 -
Manage the maintenance of unit financial related files and records
Job Duty 5 -
Monitor and maintain records of unit purchases.
Job Duty 6 -
Supervise, train and develop unit financial staff
Job Duty 7 -
Advise unit management regarding financial issues.
Job Duty 8 -
Perform other duties as assigned
Required Qualifications
Educational Requirements
Bachelor's Degree in Accounting, Business, Finance or related field or equivalent combination of education and experience
Required Experience
Five to six years of job related experience
Preferred Qualifications
- Higher Education Experience
- Workday Financial Systems
- Research Administration/Post Award Support
- Certified Research Administrator (CRA)
- Business Analyst Experience
Knowledge, Skills, & Abilities
SKILLS
This job requires advanced knowledge of accounting principles and practices as applied within a university environment. This includes skills in the application of accounting staff supervision, communications and problem solving. Use of office and finance/accounting related computer applications and systems is required.
USG Core Values
The University System of Georgia is comprised of our 25 institutions of higher education and learning as well as the System Office. Our USG Statement of Core Values are Integrity, Excellence, Accountability, and Respect. These values serve as the foundation for all that we do as an organization, and each USG community member is responsible for demonstrating and upholding these standards. More details on the USG Statement of Core Values and Code of Conduct are available in USG Board Policy 8.2.18.1.2 and can be found on-line at policymanual/section8/C224/#p8.2.18_personnel_conduct.
Additionally, USG supports Freedom of Expression as stated in Board Policy 6.5 Freedom of Expression and Academic Freedom found on-line at policymanual/section6/C2653.
Equal Employment Opportunity
The Georgia Institute of Technology (Georgia Tech) is an Equal Employment Opportunity Employer. The Institute is committed to maintaining a fair and respectful environment for all. To that end, and in accordance with federal and state law, Board of Regents policy, and Institute policy, Georgia Tech provides equal opportunity to all faculty, staff, students, and all other members of the Georgia Tech community, including applicants for admission and/or employment, contractors, volunteers, and participants in institutional programs, activities, or services. Georgia Tech complies with all applicable laws and regulations governing equal opportunity in the workplace and in educational activities.
Equal opportunity and decisions based on merit are fundamental values of the University System of Georgia ("USG") and Georgia Tech. Georgia Tech prohibits discrimination, including discriminatory harassment, on the basis of an individual's race, ethnicity, ancestry, color, religion, sex (including pregnancy), national origin, age, disability, genetics, or veteran status in its programs, activities, employment, and admissions. Further, Georgia Tech prohibits citizenship status, immigration status, and national origin discrimination in hiring, firing, and recruitment, except where such restrictions are required in order to comply with law, regulation, executive order, or Attorney General directive, or where they are required by Federal, State, or local government contract.
Other Information
Salary range: $80,000.00 to $88,000.00 Based on Experience and Education
Location: Atlanta, GA
Job grade: G08
This is a supervisory position.
This position does have any financial responsibilities.
This position will not be required to drive.
This role is considered a position of trust.
This position does not require a purchasing card (P-Card).
This position will not travel
This position does not require security clearance.
Background Check
A successful candidate must be able to pass a background check, which will include a credit check. Please visit employment/pre-employment-screening
ABOUT US
First Capital Advisors (“FCA”) is a private real estate investment firm that owns and operates high-quality real estate throughout the United States. Since 2013, FCA has owned 23 multi-family properties (3,600 apartment units), 13 retail properties (130,000 square feet), and invested in various other real estate ventures. FCA is pursuing new acquisition and development opportunities in the multi-family and retail sectors.
First Capital Advisors was founded in 2013 and is an affiliate of First Trust Portfolios, a financial services firm established in 1991. FCA is headquartered in the western suburbs of Chicago, IL, with a primary geographic focus on the Midwest and South. We are in search of qualified candidates to join our growing team in the role below.
JOB DESCRIPTION
First Capital Advisors is seeking an Asset Management Analyst for our expanding portfolio of multi-family and retail properties. In this key position, you will play an important role in maximizing the value of existing company-owned assets. Your efforts will help ensure peak property performance and support decision-making, directly impacting our team’s investment strategy and operations.
This is a full-time position based in Wheaton, IL, reporting to and working heavily with our Texas-based Director of Asset Management. Occasional travel throughout Texas is required. Job responsibilities include, but are not limited to, the following:
- Liaise with lenders, including ongoing compliance with financial reporting requirements, monitoring debt maturities, overseeing escrow requirements, etc.
- Oversee the completion of replacement reserve requests and lender inspections
- Conduct various research and analysis to support decision-making
- Prepare updates for management meetings and quarterly investor reports
- Review and analyze property operating and accounting reports, with a focus on assessing trends in performance and detecting any operational issues
- Assist in creating and managing property budgets (operating and capital)
- Ensure each property performs in accordance with its business plan; suggest modifications when necessary
- Perform cash flow modeling and produce financial proformas
- Conduct site visits, which will require occasional travel throughout Texas
- Coordinate with various third-party vendors
- Monitor market conditions, including supply and demand dynamics, changing tenant preferences, etc.
QUALIFICATIONS
The ideal candidate will possess most, but not necessarily all, of the following qualifications:
- Bachelor’s Degree (business, finance, economics, or real estate concentration preferred)
- 1-3 years of experience working in a financial analysis capacity within the CRE industry (multi-family preferred)
- Basic knowledge of accounting required; ability to read and interpret financial statements
- Experience creating and analyzing financial models
- Understanding of financial concepts, including return metrics (yield on cost, IRR, NPV, DCF, etc.)
- Understanding of capital structures (senior debt, mezzanine, preferred equity, etc.)
- Strong quantitative and analytical skills
- Basic understanding of construction concepts
- High level of proficiency in Microsoft Word, Excel, and PowerPoint
- Experience with Yardi, CoStar, and RealPage is preferred
- Ability to work with remote teams and properties; must be self-accountable and have strong initiative
- A self-motivated person who is driven to further their career in real estate
COMPENSATION / BENEFITS
- Competitive pay based on experience (salary range: $70,000 +)
- Benefits package available
- Full-time (Monday – Friday)
- Paid Time Off
- Annual performance bonus opportunities based on review
First Capital Advisors Holdings, LLC is an Equal Opportunity Employer and Drug Free workplace. Employment offers are contingent upon successful completion of a background check and drug screen.
Your opportunity
At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.
We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations.
As a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab’s approach to investing. You will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA’s advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage their more complex portfolios and achieve their goals. You’ll grow within an experienced, collaborative team, while deepening relationships with various partners, including industry leading advisors. You’ll also have the opportunity to mentor junior SWA team members. If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the opportunity for you.
What you have
Required Qualifications:
- CFP® designation or CFA® designation
- Bachelor’s degree
- Active and valid FINRA Series 7 license
- May be obtained with a 120-day condition of employment
- Active and valid FINRA Series 66 license required
- May be obtained with a 120-day condition of employment
- Five or more years of advisory experience, including creating and customizing financial plans and portfolios for clients.
- Five or more years working directly with clients in the financial services industry highly preferred
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
What’s in it for you
At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
This is a high‑impact role for a detail‑oriented, analytical HR professional who can balance day‑to‑day program administration with strategic analysis and project work.
THE ROLE: Serve as a subject matter expert on compensation and benefits programs, policies, and plan design.
Administer and maintain compensation and benefit programs, ensuring compliance with federal and state regulations (including ACA, FMLA, ADA, FLSA, ERISA, and related requirements).
Lead and support compensation processes such as job analysis, grading, benchmarking, salary reviews, merit cycles, and internal equity analysis.
Analyze compensation and benefits data and trends; prepare reports and recommendations for leadership.
Partner with HR Operations and Payroll to ensure accurate implementation of compensation and benefits programs within the HRIS and payroll systems.
Review and validate employee data for benefits eligibility, billing, reporting, and audits.
Support retirement plan administration, including review and processing of contributions and coordination with vendors on escalated issues.
Assist with open enrollment and other annual benefits cycles, serving as backup support for team members as needed.
Develop and deliver clear compensation and benefits communications, presentations, and education sessions for employees and managers.
YOU: Bachelor's degree in Human Resources, Business, or a related field (or equivalent experience).
5+ years of experience in employee benefits administration & compensation analysis Strong working knowledge of compensation structures, job evaluation, and salary analysis.
Thorough understanding of employee benefits regulations and compliance requirements.
Advanced proficiency in Microsoft Excel and strong overall Microsoft Office skills.
Experience working with HRIS and payroll systems (UKG experience a plus).
This organization offers a competitive compensation package and comprehensive benefits, along with the opportunity to contribute meaningfully within a mission‑oriented environment.
Beacon Hill is an equal opportunity employer and individuals with disabilities and/or protected veterans are encouraged to apply.
California residents: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.
If you would like to complete our voluntary self-identification form, please click here or copy and paste the following link into an open window in your browser: Completion of this form is voluntary and will not affect your opportunity for employment, or the terms or conditions of your employment.
This form will be used for reporting purposes only and will be kept separate from all other records.
Company Profile: Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement.
Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries.
Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs.
Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting .
Benefits Information: Beacon Hill offers a robust benefit package including, but not limited to, medical, dental, vision, and federal and state leave programs as required by applicable agency regulations to those that meet eligibility.
Upon successfully being hired, details will be provided related to our benefit offerings.
We look forward to working with you.
Beacon Hill.
Employing the Future (TM)
Arcticom offers impressive performance that is routinely recognized with exceptional ratings and commendations tied to installation successes.
Satisfied Bering Straits Native Corporation (BSNC) family customers include the U.S.
Air Force, Army, Navy, Coast Guard, the Departments of State, Justice, Commerce, Agriculture, Interior, Homeland Security, the General Services Administration, the Defense Logistics Agency and the U.S Census Bureau.
About this position: Senior IT Budget Analyst Location: Kansas City, MO The Essential Duties and Responsibilities are intended to present a descriptive list of the range of duties performed for this position and are not intended to reflect all duties performed within the job.
Other duties may be assigned.
To perform this job successfully, an individual must be able to satisfactorily perform each essential duty.
The requirements listed below are representative of the knowledge, skill and/or ability required.
Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions of the position.
Applicants will be notified via phone or email within ten (10) business days of submittal.
Essential Duties & Responsibilities Support budget analysis tasks that include monitoring budget reservations and executions, initiating execution of accounting transactions, analyzing and reconciling transactions with budget plans, and assuring compliance with regulations, directives, procedures, and guidelines.
Prepare and maintain business-line level spend plans and track funds reservations and execution by Standard General Ledger (SGL) account.
Support internally focused requirements/tasks and provide deliverables, which may include, but are not limited to, the following: reconciliation of accounts and income; assisting with analysis of reports, completion of documentation; preparation of document packages for audit review; and analysis of budget data.
Prepare, submit, and maintain Budget Object Code (BOC) Rollup Summary reports identifying planned requirements, SGL account execution, and expected rest-of-year requirements broken down by Mandatory, Center Capacity, and Discretionary.
Additional breakdowns showing current-month and rest-of-year amounts may be required.
The BOC Rollup Summary shall also include a version-over-version explanation of changes to spend plan amounts by BOC Rollup.
The BOC Rollup Summary reports shall be delivered at specified mid-month and end-of-month management briefing dates.
Prepare, submit, and maintain monthly Working Capital Fund (WCF) operating plan versus actual variance reporting results and explanations for current fiscal years using the required WCF tool & format.
The reporting results and related information shall be delivered no later than Thursday immediately preceding the monthly WCF Status of Funds (SoF) reporting deadline (typically the 15th of each month).
Prepare, submit and maintain monthly support services plan / actual usage reconciliation report with full-year trend analysis.
The report will be delivered at the mid-month management briefing.
Support externally focused requirements/tasks and provide deliverables, which may include, but is not limited to, providing other branches, offices, or agencies with budget data and analysis.
Both types of support and deliverables (internally focused and externally focused) will require synthesis and presentation of data, development of alternative courses of action, and recommendations to decision makers.
Increased requirements associated with end-of-year financial activities will likely result in the need for the employee to provide support that extends beyond a typical/standard work week (i.e.
40 hours) during the month of September.
Requirements may increase by approximately 25% during this timeframe.
The employee shall fully support such requirements.
Required (Minimum Necessary) Qualifications • Education Requirements: Minimum 6 years’ experience with Bachelor’s degree in relevant field • 3+ years’ specialized experience performing job specific tasks • US Citizenship • Able to obtain Public Trust clearance Knowledge, Skills, Abilities, and Other Characteristics • Advanced Microsoft Office Excel skills • Working knowledge of General Accepted Accounting Principles (GAAP) • Problem solving and analysis skills Preferred • N/A Supervisory Responsibilities • This position will not have supervisory responsibilities.
DOT Covered/Safety-Sensitive Role Requirements • This position is not subject to federal requirements regarding Department of Transportation “safety-sensitive” functions.
Necessary Physical Requirements The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this role.
Employees must always maintain a constant state of mental alertness.
Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
Essential and marginal functions may require maintaining physical condition necessary for bending, stooping, sitting, walking or standing for prolonged periods of time; most of time is spent sitting in a comfortable position with frequent opportunity to move about.
Work Environment The work environmental characteristics described here are representative of those that must be borne by an employee to successfully perform the essential functions of the role.
Employees must always maintain a constant state of situational awareness.
Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
The job is performed in an office setting with exposure to computer screens and requires extensive use of a computer, keyboard, mouse, and multi-line telephone system.
The work described herein is primarily in a modern office setting.
Occasional travel may be required.
Additional Qualifying Factors As a condition of employment, you will be required to pass a pre-employment drug screening and have acceptable background check results.
If applicable to the contract, you must also obtain and maintain the appropriate clearance levels required and must also be able to obtain access to military installations.
Shareholder Preference BSNC gives hiring, promotion, training, and retention preference to BSNC shareholders, shareholder descendants and shareholder spouses who meet the minimum qualifications for the job.
Bering Straits Native Corporation is an equal opportunity employer.
All applicants will receive consideration for employment without regard to any status protected by state or federal law, or any other basis prohibited by law.
The Financial Advisor is a strategic professional who stays abreast of developments within their field and contributes to directional strategy by considering their application in their job and the business. Recognized technical authority for an area within the business. Requires basic commercial awareness. There are typically multiple people within the business that provide the same level of subject matter expertise. Developed communication and diplomacy skills are required to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Significant impact on the area through complex deliverables. Provides advice and counsel related to the technology or operations of the business. Work impacts an entire area, which eventually affects the overall performance and effectiveness of the sub‑function/job family.
Responsibilities
- Responsible for providing a wide variety of financial and investment services to an Ultra high Net Worth client base in the United States.
- Manage accounts of high net worth investors and jointly develop financial strategies with the Private Bankers.
- Conduct sophisticated economic and financial market analyses.
- Analyze economic trends/activities and advise the effects on the investors' portfolios.
- Recommend changes to the investors' holdings after evaluating the economic, financial and market factors and the potential impact on the investors' portfolios.
- Adhere to a specific prospecting code of conduct, which (1) permits acquiring new private client accounts only by referral or personal contact with an individual seeking to do business and (2) prohibits seminars, mail campaigns, cold calling and any other methods of solicitation.
- Develop relationships and generate ideas with the Bankers and the clients that will lead to the growth of the asset base.
- Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Qualifications
- 6‑10 years of experience
- NYSE Series 7 and 66 licenses and additional licensing as needed
- Proficient in software applications (e.g., Microsoft Word, Excel)
- Knowledge of Bloomberg – a definite asset
- Ability to communicate with co‑workers and clients
- Excellent written and communication skills
- Strong financial background
Education
- Bachelor's/University degree, Master’s degree preferred
Job Family Group: Private Client Coverage
Job Family: Financial Planning Services
Time Type: Full time
Primary Location: San Francisco, California, United States
Primary Location Full Time Salary Range: $70,000.00 - $200,000.00
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity, please request an accommodation. View Citi’s EEO Policy Statement and the Know Your Rights poster.
#J-18808-Ljbffr
Duration: 12 months contract
Job Description:
Requirements:
We are looking for a Senior Fund Administrator with minimum 5 years of mutual fund accounting/administration experience
This individual will support a broad spectrum of fund administration and treasury services. The Fund Administration specialist will assist in the preparation and review of a variety of reports, analysis, and administrative tasks related to overseeing the day-to-day operations.
Responsibilities:
- Monitor and review the creation and analysis of expense budgets.
- Prepare, review, and validate fund accruals and payments.
- Facilitate the preparation Board materials.
- Oversee the activities of third-party fund accounting and custodian providers to ensure proper adherence to service levels.
- Review fund cash, currency and asset reconciliations and aging of receivables.
- Research and document errors and remedial actions to prevent future errors.
- Assist in the review new investments, including complex securities and derivatives to ensure proper classification and accounting treatment.
- Perform and/or review benchmark analysis of Fund NAVs, yields, distribution rates versus internal and external benchmarks.
- Assist in the monthly reviews of regulatory filings, including N-PORT and N-CEN.
- Supervise staff and coordinate the detailed review of reporting for consistency, accuracy and compliance with policies and procedures.
- Act as a liaison with other departments including Legal, Investment Operations, Performance & Analytics and Portfolio Management.
- Maintain a working familiarity with applicable laws, regulations and interpretation of governing financial statements and disclosure, including the Investment Company Act of 1940, the Internal Revenue Code, GAAP, Regulation S-X and other applicable requirements.
Experience:
- Bachelor’s Degree in Business, Accounting or Finance.
- 5 years of mutual fund accounting/administration experience.
- Supervisory experience.
- Familiarity with advanced Excel formulas.
- Strong attention to detail and ability to manage multiple priorities and deadlines.
- Strong oral and written communication skills.
- Ability to work independently and take ownership for responsibilities.
- Ability to work well in and contribute to a team environment.
About US Tech Solutions:
US Tech Solutions is a global staff augmentation firm providing a wide range of talent on-demand and total workforce solutions. To know more about US Tech Solutions, please visit Tech Solutions is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, colour, religion, sex, sexual orientation, gender identity,
national origin, disability, or status as a protected veteran.
Recruiter Details:
Name: Nikhil
Email:
Internal Id: 26-03909
The Financial Reporting Process Coordinator serves as a key member of the fund administration team, supporting the end-to-end workflow of financial statements, regulatory filings, and related reporting materials for registered investment companies and advisors. The Coordinator oversees the routing and distribution of documents, maintains accurate status tracking, reviews and consolidates comments from legal, compliance, audit, and advisor groups, and ensures that all deliverables progress through the review cycle efficiently and in accordance with internal and regulatory expectations.
Key Responsibilities
- Maintain and update production schedules and status trackers for financial statements, tailored shareholder reports, and regulatory filings.
- Manage document flow between auditors, legal counsel, compliance teams, fund advisors, and internal stakeholders.
- Collect, review, and route comments from all parties; ensure feedback is logged, addressed, and escalated when needed.
- Understand when an issue is routine vs. when it requires escalation to senior staff.
- Maintain clean version control and document history across Word, Excel, and PDFs
- Ensure documents are stored, labeled, and distributed properly and securely.
- Support the fund administration team in meeting deadlines and managing review cycles.
- Help reinforce consistent processes and document-control standards.
Preferred Skills & Experience
- Strong proficiency with Microsoft Word, Excel, and PDF markup tools.
- Workiva experience is a major plus.
- Excellent verbal and written communication skills.
- Ability to manage multiple deadlines and shifting priorities without sacrificing accuracy.
- Strong attention to detail and comfort working with regulated documents.
- Ability to identify issues, ask informed questions, and escalate when appropriate.
- Self-directed work style with ownership of recurring processes.
- Flexibility during peak reporting cycles.
Title: Senior Associate, Private Equity
Several investment professional opportunities at the Senior Associate level for NY based Middle Market and Lower Middle Market Private Equity and Growth Equity firms. Sector focus across industries, with spikes in Healthcare, Technology, Business Services, and Consumer.
Firm names are confidential. Detailed job description will be provided to individuals who meet the following criteria:
- Minimum 4 years professional experience, with at least 2 in relevant PE or Growth Equity investing roles (ideally 2 in investment banking, and 2 in PE or growth).
- Currently based in or able to relocate to New York area
- Sector experience across healthcare, technology, business services and/or consumer
This role is responsible for providing electrical engineering expertise across plant operations, leading capital projects, and driving continuous improvement initiatives in a fast-paced manufacturing environment.
This is an excellent opportunity for a self-driven professional with strong industrial automation experience and a passion for solving complex engineering challenges.
Senior Electrical Engineer Compensation The pay for this position is $100,000-$120,000/yr + Bonus of 10%-20% Benefits are available to full-time employees after 90 days of employment · Competitive medical, dental, and vision plans · Paid Time Off (PTO) Senior Electrical Engineer Highlights This position is a Direct Hire The required availability for this position is Monday-Friday 8-hour shift days, but with some flexibility Senior Electrical Engineer Primary Responsibilities · Serve as the electrical engineering subject matter expert for one or more areas of the plant · Lead continuous improvement initiatives and corrective action projects · Provide technical support to internal stakeholders across operations and maintenance teams · Manage capital projects ranging from $50K to $1M, including new machine installations and upgrades · Analyze project requirements, identify engineering challenges, and implement effective solutions · Oversee project execution to ensure delivery on time, within scope, and within budget · Coordinate internal teams, external vendors, and contractors to meet project goals · Ensure compliance with all safety standards and regulatory requirements Senior Electrical Engineer Responsibilities Design and develop electrical systems aligned with project scope and safety standards Create Bills of Materials (BOMs) and define spare parts requirements Develop and maintain engineering drawings using Autodesk products Perform risk assessments and implement safety countermeasures Program and troubleshoot PLCs, HMIs, VFDs, servos, and control systems Support system integration and industrial network design Collaborate with automation vendors and manage external contractors during installations Lead machine FAT, I/O checkout, startup, and commissioning activities Specify and procure electrical hardware and services Senior Electrical Engineer Requirements · Bachelor’s degree in Electrical Engineering or related technical field · 5+ years of experience in industrial automation within a manufacturing environment · Hands-on experience with: Allen-Bradley PLCs and Rockwell Automation software PLC programming and troubleshooting HMIs, remote I/O systems Industrial Ethernet and machine network architecture · Strong understanding of equipment safety standards, including NFPA 70E (arc flash requirements) · Proven ability to manage capital and expense budgets · Self-starter with a strong work ethic and ownership mindset If you think this Senior Electrical Engineer position is a good fit for you, please reach out to me—feel free to call, e-mail, or apply to this posting!
