Senior Client Partner Jobs in Usa

Sr. AV Project Manager

Summary:

We are seeking a highly experienced and technically advanced Sr. AV Manager who can bridge business needs with technical execution. This role requires a strong client-facing professional who can consult on AV strategy, design enterprise-grade systems, manage projects end-to-end, and support installations when required.

The ideal candidate will be equally comfortable presenting AV solutions to executive stakeholders, designing complex video conferencing systems, leading integration teams, and supporting end users in a fast-paced, high-demand environment.

Responsibilities:

60% of the time

• Client & Business Engagement
• AV System Design & Engineering
• Project Management & Leadership

25% of the time

• BoM & Commercial Review
• Operation & Strategic Contribution
• Scope Documentation & Reporting

15% of the time

• Installation Oversight & Technical Support

Actual Product and/or Geographic Responsibilities (if applicable):

• AV consulting, design, manage project, support installation, and end-user support

Required Qualifications:

Education:

• 4-year college degree

Field Of Study:

• Network, Telecom, Audio/Visual

Experience, Knowledge and/or Skills:

Client & Business Engagement

• Serve as the primary AV subject matter expert (SME) for clients and business partners.
• Conduct client needs assessments and recommend scalable AV solutions.
• Confidently present and explain AV technologies, including video conferencing systems and collaboration services.
• Translate business requirements into technical AV designs.
• Maintain strong relationships with customers, vendors, and integration partners.

AV System Design & Engineering

• Design enterprise-level AV systems including:
• Video conferencing rooms (huddle, conference, boardroom, training rooms)
• Collaboration spaces and multi-purpose environments
• Digital signage and integrated AV systems
• Demonstrate deep knowledge of:
• Cisco Systems video conferencing solutions (Room Series, Codec platforms)
• Poly video collaboration systems
• Cisco Webex
• Microsoft Teams
• Zoom
• Design systems with proper signal flow, network integration, DSP configuration concepts, and control systems.
• Ensure interoperability between conferencing platforms and room systems.

Project Management & Leadership

• Lead AV projects from concept through completion.
• Manage internal technicians and/or third-party AV integration partners.
• Develop project timelines, milestones, and resource plans.
• Coordinate with IT, network, facilities, and construction teams.
• Ensure projects are delivered on time, within budget, and aligned with scope.
• Proactively mitigate project risks and resolve technical challenges.

Bill of Materials (BoM) & Commercial Review

• Develop detailed Bills of Materials (BoM) with appropriate AV components.
• Ensure selected equipment aligns with design intent, compatibility, and budget.
• Review vendor quotations and validate technical accuracy.
• Review partner invoices against approved scope and pricing.
• Support procurement processes and cost optimization strategies.

Scope Documentation & Reporting

• Clearly define and communicate full project scope to both clients and AV integrators.
• Produce technical design documentation and system diagrams.
• Prepare project completion reports including:
• Final as-built documentation
• Equipment lists
• Test results
• Client sign-off documentation
• Maintain organized documentation for audit and service continuity.

Installation Oversight & Technical Support

• Oversee and, when required, assist with AV system installation and commissioning.
• Perform system testing, validation, and user acceptance support.
• Provide advanced troubleshooting for video conferencing and AV integration issues.
• Deliver end-user training and ongoing support.
• Provide white-glove executive support when necessary.

Operational & Strategic Contribution

• Establish AV standards and best practices.
• Recommend lifecycle upgrades and technology roadmaps.
• Stay current with emerging AV technologies and collaboration trends.
• Support business development efforts with technical consultation.

Computer Skills:

• Computer skills at level to understand and use MS Word, Excel, and PPT.

Travel:

• 50%

Physical Demands:

• The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to sit; use hands to finger, handle, or feel; climb or balance and talk or hear. The employee is occasionally required to stand; walk; reach with hands and arms and stoop, kneel, crouch, or crawl. The employee must regularly lift and /or move up to 10 to 40 pounds. Specific vision abilities required by this job include close vision, distance vision and color vision.

Preferred Qualifications:

• 7+ years of experience in AV system design, integration, and project management.
• Proven experience managing enterprise AV deployments.
• Strong understanding of IP-based AV, networking fundamentals, and UC platforms.
• Ability to communicate effectively with executives, engineers, and technicians.
• Experience leading cross-functional teams in high-demand environments.
• Strong documentation and reporting skills.
• Executive-level communication skills
• Technical depth with business acumen
• Strong leadership and decision-making abilities
• Detail-oriented with high accountability
• Ability to thrive in fast-paced, high-pressure environments
• Customer-first mindset
• Korean/English Bi-lingual

Preferred Certifications:

• AVIXA CTS, CTS-D, or CTS-I
• PMP certification is a plus

Pay range is $32-$40 per hour with full benefits available, including paid time off, medical/dental/vision/life insurance, 401K, parental leave, and more. Our compensation reflects the cost of labor across several US geographic markets. Pay is based on several factors including market location and may vary depending on job-related knowledge, skills, and experience.

THE PROMISES WE MAKE:

At Crystal Equation, we empower people and advance technology initiatives by building trust. Your recruiter will prep you for the interview, obtain feedback, guide you through any necessary paperwork and provide everything you need for a successful start. We will serve to empower you along the way and provide the path for your professional journey.

For more information regarding our Privacy Policy, please visit /privacy.

QASource is a leading provider of software QA and testing services, supporting enterprise and high-growth technology companies. We integrate directly with engineering and product teams to deliver scalable, high-quality testing solutions across automation, manual testing, performance, security, and AI-driven QA.

Our clients expect senior-level partnership, technical fluency, and strategic account leadership.

The Senior Technical Account Manager (Sr. TAM) is responsible for managing and expanding a focused portfolio of strategic, enterprise-level accounts within a defined territory. This role requires ownership of multi-million-dollar revenue targets, executive-level relationship management, and the ability to drive account expansion through consultative, technically informed engagement.

This is not a support role. The Sr. TAM serves as a strategic advisor to Engineering Directors, VPs, CTOs, and QA leadership, ensuring delivery excellence while proactively identifying and executing growth opportunities within existing accounts.

The Sr. TAM will manage a high-touch portfolio of approximately 5–8 strategic enterprise accounts. Success in this role requires disciplined account planning, proactive client engagement, in-person relationship development, and the ability to creatively land and expand business across multiple stakeholders within complex organizations.

Responsibilities:

Account Ownership & Revenue Growth

• Own and manage a multi-million-dollar quota across a defined portfolio of 5–8 strategic enterprise accounts.
• Drive structured and strategic upsell and cross-sell initiatives within existing customers.
• Identify whitespace opportunities across QA, automation, performance, security, and AI-enabled services.
• Close meaningful expansion deals, including engagements of $150K+.
• Develop creative, value-driven approaches to land-and-expand initiatives across Engineering Directors, VPs, and CTO-level stakeholders.
• Partner with delivery leadership to align technical execution with commercial growth objectives.

Executive Relationship Management

• Build and maintain trusted relationships with Engineering Directors, VPs, CTOs, and C-suite stakeholders.
• Conduct regular in-person customer visits within assigned territory.
• Lead in-person Quarterly Business Reviews (QBRs) focused on measurable outcomes, roadmap alignment, and strategic growth opportunities.
• Serve as the executive escalation point for complex delivery or client challenges.

Strategic Account Planning & Execution

• Develop and maintain comprehensive strategic account plans for each assigned customer.
• Maintain clear documentation of stakeholder mapping, growth objectives, expansion pathways, and execution milestones.
• Track progress against defined revenue and relationship goals.
• Execute consistently against a structured path toward growth.
• Demonstrate strong organizational discipline in account tracking, forecasting, and internal coordination.
• Organization, planning rigor, and follow-through are critical success factors in this role.

Technical & AI Fluency

• Maintain broad knowledge of emerging AI technologies and their impact on software quality and engineering workflows.
• Proactively stay current on AI tools, automation advancements, and testing innovations.
• Translate AI-driven opportunities into relevant, business-aligned discussions with engineering stakeholders.
• Position QASource’s AI-augmented testing capabilities in alignment with customer technology strategies.

Technical & Delivery Alignment

• Collaborate closely with QA Managers, Engineering teams, and project leaders.
• Translate technical delivery insights into executive-level business value discussions.
• Proactively identify risks and implement mitigation strategies.
• Ensure seamless integration of QASource services into client engineering environments.
• Demonstrate a practical understanding of how software is built, tested, and released within modern SDLC frameworks.

Required Qualifications:

• 8–10+ years of experience in Technical Account Management, Enterprise Sales, Customer Success, or a related client-facing technical role.
• Proven ownership of multi-million-dollar revenue targets.
• Demonstrated success closing $150K+ expansion or new deals.
• Documented track record of expansion within a focused portfolio of strategic accounts.
• Experience managing a limited book of business (ideally 5–20 accounts; this role will manage 5–8).
• Direct experience working with Engineering Directors, VPs, CTOs, or C-suite stakeholders.
• Technology industry background specifically within software, SaaS, cloud platforms, DevOps, QA, or technical services environments.
• Demonstrated general understanding of the Software Development Lifecycle (SDLC) and how Quality Assurance integrates into development processes.
• Prior experience engaging with engineering, QA, or product teams in a software delivery context.
• Strong executive presentation skills and ability to conduct in-person QBRs.
• Demonstrated ability to creatively mine and expand accounts.
• High level of organization and structured account planning discipline.
• Stable career progression.

Preferred Qualifications:

• Background in QA, software development, DevOps, or technical services environments.
• Familiarity with CI/CD pipelines, automation frameworks, API integrations, performance testing, or AI-enabled testing tools.
• Experience operating within a territory-defined account ownership model.
• Experience in professional services or distributed delivery environments.
• MBA or advanced technical degree (preferred but not required).

Core Competencies:

• Executive presence and professionalism.
• Revenue accountability.
• Strategic account planning and disciplined execution.
• Technical credibility within software engineering environments.
• AI awareness and forward-thinking mindset.
• Consultative, value-based communication.
• Risk identification and mitigation.
• Proactive, structured account leadership.

Why Join QASource:

• Manage a focused portfolio of high-value enterprise technology clients.
• Drive measurable revenue expansion through strategic value creation.
• Partner directly with engineering and executive leadership teams.
• Operate in a technically rigorous, innovation-driven organization focused on quality and long-term partnerships.

Salary Range:

• $110,000 - $120,000 per annum (30% Variable).

Perks:

• Health, vision, and dental benefits.
• 401(k) with company match.
• Paid time off and holidays.
• Wellness programs and professional development opportunities.

Senior Human Resources Generalist

Compensation: $100,000.00 - $125,000.00

Location: Maple Grove, MN (on-site)

About The Job:

Lakeside HR Group has been engaged by our client to recruit a Senior Human Resources Generalist to join their team. Our client is a family-owned enterprise with over 60 years of history and investment in our industry and communities. Their core business is diversified highway and heavy civil contracting – managing major highway, bridge, and earthwork projects like the recent I-94 rebuild between Maple Grove and Rogers, and the 494 expansion in Bloomington. They have also managed, or joint ventured several light rail transit projects in the Twin Cities. They have affiliated companies providing aggregate and asphalt materials, steel pipe and rebar coating, and real estate investments. They are known for their ethics and respectful work culture and recognized by their customers and business partners as an organization that is great to do business with and delivers what they promise.

The Senior Human Resources Generalist is a strategic partner and subject matter expert in HR practices, policies, recruitment, leave administration, and workforce strategies that contribute to the operation of the business such as leadership and employee development. The Sr. HR Generalist works closely with leaders and team members on performance management to promote a high-performance culture and ensure compliance with policies and employment laws. This role also provides work direction and leadership to HR team members to coach and develop them and is integral in promoting a culture that embraces the Core Values.

The Why?

1. Collaboration: Partner with senior leadership and colleagues to create and deliver shared objectives for growth.
2. Results: Make a positive difference through the development of effective programs and initiatives to retain, recruit, and develop team members.
3. Reward: They offer competitive compensation and benefit programs, an engaging work environment, and a Responsible Time Off policy allowing flexibility to take time away from work without worrying about PTO accruals, balances, and carry-overs.

Key Responsibilities:

Supervision & Mentorship: Lead, coach and develop the HR team members, leaders, and employees across the Enterprise.

HR Strategy & Programs: Design, launch and manage initiatives organization-wide to ensure that they are competitive, develop capability and deliver results.

Recruitment & Outreach: Contribute to the candidate and new hire experiences through effective outreach and onboarding strategies.

Reward Strategy: Ensure that their compensation data remains current and their benefits are competitive.

Retention and Engagement: Create innovative ways to engage their team members in the work that they perform.

Technology & Metrics: Apply systems to promote efficiencies and measure results to inform decision-making.

Compliance: Manage the Employee Relations and reporting function to ensure timely and thorough investigations, as needed, with effective remedies to resolve matters and proactively address trends.

Required Skills:

• Bachelor's degree in human resources, business administration, a related field, or equivalent combination of education, training, and related experience.
• At least five years of related experience in an individual contributor role, one year in a leadership capacity; industry related knowledge a plus.
• Thorough understanding of and ability to enforce federal, state, local, and company employment regulations; including, knowledge of the industry regulatory requirements.
• Excellent verbal/written communications and interpersonal skills, with both external and internal colleagues at all levels of the organization.
• Ability to manage individual contributors. Aptitude to deliver results and influence behaviors indirectly and through relationships.
• Collaborative, collegial, and cooperative team player.
• A proven ability to act with integrity, professionalism, and confidentiality.
• Ability to assess, attract, and develop talent.
• Experience in outreach strategies to build candidate pipelines.
• Promote and support the enterprise vision and values.
• Proven ability to deliver training and interact with large audiences to share information.
• Exceptional skills in negotiation and conflict resolution. Strong analytical and critical thinking skills.
• Self-motivated and organized, with the ability to establish priorities, meet deadlines, exercise independent judgment, and make solid business decisions to achieve results.
• Work closely with Safety team to promote health and safety awareness/education to employees.
• Proficient with the use of Microsoft Office Suite or related software. Familiar with HR technology and adept at enhancing automated processes to streamline workflow.
• Ability to travel in the domestic U.S. for short periods of time on an infrequent basis estimated at 5%.

Preferred Experience:

• Construction industry experience and understanding of construction business operations
• Understanding of family-led business culture and priorities
• Experience in a similar-sized private company
• Current or recent experience in a HR leadership role

Benefits:

• Competitive salary, target range $100,000 to $125,000.
• Incentive plan eligible.
• A generous benefits package including medical, dental, employer paid Life/AD&D/LTD, Short-Term Disability, Flexible Spending Account, Health Savings Account, 401(k), Voluntary Life/AD&D and vision.
• A Responsible Time Off (RTO) plan that gives our team the flexibility to take time off responsibly, including 6 recognized holidays and 2 scheduled floating holidays.
• The chance to work with an organization that lives their core values.

About Lakeside HR Group:

At Lakeside HR Group, we understand that finding the right job is essential for your career success. We are a boutique-style human resources consulting and recruiting firm dedicated to providing personalized, tailored solutions. When you partner with us, you are not just getting a recruiter; you are getting the entire Lakeside team working together to support your career goals.

Partner with us at Lakeside HR Group, where we are more than just a recruiting firm; we are your partners in achieving your career aspirations.

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At EY, we’re all in to shape your future with confidence.

We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.

Whole industries have been disrupted and transformed in recent years by changing technologies, advanced analytics and the need for better insight. EY is helping businesses realize the value they can gain from their IT investments. We deliver exceptional client service — providing advice on how technology, finance process efficiency and enterprise intelligence contribute to performance improvement, as well as how IT can act as a multiplying effect during major program transformations.

The AI Finance Senior Manager is a crucial role responsible for supporting the Finance Applications Data Lead in executing the overall data management strategy for finance applications. The successful candidate will leverage their deep expertise finance applications (planning, reporting, close/consolidation) coupled with deep skills in enterprise data management, data governance, data quality, master data management, Machine Learning, and Generative AI (Gen AI) to support key finance personas. One of the key responsibilities will focus on developing and implementing our “FDL consulting blueprint” service offering, with the goal of creating an industry agnostic data model which can be utilized as a starting point and be extended ensure data consistency and interoperability across finance applications. The successful candidate will work closely with the Data Lead and the Product Owner for the FDL to ensure that the FDL Blueprint is designed on a foundation of accurate, consistent, and reliable finance application data architecture, enabling informed decision-making.

The AI Finance Senior Manager will work closely with finance, IT, and data science teams to support the effective management and utilization of finance application data, harnessing the power of Machine Learning, Gen AI, and Azure data technologies to drive innovation and business value through the development and implementation of the EY AI Finance solution offering.

As a Senior Manager, you will play a pivotal role in leading engagement delivery and managing client relationships. Your time will be spent across various responsibilities, including:

• 
  

• Leading the design and delivery of system architecture solutions in collaboration with technical teams.

  
  

• Tailoring technology platforms to business processes, ensuring clients maximize their investment through effective use and continuous improvement.

  
  

• Managing complex processes, solutions, and projects while maintaining a focus on quality and risk management.

  
  

• 
  

• Proven ability to manage and deliver complex solutions.

  
  

• Fostering relationships with client personnel at appropriate levels. Consistently running and delivering quality client services. Driving high-quality work products within expected time frames and on budget.

  
  

• Monitoring progress, managing risk and confirming that key stakeholders are kept informed about progress and expected outcomes.

  
  

• Managing expectations of client service delivery.

  
  

• Effectively managing and motivating client engagement teams with diverse skills and backgrounds. Providing constructive on- the- job feedback/coaching to team members.

  
  

• Fostering an innovative and inclusive team-oriented work environment. Playing an active role in the counselling and mentoring of junior consultants within the organization.

  
  

• Supporting Data Management Strategy Execution, including helping execute the overall data management strategy for finance applications

  
  

• Defining data requirements, data architecture, and data models for finance applications, considering the potential of Machine Learning and Gen AI technologies

  
  

• Leading the design and implementation of an extensible common information model for the FDL Blueprint

  
  

• Developing and maintaining documentation, including data dictionaries, entity-relationship diagrams, and data lineage maps

  
  

• Leading the development and implementation of our FDL Blueprint solution offering, ensuring scalability, performance, and security

  
  

• Collaborating with data scientists and finance SMR’s across service lines to identify opportunities for applying Machine Learning and Gen AI techniques to finance applications/personas and extend the FDL

  
  

• Supporting the establishment and maintenance of a robust data governance framework for the FDL

  
  

• Staying current with the latest advancements in Machine Learning, Gen AI, Data Management and Azure technologies and identifying and implementing innovative solutions that drive efficiency, accuracy, and insights for finance applications

  
  

• Ability to travel as required for client engagements and project needs.

  
  

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• Bachelor\'s degree in Finance, Accounting, Business, Computer Science

  
  

• Minimum of seven years of progressive experience in Financial Planning & Analysis (FP&A), with demonstrated expertise in:

  
  

• Strategic financial planning, budgeting, and forecasting processes

  
  

• Financial modeling and scenario analysis

  
  

• Variance analysis and management reporting

  
  

• Cross-functional collaboration with business stakeholders

  
  

• Strong proficiency with EPM (Enterprise Performance Management) platforms, including hands-on experience with solutions such as:

  
  

• Anaplan (Certified Model Builder preferred)

  
  

• Oracle EPM Cloud Suite (PBCS, ePBCS, FCCS)

  
  

• Oracle Hyperion

  
  

• OneStream, Tagetik, or similar platforms

  
  

• Solid understanding of financial data architecture and governance, including:

  
  

• Financial data modeling and dimensional design

  
  

• Chart of accounts structuring and hierarchy management

  
  

• Data quality standards and reconciliation processes

  
  

• Master data management for finance applications

  
  

• Knowledge of finance applications including financial modeling (PnL, Balance Sheet, Cash Flow)

  
  

• Excellent communication, collaboration, and problem-solving skills

  
  

• Ability to work effectively in a fast-paced, dynamic environment, supporting the adoption and implementation of emerging technologies

  
  

• Strong business skills including relationship management, commercial awareness, and communication.

  
  

• Strong analytical and problem solving skills as well as excellent oral and written communication skills

  
  

• A willingness to travel to meet client needs.

  
  

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• Degree emphasis in Finance, Accounting, Economics, Business, Computer Science, MIS, or IT preferred

  
  

• A strong ability to adapt to changing technology landscapes and stay ahead of industry trends.

  
  

• Exceptional interpersonal skills to foster team collaboration and client trust.

  
  

• A proactive approach to problem-solving and decision-making.

  
  

• Experience in leading diverse teams in dynamic environments.

  
  

We seek top performers with a blend of technical expertise and strategic business acumen. Candidates should be adaptive, proactive, and committed to driving innovative technology solutions that propel the business forward. Strong managerial skills and a continual desire to improve both technical and soft skills are essential to meet the evolving demands of the industry.

At EY, we’ll develop you with future-focused skills and equip you with world-class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more .

• 
  

• We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $171,600 to $392,100. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $205,900 to $445,700. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.

  
  

• Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.

  
  

• Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.

  
  

Are you ready to shape your future with confidence? Apply today.

EY accepts applications for this position on an on-going basis.

For those living in California, please click here for additional information.

EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.

EY | Building a better working world

EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.

Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.

EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.

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EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY’s Talent Shared Services Team (TSS) or email the TSS at

Title:Sr. Manager Data Governance

Location: Richardson, TX Hybrid

Duration: 6 months possibility of FTE conversion yes

JOB SUMMARY

This position incubates and establishes a leading-edge global Data Governance function to support business segments, corporate functions and the Digital & Technology stakeholders. The responsibility includes

• 
  
• Liaise directly with clients and account teams to provide strategic direction on implementation of data governance programs, best practices, adoption of standards, mast data management, and data quality improvement while leveraging leading-edge data governance tools and technology.
  
• Collaborate with and manage highly performing data governance and data management professionals that support occupier clients and account teams.
  
• Provide support on data strategy execution in the adoption of data products including enterprise data platform that provides game-changing analytics in the CRE industry.
  
• Serve as the data governance champion of strategic data products and supporting metadata and reference data.
  
• Implement and support data ownership and stewardship programs for stakeholders across the business to ensure that account teams adopt improved data governance and management practices.
  

ESSENTIAL DUTIES AND RESPONSIBILITIES

• 
  
• Participate in the strategy, planning, and execution for Enterprise Data Governance at, focusing on Building Operations & Experience (BOE) business segment. Ensure the company has urgency, sensitivity and thought leadership for competitive capabilities around data.
  
• Demonstrated leadership experience in a large, complex, global organization, including the ability to effectively work and communicate across organizational lines. Ensure business stakeholder understanding, alignment and commitment to the objectives of the data governance and management program(s). Be the champion and evangelist for data, the business value, and the potential innovations. Be the trusted advisor to senior leadership and peers.
  
• Demonstrated experience in building relationships and leading high-performing teams with top talents around the world. Build a high performance environment and execute a people strategy that attracts, retains, develops and motivates their team by fostering an inclusive work environment, communicating vision/ values/ business strategy and managing succession and development planning for the team.
  
• Collaborate with partners across business segments/ business lines, regions and accounts to develop consistent data governance capabilities at all levels, influencing decisions relating to policy, practices, supporting technology, and talent development.
  
• Establish leading data management practices and shared services relating to data quality, data provisioning, metadata, lineage, reference data, issue management and change management.
  
• Implement data governance as commodity services that could be leveraged by various clients in different industries. Understand clients' appetite and risk culture in day-to-day support activities and decision-making.
  
• Establish account team data governance programs. Define data domains and implement business oversight via essential data governance organizations and RACI (i.e. central data governance function, Data Ownership and Stewardship Program, etc.). Establish data standards, policies and controls. Design and implement the framework, including associated processes, necessary to sustain a data control environment. Monitoring compliance with data policies and standards
  
• Establish account team and cross-account data quality framework necessary to enable data quality reporting, issue identification, remediation and tracking, ultimately ensuring trust and confidence in data across domains.
  
• Guide the client accounts to adopt the strategic data products including existing account migrations and new account transitions. Manage data to support and its clients' business intelligence and scale appropriately with business growth.
  
• Experience in leading and driving leading-edge data innovation initiatives including big data, cloud computing, IoT, data virtualization and federation, etc., is a plus.
  
• Create and implement strategic approaches, plans, timelines, preparation of business cases to ensure expedited handling of client data protection, and other data compliance and security requirements.
  
• Develop and implement metrics needed to monitor/ report on data governance and data management progress
  
• Develop communication approaches and change management strategies; determines presentation focus and emphasis and prepares board-level presentations.
  
• Performs other duties as assigned.
  

SUPERVISORY RESPONSIBILITIES

Manages the planning, organization, and controls for a major functional area or department. Position will be responsible for managing direct reports across the Americas region and working with peers across all regions, requiring flexibility in schedule. May also be responsible for matrix reports. This position requires subordinates' recommendations for staff recruitment, selection, promotion, advancement, corrective action and termination. Effectively recommends same for direct reports to next level management for review and approval. Monitors appropriate staffing levels and reports on utilization and deployment of human resources. Leads and supports staff in areas of staffing, selection, training, development, coaching, mentoring, measuring, appraising, and rewarding performance and retention. Leads by example and models behaviors that are consistent with the company's values.

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION and EXPERIENCE

Bachelor's degree (BA/BS) from four-year college or university and a minimum of eight years of related experience and/or training, including five years of experience at the management level.

• 
  
• 5 or more years of progressively responsible management positions in complex organizations required. Demonstrated success with high visibility projects, leaders in technology use and development, change management, budget and business case development and staff development.
  
• 5 or more years of related experience in related industry; commercial real estate management preferred.
  
• 7 or more years of data management related experience such as data analysis, data governance, enterprise information management, data modeling, and data quality management. analytics experience desired, i.e., data visualization, data analytics, data mining, business intelligence, etc.
  
• Candidates must have experience working in large organizations with geographically dispersed teams and complex technical environments.
  
• Experience in dealing with internal and external customers, service providers and vendors. Must be able to manage competing priorities. Needs to be resilient; resolving conflicts quickly to achieve desired business results.
  
  

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• Bachelor's degree in business administration, Information Management, MIS, Business Intelligence and Data Science, Library Science, Computer Science or related fields; advanced degree preferred.
  

CERTIFICATES and/or LICENSES

None

COMMUNICATION SKILLS

• 
  
• Ability to comprehend, analyze, and interpret the most complex business documents. Ability to respond effectively to the most sensitive issues. Ability to write reports, manuals, speeches and articles using distinctive style. Ability to make effective and persuasive presentations on complex topics to employees, clients, top management and/or public groups. Ability to motivate and negotiate effectively with key employees, top management, and client groups to take desired action.
  
• Ability to establish and maintain a high level of customer trust and confidence in the overall information and analytics space
  
• Excellent oral, written, and presentation communication skills. Strong negotiation and group facilitation skills; ability to move a process forward, while meeting the needs of a variety of clients.
  
• Excellent collaboration, influence and leadership skills. Ability to work with various levels of peers including analysts, developers and executives regarding complex business and data related issues.
  
• Relationship management skills that include excellent listening and consultative capability, the ability to influence and negotiate with business and technology partners to drive change, and the ability to take a broad perspective and make key connections
  

FINANCIAL KNOWLEDGE

• 
  
• Requires basic knowledge of financial terms and principles.
  
• Participates in complex financial/business analysis and report reviews prepared peers or leaders.
  
• Manages to and oversees department budget.
  

REASONING ABILITY

• 
  
• Ability to solve advanced problems and deal with a variety of options in complex situations. Requires expert level analytical and quantitative skills with proven experience in developing strategic solutions for a growing matrix-based environment. Draws upon the analysis of others and makes recommendations that have a direct impact on the company.
  
  • 
    
  • Understanding of global organizational design and the ability to shape and drive large-scale, cross-functional programs around people, technology, processes, and tools.
    
  • Demonstrated ability to balance long-term strategy with quick wins.
    
  • Demonstrated ability for strategic influencing and education of cross-functional stakeholders about the strategic importance and value of data governance
    
  • Excellent managerial skills; collaborative, imaginative, resourceful, reliable, technically savvy.
    
  • Superior analytical and creative problem-solving skills. Demonstrated successes in data analysis, drawing conclusions and improvement. Apply listening and consultative skills to understand business needs; be able to interpret requirements, identify impacts and analyze problems to determine impacts to business processes across the organization.
    
  • Ability to work well under deadlines, ability to work in a multi-tasking production environment to make good judgments about competing priorities.
    
  • Ability to tell a story to explain or sell a concept.
    
  
  
  

OTHER SKILLS and/or ABILITIES

• 
  
• Utilizes an entrepreneurial approach and develops innovative solutions.
  
• Ability to write business cases, process maps, presentation materials and articles using distinctive style.
  
• Ability to make effective and persuasive presentations on complex topics across various levels of leadership
  
• Expert level analytical and quantitative skills with proven experience in developing strategic solutions for a growing matrix-based multi-industry sales environment.
  
• Ability to use strong conceptual and analytical skills to generate insights and recommendations.
  
• Demonstrated information management and quantitative skills, including working knowledge of IT infrastructure, various technologies/ platforms, and aligned vendor solutions with enterprise strategic priorities.
  
• Experience managing small to mid-size teams and delivering results.
  
• Thorough knowledge of cutting-edge data management tools, industry advances, etc.
  
• Superior project management/ consulting and leadership skills. Demonstrated ability to facilitate complex, mission critical projects and to develop, participate in and guide multi-disciplinary work teams. Manage task timelines and deliverable schedules and share concerns about deliverables, timelines, and issues with Data Governance services or deliverables.
  
• Superior ability to manage, manipulate and analyze raw data, draw conclusions, and develop actionable recommendations using technology. Articulate the issues and resolutions via business-friendly communications. Serve as primary day-to-day contact for regional data management issues.
  
• Advanced understanding of data quality management. Knowledge of data governance and how it impacts business processes.
  
• Knowledge of master data management in a global environment, including data lifecycle and maintenance processes.
  
• Skills in MS Visio, Word and PowerPoint is a plus.
  
• Experience with reference data management tools at including Collibra, MS Excel, SQL query, etc., is a plus.
  
• Software development lifecycle knowledge, with background in agile philosophies and
  

Senior Associate/Junior Partner-Estate Planning

Boca Raton or West Palm Beach-Hybrid

OVERVIEW

The PeterSan Group has partnered with a full-service law firm seeking a Senior Associate or Junior Partner to support and grow a busy, sophisticated Trusts & Estates practice. The successful candidate can sit in either Boca Raton or West Palm Beach, Florida. Relocation candidates will also be considered. This role offers a rare opportunity to work closely with a nationally recognized practitioner who maintains a substantial and consistently growing book of business and is seeking a long-term right hand to help manage and expand a thriving private wealth practice.

The Practice

• Focus on sophisticated estate planning, with the hope that the candidate also has estate administration experience
• Advising ultra-high-net-worth individuals and families, typically with estates valued at $50MM+
• Heavy emphasis on complex drafting and strategic planning

The Ideal Candidate

• 7+ years of experience in trusts & estates / private wealth
• Strong background in estate planning and drafting
• Estate administration experience is a plus
• Capable of handling sophisticated, high-touch client matters
• Interested in a long-term platform with meaningful responsibility and growth
• Comfortable working closely with a senior partner and taking ownership of matters

Why This Opportunity

• Work directly with a market-leading Trusts & Estates partner with sustained demand
• Meaningful client exposure and hands-on responsibility from day one
• Opportunity to step into a visible, impactful role within a premier private wealth practice
• Strong platform for long-term growth and leadership

Compensation

• Competitive and commensurate with experience

About The PeterSan Group (a TalentoHC company):

The PeterSan Group, a TalentoHC company, is a premier legal executive search and talent advisory firm specializing in placing partners, associates and in-house council across the global legal market. We partner with law firms, corporate legal departments, and government agencies to identify exceptional talent. Combining PeterSan's deep legal industry expertise with TalentoHC's global executive search platform, our firm delivers customized recruitment and advisory solutions that help organizations build high-performing legal teams. TalentoHC is an equal opportunity employer committed to fostering an inclusive workplace.

Senior Litigation Manager – Specialized Tax Litigation

About the Firm:

Zerbe Miller Fingeret Frank & Jadav (“ZMF”) is a boutique litigation firm representing businesses and individuals in complex civil and tax-related disputes. Our attorneys regularly appear before the U.S. Tax Court, U.S. District Courts, and Federal Courts of Appeal, advocating for clients in high stakes matters involving tax credits, refund claims, and tax penalties. The firm also represents companies in federal commercial disputes. The firm’s culture combines federal practice sophistication with small-firm collaboration, offering direct client engagement and meaningful courtroom experience early in one’s career.

Please check out our firm at: or our LinkedIn profile at: Summary:

As the Senior Litigation Manager, you will be responsible for strategically directing the organization’s Tax Controversy function while leading, developing, and managing a high performing team of tax professionals. You will oversee tax disputes with the IRS on behalf of our clients.

The Senior Litigation Manager serves as a primary leader for the controversy team, fostering a collaborative, proactive environment focused on risk mitigation and efficient resolution. You must possess deep technical tax expertise while also possessing strong people management skills to mentor team members, evaluate and allocate resources, drive overall team performance, and ensure alignment with business objectives.

The ideal candidate will have a strong interest in federal litigation, tax procedure, and administrative law, and will thrive in collaborative, intellectually rigorous environment. This role provides the opportunity to litigate substantive tax and financial matters for small to mid-sized businesses across the country, from pre-litigation strategy through trial and appeal.

As a premier consulting and technology firm, alliant is focused on providing solutions to help businesses transform and thrive while being their ongoing growth partner.

Responsibilities:

• Drive strategy and execution for all tax audits, disputes, and appeals to achieve optimal outcomes
• Oversee interactions with tax authorities, clients, and internal teams
• Drive process improvements, case management, documentation standards and best practices within the team
• Monitor evolving tax laws and provide thought leadership and proactive guidance to senior leadership on emerging controversy risks
• Draft motions, discovery requests, and briefs in U.S. District Court and U.S. Tax Court
• Conduct factual investigations, witness interviews, and expert coordination
• Develop case strategies and advise clients through all phases of litigation
• Manage, review, and digest large amounts of discovery to help support case strategy
• Collaborate closely with staff, senior attorneys, and clients on trial preparation and oral argument
• Research complex procedural and statutory issues involving tax, jurisdiction, and federal claims
• Manage and maintain client relationships and collaboratively work with multi-disciplinary teams in a constructive fashion to drive results

Qualifications:

• JD or equivalent, and active license to practice law
• Preferred 15+ years of litigation experience, preferably in federal court or as a federal clerk
• Demonstrated leadership skills to lead and develop high performing teams
• Collaborative team leader
• Strong business judgment with the ability to navigate complex shareholder environments
• Strong advocacy, negotiation, and communications skills; expertise in leading negotiations with tax authorities and stakeholders
• Excellent legal writing, analytical, and oral advocacy skills
• Admission to practice in at least one U.S. jurisdiction
• Preferred background or coursework in tax, accounting, financial regulation, or a technical field such as engineering
• Experience drafting dispositive motions, legal briefs, and analyzing discovery is highly valued
• High sense of urgency with the ability to meet deadlines and changing priorities
• Demonstrated ability to multi-task, work independently, manage team deadlines, and handle client-facing responsibilities
• Receptiveness to performance feedback and continuous improvement within a team environment is essential
• Available to travel 25% within the United States
• Candidate must reside or relocate to Houston, TX

Why Join Us

• National scope practice with a small firm feel
• Comprehensive compensation and benefits package including 100% employer paid medical/dental premiums for single coverage, 401(k) matching, PTO, company provided life insurance and disability, onsite gyn and group fitness classes, paid covered parking, daily allowance for onsite café and Starbucks, and more!

At Foundry, we serve our clients best by attracting and unleashing the most talented and courageous professionals in industry, all while having fun and building a lasting impact on the broader community. Don’t just take our word for it. The best way to experience our culture is to immerse yourself in it. But be prepared – it’s contagious!

Sr. Marketing Associate | Tampa, FL

Foundry Commercial is seeking a Sr. Marketing Associate to support our Investment Advisory teams in the Tampa office, with additional support for brokerage professionals. This role is responsible for developing and executing high-quality marketing materials and initiatives that support property marketing, client presentations, and business development efforts.

The ideal candidate is highly organized, detail-oriented, and proactive, with the ability to manage multiple projects in a fast-paced environment. This individual will work closely with brokers and internal marketing partners to deliver best-in-class marketing materials and ensure projects are completed accurately and on schedule.

Key Responsibilities

Investment Advisory & Brokerage Marketing Support

• Partner with Investment Advisory and brokerage teams to develop and produce high-quality marketing materials including offering memorandums (OMs), broker opinion of value (BOV) presentations, proposals, team collateral, and property marketing packages.
• Customize marketing materials to align with property-specific strategies and client needs.
• Assist brokers in preparing for client presentations, pitches, and business development opportunities.
• Coordinate client-facing materials and support select client engagement initiatives.

Property Marketing

• Manage and maintain online property listings across various platforms, ensuring accuracy and optimization.
• Coordinate professional photography, videography, and other marketing assets for listed properties.
• Develop and execute email marketing campaigns to promote listings and track engagement metrics.
• Coordinate property signage and other on-site marketing needs.

Digital & Content Marketing

• Create and update property listings across company and third-party marketing platforms.
• Support the team’s digital presence, including website updates and social media content highlighting listings, transactions, and market insights.

Market Research & Insights

• Conduct market research and compile property, demographic, and competitive data to support marketing materials and client presentations.
• Provide brokers with relevant market insights and analytics to support client conversations.
• Assist with the development of market reports and research-driven marketing content.

Event & Client Engagement Support

• Assist in coordinating client events, property tours, and industry engagements.
• Support event logistics, invitations, marketing materials, and follow-up communications.

Project Coordination & Administrative Support

• Manage multiple marketing projects simultaneously, ensuring timelines and deadlines are met.
• Maintain organized records of marketing assets, templates, and property information.
• Collaborate with the broader marketing team on special projects and firm initiatives as needed.

Qualifications

• Bachelor’s degree preferred.
• 3–5+ years of marketing or administrative experience, preferably within commercial real estate or a professional services environment.
• Proven ability to manage multiple priorities and meet deadlines in a fast-paced environment.
• Strong written and verbal communication skills.
• High level of proficiency with Microsoft Office (Word, Excel, PowerPoint, Outlook).
• Working knowledge of Adobe Creative Suite, particularly InDesign; experience with Photoshop and Illustrator is a plus.
• Strong attention to detail and commitment to delivering high-quality work.

Foundry Commercial is an Equal Opportunity Employer

Foundry Commercial is an equal opportunity employer and makes employment decisions on the basis of merit. We want to have the best available person in every job. It is the policy of Foundry Commercial to grant equal employment opportunities to all qualified persons without regard to race, color, creed, sex, religion, age, national origin, marital status, sexual orientation, citizenship, physical or mental disability that does not prohibit performance of essential job functions, veteran's status, or any other conditions or identifications against which discrimination is prohibited.

Now Hiring: Senior Project Manager | Client & Team Leader

Please kindly note: You must have general construction experience for consideration. Design-build general construction experience is preferred. Experience as a subcontractor, supplier, or facilities manager without general contracting experience will not qualify. A minimum average of 4 years employment duration with each company is required for consideration unless projects were contract only. Thank you for being respectful of the required qualifications in the interest of your time and our ad spend.

At GCM Contracting Solutions, Inc., we’re not just building projects—we’re setting the standard for innovation and excellence in the construction industry. With over 35 years of experience, our team has established a reputation for delivering high-impact projects across a range of industries, from hospitals and biolabs to cutting-edge automated marinas. Our legacy, built by founder Robert Brown, is one of quality, dedication, and groundbreaking solutions.

Our team members are part of the top 1% of construction professionals in the country, consistently chosen for their expertise, integrity, and forward-thinking approach. By joining GCM, you’ll be working on some of the most exciting and technologically advanced projects in the USA. This includes our flagship project: the world’s second fully automated marina—an engineering feat few can claim to be involved in.

We foster a collaborative environment where servant-leadership is at the core. Our team thrives on cross-functional collaboration, bringing together the best minds from different disciplines to achieve success. Every member of the GCM family is empowered to lead, innovate, and deliver results, ensuring our projects are not just completed but are industry benchmarks.

As a Senior Project Manager at GCM, you will be entrusted with full ownership of your projects, driving them forward with precision, all while working alongside a team of top-tier professionals. You’ll not only manage complex, large-scale commercial builds but also contribute to a culture of excellence that defines GCM’s reputation in the industry. Your ability to lead high-stakes projects and collaborate with some of the finest professionals will be critical in cementing our position as industry leaders.

Why You’ll Thrive at GCM:

• Elite Team: Join the top 1% of construction professionals working on groundbreaking projects.
• Cutting-Edge Projects: Be part of some of the most innovative builds in the U.S., including fully automated marinas.
• Collaborative Culture: Lead and collaborate with servant-leader team members who bring out the best in each other.
• Personal and Professional Growth: We invest heavily in your development, offering extensive training, top-tier tools, and leadership opportunities.
• We have a dedicated Pre-Construction department that collaborates with project management in a way that sets both departments and the company up for success and client satisfaction from the beginning.
• Subcontractor relationships are a priority; we even have a dedicated special team whose responsibility is to create and QA/QC subcontractor relationships. Some have lasted 30+ years. Subcontractors are engaged and embraced. They are paid timely and often even early so you have no unnecessary challenges in the field. Surveys are taken at the close of the pre-construction and the project to ensure continued alignment and strong relationships.

If you are driven by innovation, excellence, and the opportunity to work on game-changing projects with the industry’s best, GCM is where you belong. Apply today and take your career to the next level!

 Required Experience:

• A minimum of 10 years of project management experience in commercial construction, with at least 5 years in a leadership role overseeing large-scale commercial or industrial projects.
• Proven success in managing client relationships and navigating the complexities of large construction projects.
• Strong leadership and problem-solving skills with the ability to guide teams to success and adapt in dynamic environments.
• Strong track record of client relationship leadership and team leadership
• High competence in budget management, change control, and schedule execution

Preferred Experience

• ·      Procore
• ·      Microsoft Projects
• ·      Industrial tilt-wall projects
• ·      Medical project experience
• ·      Hotel project experience

Why Join GCM?

• At GCM, we invest in your future. Our supportive and inclusive environment fosters personal and professional growth. We offer comprehensive benefits, including medical, dental, and vision plans, along with generous paid time off, competitive salaries, and vehicle allocation. We are committed to your continuous development, offering extensive project management, software training, leadership programs, and personal growth opportunities. Your success is our success, and we provide the tools and resources to ensure you thrive.

Performance Results Description (PRD)

Senior Project Manager | Client Success & Project Leadership

Role Purpose

The Senior Project Manager leads complex commercial and industrial projects from preconstruction through closeout while delivering results across three non-negotiables:

1. Client satisfaction, 2) team leadership, and 3) project performance (schedule, budget, quality, safety).

This role exists to ensure that every project is executed with clarity, accountability, and professionalism, producing an experience that clients trust—and choose again.

Key Result Areas (KRAs)

KRA 1: Project Execution & Accountability

• Lead project planning, mobilization, procurement, and production execution.
• Establish meeting rhythm, roles/responsibilities, and decision pathways.
• Ensure project documentation, workflows, and communication are consistent and audit-ready.

KRA 2: Budget Ownership & Financial Management

• Own budget performance, cost reporting, forecasting, and margin protection.
• Drive disciplined buyout strategy and manage subcontractor commitments.
• Lead change management from identification through pricing, negotiation, approval, and documentation.

KRA 3: Schedule Leadership (CPM + Look-Ahead Control)

• Build and manage milestone plans, CPM logic, and constraint removal.
• Maintain rolling look-aheads and coordinate long-lead procurement to protect critical path.
• Partner with the Superintendent to prevent schedule drift through proactive field alignment.

KRA 4: Quality, Safety & Risk Management

• Drive safety culture and compliance through daily leadership and accountability.
• Establish quality expectations early and verify execution through inspections and documentation.
• Identify risks (scope gaps, constructability issues, procurement delays, owner decisions) early and execute mitigation plans.

KRA 5: Client Satisfaction & Relationship Management

• Serve as the primary “trust builder” for the owner and key stakeholders.
• Set clear expectations and deliver steady communication—no surprises.
• Lead challenging conversations with solutions, professionalism, and accountability.
• Track client priorities, respond with urgency, and protect the client experience through every phase.
• Drive successful turnover by ensuring operations readiness, training coordination, and a clean closeout package.

KRA 6: Leadership & Team Development

• Lead through servant leadership: coach, support, and hold the line on standards.
• Build a high-performing team culture—clear goals, consistent accountability, and strong follow-through.
• Mentor Project Engineers/Project Managers through structured delegation and skill development.
• Model “calm under pressure” leadership that keeps teams focused and confident.

KRA 7: Project Management Systems & Operational Discipline

• Own the project management cadence: logs, RFIs, submittals, meeting minutes, action items, and reporting.
• Ensure clean, consistent project records that support decision-making and claims avoidance.
• Maintain job cost integrity in partnership with accounting—accurate, current, and decision-ready.
• Reduce friction by standardizing workflows and improving how information moves between field, office, and stakeholders.

KRA 8: Closeout Excellence & Turnover Readiness

• Drive punchlist completion, O&M manuals, as-builts, warranty, training, and final documentation.
• Close projects cleanly (operationally + financially), ensuring final billing and retention are managed professionally.

Performance Standards (What “Great” Looks Like)

• Clients feel informed, respected, and confident—and want to work with GCM again.
• The team operates with clarity and urgency, not chaos and rework.
• Forecasts are reliable, job costs are clean, and change is controlled—not reactive.
• Risk is identified early and handled decisively.
• Closeout is smooth, professional, and complete—no lingering surprises.

Tools & Systems

We focus on maximizing value-add work and minimizing monotonous admin. You’ll operate within an integrated project environment that may include:

• Viewpoint Vista / Trimble (TC1 ecosystem)
• Procore
• Bluebeam
• Microsoft 365 (Teams, Outlook, Excel)
• Scheduling, reporting, and collaboration tools aligned with GCM standards

Why Join GCM

• A company built on repeat clients, earned through performance and professionalism
• Opportunities to lead exciting, complex projects—including innovative work in the automated marina space
• Culture grounded in servant leadership, accountability, and collaboration
• Competitive compensation + full benefits (medical/dental/vision) + generous PTO
• Investment in training, systems, and leadership development

Compensation (Pay Transparency)

GCM intends to pay competitive wages that are fair, motivational, and equitable. Compensation is based on skills, experience, and location.

Typical range: $170,000 – $190,000 annually, plus benefits.

Ready to Lead at a High Level?

If you’re a builder who wants to lead projects with excellence, drive client satisfaction, and elevate the team around you—we’d like to talk.

In an increasingly challenging environment marked by disruptive tech like AI, market uncertainty, and regulatory change, finance and global business services leaders recognize the opportunity to better serve the enterprise, shareholders, customers, and regulators.

Deloitte helps navigate this complexity by bringing deep industry insights and integrated solutions to achieve business objectives.

From strategy to technology to operations, and across workforce, risk, assurance, and tax, Deloitte helps drive value along the finance transformation journey.

The work you'll do (fp&a advise):

As a senior consultant in Deloitte's business finance fp&a advise offering, you will engage with diverse global clients across industries to shape fp&a strategy and help translate it into measurable outcomes. You will diagnose issues using advanced analytical techniques, conduct interviews and working sessions, develop recommendations, and support clients in implementing and adopting solutions.

In addition, you will leverage your experience and Deloitte capabilities to advise on key fp&a strategies, including integrated business planning (ibp), advanced analytics, target setting, kpi and metric optimization, and data management.

Core responsibilities:

Recommendations: Formulate and present recommendations grounded in analysis and client context, incorporating external benchmarks and Deloitte accelerators to strengthen the case for change and inform target-state design choices.

Analysis: Apply advanced analytics and structured problem-solving to identify root causes, quantify impacts, and develop actionable insights that improve decision support, forecast accuracy, cycle times, and performance visibility.

Implementation: Oversee deliverables and team performance to ensure high quality, while emphasizing end-user adoption through stakeholder engagement, change impacts and user experience considerations to sustain new fp&a ways of working.

Client engagement: Deliver outstanding service by understanding client needs and providing tailored fp&a advisory solutions across planning, forecasting, performance management, and business partnering.

Business development: Contribute to proposal development and client presentations, articulating fp&a advisory value propositions and practical transformation paths and quantitative business value.

Team management: Manage, mentor, and develop team members; contribute to an inclusive, high-performing team culture and quality deliverables.

The team:

The business finance fp&a advise team is responsible for defining the strategic vision and execution of fp&a organizations, including business requirements, process design, and quality control and oversight of enabling technology solutions. The team brings an end-to-end perspective spanning data, process, technology, people, and ai opportunities to help clients modernize fp&a capabilities and decision support.

Our business finance offering helps drive strategic value through financial planning, forecasting, and analytics capabilities. By leveraging next-gen processes, scalable data platforms, and ai, our clients deliver accurate, timely, and actionable insights.

Required:

4+ years' experience in a corporate fp&a, business finance or consulting firm environment

2+ years managing finance processes and reporting

2+ years end-user or implementation experience with cloud-based epm software solutions (e.g., oracle epm)

bachelor's degree from an accredited university

ability to travel up to 50%, based on the work you do and the clients / industry sectors you serve

limited immigration sponsorship may be available

Preferred:

2+ years' experience in a client-facing role

successful completion of a finance rotational program

2+ years' experience managing engagements or parts of larger projects

2+ years' experience working with hyperscale cloud providers (e.g., aws, azure, gcp, oci)

1+ years involvement in presales, proposals, and rfp activities

1+ years' experience mentoring and counseling junior staff

advanced degree preferred

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $118,700 -$218,600.

You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

Information for applicants with a need for accommodation:

Deloitte is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to participate in the recruiting process, please direct your inquiries to the global call center (gcc) at

Recruiting tips: From developing a stand out resume to putting your best foot forward in the interview, we want you to feel prepared and confident as you explore opportunities at Deloitte.

Benefits: At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits.

Our people and culture: Our inclusive culture empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. It enables us to leverage different ways of thinking, ideas, and perspectives, and bring more creativity and innovation to help solve our clients' most complex challenges. This makes Deloitte one of the most rewarding places to work.

Our purpose: Deloitte's purpose is to make an impact that matters for our people, clients, and communities. At Deloitte, purpose is synonymous with how we work every day. It defines who we are. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.

Professional development: From entry-level employees to senior leaders, we believe there's always room to learn. We offer opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship. From on-the-job learning experiences to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career.

As used in this posting, "Deloitte" means Deloitte Consulting LLP, a subsidiary of Deloitte LLP. Please see for a detailed description of the legal structure of Deloitte LLP and its subsidiaries.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.

Requisition code: 326237

Job id 326237