Investment Fund Managers

Financial Solutions Advisor I - Registration Candidate - Consumer Investments - Ina & Lacholla Financial Center

Tucson, Arizona

**Job Description:**

This job will be open and accepting applications for a minimum of seven days from the date it was posted.

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials , Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development.

Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey.

This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.

**We’ll help you**

• Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.

• Get training and one-on-one coaching from Academy managers who are invested in your success.

• Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.

• Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role.

• Build your network. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike. You’ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.

• Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities.

• Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.

**Required Qualifications:**

+ Aptitude in obtaining required industry licenses.

+ Must be self-disciplined in managing time and capacity.

+ Experience in cultivating client relationships, accessing needs and recommending solutions.

+ Success creating strong peer relationships through effective communication and collaboration.

+ Demonstrates a results-driven mindset while prioritizing client’s interest in a complex, fast-paced environment.

+ Executes multiple tasks simultaneously.

+ Learns and adapts to new technology or applications.

**Desired Qualifications:**

+ Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience

**Skills:**

• Advisory

• Account Management

• Client Experience Branding

• Customer and Client Focus

• Oral Communications

• Issue Management

• Client Solutions Advisory

• Pipeline Management

• Active Listening

• Attention to Detail

• Risk Management

• Policies, Procedures, and Guidelines

• Client Management

• Causation Analysis

• Written Communications

**Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent**

**Schedule: Monday-Friday and rotating Saturdays**

**Shift:**

1st shift (United States of America)

**Hours Per Week:**

40

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

To view the "Know your Rights" poster, CLICK HERE (https://www.eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12.pdf) .

View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) .

Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

To view Bank of America’s Drug-free Workplace and Alcohol Policy, CLICK HERE .

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank’s required accommodation request process before your first day of work.

This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

Resource Planning Analyst 1, 2, Senior

Location:

Tempe, AZ, US

Date: May 22, 2025

**Requisition ID** : 18823

**Join us in building a better future for Arizona!**

SRP is one of the largest public power and water utilities in the U.S. providing electricity to approximately one million customers in the greater metropolitan Phoenix area. Since its founding in 1903, SRP has fostered a culture of stewardship and customer service consistently ranking as an industry leader in customer service according to J.D. Power and named one of Arizona's best employers by Forbes. SRP continues to adapt to its changing business environment by seeking innovative ways to reimagine utility service and the provision of critical resources essential to the life and economy of Arizona.

**Why Work at SRP**

At SRP, we foster an inclusive work environment and believe everyone should have a fair chance to work, regardless of who they are. That’s why we value teams with diverse perspectives, experiences, and backgrounds to help SRP deliver on its mission of providing reliable, affordable and sustainable water and power.

SRP's success is rooted in our employees' happiness, health, and safety. That's why we offer a comprehensive benefits package to meet the needs of our employees and enhance their well-being. In addition to competitive pay and performance incentives, eligible employees can take advantage of the following benefits:

+ Pension Plan (at no cost to the employee)

+ 401(k) plan with employer matching

+ Available your first day: Medical, vision, dental, and life insurance

+ Over 200+ hours of PTO (includes vacation days, holidays, floating holidays, and sick leave)

+ Parental leave (up to 4 weeks) and adoption assistance

+ Wellness programs (including access to a recreation and fitness facility)

+ Short and long-term disability plans

+ Tuition assistance for both undergraduate and graduate programs

+ 10 Employee Resource Groups for career development, community service, and networking

**Summary**

Retrieves, analyzes and summarizes business, operations, customer and/or economic data and information in order to develop business intelligence, optimize effectiveness and/or predict business outcomes. Conducts economic analyses to evaluate the financial impacts of various scenarios and policy proposals. Identifies, analyzes, and interprets trends or patterns and prepares ongoing reports and data visualizations (e.g., charts, dashboards, heat maps) in order to support business decisions. Analyze markets, energy utility planning environment, customer energy use, and provide useful qualitative, quantitative, and comparative insights. Supports cross-functional planning efforts involving complex open-ended questions and large teams to identify unified organizational outcomes.

**What You'll Do**

+ Predict future outcomes using historical data combined with simulations, statistical modeling, data mining techniques and/or machine learning.

+ Collaborate with internal cross-functional stakeholders to use business, operational, and industry data to support recommendations on planning and project strategies.

+ Analyze the future economic and operational impacts of policy proposals including regulatory proposals. Develop responses to these proposals on an SRP-specific and state-wide basis.

+ Provide actionable insights and associated recommendations for business choices. Use business intelligence tools to support analysis, insights, and communication. Use statistical, analytical, and programming skills to analyze structured and unstructured data.

+ Supports various power supply studies by gathering quantitative and qualitative information from various internal and external sources.

+ Performs resource investigations and viability assessments to support resource lifecycle planning decisions

+ Utilize stochastic and deterministic analysis methods and scenario planning principles and techniques to predict outcomes and evaluate economic, operational, and statistical impacts of future business decisions.

+ Identify expected utilization and associated costs of SRP assets. Provide analysis support for policies, practices, and business decisions to optimize asset portfolio and utilization.

+ Performs planning studies of varying sizes that inform SRP’s long-term generation resource plan.

+ Develop answers to complex, open-ended questions involving significant uncertainty and ambiguity with meaningful economic and operational implications.

+ Prepares written analysis and presentation of results and findings to senior management and other audiences

+ Communicate analytical results and recommendations to all levels within SRP as well as external stakeholders.

**What It Takes To Succeed**

+ Strong Analytical Skills: Ability to analyze complex data sets, including historical and projected market data, and derive actionable insights.

+ Collaborative Mindset: Work effectively with cross-functional teams and stakeholders to support strategic planning and project initiatives, contributing to a trust-based and inclusive environment.

+ Problem-Solving Abilities: Skilled in utilizing stochastic and/or deterministic analysis methods to predict outcomes and evaluate impacts.

+ Communication Skills: Excellent ability to communicate complex analytical results and recommendations clearly to both internal and external stakeholders, with a focus on transparency and empathy.

+ Adaptability: Capacity to develop responses to policy proposals and answer complex, open-ended questions with significant uncertainty.

+ Attention to Detail: Meticulous in performing resource investigations, viability assessments, and planning studies. Demonstrates a strong commitment to completeness, accuracy and quality by consistently reviewing and refining your own work.

+ Strategic Thinking: Ability to support business decisions and optimize asset portfolios through thorough analysis and forecasting.

+ Curiosity and Self-Drive: A natural inclination towards curiosity and self-driven work, aligned with our results-oriented culture.

+ Education: BS/BA Degree in business, engineering, economics, finance, mathematics, physics or other applicable quantitative field.

**Experience**

• For a Level 1 (Associate), a minimum of no previous years of experience to two years related experience is required (if no degree, four-six years of relevant experience or equivalent combination of education and related experience totaling four-six years).

• For a Level 2 (Journey), a minimum of two years of experience to four years related experience is required (if no degree, six-eight years of relevant experience or equivalent combination of education and related experience totaling six-eight years).

• For a Level 3 (Senior), a minimum of five years of related experience is required (if no degree, nine years of relevant experience or equivalent combination of education and related experience totaling nine years).

**Education**

A bachelor’s degree related to the assignment from an accredited institution is preferred.

**Hybrid Workplace**

SRP currently offers a hybrid workplace, which allows employees whose jobs can be performed remotely, and who have sufficient technical capability, to telework up to three days per week. Although teleworking is available, all employees must live and work in Arizona.

**Drug/Alcohol Policy Statement**

To promote the safety and well-being of our employees, customers, and the communities we serve, SRP is committed to maintaining a drug/alcohol free work environment. Although marijuana may now be legal in Arizona, except as otherwise specified under Arizona law, SRP considers it to be an illegal drug for the purpose of our drug/alcohol policy because marijuana remains illegal at the federal level. Any candidate found to be impaired during the hiring process or who has the presence of an illegal drug or unauthorized substance in their system during the pre-employment drug/alcohol test may be disqualified from further consideration in the hiring process.

**Equal Opportunity Employer Statement**

Salt River Project (SRP) is committed to equal employment opportunity regardless of race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, military status, or any other protected status under applicable federal, state or local law.

**Work Authorization**

All candidates must be legally authorized to work in the United States.

Currently, SRP does not sponsor H1B visas, OPT, or other employment-related visa's.

**Nearest Major Market:** Phoenix

Oracle Cloud Financials Analyst (3810)at SMX(View all jobs) (https://www.smxtech.com/careers/)

United States

Creoal has recently become a proud subsidiary of SMX, marking an exciting collaboration that enhances our collective capabilities to deliver cutting-edge digital transformation solutions.SMX has a growing Oracle Cloud Practice, focusing on Commercial and Public Sector customers.

An Oracle Functional Consultant works with business clients to identify their needs and develop a technical solution using Oracle Cloud Financials Applications. As an Oracle Financials Functional Consultant, your duties involve meeting with clients to determine the requirements, present solutions and implement new systems to achieve high efficiency and productivity. You may also train employees on how to use the new systems and prepare process documentation for other consultants or business managers to follow. Expected travel 50%.

Preferred locations are in the **Philadelphia area** , but remote work may be considered.

**Candidates will be asked to log into an Oracle Demo System and demonstrate hands-on capabilities based on a use-case provided during the interview.**

Essential Duties and Responsibilities for the Oracle Cloud Financials Analyst:

+ **Requirement Gathering:** Collaborate with business stakeholders to understand their financial management processes, requirements, and pain points.

+ **Solution Design** : Develop functional designs and solutions that leverage Oracle Fusion Financials modules to address business needs, such as General Ledger, Accounts Payable, Accounts Receivable, Cash Management, Fixed Assets, etc.

+ **Configuration** : Configure Oracle Fusion Financials applications based on the business requirements.

+ Testing: Develop and execute test plans to validate the functionality of the configured system. Ensure that the solution aligns with business requirements and industry best practices.

+ Data Migration: Collaborate with technical teams to define data migration strategies and oversee financial data migration from legacy systems to Oracle Fusion Financials.

+ User Training: Train end-users on effectively using the Oracle Fusion Financials applications. Create user documentation and guides.

+ Support and Troubleshooting: Provide post-implementation support to address user issues, troubleshoot problems, and ensure the system’s smooth operation.

**Required Skills and Experience:**

+ Clearance Required: None

+ Bachelor's degree in Business Administration, Accounting, Economics, or related field

+ 7+ years of experience configuring Oracle Cloud Financials applications (General Ledger, Accounts Payable, Accounts Receivable, Fixed Assets, Cash Management), or 5 successful full lifecycle implementations of said applications

+ “Oracle Certified Implementation Professional” for General Ledger, Accounts Payable or Accounts Receivable

+ Proficient in creating functional specifications, process flows, and system configurations

+ Experience with data migration, system integration, and interface design

+ Proficient in Reporting and Analytics tools (Oracle Financial Reporting Studio, OTBI, Smartview)

+ Excellent problem-solving skills with a strong attention to detail

+ Strong communication skills, both verbal and written, with the ability to interact effectively with business users and technical teams

+ Ability to work independently and manage multiple priorities in a dynamic environment

+ Ability to travel up to 50%

Application deadline 12-13-2024

\#cjpost #LI-REMOTE #LI-JJ1

The SMX salary determination process takes into account a number of factors, including but not limited to, geographic location, Federal Government contract labor categories, relevant prior work experience, specific skills, education and certifications. At SMX, one of our Core Values is to Invest in Our People so we offer a competitive mix of compensation, learning & development opportunities, and benefits. Some key components of our robust benefits include health insurance, paid leave, and retirement.

The proposed salary for this position is:

$150,000—$190,000 USD

At SMX®, we are a team of technical and domain experts dedicated to enabling your mission. From priority national security initiatives for the DoD to highly assured and compliant solutions for healthcare, we understand that digital transformation is key to your future success.

We share your vision for the future and strive to accelerate your impact on the world. We bring both cutting edge technology and an expansive view of what’s possible to every engagement. Our delivery model and unique approaches harness our deep technical and domain knowledge, providing forward-looking insights and practical solutions to power secure mission acceleration.

SMX is an Equal Opportunity employer including disabilities and veterans.

Selected applicant may be subject to a background investigation and/or education verification.

**POSITION SUMMARY:** The Senior Financial Analyst (Financial Analysis & Planning) is responsible for preparing and interpreting financial reports for the monthly close process, field monthly operating review, board of director’s book and other internal requests. The Senior Financial Analyst (Financial Analysis & Planning) takes a lead role in budget and forecast preparation along with analysis of actual results and partners with the field controllership group and various departments to provide financial analysis and support.

**PRINCIPLE RESPONSIBILITIES:**

+ Prepares and interprets recurring reports including financial forecasting and modeling.

+ Completes analysis of monthly financial results and presentation to senior management.

+ Supports the field monthly operating review process by building new reports and modifying the existing presentation.

+ Responsible for developing, generating, analyzing and interpreting complex reports.

+ Responds to internal and external requests for reports, investigations and analysis.

+ Prepares quarterly variance analysis reports for senior management and external auditors.

+ Regularly interacts with the field controllership group, safety management team and various Corporate departments on a variety of tasks.

+ Participates in the development of budgeting, forecasting and financial reporting tools through collaboration with other departments.

+ Participates as a team member on projects which will help to improve the business.

+ Performs other job-related duties as assigned or apparent.

**PREFERRED QUALIFICATIONS:**

+ Experience conducting financial projects and statistical studies of a complex nature.

+ Highly proficient Microsoft Excel skills, including development and use of financial models, pivot tables, graphs, macros, and complex formulas.

+ Proven knowledge of financial analysis, forecasting, strategic planning, and interpretation of financial data.

+ Ability to apply the concepts, principles, and procedures of accounting and finance to business development.

**MINIMUM QUALIFICATIONS:**

+ Minimum of 3 years of related experience in financial analysis or accounting (required).

Join our Financial Planning & Analysis (FP&A) group as a Senior Financial Analyst, providing strategic financial support to top executives at the headquarters of a Fortune 500 company!

**Rewarding Compensation and Benefits**

Eligible employees can elect to participate in:

• Comprehensive medical benefits coverage, dental plans and vision coverage.

• Health care and dependent care spending accounts.

• Short- and long-term disability.

• Life insurance and accidental death & dismemberment insurance.

• Employee and Family Assistance Program (EAP).

• Employee discount programs.

• Retirement plan with a generous company match.

• Employee Stock Purchase Plan (ESPP).

_The statements used herein are intended to describe the general nature and level of the work being performed by an employee in this position, and are not intended to be construed as an exhaustive list of responsibilities, duties and skills required by an incumbent so classified. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the Company._

EEO STATEMENT:Republic Services is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, protected veteran status, relationship or association with a protected veteran (spouses or other family members), genetic information, or any other characteristic protected by applicable law.

**ABOUT THE COMPANY**

Republic Services, Inc. (NYSE: RSG) is a leader in the environmental services industry. We provide customers with the most complete set of products and services, including recycling, waste, special waste, hazardous waste and field services. Our industry-leading commitments to advance circularity and support decarbonization are helping deliver on our vision to partner with customers to create a more sustainable world.

In 2023, Republic’s total company revenue was $14.9 billion, and adjusted EBITDA was $4.4 billion. We serve 13 million customers and operate more than 1,000 locations, including collection and transfer stations, recycling and polymer centers, treatment facilities, and landfills.

Although we operate across North America, the collection, recycling, treatment, or disposal of materials is a local business, and the dynamics and opportunities differ in each market we serve. By combining local operational management with standardized business practices, we drive greater operating efficiencies across the company while maintaining day-to-day operational decisions at the local level, closest to the customer.

Our customers, including small businesses, major corporations and municipalities, want a partner with the expertise and capabilities to effectively manage their multiple recycling and waste streams. They choose Republic Services because we are committed to exceeding their expectations and helping them achieve their sustainability goals. Our 41,000 team members understand that it's not just what we do that matters, but how we do it.

Our company values guide our daily actions:

+ **Safe** : We protect the livelihoods of our colleagues and communities.

+ **Committed to Serve** : We go above and beyond to exceed our customers’ expectations.

+ **Environmentally Responsible:** We take action to improve our environment.

+ **Driven** : We deliver results in the right way.

+ **Human-Centered:** We respect the dignity and unique potential of every person.

We are proud of our high employee engagement score of 86. We have an inclusive and diverse culture where every voice counts. In addition, our team positively impacted 4.6 million people in 2023 through the Republic Services Charitable Foundation and local community grants. These projects are designed to meet the specific needs of the communities we serve, with a focus on building sustainable neighborhoods.

**STRATEGY**

Republic Services’ strategy is designed to generate profitable growth. Through acquisitions and industry advancements, we safely and sustainably manage our customers’ multiple waste streams through a North American footprint of vertically integrated assets.

We focus on three areas of growth to meet the increasing needs of our customers: recycling and waste, environmental solutions and sustainability innovation.

With our integrated approach, strengthening our position in one area advances other areas of our business. For example, as we grow volume in recycling and waste, we collect additional material to bolster our circularity capabilities. And as we expand environmental solutions, we drive additional opportunities to provide these services to our existing recycling and waste customers.

**Recycling and Waste**

We continue to expand our recycling and waste business footprint throughout North America through organic growth and targeted acquisitions. The 13 million customers we serve and our more than 5 million pick-ups per day provide us with a distinct advantage. We aggregate materials at scale, unlocking new opportunities for advanced recycling. In addition, we are cross-selling new products and services to better meet our customers’ specific needs.

**Environmental Solutions**

Our comprehensive environmental solutions capabilities help customers safely manage their most technical waste streams. We are expanding both our capabilities and our geographic footprint. We see strong growth opportunities for our offerings, including PFAS remediation, an increasing customer need.

**SUSTAINABILITY INNOVATION**

Republic’s recent innovations to advance circularity and decarbonization demonstrate our unique ability to leverage sustainability as a platform for growth.

The Republic Services Polymer Center is the nation’s first integrated plastics recycling facility. This innovative site processes rigid plastics from our recycling centers, producing recycled materials that promote true bottle-to-bottle circularity. We also formed Blue Polymers, a joint venture with Ravago, to develop facilities that will further process plastic material from our Polymer Centers to help meet the growing demand for sustainable packaging. We are building a network of Polymer Centers and Blue Polymer facilities across North America.

We continue to advance decarbonization at our landfills. As demand for renewable energy continues to grow, we have 70 landfill gas-to-energy projects in operation and plan to expand our portfolio to 115 projects by 2028.

**RECENT RECOGNITION**

+ Barron’s 100 Most Sustainable Companies

+ CDP Discloser

+ Dow Jones Sustainability Indices

+ Ethisphere’s World’s Most Ethical Companies

+ Fortune World’s Most Admired Companies

+ Great Place to Work

+ Sustainability Yearbook S&P Global

**Responsibilities:**

Primarily support the Finance Director and General Manager. This position is responsible for analyzing program performance to budget and forecast, supporting programs of varying types, size, complexity, and level of risk. The candidate will be responsible for teaming with various internal functions including Accounting and Finance, Program Management, Operations, Contracts, Pricing, Engineering.

+ Assisting in the communication of the operating company’s financial performance, plan, and targets to various levels of the organization.

+ Investigating and analyzing monthly variances to the forecast, plan, prior period, and prior year as required.

+ Conducting ad-hoc analysis for strategic and operational initiatives.

+ Strong partnership with functional managers in accounting and finance, operations, supply chain, program management, pricing, and contracts to develop monthly forecasts and budgets.

+ Learning mindset and application of FBS (Fortive Business System) for continuous improvements.

+ Bias for action to proactively identify risks and opportunities.

+ Effective communication of data driven recommendations to move the business forward

**Qualifications**

+ Strong Excel and financial modeling or data analytics skills.

+ Ability to build strong relationships in a team environment.

+ Bias for action.

+ Intellectual curiosity and learning agility.

+ Motivation for continuous improvements.

+ Strong analytical and problem-solving skills

+ Attention to detail to ensure accuracy in business results reporting, forecasting, and planning.

+ Government accounting and GAAP knowledge are preferred.

**Education and Experience:**

+ Bachelor’s degree in Accounting, Finance, Economics or similar fields.

+ 3 - 5 years of FP&A or financial analyst experience.

+ Manufacturing industry experience preferred.

**Fortive Corporation Overview**

Fortive’s essential technology makes the world stronger, safer, and smarter. We accelerate transformation across a broad range of applications including environmental, health and safety compliance, industrial condition monitoring, next-generation product design, and healthcare safety solutions.

We are a global industrial technology innovator with a startup spirit. Our forward-looking companies lead the way in software-powered workflow solutions, data-driven intelligence, AI-powered automation, and other disruptive technologies. We’re a force for progress, working alongside our customers and partners to solve challenges on a global scale, from workplace safety in the most demanding conditions to groundbreaking sustainability solutions.

We are a diverse team 17,000 strong, united by a dynamic, inclusive culture and energized by limitless learning and growth. We use the proven Fortive Business System (FBS) to accelerate our positive impact.

At Fortive, we believe in you. We believe in your potential—your ability to learn, grow, and make a difference.

At Fortive, we believe in us. We believe in the power of people working together to solve problems no one could solve alone.

At Fortive, we believe in growth. We’re honest about what’s working and what isn’t, and we never stop improving and innovating.

Fortive: For you, for us, for growth.

**About PacSci EMC**

Pacific Scientific Energetic Materials Company (PacSci EMC), a Fortive Corporation (NYSE: FTV) operating company, makes critical missions possible. From concept to demonstration to delivery, we provide leading-edge energetic materials, devices and subsystems for use in military and commercial applications. With engineering and manufacturing capability in Arizona and California, our associates work together to solve the toughest technical challenges with a dedication to Safety First, Quality Every TimeTM. We enable success for innumerable missions on a daily basis, impacting the lives of military personnel, law enforcement officers, commercial airline pilots, astronauts, and oil field operators. For nearly a century, PacSci EMC’s experience and expertise has been relied upon in the times When Milliseconds MatterTM. For more information, go to www.psemc.com.PacSci EMC is an equal opportunity employer. We do not discriminate against any applicant or employee on the basis of race, sex, religion, age, national origin, color, disability, or veteran status. Nonetheless, pursuant to our subcontractor status on highly sensitive national security matters, Mechanical Assemblers and all other floor personnel who frequently shift cell assignments, as well as any personnel directly working with the following contract are subject to the following contractual provision: THAAD PRIME Flowdowns (H-Clauses) H-42 FOREIGN PERSONS, paragraph D., “All employees of all entities that make up the Contractor’s team, whether subcontractors, consultants, or anyone who works with or on behalf of the Contractor will be citizens of the U.S.” Accordingly, only U.S. citizens will be qualified to fill these roles. We are committed to providing a workplace free of any discrimination or harassment. We all have a role in building a community where everyone belongs. Where you can speak your mind, be yourself, and feel supported. It’s how we achieve more together — for each other, for our customers, and for the world. https://www.fortive.com/inclusion-diversity

We Are an Equal Opportunity Employer. Fortive Corporation and all Fortive Companies are proud to be equal opportunity employers. We value and encourage diversity and solicit applications from all qualified applicants without regard to race, color, national origin, religion, sex, age, marital status, disability, veteran status, sexual orientation, gender identity or expression, or other characteristics protected by law. Fortive and all Fortive Companies are also committed to providing reasonable accommodations for applicants with disabilities. Individuals who need a reasonable accommodation because of a disability for any part of the employment application process, please contact us at applyassistance@fortive.com.

**Bonus or Equity**

This position is also eligible for bonus as part of the total compensation package.

**Pay Range**

The salary range for this position (in local currency) is 56,900.00 - 105,700.00

**Is this role subject to ITAR?**

The essential duties of this position require adherence to U.S. Government export control regulations. Accordingly, candidates must either be U.S. Persons (i.e., U.S. citizens, U.S. lawful permanent residents, or protected individuals as defined by 8 U.S.C. 1324b(a)(3)) or be prepared to collaborate with the company in securing the necessary U.S. government export authorizations. While the company encourages all interested applicants to apply, please be aware that ongoing employment is dependent upon obtaining the appropriate government export authorizations.

This position is also eligible for bonus as part of the total compensation package.

The salary range for this position (in local currency) is 56,900.00 - 105,700.00

We are an Equal Opportunity Employer

Fortive Corporation and all Fortive Companies are proud to be equal opportunity employers. We value and encourage diversity and solicit applications from all qualified applicants without regard to race, color, national origin, religion, sex, age, marital status, disability, veteran status, sexual orientation, gender identity or expression, or other characteristics protected by law. Fortive and all Fortive Companies are also committed to providing reasonable accommodations for applicants with disabilities. Individuals who need a reasonable accommodation because of a disability for any part of the employment application process, please contact us at applyassistance@fortive.com.

When applicable, Bombardier promotes flexible and hybrid work policies.

**Why join us?**

Bombardier is a global leader in aviation, focused on designing, manufacturing and servicing the world's most exceptional business jets and specialized mission platforms. Bombardier has been successful in setting the highest standards because we are a people-centric business that fosters passion, diversity and authenticity.

Prioritizing employee growth and development, we empower everyone to reach their full potential on their own terms.

**Bombardier’s Benefits Program**

With our employees’ well-being top of mind, we offer a comprehensive and competitive Benefits Program, which includes the following:

+ Insurance plans

+ _Dental, medical, life insurance, disability, and more_

+ Competitive base salary

+ Retirement savings plan

+ Employee Assistance Program

**Overall Description**

Based on our Tucson service center, but also benefiting from a certain flexible work policy which will give you the opportunity to work remotely on part time basis. You will be part of a dynamic team with a large range of responsibilities which always keeps the day to day interesting.

**What are your contributions to the team?**

+ Support and advise the General Manager in all related finance activities

+ Perform detail financial analysis (WIP, expenses, labor & material) and provide support, recommendations, and guidance to the service center leadership team on how to improve financial performance

+ Manage the service center’s balance sheet, including understanding work in progress, inventories, accounts receivable & payable

+ Support Financial Planning and Analysis processes (annual budgeting, annual strategic planning, quarterly forecasts)

+ Monthly financial reporting and reconciliation (timely closing of books and completion of monthly reconciliations)

+ Report and analyze monthly and quarterly business unit financial results.

+ Perform detailed review of all accounting and/or financial reports & schedules issued to outside parties

+ Coordinate accounting and/or financial requirements / changes with finance, management, and other sites.

+ Develop financial models to support business unit projects

+ Provide Finance support and increase financial acumen within the operations

+ Process improvement and standardization initiatives.

+ Maintain and implement internal controls over financial reporting.

**How to thrive in this role?**

+ You have solid business sense

+ You can interact with operations managers, corporate groups, executive members, and external partners

+ You have knowledge of SAP

+ You have a bachelor’s degree in accounting or Finance and have seven (7) years of relevant experience.

+ You have excellent technical and analytical skills and the ability to synthesize information.

+ You have an interest in the improvement and development of business processes.

+ Ability to support an executive team

+ You have an innovative mindset, entrepreneurial spirit, leadership skills and you can adapt to a constantly changing environment.

+ You also hold a professional accountant designation (preferred)

**Now that you can see yourself in this role, apply and join the Bombardier family!**

Bombardier is committed to being an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, national origin, genetics, age, disability status, veteran status, or any other characteristic protected by applicable federal, state or local law.

**Job** Senior Financial Analyst - Tucson

**Primary Location** Learjet Inc., Tucson 3050

**Organization** Learjet Inc

**Shift**

**Employee Status** Regular

**Requisition** 7251 Senior Financial Analyst - Tucson

Wealth Management Client Associate

Scottsdale, Arizona

**Job Description:**

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.

Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.

At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.

**Job Description:**

This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.

**Responsibilities:**

+ Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings

+ Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests

+ Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk

+ Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA

+ Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset

**Skills:**

+ Account Management

+ Client Management

+ Customer and Client Focus

+ Issue Management

+ Oral Communications

+ Business Development

+ Client Solutions Advisory

+ Pipeline Management

+ Prioritization

+ Administrative Services

+ Emotional Intelligence

+ Referral Identification

+ Written Communications

**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent

**Shift:**

1st shift (United States of America)

**Hours Per Week:**

37.5

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

To view the "Know your Rights" poster, CLICK HERE (https://www.eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12.pdf) .

View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) .

Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

To view Bank of America’s Drug-free Workplace and Alcohol Policy, CLICK HERE .

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank’s required accommodation request process before your first day of work.

This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

Financial Analyst - Phoenix, AZ

Job Details

Job Location

Adelante Healthcare Center Support Office - Phoenix, AZ

Description

POSITION SUMMARY

The Financial Analyst will work in a fast-paced environment with other highly skilled professionals in a team setting. As a Financial Analyst, you will be required to demonstrate a high level of self-initiative and analytical skills. This position will require the ability to communicate effectively with members of the company. This role must have knowledge and experience with analyzing business information, scope definition, requirements gathering, data analysis, functional specifications, application design, testing and implementation.

EXPECTATIONS

Every Adelante Healthcare employee will strive to maximize their performance and contribution to Adelante Healthcare and the community we serve every day. Employees are expected to work in a manner that demonstrates a commitment to quality, patient safety, employee engagement, innovation, and the highest standards of personal integrity, professionalism, and competence.

OUR CORE VALUES

+ I nclusion

+ N urture

+ S ervice

+ P urposeful

+ I ntegrity

+ R esilient

+ E ngaged

Qualifications

ESSENTIAL SKILLS AND EXPERIENCE:

+ Bachelor’s Degree in finance, accounting or business administration, with at least 2 years related experience preferably in the healthcare industry

+ MBA or Master’s Degree in related field preferred

+ Must have experience in healthcare finance, operations, system and data analytics

+ Must have experience in business plan development under healthcare settings, including but not limit to pro forma financial statements, cost analysis, ROI projection, project budgeting, and cash flow forecast

+ Experience in preparing financial performance reports to interpret clinical utilization, provider productivity, variance to budget, cost and benefits, and other performance metrics

+ Experience in preparing organizational and departmental financial statements based on solid understanding of payer mix, government reimbursement, third party billing, and revenue cycle management

+ Working knowledge of medical coding (ICD-9, CPT-4, etc.), AHCCCS (Arizona Health Care Cost Control System) plans, FQHC, UDS, government reporting, RVU, and Medicare reimbursement methodology

+ Ability to research, analyze, and present financial information combined with large sets of clinical data including encounter, claims, and patient data in order to communicate economic trend and current issues to executives, managers, clients, and other stakeholders

+ Works directly with the business to understand the need and guide the thought process to produce better health outcomes and services

+ Experience with medical/dental practice management system (like NextGen, Dentrix) and EMR applications for statistical reporting, trending, and charting

+ A concise understanding of exception reporting

+ Good verbal and written communication skills

+ Excellent computer knowledge and advanced competence in Microsoft Excel, SQL, Query development

+ Excellent problem-solving skills

+ Experience with NextGen is a plus

+ Must have a positive attitude, enthusiasm, show initiative, and be self-motivated

+ Experience with hands-on data analysis and report design

+ Detailed knowledge of financial statements

+ Experience of financial modeling

+ Highly proficient in Excel and Power Point

+ Writing code, evaluation and analyzing data

+ Excellent organizational and time management skills

+ Ability to set priorities to meet time sensitive project deadlines

+ Knowledge and understanding of business research principles, processes, and techniques

+ Prioritization and multi-task skills are required

+ Competency in working with people of various cultures

+ Ability to perform a variety of assignments requiring considerable exercise of independent judgment

POSITION REPONSIBILITIES

+ Must have experience in healthcare finance, operations, system and data analytics

+ Must have experience in business plan development under healthcare settings, including but not limit to pro forma financial statements, cost analysis, ROI projection, project budgeting, and cash flow forecast

+ Experience in preparing financial performance reports to interpret clinical utilization, provider productivity, variance to budget, cost and benefits, and other performance metrics

+ Experience in preparing organizational and departmental financial statements based on solid understanding of payer mix, government reimbursement, third party billing, and revenue cycle management

+ Working knowledge of medical coding (ICD-9, CPT-4, etc.), AHCCCS (Arizona Health Care Cost Control System) plans, FQHC, UDS, government reporting, RVU, and Medicare reimbursement methodology

+ Ability to research, analyze, and present financial information combined with large sets of clinical data including encounter, claims, and patient data in order to communicate economic trend and current issues to executives, managers, clients, and other stakeholders

+ Experience with medical/dental practice management system (like NextGen, Dentrix) and EMR applications for statistical reporting, trending, and charting

NONESSENTIAL SKILLS AND EXPERIENCE:

+ MBA or Master’s Degree in related field preferred

Additional Duties and Responsibilities

+ Other duties as requested or assigned

Patient Centered Medical Home (PCMH) and Integrated Care Team (ICT)

All employees are responsible for promoting and participating in interdisciplinary communication and collaboration to enhance the delivery of quality across the health care system. Employees should maintain an environment which supports and engages patients and co-workers in a caring team-based model to promote wellness and improve health outcomes.

Adherence to Compliance and Code of Conduct

All employees are required to comply with Adelante Healthcare’s written standards, including its Compliance Program and Code of Conduct, policies and procedures and reporting of any conduct that potentially violates Adelante’s legal or compliance requirements. Such compliance will be an element considered as part of the regular performance evaluation.

PHYSICAL DEMANDS AND WORK ENVIRONMENT

The physical demands and work environment characteristics 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.

Physical demands: While performing the duties of this job, the employee may be required to sit for long periods of time, is required to stand, walk, use hands to handle or feel objects, tools or controls; reach with hands and arms; climb steps/stairs; balance; stoop, kneel, crouch or crawl; talk or hear; smell; manage stress as it relates to essential job functions. The employee must frequently lift and/or move up to 25 pounds without assistance and may occasionally be required to lift or move up to 50 pounds with assistance. Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.

Work environment: While performing the duties of this job, the employee is exposed to weather conditions prevalent at the time when traveling to various clinic sites. The noise level in the work environment is usually moderate. The employee may be subject to health hazards (contagious diseases, blood borne pathogens, etc.) when working in the clinic area.

In any organization or job, changes take place over time. Although an effort will be made to keep job-related information current, this is not an all-inclusive list of job responsibilities. Adelante Healthcare, Inc. reserves the right to revise or change job duties and responsibilities as the business need arises. In compliance with EEOC 29 CFR part 1630 , if the essential functions of this position cannot be performed in a satisfactory manner by the employee, further accommodations shall be made if it does not constitute undue hardships upon this organization.

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.

As a Private Wealth Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You will provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Ideal candidates will possess strong analytical skills, a deep understanding of wealth management, and the ability to collaborate effectively with senior advisors to deepen with and serve clients.

**Job responsibilities**

+ Support a thriving book of business by delivering personalized investment solutions to clients by relying on thought leadership and relationship-building skills. Through a focus on relationship management, you should be able to grow the practice

+ .Demonstrate a deep understanding of financial markets and sound business judgement

+ Exhibit unwavering integrity that points toward doing right by clients at every opportunity

+ Foster a client-centric planning process and e n sure implementation of financial planning strategies

+ Attend product rollouts, ideation calls, and research meetings to stay current on all investment products and services, and showcase the ability to share these updates with clients

+ Deliver on a client engagement process that supports proactive and reactive communication, including responding to market volatility, providing account reviews with advice, and updating financial plans and goals through our planning software (SN1)

+ Provide a holistic view of clients' needs and financial coaching beyond investments

+ Develop and implement marketing strategy including social media, client-specific presentation materials, and hosting client events

+ Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want

+ Champion and support your teammates' success and the goals of the bank, while fostering teamwork and collaboration with partners and cross functional teams

**Required qualifications, capabilities, and skills**

+ A minimum of 4 years of financial services experience

+ Demonstrated success in cultivating and maintaining client relationships, and integrating with key partners

+ Demonstrated ability and commitment to goals-based planning and advice

+ Demonstrated understanding of investment products and services

+ Understanding of market performance and market trends

+ Proven ability to be a self-starter, act as an end-to-end owner of tasks and work independently Ability to communicate effectively with clients and team members while maintaining professionalism.

+ A valid and active Series 7 license is required or must be obtained within 60 days of starting in the role as a condition of employment

+ A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment

+ A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment

**Preferred qualifications, capabilities, and skills**

+ Certified Financial Planning (CFP®) or Wealth Management Certified Planner (WMCP) certification is preferred

+ Bachelor's degree preferred

INVESTMENT AND INSURANCE PRODUCTS ARE:

• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED

Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans

**Specialty/Competency:** Industry Tax Practice

**Industry/Sector:** Asset and Wealth Management

**Time Type:** Full time

**Travel Requirements:** Up to 20%

A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact tax has on their business. You’ll advise clients on their local and overseas tax affairs, while acting as a strategic consultant related to business analysis, managing working capital, and profit sharing for partners. You’ll also help organisations understand the pricing implications of goods and services between related parties, as well as providing advice on tax implications of deals.

Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. You’ll help our clients with their tax structuring while helping to address the challenges of the continuously changing tax world, both locally and globally.

To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future.

As a Senior Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to:

+ Encourage everyone to have a voice and invite opinion from all, including quieter members of the team.

+ Deal effectively with ambiguous and unstructured problems and situations.

+ Initiate open and candid coaching conversations at all levels.

+ Move easily between big picture thinking and managing relevant detail.

+ Anticipate stakeholder needs, and develop and discuss potential solutions, even before the stakeholder realises they are required.

+ Contribute technical knowledge in area of specialism.

+ Contribute to an environment where people and technology thrive together to accomplish more than they could apart.

+ Navigate the complexities of cross-border and/or diverse teams and engagements.

+ Initiate and lead open conversations with teams, clients and stakeholders to build trust.

+ Uphold the firm's code of ethics and business conduct.

**The Opportunity**

As part of the Asset and Wealth Management team you are expected to join a growing team with the top asset and wealth management clients, tax technical proficiency, and technology in the world that is expected to support you to meet your career goals. As a Senior Manager you are expected to lead large projects, innovate processes, and maintain operational excellence while interacting with clients at a senior level to drive project success. You are also expected to build trust with multi-level teams and stakeholders through open and honest conversation, motivating and coaching teams to solve complex problems.

**Responsibilities**

- Lead and manage large-scale projects to achieve successful outcomes

- Innovate and streamline processes to enhance efficiency and effectiveness

- Maintain exceptional standards of operational excellence in every activity

- Interact with clients at a senior level to drive project success

- Build trust with multi-level teams and stakeholders through open communication

- Motivate and coach teams to solve complex problems

- Serve as a strategic advisor, leveraging specialized knowledge and industry trends

- Provide strategic input into the firm’s business strategies

What You Must Have

- Bachelor's Degree in Accounting

- 5 years of experience

- CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity

**What Sets You Apart**

- In-depth knowledge of compliance for financial partnerships

- Knowledge of structuring funds to limit tax liability

- Experience identifying and addressing client needs

- Building and utilizing networks of client relationships

- Managing resource requirements and project workflow

- Creating an atmosphere of trust in teams

- Developing new relationships and selling new services

- Innovating through new and existing technologies

- Utilizing digitization tools to enhance engagements

Learn more about how we work: https://pwc.to/how-we-work

PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.

As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law.

For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.

Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines

The salary range for this position is: $119,300 - $328,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance