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PwCOrlando, FL

Industry/Sector Banking and Capital Markets Specialism Industry Tax Practice Management Level Manager Job Description & Summary 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 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: Develop new skills outside of comfort zone. Act to resolve issues which prevent the team working effectively. Coach others, recognise their strengths, and encourage them to take ownership of their personal development. Analyse complex ideas or proposals and build a range of meaningful recommendations. Use multiple sources of information including broader stakeholder views to develop solutions and recommendations. Address sub-standard work or work that does not meet firm's/client's expectations. Use data and insights to inform conclusions and support decision-making. Develop a point of view on key global trends, and how they impact clients. Manage a variety of viewpoints to build consensus and create positive outcomes for all parties. Simplify complex messages, highlighting and summarising key points. Uphold the firm's code of ethics and business conduct. Additional Responsibilities: We're leading the way as technology-enabled tax advisors who provide value through digitization, automation and increased efficiencies - all made possible by equipping our professionals to succeed in a world where transactions are faster, more complicated and require a deeper level of sophistication. PwC Tax provides unparalleled technical knowledge and specialization and industry insights, coupled with the One Firm knowledge that brings everything PwC offers to solve our clients' needs. Custom Orgs: Global LoS: Tax Job Requirements and Preferences: Basic Qualifications: Minimum Degree Required: Bachelor Degree Required Fields of Study: Accounting Minimum Years of Experience: 4 year(s) Certification(s) Required: CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity Preferred Qualifications: Preferred Knowledge/Skills: Demonstrates extensive abilities and/or a proven record of success in dealing with tax issues facing multinational US companies or publicly traded entities, especially in the areas of tax consulting and tax reporting and compliance. Demonstrates extensive abilities and/or a proven record of success as a tax technical professional, researching business and industry trends to develop a point of view to leverage in assisting with proposals, considering opportunities across multiple lines of service. Demonstrates extensive abilities and/or a proven record of success with automation & digitization in a professional services environment including but not limited to: Innovating through new and existing technologies, along with experimenting with digitization solutions; and, Working with large, complex data sets to build models and leverage data visualization tools. Demonstrates extensive abilities and/or a proven record of success in pricing, client value and the negotiation process, including reviewing contracts and finding opportunities to introduce new pricing options.Demonstrates extensiveabilities and/or a proven record of success in identifying and addressing client needs: Innovating through new and existing technologies, along with experimenting with digitization solutions; and, Working with large, complex data sets to build models and leverage data visualization tools. Participating in client discussions and meetings actively; Communicating a broad range of Firm services; and, Managing engagements including preparing concise, accurate documents and balancing project economics management with the occurrence of unanticipated issues. Demonstrates extensive abilities and/or a proven record of success in: Innovating through new and existing technologies, along with experimenting with digitization solutions; and, Working with large, complex data sets to build models and leverage data visualization tools. Participating in client discussions and meetings actively; Communicating a broad range of Firm services; and, Managing engagements including preparing concise, accurate documents and balancing project economics management with the occurrence of unanticipated issues. Executing corporate planning and compliance, as well as tax accounting and financial reporting, including tax provision preparation, audit and review with the ability to utilize ASC 740 techniques; Demonstrating some technical skills working with tax tools and resources including tax provision and compliance software such as Corptax, OneSource, or other similar platforms; and, Using research methods including but not limited to Westlaw, RIA and CCH. Demonstrates extensive abilities and/or a proven record of success as a team leader: Innovating through new and existing technologies, along with experimenting with digitization solutions; and, Working with large, complex data sets to build models and leverage data visualization tools. Participating in client discussions and meetings actively; Communicating a broad range of Firm services; and, Managing engagements including preparing concise, accurate documents and balancing project economics management with the occurrence of unanticipated issues. Executing corporate planning and compliance, as well as tax accounting and financial reporting, including tax provision preparation, audit and review with the ability to utilize ASC 740 techniques; Demonstrating some technical skills working with tax tools and resources including tax provision and compliance software such as Corptax, OneSource, or other similar platforms; and, Using research methods including but not limited to Westlaw, RIA and CCH. Creating a positive environment by monitoring workloads of the team while meeting client expectations and respecting the work-life quality of team members; and, Providing candid, meaningful feedback in a timely manner; and keeping leadership informed of progress and issues. PwC Financial Technology ("FinTech") practice, servicing start-ups, financial services and technology companies with innovative products and offerings, is expanding rapidly with exciting opportunities. Our FinTech dedicated team is looking for a candidate to work closely on clients with the latest technologies and platforms in lending, digital banking, payments, crypto and blockchain, insurance and real estate.We are transforming the way we deliver tax services. Find out more about what we do on our Tax Career Page at pwc.to/whatwedotax Travel Requirements Up to 20% Job Posting End Date 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. The salary range for this position is: $98,300 - $266,000, 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

Posted 4 days ago

Investment Banking Vice President - Insurance

Howden Group Holdings LtdNew York, NY

Howden Re is the global reinsurance broker and risk, capital & strategic advisor focused on relentless innovation & superior analytics for top client service. About Role Howden Capital Markets & Advisory Overview Howden Capital Markets & Advisory ("HCMA") is an elite boutique investment banking practice focused exclusively on serving the global insurance industry. HCMA is the investment banking arm of the Howden Group, one of the largest and fastest-growing broking and advisory businesses serving the global insurance industry. Our team works on some of the industry's most complex and innovative transactions. As part of HCMA, you'll have the opportunity to advise clients on mergers & acquisitions, equity, debt, and structured financings, new entity formations, insurance-linked securitizations, and other critical strategic initiatives. Through regular interaction with professionals throughout the Howden Group, you will also get exposure to many of the industry's leading minds and gain valuable perspectives and insight on the trends that are driving the global P&C industry forward. We serve the full spectrum of clients in the global P&C insurance value chain, from distributors, managing general agents, insurance carriers, reinsurers, insurtechs, and other service providers, as well as a diverse range of industry investors including private equity sponsors, credit specialists, asset managers, pension funds, family offices, insurance-linked securities funds, and other institutions. As a Vice President, you will have the opportunity to: Play an integral role in all aspects of the origination and execution of some of the industry's most prominent M&A and capital raising transactions Lead the preparation of presentation materials and analyses for use in client meetings across a wide variety of topics Develop, strengthen, and grow client relationships throughout the insurance industry value chain Serve as primary day-to-day client point of contract throughout the live cycle of live projects Lead the development and education of the group's analysts and associates Work closely with HCMA and Howden Group senior leadership to further grow the firm's brand and global presence Collaborate with expert professionals throughout the Howden Group to deepen firmwide client relationships and drive innovation Qualifications: 5+ years of investment banking experience with a focus on the insurance sector Bachelor's Degree required; well-rounded academic background, with coursework in finance, economics, mathematics, or actuarial science is preferred; Minimum Undergraduate GPA of 3.5 Series 7, 79, and/or 63 licenses required; Demonstrated track record of M&A and capital market transaction execution; Team-first attitude, with a strong work ethic and high degree of personal integrity Excellent written and verbal communication skills; Ability to deliver high quality work in a time sensitive environment;; Strong organizational skills, attention to detail, and Prepared to assume a high level of responsibility; Legally authorized to work in the United States. The expected base salary range for this role is $250,000-275,000. The base salary range is based on level and is only part of the overall compensation package, which may include discretionary bonus, long-term incentive plan participation, and competitive benefits.

Posted 30+ days ago

Banking Operations Business Consultant

Truist Financial CorporationRichmond, VA

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Analyze and evaluate internal systems and procedures of assigned line of business by way of assigned projects, concentrating specifically on the efficiency and effectiveness of these systems and procedures, and the overall quality of the results or services provided. Assigned projects are high priority and may be high risk. May manage a small group of analysts. requires strong knowledge of banking products, specifically related to FDIC and titling of accounts. may be filled in either posted location Essential Duties and Responsibilities Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. Perform special projects as assigned in the general areas of problem identification and resolution, performance and productivity improvement as well as quality enhancements. Responsible for recommendation of improvements and enhancements within area of responsibility. This is to include completing process mapping, workflow analyses, and process re-engineering. Prepare detailed procedural manuals for area of responsibility. Coordinate and participate in any training that is necessary as a result of conclusions reached in project-related activities or system implementation. Provide application support, which includes problem research, analysis, resolution, and on-call support. Upon assignment of a recommendation or stated enhancement project, complete a full evaluation to include efficiency, effectiveness and cost benefit analysis. Maintain and communicate knowledge of industry trends and technology. Develop and maintain a professional relationship with vendors supporting assigned systems. Help ensure regulatory compliance as applicable. Act as the technical resource for assigned systems, to include preliminary project plans, project workbooks, etc. for necessary actions involving IT for enhancements, upgrades or implementation. Maintain statistics, records and reports that help establish quality control standards at an acceptable rate. Qualifications Required Qualifications: 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. Bachelor's degree in business or equivalent education and related experience Seven years of banking experience, three years as a Line of Business expert or Senior Business Analyst Excellent negotiation and presentation skills. Thorough analytical, planning and quality control, problem-solving and organizational skills Demonstrated proficiency in basic computer applications, such as Microsoft Office software products. Strong interpersonal and communication skills, verbal and written; ability to successfully interact with and influence all levels of management and staff. Creative, flexible, decisive, and adaptable to a dynamically changing business/production environment Ability to support daily activities for large, multi-function operations of moderate to high risk in operations in a 24 X 7 environment Thorough understanding of process and production management principles. Demonstrates effective strategic planning and process improvement aptitude for multiple bank operations functions Preferred Qualifications: Advanced degree in Business, or equivalent education and related experience General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify

Posted 1 week ago

Investment Banking Associate

Mesirow Financial Holdings, Inc.Chicago, IL

The Opportunity Mesirow is an independent, employee-owned financial services firm founded in 1937. Headquartered in Chicago, with offices around the world, Mesirow serves clients through capabilities spanning Global Investment Management, Capital Markets and Investment Banking, and Advisory Services. We are proud that our intentional culture results in strong employee engagement, entrepreneurship and empowerment, with ongoing opportunities for volunteerism and advancement. Mesirow has been named one of the Best Places to Work in Chicago by Crain's Chicago Business multiple times and is one of Barron's Top 100 RIA firms. At Mesirow, we invest in what matters: our clients, our communities, and our culture. Mesirow Investment Banking focuses exclusively on middle-market transactions and serves both public and private companies in merger & acquisition advisory, debt advisory, restructuring and special situations, fairness and solvency opinions, board of directors' advisory and special committee representation. Our practice combines rich industry knowledge and long-standing relationships with an entrepreneurial desire to develop tailored solutions designed to deliver measurable results. We are currently seeking an Associate for our Investment Banking team within the Capital Markets and Investment Banking division at Mesirow. The Associate will work as part of the investment banking team across all industry verticals on M&A, capital raise and other strategic advisory assignments. Responsibilities: Partner with senior bankers and clients throughout advisory engagements. Coordinate transaction deliverables, manage transaction deliverables and act as key point of contact for external constituencies. Manage key transaction processes including developing client company positioning strategy, in-depth market research and development of financial models. Collaborate with team members to design and perform financial modeling and company valuation analysis including leveraged buyout, discounted cash flow, comparable public company, and precedent transaction analyses. Act as a key partner to clients in due diligence process management, virtual data room oversight and coordination with third party service providers. Drive the drafting process for client presentations and information memoranda. Participate in the mentoring and development of analysts. Support firm marketing efforts across Mesirow's industry verticals. Perform other duties and special projects as assigned. Requirements: Minimum of 3 years of Investment Banking experience. Bachelor's degree in a relevant field (e.g. Finance, Accounting, Economics.) MBA is preferred but not a requirement. Strong analytical capabilities including financial statement analysis, financial accounting and company valuation. Demonstrated proficiency with business writing and can articulate complex ideas simply and summarize them effectively. Capable of completing multiple project-oriented tasks effectively and in a timely manner with exceptional attention to detail. Ability to work independently while being team-oriented; prioritize tasks, react to changes and solve critical issues. Commitment to excellence in your work, adhering to high professional and ethical standards. Proficient in Microsoft Excel and other Microsoft applications including PowerPoint. Experience in using CapIQ and other research databases desired. In accordance with the Illinois Pay Transparency Law, the anticipated hiring base salary for the role will be between $150,000 and $200,000 per year. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, also provides the opportunity for a discretionary bonus and the Mesirow benefit program. EOE

Posted 2 weeks ago

Infrastructure & Public Finance Investment Banking Associate (DC, NYC & Chicago)

Siebert Williams ShankNew York, NY

Siebert Williams Shank & Co., LLC (“SWS” or the “Firm”) is conducting a search for experienced Investment Banking Associates to join its Infrastructure and Public team and work hybrid (4 days in-office) from its Chicago, New York or Washington, DC offices. At SWS, all bankers are an integral part of the financing team, assume a high level of responsibility, and actively participate in all aspects of transactions. Investment Banking Associates provide analytical and quantitative support and generally assist more experienced junior bankers, as well as senior bankers, to provide investment banking services to clients in the public sector. SWS is a full-service investment banking and financial services company dual-headquartered in New York and Oakland. SWS is a perennial leader as a co-manager of investment-grade corporate debt, a national leader in public finance investment banking, a named dealer on more than 50 commercial paper programs, and a seasoned and successful share repurchase agent. All activities are supported by a robust secondary sales and trading platform, and a sound regulatory capital base. We are a SEC-registered securities broker-dealer and member of the Financial Industry Regulatory Authority (FINRA) and the Municipal Securities Rulemaking Board (MSRB). Our diverse professionals are not only committed to providing the highest level of value-added services to our clients but also committed to improving the communities in which we work and live. We have a 25+ year track record built on integrity, experience and results. Primary Responsibilities: Work alongside senior staff in preparing proposals and/or coordinating responses; draft client presentation materials and memos discussing financing strategies, market trends, firm qualifications, etc. Prepare graphical representations or various debt statistics Compile municipal issuers' historical financial information from public documents Prepare and maintain databases on client debt Analyze historical debt issuance and debt affordability Performing financial modeling and cash flow analyses to evaluate debt financing alternatives Participating in active transactions Participate in presentations to clients, as needed Format, print and bind of professional-looking documents for meetings Ensure that all activities and duties are carried out in full compliance with regulatory requirements and internal policies and procedures Qualifications: B.S. or B.A. in finance, economics, public administration or related fields is preferred SIE, Series 52 & 63 licenses required or must be obtained within 60 days of date of hire Relevant experience working in the public finance sector and/or familiarity with municipal debt instruments are extremely strong positives Excellent analytical and quantitative skills are a must and a good understanding of financial markets is expected Advanced user of Microsoft Excel, PowerPoint, and Word Ability to use Bloomberg and other finance industry statistical and structuring tools (WhatsBest!, DBC Finance and SDC); the ability to multitask efficiently across all these software platforms with prompt turnovers to bankers and clients is essential Highly self-motivated, well-organized, and willing to work long hours when needed Ability to prioritize tasks, react to changes, solve critical issues, and work independently while being team-oriented Demonstrated attention to detail with the highest standards of diligence in work product are essential to success Strong written and verbal communication skills and professional presence with clients are required We are Committed to Fair Pay. At SWS, we are committed to fair, transparent pay and strive to provide competitive, market-informed compensation. The target total fixed compensation range for this role is $135,000 - $165,000. Compensation for the successful candidate will be determined by the candidate's particular combination of knowledge, skills, competencies and experience. This position is also eligible for a discretionary bonus. SWS empowers talented and highly motivated individuals to thrive independently and collectively. We offer a competitive compensation package, an inclusive working environment and exceptional employee benefits. Our benefit program is designed to provide employees and their dependents with support in maintaining health and financial protection. Siebert Williams Shank & Co., LLC is an Equal Opportunity Employer : EOE/M/F/V/D committed to a diverse workforce. We welcome and value the people and concepts that move our firm, our industry, and our communities forward. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age or any other characteristic protected by law.

Posted 30+ days ago

Vice President, Infrastructure and Public Finance Investment Banking

Siebert Williams ShankNew York, NY

Siebert Williams Shank & Co., LLC (“SWS” or the “Firm”) is conducting a search for experienced Investment Banking candidates for Vice President to join its Infrastructure and Public team and work hybrid (4 days in-office) from its New York City headquarters . Only candidates with relevant prior experience in public finance investment banking or municipal advisory will be considered . At SWS, all bankers are an integral part of the financing team, assume a high level of responsibility, and actively participate in all aspects of transactions. Vice Presidents are more experienced junior investment banking professionals who provide direct analytical and quantitative assistance to senior bankers, facilitating investment banking services for public sector clients and support senior bankers in business development efforts. SWS is a full-service investment banking and financial services company dual-headquartered in New York and Oakland. SWS is a perennial leader as a co-manager of investment-grade corporate debt, a national leader in public finance investment banking, a named dealer on more than 50 commercial paper programs, and a seasoned and successful share repurchase agent. All activities are supported by a robust secondary sales and trading platform, and a sound regulatory capital base. We are a SEC-registered securities broker-dealer and member of the Financial Industry Regulatory Authority (FINRA) and the Municipal Securities Rulemaking Board (MSRB). Our diverse professionals are not only committed to providing the highest level of value-added services to our clients but also committed to improving the communities in which we work and live. We have a 25+ year track record built on integrity, experience and results. Primary Responsibilities: Work alongside senior staff in preparing proposals and/or coordinating responses; draft client presentation materials and memos discussing financing strategies, market trends, firm qualifications, etc. Identify opportunities in the client base for lead coverage responsibility as an individual Prepare graphical representations or various debt statistics Compiling municipal issuers' historical financial information from public documents Preparing and maintaining databases on client debt Analyze historical debt issuance and debt affordability Performing financial modeling and cash flow analyses to evaluate debt financing alternatives Participate in active transactions Participate in presentations to clients, as needed Provides guidance to junior bankers in preparation of marketing materials, proposals, deal processing, and reviews all related work product Train and mentor analysts and associates Formatting, printing and binding of professional-looking documents for meetings Ensure that all activities and duties are carried out in full compliance with regulatory requirements and internal policies and procedures Qualifications: SIE, Series 52 & 63 licenses required B.S. or B.A. in finance, economics, public administration or related fields is preferred Relevant experience working in the public finance sector required Excellent analytical and quantitative skills are a must and good understanding of financial markets is expected Advanced user of Microsoft Excel, PowerPoint, and Word Ability to use Bloomberg and other finance industry statistical and structuring tools (DBC Finance, WhatsBest!) is desirable Highly self-motivated, well-organized, and willing to work long hours when needed Ability to prioritize tasks, react to changes, solve critical issues, and work independently while being team-oriented Strong written and verbal communication skills and professional presence with clients is required We are Committed to Fair Pay. At SWS, we are committed to fair, transparent pay and strive to provide competitive, market-informed compensation. The target total fixed compensation range for this position is $170,000 - $215,000. Compensation for the successful candidate will be determined by the candidate's particular combination of knowledge, skills, competencies and experience. This position is also eligible for a discretionary bonus. SWS empowers talented and highly motivated individuals to thrive independently and collectively. We offer a competitive compensation package, an inclusive working environment and exceptional employee benefits. Our benefit program is designed to provide employees and their dependents with support in maintaining health and financial protection. Siebert Williams Shank & Co., LLC is an Equal Opportunity Employer : EOE/M/F/V/D committed to a diverse workforce. We welcome and value the people and concepts that move our firm, our industry, and our communities forward. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age or any other characteristic protected by law.

Posted 30+ days ago

Director of Banking Relations

Intermex Wire TransferMiami, FL

Director of Correspondent Banking, proactively identifies and develops strong relationships with banking partners with a focus on establishing a banking network that provides coverage for Intermex Agents to conveniently and efficiently deposit their funds due to the company. Additionally, continuously drive the reduction of bank costs through ongoing initiatives to seek the most cost-effective solution for Agent bank deposits. Work closely Treasury Department, Check Direct Department and the Banking Operations Department to ensure efficient implementation of banking costs initiatives The incumbent will coordinate all initiatives related to Banking Operational solutions. Working directly with Product Management, Banking and Technology Teams to continually improve solutions. The Director of Banking Operations is expected to push the boundaries of what is possible in finding new solutions to banking initiatives to continually reduce banking fees and provide the best banking solutions to our Agents. Duties and Responsibilities Develop and implement strategies to open new banking relationships throughout the Intermex Network to ensure coverage for our Agent to make deposits. Responsible for the management all U.S./Canada bank accounts and relationships Maintains and retains all banking records, signature cards and agreements and updates as required. Coordinate due diligence process of new banking relationships and ongoing due diligences as required. Manage FBAR filing and assist FATCA filing with foreign banks. Review and execute cash management products to optimize the idle cash investments and minimizing the banking fees. Benchmark bank analysis to negotiate and reduce fees, as well as to identify alternative cash management products for increased saving and efficient use of cash. Review and analyzed each bank’s products and procedures to come up improvements on banking solutions for Agent network. Qualifications/Requirements: A Bachelor Degree in Business Administration, Finance and Economics preferred 5+ years of relevant professional experience maintaining Company and Banking relationships Strong entrepreneurial spirit Strategic Business Analysis Bank and Client Relationship Management Cost saving solutions to banking services Strong understating of Banking Products and Treasury Management services Proven communication and presentation experience Proven organization and analytical experience Strong organizational and time management skills. Experience working in a multinational / multicultural environment Ability to set priorities and perform multiple assignments. #IMXIHQ Intermex Wire Transfer LLC. is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws. When accepting employment with Intermex Wire Transfer LLC., you authorize Intermex to conduct a background check as part of the hiring process. This includes a review of your criminal history, education, and employment history. You have the right to receive a copy of the background check report if you request it. This authorization is in accordance with the Fair Credit Reporting Act. This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. Intermex Wire Transfer LLC. makes hiring decisions based solely on qualifications, merit, and business needs at the time.

Posted 30+ days ago

Personal Banker (Client Services Associate), Nappanee Banking Center, Nappanee, IN

1st Source BankNappanee, IN

POSITION SUMMARY Provides clients with friendly service and meets financial needs by completing transactions and uncovering other opportunities to promote additional services. ESSENTIAL REQUIREMENTS Processes banking center transactions, safety deposit, cash machine and vault balancing activities, following bank policies and procedures. Greets clients as they enter the banking center, identifies client needs, promotes bank products and services, and refers clients to the appropriate business colleague, if needed. Opens personal accounts, CD's and cross-sells bank services. Answers client inquiries and resolves less complex issues. Builds client loyalty; establishes client relationships, including addressing each client by name. Consistently delivers exceptional customer service to each and every client. Adheres to established bank policies, procedures and guidelines. Participates in retail sales programs to help meet personal and banking center goals. Actively participates in team meetings and participates in community projects and appropriate educational programs related to the position. Provides transaction overrides and other assistance to less experienced CSRs on transaction processing and balancing as necessary. Assists Manager with audits, reporting and scheduling as requested. Regular and predictable attendance is an essential requirement of the position. Responsible for the completion of all training related to the position. Understands all applicable laws and regulations that apply to the position and complies with the requirements. NON-ESSENTIAL FUNCTIONS Demonstrates appropriate levels of interpersonal skills for clients and staff members. Performs all other duties as assigned. EXPERIENCE/SKILLS Four (4) or more years of retail banking experience preferred. Customer service and sales oriented. High degree of attention to detail. Good written and verbal communication skills. Good PC skills - proficiency in Microsoft word and Excel essential. Ability to cross-sell bank products and services. Highly motivated. Ability to work in a team atmosphere. Ability to protect the confidentiality/privacy of others as appropriate, as well as of company documents and records. Ability to handle multiple tasks in a fast-paced environment. EDUCATION One (1) - three (3) years college preferred. TRAVEL REQUIREMENTS Ability to travel to all locations as needed for meetings, projects, training, seminars, etc 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 to perform the essential functions. While performing the duties of this job, the employee is required to sit, stand and walk; use hands and fingers to operate keyboard and other office equipment; reach with hands and arms; and talk or hear. The employee is occasionally required to stoop or kneel. The employee may occasionally lift and/or move up to 10 pounds. EQUIPMENT MS Office PC, fax, phone and standard office equipment.

Posted 2 weeks ago

Part Time - Personal Banking Representative

FirstBankScottsdale, AZ

Founded in 1963, FirstBank is Colorado's largest locally owned holding company and we are still growing, serving customers in Colorado and Arizona. Our growth can be attributed to one simple philosophy: do right by customers, communities, and employees, which is at the center of the company's "banking for good" mantra. FirstBank believes that diversity, equity, and inclusion are part of everything we do, both within and outside our company, and we take pride in hiring and training a diverse and talented group. We strive to not only maintain a diverse workforce, but also ensure our employee experience garners a sense of belonging, is inclusive and equitable. FirstBank believes that a company is nothing without the people that comprise it. By joining the FirstBank team you will experience our great team culture with ample opportunity for growth. There's an opportunity for everyone with positions across the company, from Personal Banker and Call Center to Technology and Lending. Apply today to learn more and join the team! A Brief Overview A Personal Banking Representative assists customers by answering inquiries/requests, processing transactions, opening new accounts, and informing on products and services. A Personal Banking Representative is responsible for cross-selling the Bank's products and balancing a cash drawer. The Representative will develop and maintain account relationships by providing solutions and resolving customer problems through quality customer service and product knowledge. What you will do Assist customers with a wide range of inquiries and requests Process deposits/withdrawals and redeem/negotiate cash instruments for consumer and commercial customers while maintaining a balanced cash drawer Open new accounts and provide product/service information Accept wire order agreements, stop payment requests, and dispute forms and send to appropriate departments for processing Process transactions accurately and adhere to all compliance requirements Review daily reports and perform maintenance on accounts Recognize and develop opportunities for cross-selling FirstBank products and services Sell bank products and meet company sales goals Demonstrate knowledge and understanding of new account systems and account documentation requirements and disclosures Perform other duties and projects as assigned by the market or region Understand and comply with all provisions of the Safety in the Workplace policy Hours can vary from 20-22/week Minimum Requirements Entry-level job with little or no prior relevant work experience in the function Preferred Requirements Cash handling and customer-service experience Knowledge, Skills, and Abilities Good customer-service skills and the ability to work well with others Basic mathematic and problem-solving skills Comfortable in a sales environment Detail-oriented with the ability to multi-task and change directions quickly Working Conditions and Physical Requirements Frequently remains stationary throughout a typical business day Frequently operates a computer and other office machinery, such as a calculator, copy machine, and computer printer Occasionally moves about inside the office to access file cabinets, office machinery, and other rooms Occasionally positions self to access drawers and shelves of various heights Frequently reaches for and handles paperwork and files Constantly communicates with customers, coworkers, and management in-person and on the phone Must be able to exchange accurate information FirstBank does not currently offer fully remote positions, except as required by law. The actual number of in-office days that may be required will vary by business unit, role, and business need. Salary Range $20.00 Per Hour Statement of Benefits FirstBank offers a suite of benefits that support our employees' professional, financial, physical, emotional and spiritual well-being. Benefits currently offered with our positions include: Paid Time Off/paid leave programs, 401K/Employee Stock Ownership, United Healthcare medical, MetLife dental, VSP vision, Employee tuition reimbursement, Volunteer Time Off, Short-Term Disability, Long-Term Disability, and Group Life Insurance/AD&D This Job may be eligible for the: New Accounts Cross-Sell Queue Incentive Plan EOE/Affirmative Action FirstBank is an EOE/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, genetic information, disability, veteran status, or any other legally protected characteristic. FirstBank does not permit pay inequities. Anyone who believes they have been subject to pay inequity should immediately report their concerns to the Human Resource Department. Colorado Job Application Fairness Act Under Colorado's Job Application Fairness Act, you have the right to redact from any documents that you submit in connection with your application information that identifies your age, date of birth, or dates of attendance at or graduation from an educational institution. Should you wish to exercise your right to redact such information, please redact it prior to submitting the documentation This job opportunity is expected to close on 6/20/25*

Posted 1 day ago

Sr. Private Banking Officer

First Financial BankWest Chester, PA

We do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history as it continues to be written! If you are interested and qualified for this role, we invite you to apply. Acts as the central relationship lead for a select group of clients that have minimum investable assets of $1 million dollars. Manages the client's complete banking relationship across the company. Functions as the client's personal advocate to internal partners, adding value through the ability to identify client needs, analyze customer information, define goals and build plans and make client recommendations. Serves as the main point of contact for personal banking and credit advice, as well as providing effective wealth management financial solutions. Owns delivering an integrated suite of solutions designed to address financial needs of existing relationships, as well as being actively involved in new client acquisitions and new business development. Acquires new clients by following the sales process and by actively soliciting referrals and developing other internal and external sources. Success will be measured by one's ability to meet revenue goals and deliver ongoing client satisfaction and retention targets. Essential Functions/Responsibilities Possesses solid product knowledge and good sales and relationship management skills. Typical Client Revenue is between $2 and $3 million. *The revenue would be the overall book of business and not any one single client. Develops and strengthens client relationships within the client segment described above. Seeks new business opportunities for all lines of business throughout the bank. Grows revenues in accordance with agreed upon goals. Maintains high levels of client service by executing a client request/solution within a specific turnaround time. Client feedback scores will be used to help measure the level of client service. Participates in ongoing internal and client facing routines such as but not limited to annual tiered client contact requirements, to include compliance and regulatory activities. Effectively interface with internal partners, such as but not limited to Credit, Deposits, Mortgage, Investments, Brokerage, and Small Business Banking to deliver needs based solutions. Supports our data based marketing approach and integrated sales process. Executes within appropriate risk and compliance guidelines Minimum Knowledge, Skills, and Abilities Needed to Perform Essential Functions of the Job Strong written and oral communication skills are required. Solid knowledge in banking services, to include credit is required. Solid knowledge of wealth management products and services is required. Business and technical skills are necessary; to include needs assessment, planning and analysis skills is required. Proven ability to manage and deliver results in a moderate to complex environment is required. Typically has at least 6 years of client facing sales and relationship management experience with demonstrated ability to grow revenue and deliver satisfied clients. Typically has at least 6 years of banking and related financial services experience. Proven compliance record at previous roles is required. FFB experience is preferred, but not required. High School Diploma required. Series 7, 6, 63 license preferred, but not required. CFP designation preferred, but not required. Bachelor's degree preferred, but not required. Preferred Knowledge and Skills Level of Complexity and Scope Degree of Independence and Decision-Making Required Supervisory Responsibilities Physical Requirements Occasionally lifts and carries up to 10 lbs. Occasionally drives. Frequently sits, stands and walks. Compliance Statement The associate is responsible for meeting all compliance requirements imposed on First Financial Bank by State and Federal law and regulation, as well as all related First Financial Bank policies and procedures. This includes all Bank Secrecy Act, Anti-Money Laundering, OFAC and Suspicious Activity reporting requirements, as well as all other lending and deposit compliance requirements. Development and Training Benefits We have relevant, thoughtful benefits and programs that support every aspect of our associates' holistic wellbeing. Please review our Benefits Guide. Incentive Eligibility All roles are incentive eligible with the exception of Co-Op, Intern, or Student positions. It is our policy to not discriminate against any individual in violation of federal, state, and local laws as it relates to age, race, color, religion, national origin, sex, marital status, pregnancy, gender identity, disability, sexual orientation, genetic information, veteran/military service, or any other characteristic protected by law. We are an E-Verify Employer.

Posted today

Commercial Banking Representative I

First Interstate BancSystem, Inc.Buffalo, WY

If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal. This position can be located at our Gillette Downtown, Sheridan Sugarland and Buffalo, WY branch. What's Important to You We know your career is just one aspect of a meaningful, complex, and demanding life. That's why we designed our compensation and benefits package to provide employees and their families with as much choice as possible. Generous Paid Time Off (PTO) in addition to paid federal holidays. Child Care Assistance Program for eligible dependent(s). Exercise reimbursement program for employees. The health and happiness of the places we call home matter to us. Learn a little more about what we do for the communities we serve and why we want YOU to be a part of it. We encourage you to apply. Reach for what you want and tell us why your work ethic and willingness to learn make you a natural fit for #TeamFirstInterstate. SUMMARY The Commercial Banking Representative I functions as a primary contact for commercial banking clients with basic loan portfolios and assists Commercial Relationship Managers with servicing those clients. Responsible for maintaining and expanding the relationship with clients by providing overall client support services. Develops working knowledge of assigned area and accounts through frequent client contact and execution of standard procedures. Essential duties are performed individually or with direct supervision, based on the individual's experience level. ESSENTIAL DUTIES AND RESPONSIBILITIES Handles day-to-day client calls, client transactions, and client problem resolution. Responds to client account inquiries, performs account maintenance and researches/resolves client problems. Executes client transactions within delegated authority or applicable department guidelines, escalating to the assigned Relationship Manager (RM) any requests outside specified norms or items requiring Relationship Manager signature or approval. Transactions may include: transfers, withdrawals, distributions, wire transfers, payments, fee waivers/fee refunds, client overdrafts, monitoring reports, and other loan and account operations requested by clients. Prepares and/or reviews client account documents for meetings between the RM and the client, focusing on completion of signatures, accuracy, and fulfillment of standard regulatory and compliance guidelines. Assists in obtaining necessary information to submit loan applications, such as financial statements, tax returns and business documentation. May also work with outside vendors, such as attorneys or title companies; UCC searches, title work, OFAC Environmental Reports, appraisals, and flood determinations. May work with outside counsel, title companies, other product vendors, etc. to request documents needed for loan requests, when applicable. Specializes in loan documentation and ensures accuracy in loan documents and legal loan files. To include reviewing documents, organizing legal loan documents, and supporting information, and accuracy in digital records. Submits complete and accurate requests for documentation in accordance with loan approval, ensuring all appropriate supporting documents are available in Director/Unity Client, including but not limited to loan approval, Borrower, Guarantor, and Grantor entity documents, collateral reports, and all other information necessary to generate loan documents. Provides complete packages to Loan Servicing for Boarding/Funding, ensuring appropriate GLs are credited for fees collected. Ensures all documentation is uploaded to Director/Unity Client timely and imaged files are complete. Creates ticklers in Credit Track in accordance with the loan agreement & guaranty requirements and assists Relationship Manager with obtaining required information to clear ticklers. Supports commercial relationship managers and group managers with review and certification of legal entity validation (dba, partnership, S-Corp, C-Corp, LLC, and trusts), real estate collateral documentation (title commitment, environmental reports, hazard insurance, and appraisals), UCC and titled collateral validation. Supports commercial relationship managers and group managers with treasury and deposit products in partnership with internal bank Treasury, Retail Banking teams and other business line referral programs including payment and wealth products. Generates or obtains daily, weekly, monthly, and quarterly reports as assigned. Reviews reports for accuracy and compliance and updates systems or makes other corrections. May reconcile client accounts, enter client financial data into databases, and monitor exceptions to company policies. Actively ensures compliance with the Code of Ethics and all Anti-Money Laundering, Bank Secrecy Act, information security and suspicious activity reporting requirements, policies, and procedures. Actively participates in any required corporate and business line training in these areas. Understands and follows internal suspicious activity referral requirements and processes, as required for this position. Actively works with clients to understand each client's normal account activity, as appropriate for this position. Maintains working knowledge of all regulatory, legal, and Credit Policy requirements to ensure all applications, documentation and loan accounts are compliant. Participates in internal and external training to maintain knowledge of Bank products; attends operational and exception meetings and keep abreast of all credit policies and changes. Maintains positive working relationship with peers and other business unit team members. 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. KNOWLEDGE, SKILLS AND ABILITIES Basic understanding of credit products, bank systems and commercial lending. Exhibits a general understanding of applicable federal regulations, credit policy and bank policies and procedures. Ability to work effectively in a fast-paced production environment. Strong organizational skills, time management skills and strong attention to detail. Strong interpersonal skills including oral and written communication. Problem solving skills. Proficiency with personal computers and related software packages. EDUCATION AND/OR EXPERIENCE High School Diploma or equivalent required 1-3 years banking experience or equivalent combination of education and experience required PHYSICAL DEMANDS AND WORKING ENVIRONMENT The physical demands and work environment are representative of those that must be met or encountered to successfully perform the essential functions of the job. In compliance with the Americans with Disabilities Act, the company provides reasonable accommodation to qualified individuals with disabilities and encourages both prospective and current employees to discuss potential accommodations with the employer. Dexterity of hands/fingers to operate computer keyboard and mouse- Frequently Sitting- Frequently Standing- Occasionally Overtime- Subject to business need Noise Level- Moderate Typical Work Hours- M-F (8-5) Regular and Predictable Attendance- Required If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal.

Posted 5 days ago

Teller (Client Services Representative), Goshen Banking Center, Goshen, IN

1st Source BankGoshen, IN

POSITION SUMMARY Provides individualized client service while handling daily transactions, addressing inquiries, and problem resolution, in accordance with Bank policies and procedures. ESSENTIAL REQUIREMENTS Processes financial transactions for clients accurately and efficiently. Identifies client needs uncovered during business interactions and/or conversations, promotes products and services and refers clients to the appropriate bank colleague if needed. Builds client loyalty; establishes client relationships, including addressing each client by name. Consistently delivers exceptional customer service to each and every client. Follows established Bank policies, procedures and guidelines. Participates in retail sales programs to help meet personal and banking center goals. Actively participates in team meetings and participates in community projects and appropriate educational programs related to the position. Balances cash drawer and assists banking center team in operational duties (i.e.., balancing the ATM, vault and end of day work). Regular and predictable attendance is an essential requirement of the position. Responsible for the completion of all compliance training related to the position. Must understand all applicable laws and regulations that apply to the position and complies with the requirements. NON-ESSENTIAL FUNCTIONS Performs all other duties as assigned. EXPERIENCE/SKILLS One (1) or more years of customer or retail service experience preferred. Bilingual in Spanish preferred. Cash handling experience preferred. Ability to respond and assist clients with inquiries and/or problem resolution. Customer service and sales oriented. Careful attention to detail and time management. Good listening and verbal and communication skills. Good PC skills - ability to work in Windows based system essential. Ability to cross-sell bank products and services. Ability to work evenings and weekends based on banking center needs. Ability to communicate in another language is a plus. Good organizational skills. Ability to work in a team atmosphere. Ability to protect the confidentiality/privacy of others as appropriate, as well as of company documents and records. Ability to handle multiple tasks in a fast-paced environment. EDUCATION High School Diploma/GED required. TRAVEL REQUIREMENTS Ability to travel to all locations as needed for meetings, projects, training, seminars, etc. 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 to perform the essential functions. While performing the duties of this job, the employee is required to sit, stand and walk; use hands and fingers to operate keyboard and other office equipment; reach with hands and arms; and talk or hear. The employee is occasionally required to stoop or kneel. The employee may occasionally lift and/or move up to 10 pounds. EQUIPMENT MS Office PC, fax, phone and standard office equipment.

Posted 2 weeks ago

Business Banking Relationship Manager-San Francisco

US BankSan Francisco, CA

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job Description US Bank is hiring a new Business Banking Relationship Manager for our San Francisco market! Our Relationship Managers approach each and every day with a single purpose - to do the right thing by our business clients to help them achieve their vision for success and the lives they want to lead. They have access to an expansive set of products and solutions to serve our business clients today and into the future. This role is heavily sales focused and we're looking for sales professionals who aren't afraid to knock on doors, cold call and bring in new business clients to US Bank. We're looking for candidates that have skills and experience in: Prospecting companies with revenues above $10MM. Working with SBA (7A and 504) loans Have an established COI (circle of influence) base Proactively manage an assigned portfolio of clients by staying on top of all renewals, annual reviews, etc. Responsibilities include: 65-70% of time spent on prospecting and developing new business for the bank. Build, develop, cultivate and manage new and existing relationships with business clients. Recommend financial solutions based on each client's unique goals and needs. Deliver financial expertise and client-centric solutions that build strong, long-term relationships. Grow Centers of Influence network. Typically, these customers are companies up to $25MM in annual revenue and are a mix of pure C&I as well as Developer & Investor Commercial Real Estate. Obtain credit approval on loans within assigned limits and manage both loan and portfolio credit quality. Provide appropriate credit structure recommendations to customers. Utilize our expansive set of products, solutions and services to make recommendations to both prospects & clients. Collaborate with internal partners to deliver a One Bank set of solutions to our business clients. Make appropriate referrals to other internal business units. Basic Qualifications Bachelor's degree, or equivalent work experience Seven or more years of relevant experience Preferred Skills/Experience Strong relationship management and business development abilities Well-developed analytical and problem-solving skills Basic knowledge of credit administration, analysis, and credit policy/procedure Knowledge of cash flow management and business credit underwriting with commercial credit training preferred Ability to work effectively with individuals and groups across the company to manage customer relationships Excellent presentation, verbal and written communication skills Demonstrated business acumen with knowledge of diverse types of businesses, industries, markets, financial and economic concepts Location The role offers a hybrid/flexible schedule. If not prospecting and meeting with clients, there's an in-office expectation of 3 or more days per week with the flexibility to work outside the office location for the other days. If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): Healthcare (medical, dental, vision) Basic term and optional term life insurance Short-term and long-term disability Pregnancy disability and parental leave 401(k) and employer-funded retirement plan Paid vacation (from two to five weeks depending on salary grade and tenure) Up to 11 paid holiday opportunities Adoption assistance Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $132,260.00 - $155,600.00 - $171,160.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.

Posted 2 weeks ago

Middle Market Banking Leader

Truist Financial CorporationFort Lauderdale, FL

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Responsible for the overall performance for Middle Market Banking in region, including the achievement of expected levels of client service quality, balance sheet quality, profitability and growth, and Risk Management. Should drive a consistent client experience that positions Truist as the Premier Advisory Bank in the Middle Market segment (defined as $75-500MM in annual sales). Integrate all banking functions in the local market, including retail teams and line of business (LOB) partners, including Commercial Credit and Integrated Relationship Management (IRM) partners. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. Serve as primary sales leader for team of Middle Market Bankers ensuring that Truist Culture and Sales Processes are effectively executed. Coordinate prospect and client assignments with appropriate Business Banking, Commercial Real Estate, Commercial, Dealer, Senior Care and other leaders using the Truist segmentation philosophy. Develop and execute a focused marketing plan, growing new relationships, and expanding existing client relationships. Responsible for meeting loan, deposit, fee-based revenue expectations for the team. Manage weekly sales week including facilitating Monday sales calls, inspecting calling and referral activity, managing pipeline and holding RMs accountable for commitments through Friday debriefs. Deliver a differentiated Client Experience in all interactions with clients, prospects, and centers of influence driven by use of Financial Insights and other strategic advisory tools and resources. Develop new business client relationships and improve market share of business loans and non-credit services, including deposits. Execute Integrated Relationship Management (IRM) with extensive inclusion of IRM partners in sales meetings and call planning, joint calling with relationship managers, and development and delivery of custom solutions, including specific efforts to serve the retail banking needs for clients' owners/management/associates (e.g. Wealth Management, Truist@Work). Assume responsibility for the profitability, quality, liquidity, and growth of the team's assigned middle market loan portfolios by ensuring the servicing of all client credit relationships, including credit proposal write-ups, file documentation, legal documentation, compliance, and loan closings, identifying potential portfolio weaknesses, and managing problems/delinquent credit relationships. Ensure adequate data integrity and risk management. Interpret and ensure communication of and adherence to the Bank's policies, programs and objectives. Responsible for employment, training, performance ratings, salary changes, promotions, transfers, terminations, career enhancement and staffing for Middle Market team. Support Community Advisory Board activities. Participate in civic, government, professional, business, and community affairs, associations and groups to solicit new business. In addition to leading a team of middle market bankers, the MMBL may also be an individual contributor with an individual portfolio of clients and individual production expectations. QUALIFICATIONS Required Qualifications: 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. Bachelor's degree or equivalent education and related training Ten years of experience in financial services Ability to grasp large complex Middle Market C&I credits clearly Proficient in managing large and complex corporate relationships; knowledgeable and experienced in complex credit products and structuring, including loan syndication and participations and Industry and Specialty Advisory solutions Strong interpersonal communications, capable of leading and developing Middle Market Bankers using the Truist leadership philosophy Preferred Qualifications: Master's degree in business administration (MBA) General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify

Posted 30+ days ago

Director Client Engagement Partner Cloud & Banking NYC

AthariNew York, NY

You will play a key leadership role across multi-disciplinary teams, guiding them through complex consulting engagements and be responsible for creating and positioning strategic change agendas within largest accounts across the C-suite, spanning the intersection between complex Business and IT customer solutions, transformations that impact across the entire customer Eco-system. As a Client Engagement Partner, you will have a pivotal role in driving profitable growth, leveraging our comprehensive capabilities to build strong client relationships, and leading your team to success. This role demands a strong presence, industry expertise, and the ability to cultivate relationships with CXO-level clients. Your leadership will be critical in fostering talent development and innovation within the organization. This role will also be leading the overall client engagement and delivering high quality client work alongside senior client stakeholders. Working in a transaction environment which may be pre or post deal, planning post deal implementation, and ultimately supporting execution. Partners will be focused on financial impact, utilization and contribution, client impact and leadership. Requirements You’re good at what you do and possess the required experience to prove it. However, equally as important – you have a growth mindset; keen to drive your own personal and professional development. You are customer-focused – someone who prioritizes customer success in their work. And finally, you’re open and borderless – naturally inclusive in how you work with others. Required Skills and Experience Deep Banking industry experience Deep Data and AI Knowledge Extensive experience in client engagement and relationship management at the CXO level Demonstrable ability to build and commercialize relationships with senior executives Proven track record of leading and executing complex projects with multi-disciplinary teams in a consulting, corporate or public sector environment Effective financial acumen with experience in driving revenue growth and managing margins Experience of managing or supporting high-value business development activities with senior stakeholders Deep understanding of industry trends and technology Sound personal brand and presence in the industry Demonstrated ability to innovate and drive change Benefits The compensation range for the position in the U.S. is $151,560 to $272,760 based on a full-time schedule. Your actual compensation may vary depending on your geography, job-related skills and experience. For part time roles, the compensation will be adjusted appropriately. The pay or salary range will not be below any applicable state, city or local minimum wage requirement. There is a different applicable compensation range for the following work locations: California: $166,680 to $327,240 Colorado: $151,560 to $272,760 New York City: $181,800 to $327,240 Washington: $166,680 to $300,120 Washington DC: $166,680 to $300,120 This position will be eligible for discretionary annual bonus program.

Posted 30+ days ago

Italian Speaking Customer Support for Mobile Banking Services Department

Patrique Mercier Recruitment PTAthens, GA

Patrique Mercier Recruitment PT is pleased to offer a fantastic opportunity for an Italian Speaking Customer Support representative for our Mobile Banking Services Department. With the ethos 'With a new dawn comes your Next Job!', we strive to connect dedicated professionals with leading companies in the financial sector. In this crucial role, you will provide top-notch support to Italian-speaking customers, assisting them with inquiries related to mobile banking features, transactions, and account management. If you have a strong background in customer service and are excited about helping others navigate banking solutions in a digital environment, we would love to hear from you! Responsibilities Deliver outstanding customer support to Italian-speaking clients regarding mobile banking services. Assist customers with inquiries related to app features, transactions, and account management. Resolve customer issues and complaints in a timely and professional manner. Document customer interactions accurately and efficiently in the customer management system. Collaborate with technical teams to address and escalate issues as necessary. Stay updated on banking regulations and mobile banking enhancements to provide informed support. Contribute to a positive customer experience by providing clear and effective communication. Requirements Fluency in Italian and English, both written and spoken. Experience in customer service, preferably in banking or financial services. Strong communication and interpersonal skills aimed at delivering excellent customer experiences. Ability to handle sensitive customer information with confidentiality and professionalism. Knowledge of mobile banking applications and financial products is a plus. Capable of working in a fast-paced environment and juggling multiple priorities. A positive attitude and a dedication to helping customers succeed in their banking needs.

Posted 1 week ago

Digital Banking Manager - To 120K - Dallas, TX - Job 559FR

The Symicor GroupDallas, TX

Digital Banking Manager – To $120K – Dallas, TX – Job # 3559FR Who We Are The Symicor Group is a boutique talent acquisition firm based in Schaumburg, IL & Rockport, TX. Our nationally unique value proposition centers around providing the very best available banking and accounting talent. In fact, most of our recruiters are former bankers or accountants themselves! We know how to evaluate the very best banking and accounting talent available in the market. Whether you are a candidate seeking a new opportunity or a bank or company president trying to fill an essential position, The Symicor Group stands ready to deliver premium results for you. The Position Our Dallas, TX-based bank client is seeking to fill a Digital Banking Manager role. The successful candidate will identify opportunities for strategic shifts and business process transformations, translating the Bank and business strategies into near- and long-term digital initiatives and roadmaps aligned with the Bank’s strategies to drive growth by converting traditional businesses/transactions to digital ones. This position offers a generous base salary of up to $120K and an excellent benefits package. (This is not a remote position). Digital Banking Manager responsibilities include: Developing, growing, and leading the digital banking team, including content strategy, platform strategy, product development, digital analytics, digital marketing, operations, and sales and customer relationship management. Setting and implementing a digital strategy, driving digital innovation, expanding the Bank’s digital ecosystem, and establishing and executing key performance indicators and metrics to measure return on investment for digital initiatives. Owning and centrally monitoring the digital portfolio to ensure digital bank growth and financial profitability goals are achieved and key digital initiatives across the Bank are implemented within budget, and in alignment with overall organizational direction and key strategic initiatives. Championing and driving results through engagement with teams across the Bank to generate innovative digital solutions for products, services, processes, customer experiences, marketing channels, and business models. Developing fact-based metrics to measure, monitor, and report on the ROI of digital projects to ensure they create value by improving client engagement and loyalty, driving new revenues, or achieving new efficiencies. Strongly support and adhere to information security policies and practices to ensure the safety of critical information, regulatory compliance, and appropriate levels of internal controls associated with increasing the Bank’s digital products, services, and processes to protect customer data, internal business systems, and market-facing customer solutions. Maintaining a well-balanced approach between digital growth and innovation and increases in risk to the Bank associated with fraud. Staying abreast of emerging digital trends related to technology that employ innovative solutions that improve the delivery and expansion of banking and overall financial services to meet/exceed the expectations of our customers. Who Are You? You’re someone who wants to influence your own development. You’re looking for an opportunity where you can pursue your interests and your passion. Where a job title is not considered the final definition of who you are, but merely the starting point for your future. You also bring the following skills and experience: Advanced degree in Business, Technology, or Management. Five or more years of digital banking management experience. Five or more years of strategic leadership experience and people management experience (preferably in operations, sales, customer relationships, and digital marketing). Proven record of leading successful digital transformation projects and digital team(s) for financial institutions. Maintain up-to-date knowledge of and adhere to all state and federal regulations that pertain to this position including but not limited to Bank Secrecy Act, Consumer Privacy, and Fair Lending. The ability to use data, information, and communication technologies to find, evaluate, create, and communicate information, requiring both cognitive and technical skills. Thorough understanding of the financial services industry particularly on evolving trends and the opportunities for growth afforded by digital technology. Ability to function as a strategic leader who passionately articulates the digital future of the banking system and expands digital capability throughout the financial services system. Demonstrated cross-functional communication and relationship-building skills to generate trust, teamwork, and collaboration. The next step is yours. Email us your current resume along with the position you are considering to: resumes@symicorgroup.com

Posted 2 weeks ago

Manager / Senior Manager - Analytics Consulting (Banking)

Tiger AnalyticsBoston, MA

Tiger Analytics is an advanced analytics consulting firm. We are the trusted analytics partner for several Fortune 100 companies, enabling them to generate business value from data. Our consultants bring deep expertise in Data Science, Machine Learning, and AI. Our business value and leadership have been recognized by various market research firms, including Forrester and Gartner. We seek someone with a good blend of business consulting skills and a data analytics background to add to our team. Responsibilities: Work on the latest applications of data science to solve business problems. Work directly with client stakeholders to translate business problems into high-level analytics solution designs. Present analytic solutions to business audiences, highlighting the robustness of the solution and how it could help generate business value. Responsible for managing analytics projects, and collaborating with client stakeholders and Tiger’s team situated globally. Work with data engineers and analysts to develop, test and deploy data solutions Participate in discussions with team members to select and apply relevant analytic techniques and create actionable business insights. Responsible for making presentations to senior management, communicating results to business teams, and developing plans to help operationalize the analytics solution. Requirements 7- 10 years of professional work experience with at least 5 years in data analytics. Expertise in data analysis, visualization, and Deck building. Experience with Python, SQL, and Tableau. Ability to engage with executive/VP-level stakeholders from the client’s team to translate business problems into high-level analytics solution approaches. Experience in data products is a bonus Strong project and team management skills and ability to work with global teams. Graduate in Business Analytics or MBA or equivalent work experience. Benefits Significant career development opportunities exist as the company grows. The position offers a unique opportunity to be part of a small, fast-growing, challenging and entrepreneurial environment, with a high degree of individual responsibility.

Posted 1 day ago

Vice President, Investment Banking - SFO, CA

Two95 International Inc.San Francisco, CA

Hi, Title – Vice President, Investment Banking – Technology Position – Fulltime Location – SFO, CA Salary- $Open(Best Possible) PRIMARY RESPONSIBILITIES Oversees a wide variety of quantitative analyses, including leverage buyout models, discounted cash flow, multiple valuation analysis, merger and acquisition accretion/dilution analysis and credit analysis for client and investor presentations Develops investment scenarios and corresponding presentation/prospectus material, coordinated marketing for public private securities offerings, valuation analysis, business plans, and financial projections Leverages Firm's capital markets, proprietary research and analytical capabilities to provide top-notch investment, risk advisory, merger & acquisition and capital markets services Monitors relevant transactions, capital market trends, company financial statements, industry, regulatory, and economic information, and other important assessments in the financial sector Works directly with Executive Directors and Managing Directors in all facets of the business, including marketing, transaction evaluation and transaction processing Ability to apply fundamentals of economic and financial analysis methods for business decisions, finance, accounting, business statistics, marketing, investment, financial forecasting and marketing at a high level Experience supervising Analyst and Associate level staff in research & analysis and ensuing transactions within the investment banking sector Demonstrated maturity, presence, attention to detail, initiative, and problem solving skills Ability to effectively adapt to and address changing client and firm needs Experience in the technology industry is preferred, but not required Bachelor's degree (or foreign equivalent) in Business or related field plus seven years of progressively responsible, post-baccalaureate experience as Business Analyst, Client Relationship or Management Associate Masters Degree in Business or related field strongly preferred Note: If interested please send your updated resume and include your rate requirement along with your contact details with a suitable time when we can reach you. If you know of anyone in your sphere of contacts, who would be a perfect match for this job then, we would appreciate if you can forward this posting to them with a copy to us. We look forward to hearing from you at the earliest!

Posted 30+ days ago

Investment Banking Senior Analyst | Healthcare Technology

Houlihan LokeyNew York, NY

Business Unit: Corporate Finance Industry: Healthcare Overview Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Houlihan Lokey serves corporations, institutions, and governments worldwide with offices in the Americas, Europe, the Middle East, and the Asia-Pacific region. Independent advice and intellectual rigor are hallmarks of the firm's commitment to client success across its advisory services. The firm is the No. 1 investment bank for all global M&A transactions for the past two years, the No. 1 M&A advisor for the past 10 years in the U.S., the No. 1 global restructuring advisor for the past 11 years, and the No. 1 global M&A fairness opinion advisor over the past 25 years, all based on number of transactions and according to data provided by LSEG. Corporate Finance Houlihan Lokey has extensive expertise in mergers, acquisitions, divestitures, activist shareholder and takeover defense, and other related advisory services for a broad range of U.S. and international clients. Our experience in M&A has earned us consistent recognition throughout the industry. In 2024, we were ranked the No. 1 M&A advisor for all U.S. transactions. Healthcare Technology The Houlihan Lokey Healthcare Technology team is experiencing rapid growth and is looking for talented experienced analysts who will be immediately additive to the group. The Healthcare Technology team focuses on software platforms and tech-enabled services for provider, payor, pharma and life sciences end markets. Our team delivers M&A advisory services, including sell-side and buy-side M&A and capital raising to entrepreneur-owned, private equity-backed, and public companies. Job Description Senior Analysts are primarily responsible for the creation and oversight of financial models, marketing collateral, and client presentations, in addition to performing research and various analyses in support of new business generation and the execution of M&A transactions. Senior Analysts are afforded meaningful responsibility and are generally members of four-person deal teams comprising a Managing Director, Vice President, Associate, and Financial Analyst. As part of our team, you will: Prepare, analyze, and explain historical and projected financial information Coordinate and perform business due diligence and execute M&A transactions Prepare marketing materials, confidential information presentations, management presentations, and other presentations as needed Perform valuation and ad hoc financial analyses Assist in the marketing and execution of existing engagements Build relationships and maintain direct contact with clients, prospective clients, and professional advisors Communicate effectively with all members of the team, including the supervision and mentoring of junior staff members The environment at Houlihan Lokey is both collegial and entrepreneurial. Teamwork is essential to the firm's success. At the same time, creativity and new ideas are encouraged. Senior Analysts are given substantial responsibility and are encouraged to help us grow our business. Basic Qualifications 2 years of Investment Banking, corporate finance, or transaction advisory services experience Advanced knowledge of accounting and finance Undergraduate degree Strong analytical/technical and qualitative abilities Preferred Qualifications Excellent verbal and written communication skills Strong financial and computer skills (Excel, Word and PowerPoint) Excellent public speaking and presentation skills Ability to work in a fast-paced environment, managing multiple project deliverables simultaneously Extensive operational financial modeling and valuation experience Hands-on M&A sell side experience Transaction experience in Healthcare or Technology is a plus Compensation and Benefits Houlihan Lokey is committed to providing its employees with an exciting career opportunity and competitive total compensation package, which may include other components such as discretionary incentive compensation. The firm's good faith and reasonable estimate of the possible salary range for this role at the time of posting is: $110,000.00-$130,000.00 Actual salary at the time of hire may vary and may be above or below the range based on various factors, including, but not limited to, the candidate's relevant qualifications, skills, and experience and the location where this position may be filled. Houlihan Lokey provides a competitive benefits package. Our current benefits offerings can be found here: 2025 Benefits We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other characteristic protected by law. #LI-115314

Posted today

Banking & Capital Markets Tax Manager

PwCOrlando, FL

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Job Description

Industry/Sector

Banking and Capital Markets

Specialism

Industry Tax Practice

Management Level

Manager

Job Description & Summary

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 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:

Develop new skills outside of comfort zone.
Act to resolve issues which prevent the team working effectively.
Coach others, recognise their strengths, and encourage them to take ownership of their personal development.
Analyse complex ideas or proposals and build a range of meaningful recommendations.
Use multiple sources of information including broader stakeholder views to develop solutions and recommendations.
Address sub-standard work or work that does not meet firm's/client's expectations.
Use data and insights to inform conclusions and support decision-making.
Develop a point of view on key global trends, and how they impact clients.
Manage a variety of viewpoints to build consensus and create positive outcomes for all parties.
Simplify complex messages, highlighting and summarising key points.
Uphold the firm's code of ethics and business conduct.

Additional Responsibilities:

We're leading the way as technology-enabled tax advisors who provide value through digitization, automation and increased efficiencies - all made possible by equipping our professionals to succeed in a world where transactions are faster, more complicated and require a deeper level of sophistication. PwC Tax provides unparalleled technical knowledge and specialization and industry insights, coupled with the One Firm knowledge that brings everything PwC offers to solve our clients' needs.

Custom Orgs:

Global LoS:

Tax

Job Requirements and Preferences:

Basic Qualifications:

Minimum Degree Required:

Bachelor Degree

Required Fields of Study:

Accounting

Minimum Years of Experience:

4 year(s)

Certification(s) Required:

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

Preferred Qualifications:

Preferred Knowledge/Skills:

Demonstrates extensive abilities and/or a proven record of success in dealing with tax issues facing multinational US companies or publicly traded entities, especially in the areas of tax consulting and tax reporting and compliance.

Demonstrates extensive abilities and/or a proven record of success as a tax technical professional, researching business and industry trends to develop a point of view to leverage in assisting with proposals, considering opportunities across multiple lines of service.

Demonstrates extensive abilities and/or a proven record of success with automation & digitization in a professional services environment including but not limited to:

Innovating through new and existing technologies, along with experimenting with digitization solutions; and,
Working with large, complex data sets to build models and leverage data visualization tools. Demonstrates extensive abilities and/or a proven record of success in pricing, client value and the negotiation process, including reviewing contracts and finding opportunities to introduce new pricing options.Demonstrates extensiveabilities and/or a proven record of success in identifying and addressing client needs:
Innovating through new and existing technologies, along with experimenting with digitization solutions; and,
Working with large, complex data sets to build models and leverage data visualization tools.
Participating in client discussions and meetings actively;
Communicating a broad range of Firm services; and,
Managing engagements including preparing concise, accurate documents and balancing project economics management with the occurrence of unanticipated issues. Demonstrates extensive abilities and/or a proven record of success in:
Innovating through new and existing technologies, along with experimenting with digitization solutions; and,
Working with large, complex data sets to build models and leverage data visualization tools.
Participating in client discussions and meetings actively;
Communicating a broad range of Firm services; and,
Managing engagements including preparing concise, accurate documents and balancing project economics management with the occurrence of unanticipated issues.
Executing corporate planning and compliance, as well as tax accounting and financial reporting, including tax provision preparation, audit and review with the ability to utilize ASC 740 techniques;
Demonstrating some technical skills working with tax tools and resources including tax provision and compliance software such as Corptax, OneSource, or other similar platforms; and,
Using research methods including but not limited to Westlaw, RIA and CCH. Demonstrates extensive abilities and/or a proven record of success as a team leader:
Innovating through new and existing technologies, along with experimenting with digitization solutions; and,
Working with large, complex data sets to build models and leverage data visualization tools.
Participating in client discussions and meetings actively;
Communicating a broad range of Firm services; and,
Managing engagements including preparing concise, accurate documents and balancing project economics management with the occurrence of unanticipated issues.
Executing corporate planning and compliance, as well as tax accounting and financial reporting, including tax provision preparation, audit and review with the ability to utilize ASC 740 techniques;
Demonstrating some technical skills working with tax tools and resources including tax provision and compliance software such as Corptax, OneSource, or other similar platforms; and,
Using research methods including but not limited to Westlaw, RIA and CCH.
Creating a positive environment by monitoring workloads of the team while meeting client expectations and respecting the work-life quality of team members; and,
Providing candid, meaningful feedback in a timely manner; and keeping leadership informed of progress and issues.

PwC Financial Technology ("FinTech") practice, servicing start-ups, financial services and technology companies with innovative products and offerings, is expanding rapidly with exciting opportunities. Our FinTech dedicated team is looking for a candidate to work closely on clients with the latest technologies and platforms in lending, digital banking, payments, crypto and blockchain, insurance and real estate.We are transforming the way we deliver tax services. Find out more about what we do on our Tax Career Page at pwc.to/whatwedotax

Travel Requirements

Up to 20%

Job Posting End Date

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.

The salary range for this position is: $98,300 - $266,000, 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