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Oaktree Capital Management logo
Oaktree Capital ManagementNew York, NY

$200,000 - $225,000 / year

Our Company Oaktree is a leader among global investment managers specializing in alternative investments, with over $200 billion in assets under management. The firm emphasizes an opportunistic, value-oriented and risk-controlled approach to investments in credit, private equity, real assets and listed equities. The firm has over 1400 employees and offices in 25 cities worldwide. We are committed to cultivating an environment that is collaborative, curious, inclusive and honors diversity of thought. Providing training and career development opportunities and emphasizing strong support for our local communities through philanthropic initiatives are essential to our culture. www.oaktreecapital.com. Responsibilities Responsibilities include: Provide corporate finance legal advice and support, including working with outside counsel, senior officers and investment professionals within Oaktree's Global Private Debt strategy Negotiate and execute portfolio company investments alongside other members of the deal team, primarily in credit-based investments Assist with preparing, reviewing and negotiating all loan documentation, including, financing grids, commitment papers, letters of intent, term sheets, credit agreements, intercreditor agreements and all ancillary agreements and deliverables Negotiate and execute amendments, post-closing deliverables and other necessary items throughout the life of the investment alongside other members of the deal team Assist deal team with closing portfolio company investments, including working closely with Operations, Accounting and Tax Research and review new market trends in private credit, secondary market trading, and cross-boarder transactions Participate in cross-departmental initiatives to design and implement firm-wide procedures Support deal-related counterparty KYC requirements and inbound KYC requests Provide support on other transactional matters and special projects Qualifications 2-3+ years of legal experience at an Am Law 100 law firm with an emphasis on finance and experience with sponsor lending, non-sponsor lending and syndicated facilities. Experience with life science lending, mezzanine lending, cross-boarder transactions, and English law credit facilities as well as exposure to asset management, investment funds and other corporate transactional work is a plus. Familiarity with and ability to review, revise and draft credit agreements, security agreements, term sheets, letters of intent, commitment papers, and ancillary deal documents is required. Exceptional writing, drafting and communication skills are mandatory. Proven capability in analyzing complex data, evaluating information and drawing logical conclusions and demonstrated ability to identify key issues. Track record in planning and project management and in maintaining composure under pressure while meeting deadlines. Personal Attributes High level of integrity and professionalism. Highly organized and detail oriented. Excellent communication and interpersonal skills. Ability to multi-task and prioritize deliverables. Ability to resolve stressful situations in a professional manner. Able to work in a collaborative manner with other members of the investment team, other investment groups, and other global staff in Legal and Compliance, Tax, Accounting and other departments. Exercise good business judgment and aware of when issues need to be escalated. Education Bachelor's degree required and a law degree is required. Base Salary Range $200,000 - $225,000 In addition to a competitive base salary, you will be eligible to receive discretionary bonus incentives, a comprehensive benefits package and a flexible work arrangement. The base salary offered will be commensurate with experience and/or qualifications, industry knowledge and expertise, as well as prior training and education. Equal Opportunity Employment Policy Oaktree is committed to diversity and to equal opportunity employment. Oaktree does not make employment decisions on the basis of race, creed, color, ethnicity, national origin, citizenship, religion, sex, sexual orientation, gender identity, gender expression, age, past or present physical or mental disability, HIV status, medical condition as defined by state law (genetic characteristics or cancer), pregnancy, childbirth and related medical conditions, veteran status, military service, marital status, familial status, genetic information, domestic violence victim status or any other classification protected by applicable federal, state and local laws and ordinances. This policy applies to hiring, placement, internal promotions, training, opportunities for advancement, recruitment advertising, transfers, demotions, layoffs, terminations, recruitment advertising, rates of pay and other forms of compensation and all other terms, conditions and privileges of employment. This policy applies to all Oaktree applicants, employees, clients, and contractors. Staff members wishing to report violations or suspected violations of this policy should contact the head of their department or Human Resources. Equal Opportunity Employment Policy Oaktree is committed to diversity and to equal opportunity employment. Oaktree does not make employment decisions on the basis of race, creed, color, ethnicity, national origin, citizenship, religion, sex, sexual orientation, gender identity, gender expression, age, past or present physical or mental disability, HIV status, medical condition as defined by state law (genetic characteristics or cancer), pregnancy, childbirth and related medical conditions, veteran status, military service, marital status, familial status, genetic information, domestic violence victim status or any other classification protected by applicable federal, state and local laws and ordinances. This policy applies to hiring, placement, internal promotions, training, opportunities for advancement, recruitment advertising, transfers, demotions, layoffs, terminations, recruitment advertising, rates of pay and other forms of compensation and all other terms, conditions and privileges of employment. This policy applies to all Oaktree applicants, employees, clients, and contractors. Staff members wishing to report violations or suspected violations of this policy should contact the head of their department or Human Resources. For positions based in Los Angeles For those applying for a position in the city of Los Angeles, the firm will consider for employment qualified applicants with a criminal history in a manner consistent with applicable federal, state and local law.

Posted 30+ days ago

J logo
Jabil Inc.Saint Petersburg, FL
At Jabil we strive to make ANYTHING POSSIBLE and EVERYTHING BETTER. We are proud to be a trusted partner for the world's top brands, offering comprehensive engineering, manufacturing, and supply chain solutions. With over 50 years of experience across industries and a vast network of over 100 sites worldwide, Jabil combines global reach with local expertise to deliver both scalable and customized solutions. Our commitment extends beyond business success as we strive to build sustainable processes that minimize environmental impact and foster vibrant and diverse communities around the globe. How Will You Make An Impact? The Sr. Internal Auditor in Quality is in charge of conducting a quarterly quality reviews over a sample of work papers to ensure compliance with our department's policies and procedures. The Senior also supports the Quality Assessment Review every 5 years and prepares a quarterly scorecard after reviewing the audit plans and comparing them with the actual time spent for each regional team. Performs project management over department projects, coordinating efforts and following up on deadlines with team members across regions. Location: This position will be based on-site at our St. Petersburg, FL Corporate Headquarters. There may be some travel as well; 1-2 weeks per quarter, as needed, and could be international and/or domestic. What Will You Do? Lead and execute individual Internal Audit projects as part of the overall audit plan. Determine scope, develop audit programs, and coordinate activities and communication with audit clients and management. Assign testing responsibilities to other project members, and monitor the audit communicating progress, obstacles, and issues to management on an as-needed basis. Establish project plans with clear scope, key milestones, resources, and interdependencies, with clearly defined roles & responsibilities. Act as project manager for improvement projects for the department through the Research and Innovation Lab in Internal Audit Execute project plans and act resourcefully to ensure that work is completed within specified time and quality parameters. Continuously monitor the progress of the fieldwork for each job assigned against the estimated plan. Discuss findings with audit clients and obtain timely and proper feedback of the findings prior to finalization of fieldwork. Resolve issues knowing when it is necessary to escalate and/or involve management. Create and maintain detailed work papers that can be relied upon by external auditors and require few revisions. Prepare audit reports reflecting the results of the work performed. Perform follow up on the status of previously identified issues. Assist Internal Audit Management with periodic reporting to the Audit Committee. Assist in the development of the annual audit plan, championing internal control and corporate governance concepts throughout the business. Will review the work performed by other Internal Audit personnel and/or resources from co-sourcing firms. Monitor and maintain general knowledge of related regulatory and/or compliance issues. Train and educate other auditors in knowledge of audits using the COSO and/or CobIT framework. Elevate real and emerging business control issues/problems to the Internal Audit Management and/or the Vice President of Internal Audit. Use a range of tools and techniques to analyze internal / external data. Seek tools and technologies both inside and outside the organization in order to enhance the ease and timeliness of data collection, analysis, testing and reporting. Possess a strong understanding for the roles and processes of other functional departments as well as their progressive initiatives. Identify and properly communicate any conflicts that may result from working with other departments. Adhere to all safety and health rules and regulations associated with this position and as directed by supervisor. Comply and follow all procedures within the company's various administrative policies including but not limited to security and non-disclosure policies. Ensure all sensitive and confidential information is handled appropriately. May perform other duties and responsibilities as assigned. How Will You Get Here? Education: Bachelor's degree required, preferably in Accounting, Finance, Business Administration, Information Technology, or related field. CISA, CPA, CIA, or equivalent certification required. Experience: 5+ years of related work experience to include duties relating to audit (external or internal auditing inexperience in both SOX and discretionary audits), accounting, finance and operations. Knowledge, Skills, Abilities: Proficiency in applying internal audit standards, procedures, and techniques to ensure proper planning, execution and documentation of the audit work and findings developed. Proficiency in accounting principles and techniques (auditors working financial based audits) or proficient in IT applications and in-house software (for auditing of the IT environment), or other specialty areas (IT, security, fraud investigation, etc.). Proficiency with the Microsoft Office suite of products. Familiarity with AuditBoard and SAP preferred. What Can Jabil Offer You? Along with growth, stability, and the opportunity to be challenged, Jabil offers a competitive benefits package that includes: Medical, Dental, Prescription Drug, and Vision Insurance with HRA and HSA options 401K Match Employee Stock Purchase Plan Paid Time Off Tuition Reimbursement Life, AD&D, and Disability Insurance Commuter Benefits Employee Assistance Program Pet Insurance Adoption Assistance Annual Merit Increases Community Volunteer Opportunities BE AWARE OF FRAUD: When applying for a job at Jabil you will be contacted via correspondence through our official job portal with a jabil.com e-mail address; direct phone call from a member of the Jabil team; or direct e-mail with a jabil.com e-mail address. Jabil does not request payments for interviews or at any other point during the hiring process. Jabil will not ask for your personal identifying information such as a social security number, birth certificate, financial institution, driver's license number or passport information over the phone or via e-mail. If you believe you are a victim of identity theft, contact the Federal Bureau of Investigations internet crime hotline (www.ic3.gov), the Federal Trade Commission identity theft hotline (www.identitytheft.gov) and/or your local police department. Any scam job listings should be reported to whatever website it was posted in. Jabil, including its subsidiaries, is an equal opportunity employer and considers qualified applicants for employment without regard to race, color, religion, national origin, sex, sexual orientation, gender identity, age, disability, genetic information, veteran status, or any other characteristic protected by law. Accessibility Accommodation If you are a qualified individual with a disability, you have the right to request a reasonable accommodation if you are unable or limited in your ability to use or access Jabil.com/Careers site as a result of your disability. You can request a reasonable accommodation by sending an e-mail to Always_Accessible@Jabil.com or calling 727-803-7988 with the nature of your request and contact information. Please do not direct any other general employment related questions to this e-mail or phone number. Please note that only those inquiries concerning a request for reasonable accommodation will be responded to. #whereyoubelong #AWorldofPossibilities

Posted 30+ days ago

PwC logo
PwCSilicon Valley, CA

$124,000 - $280,000 / year

Industry/Sector CM X-Sector Specialism Oracle Management Level Senior Manager Job Description & Summary A career in our Finance team, within our Oracle consulting practice, will provide you with the opportunity to help organizations use enterprise technology to achieve their digital technology goals and capitalise on business opportunities. We help our clients implement and effectively use Oracle offerings to solve their business problems and fuel success in the areas of finance, operations, human capital, customer, and governance, risk and compliance. As part of our finance team, you'll focus on providing the support companies need in their Finance Transformation journey enabled by Oracle Cloud ERP and EPM. You will be part of a team that helps clients rethink their Finance functions as they leverage new Cloud technology including RPA, Machine Learning and Analytics in conjunction with their ERP platform. You will bring a blend of process and technology expertise to create the next generation Finance function. To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future. As a Senior Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to: Encourage everyone to have a voice and invite opinion from all, including quieter members of the team. Deal effectively with ambiguous and unstructured problems and situations. Initiate open and candid coaching conversations at all levels. Move easily between big picture thinking and managing relevant detail. Anticipate stakeholder needs, and develop and discuss potential solutions, even before the stakeholder realises they are required. Contribute technical knowledge in area of specialism. Contribute to an environment where people and technology thrive together to accomplish more than they could apart. Navigate the complexities of cross-border and/or diverse teams and engagements. Initiate and lead open conversations with teams, clients and stakeholders to build trust. Uphold the firm's code of ethics and business conduct. Job Requirements and Preferences: Basic Qualifications: Minimum Degree Required: Bachelor Degree Minimum Years of Experience: 7 year(s) Preferred Qualifications: Preferred Knowledge/Skills: Demonstrates proven intimate knowledge of Oracle Cloud application based solutions, including the following: Successfully completing at least 1-3 full life-cycle implementations, assisting clients in the implementation and/or support of Oracle packaged solutions leading significant tracks on larger projects, leading medium sized consulting engagements, and/or leading production support efforts; Intimate functional and technical knowledge and understanding of the Oracle Cloud product suite; and, Intimate business process knowledge associated with the different Oracle Cloud Financials modules e.g., payment process, matching process, month-end close, etc. Demonstrates proven intimate abilities with managing Oracle Cloud product suite leading on-shore and off-shore resources, especially with the following: Designing, implementing and supporting complex business processes in an Oracle environment; Understanding the importance of a structured, controlled production systems environment; and, Developing strategy; as well as writing, communicating, facilitating, and presenting cogently to and/or for all levels of industry audiences, clients and internal staff and management. Demonstrates intimate abilities and/or a proven record of success as a team leader by: 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. Keeping leadership informed of progress and issues. Travel Requirements Up to 80% 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. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines The salary range for this position is: $124,000 - $280,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. 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 30+ days ago

Huntington Bancshares Inc logo
Huntington Bancshares IncPhiladelphia, PA

$70,000 - $140,000 / year

Description Summary: The Equipment Finance Sales Executive: Environmental/Waste and Construction/Vocational Trucking - develops and maintains profitable commercial leasing customer relationships. Markets leasing products to commercial customers. Negotiates lease terms and buyouts. Prepares all associated leasing documentation as required by internal and external regulations. Has ongoing responsibility for staying abreast of customer's creditworthiness; collects delinquent accounts. This position will cover the northeast and can be remote, however would be hybrid if near a Huntington office. Duties & Responsibilities: Responsible for developing new business and providing industry trend insights to executive management, maintaining a high quality large or specialized environment/waste equipment financing portfolio. Responsible for generating new business through direct calling efforts and partners with Large Corporate, Commercial, and Private Financial Group bankers to provide financing solutions to new customers as well as Huntington's existing customers. This specialized sales role is responsible for actively identifying cross sell opportunities for other bank partners, prepares deal preview packages, and works with other colleagues to document opportunities in accordance with internal and external regulations. Develops and maintains profitable leasing customer relationships. Markets leasing products to commercial customers. Negotiates lease terms and buyouts. Prepares all associated leasing documentation as required by internal and external regulations. Has ongoing responsibility for staying abreast of customer's credit-worthiness; collects delinquent accounts. Travel is required. Performs other duties as assigned. Basic Qualifications: Bachelor's Degree or additional 5+ years of experience in Equipment Finance/Leasing. 5+ years of sales experience in Equipment Finance/Leasing. Experience reviewing, analyzing, and judging creditworthiness of potential deals based on financial reports and related documentation Preferred Qualifications: Previous formalized credit training Demonstrated success structuring complex credits; researching, judging and presenting information verbally and in writing; and creating documentation to support the credit and minimize risk Demonstrated leadership experience by providing coaching, skill development, and feedback to team members Proficiency using Microsoft Word and Excel Proven negotiation skills Strong written and verbal communication High level of professionalism #LI-Remote #LI-DK1 Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Remote Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Compensation Range: $70,000-$140,000 Annual Salary The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

Posted 30+ days ago

Huntington Bancshares Inc logo
Huntington Bancshares IncCleveland, OH

$70,000 - $154,000 / year

Description The Senior Commercial Portfolio Manager - Technology Finance underwrites credit exposure for large, complex customer relationships and circumstances. Includes day-to-day interaction with assigned Sales Reps, management of portfolio risk, and adherence to all regulatory and compliance guidelines. A critical component of this role is early identification of emerging credit problems and industry trends. Duties and Responsibilities: Services, deepens, and retains assigned profitable customer relationships by pro-actively evaluating and mitigating associated business risks and opportunities, per established Huntington policies, procedures, and Guiding Principles. Owns primary responsibility for the credit and monitoring of Commercial portfolio risks. Responsible for underwriting quality, portfolio administration, and credit quality of assigned portfolio working directly with the Team Leader and Regional Credit Officer. Underwrites complex and large credit requests for prospects and clients. Possesses a mastery of client and industry expertise, analyzes company performance and the impact of industry and competitive dynamics and macroeconomic events on the creditworthiness of prospects and clients. Accountable for risk evaluation and associated regulatory compliance requirements. Provides independent, in-depth analysis of financial statements, projections, and business plans; identifies and mitigates key risks. Accountable for and manages assigned portfolio by monitoring performance and trends, identifying issues, and following through for remediation. Responsible for financial statement spreading, risk rating integrity, compliance, and regulatory review. Responsible for maintaining an extensive level of knowledge of corporate banking, investment banking, and commercial banking solutions, in addition to market trends and business drivers. Understands and articulates industry trends, patterns in the economy, and the implications thereof, and proactively shares information across the organization. Mentor Credit Analysts and junior-level Portfolio Managers. Performs other duties as assigned. Required Qualifications: Bachelor's Degree in Accounting, Finance, or related field. Experience conducting cash flow analysis for large, complex publicly traded companies. Intermediate proficiency with MS Office Desktop applications. 7+ years of experience in commercial credit analysis. Proficiency with Moody's spreading software. Preferred Qualifications: Previous equipment finance underwriting experience. Strong interpersonal skills and solid written/verbal communication. Ability to prioritize workflow and multi-task in a fast-paced environment. Strong interpersonal skills and solid written/verbal communication. RMA-CRC designation. CLFP designation. #LI-Hybrid #LI-DK1 #CML Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Compensation Range: $70,000 - $154,000 Annual Salary The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

Posted 30+ days ago

Aurecon logo
AureconManila, AR
Just imagine your future with us… At Aurecon we see the future through a very different lens. Do you? Innovation, eminence and digital are at the heart of everything we do. Are you excited about the future? Are you driven by the opportunity to work on some of the most challenging and complex projects around the world and to learn from the best? We are. Diversity is at the core of everything we do. We work together to create a culture based on respect, trust and inclusiveness. Our differences are what fuel our creativity. The Workday Team Leader is responsible for the quality, capability, and performance of a team of software engineers delivering and supporting Workday solutions, including Financials, Reporting, Professional Services Automation (PSA) and Adaptive Planning. This role ensures the supply of skilled, high-performing engineers, while partnering with product leaders who own the application strategy and day-to-day priorities of the engineers. The Workday Team Leader also provides technical leadership to the team, guiding development practices, supporting engineering decisions and promoting technical excellence. What will you do? We know the work we do is vital in assisting Aurecon's business globally. Here are the key things you will do to 'bring ideas to life'. Key responsibilities Team Performance, Capability & Technical Leadership Lead and manage the engineering team, fostering a culture of technical excellence, quality delivery, and continuous learning. Provide technical guidance across the team's work - including solution design, problem-solving, and application of best practices. Promote consistent use of standards, design patterns, and tools that align with Aurecon's broader technology architecture and principles. Oversee code quality, maintainability, and performance, and ensure robust peer review and development workflows. Support engineers in resolving complex technical challenges and guide the squad in adopting modern, scalable engineering practices. Collaborate with Enterprise Architecture and other technical leaders to ensure alignment with strategic platforms and patterns. Ensure that production issues are addressed promptly, with thorough root cause analysis and long-term fixes. People Leadership & Development Support individual growth through coaching, mentoring, and feedback, and ensure clear performance expectations are in place. Conduct regular performance reviews, career development conversations, and capability assessments. Build a well-balanced and flexible team, focused on skill depth and succession planning. Optimise the team's capacity and skill mix, ensuring readiness to meet changing product needs. Collaboration & Engagement Partner with product leaders to plan resourcing against demand, understand upcoming needs, and align on delivery expectations. Take ownership of team dynamic or performance issues, working to maintain high morale and engagement. Support effective communication between stakeholders and the team. Key challenges and complexities of role Balancing technical leadership with people management Driving technical standards Navigating cross-functional collaboration Skill development and succession planning Maintaining high moral and engagement Influencing and delivering outcomes Key relationships Finance stakeholders IT Enterprise Applications team IT Shared Services Teams Product leaders, Program Managers, Solution Architects, IT Managers Workday Engineers Essential skills and experience Demonstrated success in leading small, high-performing engineering teams within a multinational IT shared services environment, with a focus on fostering technical excellence and collaboration. Hands-on experience in the support, enhancement, and optimization of Workday Financials, Professional Services Automation (PSA), Reporting, and Adaptive Planning. Required: Configuration and development experience in Workday Financials. Preferred: Experience with PSA, Reporting, or Adaptive Planning modules. Strong understanding of software development standards, coding practices, and IT Service Management (ITSM) processes, ensuring high-quality, maintainable, and scalable solutions. Proficient in Agile Scrum methodologies, with a track record of delivering iterative value and adapting to evolving business needs. Demonstrated ability to mentor and grow team members, set clear performance expectations, and cultivate a positive, inclusive team culture. Skilled in facilitating clear, effective communication between technical teams and business stakeholders, ensuring alignment on goals and expectations. Experience in measuring, analysing and reporting service and team performance to drive continuous improvement. Proven ability to make sound strategic decisions and resolve complex technical challenges effectively. Strong work ethic, with a commitment to accountability, transparency, and ethical leadership. Solid understanding of how enterprise systems support broader business objectives, with the ability to align technical solutions to strategic goals. Actively stays current with emerging technologies and demonstrates a commitment to ongoing professional development. What can you bring to the team? Firstly, strong sense of responsibility, flexibility, and adaptability to varying request. Demonstrate excellent time management and organizational skills. And as part of a new team, you will have the opportunity to shape this role and have input into how we evolve it over time to WOW our employees and make an even bigger impact on the world. You will also need the following: Qualifications Bachelor's degree in Computer Science or any related discipline 3+ years' experience in Team Lead / Technical Lead / People Manager roles specialized in Workday operations, support and development Our Aurecon Attributes describe the types of people we bring together for clients. We don't expect you to have all eight of the attributes, but one that is unique to you. Finally, we value that each of our team members brings something different to Aurecon. We look for people who have had a broad range of experiences throughout their career and can demonstrate how they have worked as part of a team to bring ideas to life. Does that sound like you? About us We've re-imagined engineering. Aurecon is an engineering and infrastructure advisory company, but not as you know it! For a start, our clients' ideas drive what we do. Drawing on our deep pool of expertise, we co-create innovative solutions with our clients to some of the world's most complex challenges. And through a range of unique creative processes and skills, we work to re-imagine, shape and design a better future. We listen deeply and intently, which helps us see opportunities, possibilities and potential that others can't. Think engineering. Think again. Want to know more? You can learn more about what it's like to work at Aurecon by visiting the careers section of our website. If you are intrigued or excited by what you have read, then we want to hear from you. Apply now!

Posted 30+ days ago

M logo
Maven Clinic CoNew York, NY

$135,000 - $165,000 / year

Maven is the world's largest virtual clinic for women and families on a mission to make healthcare work for all of us. Maven's award-winning digital programs provide clinical, emotional, and financial support all in one platform, spanning fertility & family building, maternity & newborn care, parenting & pediatrics, and menopause & midlife. More than 2,000 employers and health plans trust Maven's end-to-end platform to improve clinical outcomes, reduce healthcare costs, and provide equity in benefits programs. Recognized for innovation and industry leadership, Maven has been named to the Time 100 Most Influential Companies, CNBC Disruptor 50, Fast Company Most Innovative Companies, and FORTUNE Best Places to Work. Founded in 2014 by CEO Kate Ryder, Maven has raised more than $425 million in funding from top healthcare and technology investors including General Catalyst, Sequoia, Dragoneer Investment Group, Oak HC/FT, StepStone Group, Icon Ventures, and Lux Capital. To learn more about Maven, visit us at mavenclinic.com. An award-winning culture working towards an important mission - Maven Clinic is a recipient of over 30 workplace and innovation awards, including: Fortune Change the World (2024) CNBC Disruptor 50 List (2022, 2023, 2024) Fortune Best Workplaces for Millennials (2024) Fortune Best Workplaces in Health Care (2024) TIME 100 Most Influential Companies (2023) Fast Company Most Innovative Companies (2020, 2023) Built In Best Places to Work (2023) Fortune Best Workplaces NY (2020, 2021, 2022, 2023, 2024) Great Place to Work certified (2020, 2021, 2022, 2023, 2024) Fast Company Best Workplaces for Innovators (2022) Built In LGBTQIA+ Advocacy Award (2022) Maven is looking for a highly analytical and motivated problem-solver to join our Strategic Finance team. This is a unique opportunity to work on high-visibility, cross-functional initiatives that shape Maven's financial and strategic direction. You'll report to the Director of Finance and work closely with the VP of Finance and senior leaders across the organization, leading "special projects" that span financial strategy, growth analytics, and operational performance. The ideal candidate will have prior experience in investment banking, private equity, consulting, and / or a high-growth tech, and thrives in environments that require intellectual rigor, curiosity, and executional excellence. You'll dive into complex problems, build frameworks from scratch, and develop insights that guide Maven's next phase of growth. As a Strategic Finance Manager at Maven, you will: Lead high-priority analytical and strategic projects that inform key business decisions, spanning growth strategy, pricing, and operational efficiency. Build and refine detailed financial and operating models that drive forecasting, performance analysis, and investment decisions. Partner directly with senior leaders to evaluate new initiatives, develop KPIs, and translate business performance into actionable insights. Analyze Maven's unit economics, customer segmentation, and retention metrics to inform long-term strategy and optimize resource allocation. Support key financial deliverables including Board materials, investor reporting, and performance reviews. Identify and implement process improvements to strengthen accuracy, scalability, and automation of financial reporting. Serve as a trusted thought partner to the Director and VP of Finance, helping to drive both near-term execution and long-term planning. Minimum Qualifications 3-5 years of experience in investment banking, private equity, venture investing, management consulting, or strategic finance at a fast-paced, high-growth company. Exceptional analytical and quantitative skills; proven ability to structure ambiguous problems and synthesize complex data into clear recommendations. Advanced proficiency in Excel / Google Sheets; experience with BI tools (e.g., Looker, Tableau) is a plus. Strong understanding of financial statements, business drivers, and investment metrics. Excellent communication skills with the ability to distill technical analyses into compelling insights for senior stakeholders. Highly self-motivated, with a bias for action and comfort operating in dynamic, fast-moving environments. A collaborative, intellectually curious mindset and a passion for solving hard problems that drive impact. Preferred Qualifications Experience in healthcare, benefits, or other data-rich, subscription-based business models. Familiarity with Salesforce, Adaptive, or financial planning and reporting systems. Enthusiasm for Maven's mission to make healthcare work for all women and families. The base salary range for this role is $135K-$165K per year. You will also be entitled to stock options and benefits. Individual pay decisions are based on a number of factors, including qualifications for the role, experience level, and skillset. Maven embraces a flexible hybrid work model. Our teams primarily operate from the New York Metropolitan area, NY, and remotely via San Francisco/Bay Area, CA, Seattle, WA, Boston, MA, Chicago, IL, and Washington, D.C. For those in our New York City office, we encourage in-person collaboration by requiring team members to work onsite three days a week (Tuesday, Wednesday, Thursday). For those based in San Francisco/Bay Area, CA, Seattle, WA, Boston, MA, Chicago, IL, and Washington, D.C., we encourage in-person collaboration by requiring team members to attend quarterly Work Together Days within these cities. This policy aims to balance remote work flexibility with the benefits of face-to-face interaction. At Maven we believe that a diverse set of backgrounds and experiences enrich our teams and allow us to achieve above and beyond our goals. If you do not have experience in all of the areas detailed above, we hope that you will share your unique background with us in your application and how it can be additive to our teams. At Maven we believe that a diverse set of backgrounds and experiences enrich our teams and allow us to achieve above and beyond our goals. If you do not have experience in all of the areas detailed above, we hope that you will share your unique background with us in your application and how it can be additive to our teams. Benefits That Work For You Our benefits are designed to support your health, well-being and career development, helping you thrive both personally and professionally. We remain focused on providing a competitive benefits package for our employees. On top of standards such as employer-covered health, dental, and insurance plan options, we offer an inclusive approach to benefits: Maven for Mavens: access to the full platform and specialists, including care for mental health, reproductive health, family planning and pediatrics. Whole-self care through wellness partnerships Hybrid work, in office meals, and work together days 16 weeks 100% paid parental leave and new parent stipend (for Mavens who've been with us for 1 year+) Annual professional development stipend and access to a personal career coach through Maven for Mavens 401K matching for US-based employees, with immediate vesting These benefits are applicable to Maven Clinic Co., US-based, full-time employees only. 1099/Contract Providers are ineligible for these benefits. Maven is an affirmative action and equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or genetic information. Maven is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. Maven Clinic interview requests and job offers only originate from an @mavenclinic.com email address (e.g jsmith@mavenclinic.com). Maven Clinic will never ask for sensitive information to be delivered over email or phone. If you receive a scam issue or a security issue involving Maven Clinic please notify us at: security@mavenclinic.com. For general and additional inquiries, please contact us at careers@mavenclinic.com.

Posted 30+ days ago

Morgan Stanley logo
Morgan StanleyNew York, NY

$90,000 - $135,000 / year

We're seeking someone to join our Segment Reporting & Analytics Team as a Director in Investment Management Finance (IM Finance) to be involved in accounting, finance and process transformation, as well as calculating the Firm's P&L during the quarterly mark-to-market and multi-year forecast processes. In the Finance division, we act as a partner to business units around the globe by providing management, review, analysis and advisory services of the Firm's financial and capital resources. This is an Associate/Director level position within the Financial Planning & Analysis job family, which is responsible for the firm's budget, forecast, internal management reporting and financial analysis to provide insight into the firm's current and expected financial performance. Additional responsibilities include expense allocation. FP&A is a contributor to the Firm's CCAR process. Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world. This is not a senior leadership role. Please submit application if you have 4-7 years of experience What you'll do in the role: Produce and review quarterly revenue and balance sheet forecasts including assumptions collection, input review, and model output review for all revenue components, assets and revenue-related expenses with the Private Real Assets, Private Equity and Credit businesses. Calculation and delivery of estimates for Firm equity and carried interest to Firm's General Ledger, including variance analysis and management reporting. Produce and review calculations and reporting that support certain quarterly external disclosures within the Firm 10K/Q. Calculate and analyze investment sensitivity, design and produce reporting for key stakeholders, and other ad hoc requests from Senior management. Weekly monitoring and forecasting of current quarter projected investment-related revenue, including public price / FX / private valuation estimates. Generate and review quarterly look-through exposure and stress loss calculations for Firm Risk. Support new product launches by developing an initial Firm forecast for the IM New Product Committee. Work on the group's key Investments Platform enhancement project along with the BU and IM Technology team. Collaborate with cross-functional teams to continuously improve financial processes and systems to enhance efficiency and accuracy. Act as key liaison between FP&A, Business units, Firm Risk, and Corporate Accounting team. Participate in ad-hoc projects and initiatives as needed. What you'll bring to the role: Preferred Bachelor's degree in Finance, Accounting, or a related field. Desired 4+ years of work experience Familiarity with Private Equity / Real Estate Fund structures, operations, and distribution waterfall Desired technical skills in Microsoft Office applications (Excel, Powerpoint, PowerBI) and financial software applications, such as TM1 Excellent written and verbal communication skills, and ability to deal with colleagues/clients of all levels Analytical mindset with attention to detail Committed and self-motivated individual who can demonstrate initiative and problem solving abilities Excellent organizational skills and the ability to work to and manage deadlines WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser. Job Posting Pay Range Expected base pay rates for the role will be between $90,000 and $135,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Posted 30+ days ago

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Loan DepotIrvine, CA

$116,000 - $145,000 / year

Position Summary: Responsible for providing leadership in the development of monthly financial analytics, driving complex financial analytics, purchase orders, invoices, and budget allocation requests; as well as serving as a subject matter expert and process designer in these areas. Possesses excellent communication, leadership, analytical, problem solving, and reporting skills, demonstrating through recent achievements the ability design solutions to challenging business problems. This position drives the budgeting and forecasting process associated with spend across the entire loanDepot Technology organization. This position ensures the performance of all duties in accordance with the company's policies and procedures, all U.S. state and federal laws and regulations, wherein the company operates. Responsibilities: Responsible for process development and ownership of budgeting, forecasting, performance reporting, resource allocation, tracking and reporting key financial metrics, portfolio analysis, data modeling, and developing new tools. Recognized by Technology leadership team as a trusted leader and business partner; serves as a "go-to" resource the Technology leadership is comfortable working directly with on critical issues. Analytically leads large data sets, analyzes the data to understand the underlying business implications, and effectively summarizes and communicates findings and actionable items. Manages purchase order processing and invoice coding to General Ledger. Ensures appropriate approval routing. Maintains high levels of accuracy regarding prices, quantities, and shipping arrangements. Tracks expenditure requests against department and project budgets, identifying which expenses are and are not pre-approved to move forward. Presents periodic and month-end reports on budgeted vs. actual expenses, inclusive of internal and external labor data; analyzes and explains potential discrepancies. Partners with Technology leadership to support and provide analytics on business performance initiatives. Shares expertise with other on team, facilitating the development of others on the team as well as others in the broader Technology organization. Performs other duties and projects as assigned. Requirements Bachelor's degree preferred or equivalent work experience and a minimum of six (6) + years of budgeting & forecasting experience preferably within an IT department. Experience using ServiceNow (or another workflow system). Expert experience using Excel. This position operates on a hybrid schedule and is based in Irvine, CA. Why work for #teamloanDepot: Aggressive compensation package based on experience and skill set. Inclusive, diverse, and collaborative culture where people from all backgrounds can thrive. Work with other passionate, purposeful, and customer-centric people. Extensive internal growth and professional development opportunities including tuition reimbursement. Comprehensive benefits package including Medical/Dental/Vision. Wellness program to support both mental and physical health. Generous paid time off for both exempt and non-exempt positions. About loanDepot: loanDepot (NYSE: LDI) is a digital commerce company committed to serving its customers throughout the home ownership journey. Since its launch in 2010, loanDepot has revolutionized the mortgage industry with a digital-first approach that makes it easier, faster, and less stressful to purchase or refinance a home. Today, loanDepot enables customers to achieve the American dream of homeownership through a broad suite of lending and real estate services that simplify one of life's most complex transactions. With headquarters in Southern California and offices nationwide, loanDepot is committed to serving the communities in which its team lives and works through a variety of local, regional, and national philanthropic efforts. Base pay is one part of our total compensation package and is determined within a range. This provides the opportunity to progress as you grow and develop within a role. The base pay for this role is between $116,000 and $145,000. Your base pay will depend on multiple individualized factors, including your job-related knowledge/skills, qualifications, experience, and market location. We are an equal opportunity employer and value diversity in our company. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Posted 5 days ago

Sofi logo
SofiCharlotte, NC

$99,200 - $186,000 / year

Employee Applicant Privacy Notice Who we are: Shape a brighter financial future with us. Together with our members, we're changing the way people think about and interact with personal finance. We're a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we're at the forefront. We're proud to come to work every day knowing that what we do has a direct impact on people's lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world. The role: We are seeking a Senior BI Analyst to join our Finance Transformation, BI & Systems team. In this high-impact role, you will architect and automate our company-wide financial and KPI reporting systems. Your success will hinge on your technical expertise in IBM Planning Analytics (TM1), your passion for building automated data solutions, and your ability to partner with business stakeholders to drive visibility and smarter decision-making. What You'll Do: Architect & Build: Design, own, and execute end-to-end data workflows, from defining ETL processes and database structures to building scalable, self-service dashboards in Tableau. Automate & Optimize: Act as the technical expert for IBM Planning Analytics (TM1), developing and documenting robust models, hierarchies, and rules to replace manual processes and scale our reporting capabilities. Partner & Influence: Collaborate closely with senior stakeholders in Finance, Engineering, and Product to gather requirements, translate business needs into technical specifications, and drive the adoption of new data tools and insights. Analyze & Simplify: Tackle complex, unstructured problems and distill huge datasets into clear, actionable insights for business leaders. What you'll need: 5+ years of work experience in a business intelligence or data analytics role. Expert-level proficiency in IBM Planning Analytics (TM1), including TM1 Rules, TurboIntegrator scripting, MDX, and cube design for optimized performance. Strong experience with SQL and building ETL data flows. Demonstrated ability in financial modeling (Excel) and data visualization (Tableau or similar tools). Proven ability to manage projects, influence senior partners, and communicate technical concepts to non-technical audiences. High EQ, strong problem-solving skills, and a detail-oriented mindset. Bachelor's degree in a quantitative or business-related field (Mathematics, Computer Science, Statistics, Finance); Masters is a plus. Strongly Preferred Experience with Python for automation and data analysis. Familiarity with Workday Financials or other large-scale ERP systems. Knowledge of the banking or fintech space. Compensation and Benefits The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate's experience, skills, and location. To view all of our comprehensive and competitive benefits, visit our Benefits at SoFi page! Pay range: $99,200.00 - $186,000.00 Payment frequency: Annual This role is also eligible for a bonus and competitive benefits. More information about our employee benefits can be found in the link above. SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law. The Company hires the best qualified candidate for the job, without regard to protected characteristics. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. New York applicants: Notice of Employee Rights SoFi is committed to an inclusive culture. As part of this commitment, SoFi offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email accommodations@sofi.com. Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time. Internal Employees If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles.

Posted 30+ days ago

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The MITRE CorporationBedford, MA

$144,500 - $180,500 / year

Why choose between doing meaningful work and having a fulfilling life? At MITRE, you can have both. That's because MITRE people are committed to tackling our nation's toughest challenges-and we're committed to the long-term well-being of our employees. MITRE is different from most technology companies. We are a not-for-profit corporation chartered to work for the public interest, with no commercial conflicts to influence what we do. The R&D centers we operate for the government create lasting impact in fields as diverse as cybersecurity, healthcare, aviation, defense, and enterprise transformation. We're making a difference every day-working for a safer, healthier, and more secure nation and world. Our workplace reflects our values. We offer competitive benefits, exceptional professional development opportunities for career growth, and a culture of innovation that embraces adaptability, collaboration, technical excellence, and people in partnership. If this sounds like the choice you want to make, then choose MITRE - and make a difference with us. Department Summary: MITRE's Finance organization is seeking a Manager to serve as a lead business partner. As the Finance Business Partner, you will serve as the primary source of day-to-day financial management and business decision support, playing a key part in the business operations functions that maximize MITRE's value to our government sponsors. The Finance Manager is also a direct manager and developer of people, responsible for positioning the team to positively impact across and within the broader finance communities. Additionally, this Finance Manager will take responsibility for special projects with impact across MITRE Finance. Roles & Responsibilities: The Finance Manager will serve as the trusted business partner and line level-CFO for a center within MITRE, including being the single point of contact for Finance to that customer. As such, they will be the "command and control" lead for Finance functions supporting these organizations, keeping a broad awareness of issues with program finance, invoicing, operations, and contracts affecting the customer. The Finance Manager is expected to develop a reputation as the chief problem solver for their customers, helping them to work through complex issues throughout the Finance organization, or even center-level operations issues with financial drivers or outcomes. At times, the Finance Manager may need to work with the broader Sector Finance team, Enterprise Business Systems & Operations, or other parts of the finance organization to highlight issues, brainstorm solutions, and drive an implementation that meets the customers' and the Finance organization's needs. To fulfill this role, the Finance Manager is expected to build and maintain a positive relationship with customer stakeholders. They should take a fiduciary perspective towards their work with their customer, prioritizing good financial outcomes for the customer and for MITRE. As part of that fiduciary perspective, the Finance Manager must ensure strong operating financial controls and adherence to MITRE Finance policies within the customer organization. The Finance Manager should work with customers and other business partners to drive long-term planning, working with the businesses to understand their objectives from a sponsor impact and capability perspective and help the business to align financial resources to support these desired outcomes. For major investments, they should steer business case development, ensuring that these investments are financially sustainable under a variety of scenarios and that there are opportunities to shift decisions if sponsor interest does not materialize. Additionally, this business partner will work with other business partners and staff within Sector Finance to conduct quarterly reviews on these business cases in coordination with the Director of Sector Finance and the CFO. These reviews will ensure that new businesses are meeting financial targets and with proposed plans to mitigate financial impacts if a new business is off target. The Finance Manager provides a framework and data to steer forecasting and target setting, ensuring that the customer has a realistic and accurate forecast based on demand signals that minimizes potential risk while maximizing the customer's ability to deploy indirect resources. To support this, the Finance Manager should develop a strong understanding of opportunities and risks, using this knowledge to drive future forecasts, take action to insulate against risks between forecasts, and escalate potential concerns to Finance leadership. They should also ensure that the customer is actively engaged in understanding the current landscape of their awarded work while effectively driving the necessary processes and policy to ensure completeness, consistency, and hygiene with regard to opportunity management. These core aspects will be key to the organization's forecast. In this specific role, the Finance Manager will help to develop a methodology for long-term forecasting and coordinate with other business partners to implement it across MITRE. This methodology will use federal budgeting data to predict topline revenue growth for each customer organization based on funding for specific funding lines, working with the Strategic Finance organization. Finance Managers work with customers to develop annual indirect budgets based on the organization's strategic priorities, while ensuring alignment with the enterprise wrap rate strategy. The Finance Manager provides regular and recurring management reporting and analysis, that include but are not limited to key monthly artifacts such as monthly business reviews. In doing so, the Finance Manager should aim to analyze and diagnose business drivers and variances to budget using various financial systems. Financial management reporting should focus on lessons learned and prioritize recommendations for leadership actions. The Finance Manager should communicate financial results effectively with useful visual narratives, education on financial topics, and concise actions. Like all MITRE Finance employees, Finance Managers support business transformation and process reengineering efforts, leveraging their on-the-ground experience and relationships with stakeholders to drive requirements that meet business needs. Basic Qualifications: Typically requires 10+ years of finance and/or consulting experience within the US Government (Federal) practice of a professional services firm with a Bachelor's degree, 8+ years with a MBA or a PhD with 7 years' experience; or equivalent combination of related education and work experience. 4+ years' experience leading and managing teams. Experience developing and reviewing business cases for federal and international government business Knowledge of the federal budgeting and contracting processes and experience developing revenue forecasts from federal budgets Relevant academic and/or professional qualification (e.g., MBA) Passion, energy, and enthusiasm in learning and applying through creative problem-solving. Strong attention to detail Resourceful self-starter who executes on commitments. Mindset of continuous improvement with the capacity to drive change. Excellent communication, interpersonal, presentation, and influencing skills. Consensus builder: Promote ideas and gain buy-in on new approaches. Flexible team player with ability to work in cross-functional teams and across varying groups and organizational levels. Ability to handle multiple concurrent work streams while maintaining high quality output. Applicants selected for this position will be subject to a government security investigation and must meet government suitability requirements. This position requires a minimum of 50% hybrid on-site Preferred Qualifications: Currently holding a Secret Clearance or Above Experience with Deltek Cost Point, Tableau, and or Cognos Analytics This requisition requires the candidate to have a minimum of the following clearance(s): None This requisition requires the hired candidate to have or obtain, within one year from the date of hire, the following clearance(s): None Salary compensation range and midpoint: $144,500 - $180,500 - $216,500 Annual Work Location Type: Hybrid It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Commitment to Non-Discrimination All qualified applicants will receive consideration for employment without regard to disability, status as a protected veteran or any other status protected by applicable federal, state, local or international law. MITRE intends to maintain a website that is fully accessible to all individuals. If you are unable to search or apply for jobs and would like to request a reasonable accommodation for any part of MITRE's employment process, please email recruitinghelp@mitre.org for general support and collegerecruiting@mitre.org for intern positions. This service is for individuals requiring reasonable accommodation requests. Please note that vendor solicitations will not receive a reply. Benefits information may be found here. Copyright 1997-2025, The MITRE Corporation. All rights reserved. MITRE is a registered trademark of The MITRE Corporation. Material on this site may be copied and distributed with permission only.

Posted 30+ days ago

PwC logo
PwCTampa, FL

$77,000 - $202,000 / year

Industry/Sector Not Applicable Specialism Oracle Management Level Senior Associate Job Description & Summary At PwC, our people in business application consulting specialise in consulting services for a variety of business applications, helping clients optimise operational efficiency. These individuals analyse client needs, implement software solutions, and provide training and support for seamless integration and utilisation of business applications, enabling clients to achieve their strategic objectives. As an Oracle consulting generalist at PwC, you will possess a broad range of consulting skills and experience across various Oracle applications. You will provide consulting services to clients, analysing their needs, implementing software solutions, and offering training and support for effective utilisation of Oracle applications. Your versatile knowledge will allow you to assist clients in optimising operational efficiency and achieving their strategic objectives. Focused on relationships, you are building meaningful client connections, and learning how to manage and inspire others. Navigating increasingly complex situations, you are growing your personal brand, deepening technical expertise and awareness of your strengths. You are expected to anticipate the needs of your teams and clients, and to deliver quality. Embracing increased ambiguity, you are comfortable when the path forward isn't clear, you ask questions, and you use these moments as opportunities to grow. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Respond effectively to the diverse perspectives, needs, and feelings of others. Use a broad range of tools, methodologies and techniques to generate new ideas and solve problems. Use critical thinking to break down complex concepts. Understand the broader objectives of your project or role and how your work fits into the overall strategy. Develop a deeper understanding of the business context and how it is changing. Use reflection to develop self awareness, enhance strengths and address development areas. Interpret data to inform insights and recommendations. Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements. The Opportunity As part of the Managed Services team you will provide ongoing support and enhancement services for Oracle Cloud Financials customers. As a Senior Associate you will analyze complex problems, mentor junior team members, and build meaningful client relationships while navigating the intricacies of financial operations. This role offers the chance to work with diverse clients across industries, promoting optimized operations and delivering exceptional service. Responsibilities Drive optimized operations and exceptional service delivery Work with diverse teams to identify areas for continuous improvement Utilize analytical skills to navigate complex problems Maintain a focus on client satisfaction and operational excellence What You Must Have Bachelor's Degree 3 years of experience in Oracle Cloud Financials support What Sets You Apart Bachelor's Degree in Accounting, Accounting & Finance, Finance, Management Information Systems, Management Information Systems & Accounting preferred; Provide functional support for Oracle Cloud Financials modules including AFCS, GL, AP, AR, FA,PPM, Cash Management, and Expenses; Respond to client service requests, incidents, and change requests within defined SLAs; Perform root cause analysis and provide long-term resolutions for recurring issues; Execute routine system maintenance, including configuration changes, data corrections, and updates; Collaborate with technical teams for integration support, data loads, and reporting needs (e.g., FBDI, OTBI, BI Publisher); Partner with client stakeholders to understand business needs and recommend Oracle best practices; Participate in patch testing, quarterly release impact analysis, and regression testing; Maintain up-to-date documentation on configurations, business processes, and client interactions. Identify and suggest process improvement opportunities within the client's financial system; Support knowledge transfer and documentation handover to clients and internal teams; Should have 3+ years of hands-on experience with Oracle Cloud Financials in a support or managed services capacity; Strong functional knowledge of financial operations and ERP processes. Proven experience with Oracle Cloud ERP quarterly updates and issue resolution; Familiarity with Oracle tools such as FBDI, ADFdi, OTBI, Smart View, and Workflow Approvals; Strong communication skills with the ability to explain technical issues to non-technical users; Ability to manage multiple client environments and prioritize tasks based on impact and urgency; Experience supporting clients in industries such as manufacturing, healthcare, public sector, or professional services; Prior experience with change management and documentation standards in a managed services setting; Understanding of ITIL processes and ticketing systems (e.g., ServiceNow, Jira): Travel Requirements Up to 40% 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: $77,000 - $202,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. 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 30+ days ago

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Banco Santander BrazilBoston, MA
Finance and Accounting Intern Country: United States of America Your Journey Starts Here: Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that empowers you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment where continuous learning and development are prioritized, enabling you to thrive both professionally and personally. Here, you will find ample opportunities to connect and collaborate with talented colleagues from around the world, sharing insights and driving innovation together. Join us at Santander, where you are supported by a culture of engagement and a commitment to your success. An exciting journey awaits, if you are interested in exploring the possibilities We Want to Talk to You! What you will gain Our Summer Internship Program, beginning in June 2026, provides immersive training and introduction to Santander. You will be combining this training with practical experience on both technical and interpersonal skills, helping your development during the internship. The 2026 Santander Summer Internship Program is for undergraduate students who have an expected graduation date between December 2026 and May/June 2027. Santander US is a nationwide business with locations across the country. This position is located in Boston, MA. The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Salary: $52,000/year Before applying, please keep in mind that our internship program does not offer any relocation assistance. What we offer you You will be given exposure to the innerworkings of one largest financial institutions in the world. Working with best-in-class teams and contributing to projects that drive innovation across the organization. As part of the internship program, you will participate in structured professional development opportunities, create connections with peers and meet leaders across Santander. As a Finance and Accounting Intern, you'll gain a solid understanding of how financial management supports the strategic goals of a global bank. You'll be exposed to financial reporting, budgeting, forecasting, and capital planning, while working directly with teams like Accounting, FP&A, Treasury, and Finance Operations. Through hands-on projects, you'll build skills in financial analysis, data interpretation, and Excel modeling, while learning how to communicate insights to business leaders and contribute to cross-functional initiatives. Responsibilities of the Finance and Accounting internship role may include but are not limited to: Assist with financial reporting and performance analysis Support budgeting, forecasting, and planning Track KPIs and highlight trends Help improve financial systems and workflows Prepare reports and presentations Contribute to special projects and cross-team tasks What we are looking for An undergraduate student with an expected graduation date between either December 2026 or May/June 2027. Area of Study: Major in finance or related field Cumulative GPA is 3.0 or above. Advance Microsoft Excel experience Demonstrates intellectual curiosity and courage. Strong English communication skills both written and spoken required. Analytical thinkers with a strong attention to detail. Organized and able to manage time and multiple tasks efficiently. Ability to work independently on special projects. Ability to effectively contribute to a team environment. It would be nice to have Coursework in or exposure to accounting, finance, economics, or business. (Preferred) Experience in Microsoft Office products. (Preferred) Experience in SAP, Oracle Financials, Workday, or Hyperion. (Preferred) What Else You Need To Know: The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Link to Santander Benefits: Santander Benefits - 2025 Santander OnGoing/NH eGuide (foleon.com) Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. Employer Rights: This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason. What To Do Next: If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at TAOps@santander.us to discuss your needs.

Posted 3 days ago

Huntington Bancshares Inc logo
Huntington Bancshares IncDetroit, MI

$70,000 - $154,000 / year

Description Summary: The Commercial Portfolio Manager-Senior - Equipment Finance services, deepens, and retains assigned profitable customer relationships by pro-actively evaluating and mitigating associated business risks and opportunities, per established Huntington policies, procedures, and Guiding Principles. Duties and Responsibilities: Owns primary responsibility for the credit and monitoring of Commercial portfolio risks. Responsible for underwriting new and renewals and credit quality of assigned portfolio working directly with the Team Leader, Regional Commercial Management, and Regional Credit Officer. As appropriate, assists in optimizing customer relationships working directly with Relationship Managers and other team members to effectively grow fees, deposits, and portfolio revenue by presenting practical Huntington financial solutions to customers. Manages delinquencies, collateral exceptions, borrowing base, portfolio reviews, specialized reporting, soft exposure annual reviews, criticized loans, etc. Performs other duties as assigned. Basic Qualifications: Bachelor's Degree 5+ years of commercial portfolio or relationship management #LI-Hybrid #LI-DK1 #CML Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Compensation Range: $70,000 - $154,000 Annual Salary The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

Posted 30+ days ago

U logo
University of Miami Miller School of MedicineMiami, FL
Current Employees: If you are a current Staff, Faculty or Temporary employee at the University of Miami, please click here to log in to Workday to use the internal application process. To learn how to apply for a faculty or staff position using the Career worklet, please review this tip sheet. The University of Miami Health System, "UHealth", IT Department has an exciting opportunity for a Full-Time Director, Workday Configurations- Finance to work in Miami. The Director, Workday Configurations leads the configuration and maintenance of Workday. The incumbent partners with Functional leaders to design and align business needs with system functionality. Moreover, the incumbent leads configuration leaders and Business Analyst to modify the application based on Business requirements within the change control process determined by the University. The Director, Workday Configurations ensures compliance with Security policies, resources are aligned to strategic goals and there is an in-depth internal knowledge of the system and its functions. Core Responsibilities: Handles complex factors, develops policies, procedures and practices for which there is no precedent. Plans, develops, administers and coordinates all functions and services for information technology projects, of all sizes and complexities. Works directly to, or support other team members in, discussions to understand business requirements, configure the Workday solution to meet requirements, demonstrate the configurations through the development of multiple prototypes, assist in testing and support launch. Develops and leverages internal and external partnerships and networks to maximize the achievement of business goals Help facilitate and evaluate design challenges and provide feedback and options. Works with project teams to identify alternate solutions when product gaps exist. Partners with the integration team in helping to configure and test integrations between Workday and third party or custom solutions. Directs the functional activities analysis and re-designs and is empowered to provide functional requirements and signoff. Functions in a technical leadership role, on capabilities, product issues and complex deployment challenges. Partners in determining the best tools and methodologies for a given project, as well as the complete project process, from initial scope definition, functional and technical design, through implementation. Develops and implements strategies to attract and maintain a highly skilled and engaged workforce. Prepare and adhere to an operating and capital budget. Applies expertise to support high-level and detailed HCM product discussions with stakeholders Identifies and proposes improvements to project methodology and past design and configuration decisions. Acts as advisory resource to other staff members on all phases of the project life cycle. Collects user requirements and converts these into functional and technical specifications. Analyzes user requirements and needs for all levels of business problems. Establishes and continuously assesses the effectiveness of the internal controls within the unit and compliance with University policies and procedures. Ensures employees are trained on controls within the function and on University policy and procedures. Department Specific Functions: The Director of Workday Finance is responsible for leading the strategic direction, architecture, and optimization of Workday Finance across the institution. This role ensures financial systems support enterprise goals in budgeting, procurement, grants, and reporting. The director partners with Finance leadership to deliver robust, compliant, and efficient financial technology solutions. Lead the design and execution of Workday Finance solutions aligned with institutional financial strategy. Serve as expert configurator/tactician for Workday Finance solutions and related integrations (i.e. Expense reporting, General Ledger, Invoices) Oversee system configuration, integrations, and reporting for financial operations. Collaborate with Finance and audit teams to ensure compliance and data integrity. Drive automation and process improvement across financial workflows. Manage Workday Finance roadmap, release planning, and stakeholder engagement. Provide leadership and mentorship to financial systems analysts and project managers. Monitor regulatory changes and ensure system alignment with compliance standards. Establish governance and controls for financial data and system access. Lead vendor relationships and contract negotiations for financial technology services. Ensure adherence to institutional policies and safeguard financial assets. This list of duties and responsibilities is not intended to be all-inclusive and may be expanded to include other duties or responsibilities as necessary. CORE QUALIFICATIONS: Bachelor's degree in Finance, Accounting, or related field; CPA or MBA preferred. Minimum 5 years of experience in Workday Finance leadership roles. Expertise in financial systems strategy, compliance, and reporting. Experience managing large-scale ERP implementations and upgrades. Advanced Workday Finance configuration and analytics. Strategic financial planning and systems architecture. Strong leadership, negotiation, and cross-functional collaboration. Strategic Alignment: Skilled in aligning departmental goals with enterprise-wide strategy and develops comprehensive strategic plans. Financial Management: Ensures fiscal responsibility, and optimization of financial performance. Resource Management: Ability to allocate resources and drive innovation and growth. Adaptability: Proven ability to adjust to changes and leads/inspires transformational change. Team Leadership: Ability to build and lead high-performing teams, manage complex projects, and ensure successful project delivery. Technology & Analytics: Understanding of technology, data analytics, and performance measurement to drive strategic decisions and identify opportunities. Communication: Ability to influence others, articulate strategic vision, and ensure clear and persuasive communication. Any appropriate combination of relevant education, experience and/or certifications may be considered. #LI-AS1 The University of Miami offers competitive salaries and a comprehensive benefits package including medical, dental, tuition remission and more. UHealth-University of Miami Health System, South Florida's only university-based health system, provides leading-edge patient care powered by the ground breaking research and medical education at the Miller School of Medicine. As an academic medical center, we are proud to serve South Florida, Latin America and the Caribbean. Our physicians represent more than 100 specialties and sub-specialties, and have more than one million patient encounters each year. Our tradition of excellence has earned worldwide recognition for outstanding teaching, research and patient care. We're the challenge you've been looking for. The University of Miami is an Equal Opportunity Employer- Females/Minorities/Protected Veterans/Individuals with Disabilities are encouraged to apply. Applicants and employees are protected from discrimination based on certain categories protected by Federal law. Click here for additional information. Job Status: Full time Employee Type: Staff Pay Grade: A17

Posted 30+ days ago

Aegon logo
AegonBaltimore, MD

$78,000 - $100,000 / year

Job Family Finance - General About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests. Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment - one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there. Who We Are We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life. Today, we're part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them. We're empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good - for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms. What We Do Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs. Transamerica employs nearly 7,000 people. It's part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide. * For more information, visit transamerica.com. Job Description Summary We are seeking a highly skilled and motivated Senior Finance Transformation Analyst to join our team. In this role, you will lead and implement smaller scale finance transformation projects to modernize Transamerica's finance function by establishing integrated, standardized, and automated end-to-end processes that enhance the efficiency, accuracy, and transparency in financial data and reporting. You will collaborate cross-functionally to deliver innovative, cost-effective solutions that align with our organizational goals. Job Description Responsibilities Use a comprehensive blend of finance, project management, and systems expertise to spearhead projects, formulate plans, oversee timelines, and ensure project execution aligns with objectives. Perform in-depth business analysis to identify process improvement opportunities and provide consultation on best practices. Work cross-functionally to deliver integrated, cost-effective solutions. Integrate and optimize finance systems and contribute to the implementation of technology solutions using a good understanding of change management processes, software development life cycle, and change programs measures. Contribute to strategic planning for initiatives. Collaborate with team members and provide mentorship to junior analysts. Oversee the preparation of comprehensive reports and conduct analytics to facilitate decision-making. Leverage AI tools and automation frameworks to enhance data analysis, streamline workflows, and improve decision-making. Qualifications Bachelor's degree in finance, accounting, or related field, or equivalent experience Solid experience in financial technology change management projects, with a focus on finance, financial systems, and business analysis (typically five to eight years) Analytical and problem solving skills Excellent communication and consultation skills Proficient overseeing projects and managing timelines Decision making and organizational skills to implement projects Preferred Qualifications Proven experience leading finance transformation projects and teams. Experience building/operating highly available, data pipelines, distributed systems of data extraction, ingestion, and processing of large data sets. Experience as a Data Analyst with expertise in designing and implementing data solutions on cloud platforms AWS. Experience in translating complex business requests into technical requirements by designing solutions to enhance reporting and analytics capabilities using data modeling and dimensional modeling techniques. Develop automated solutions to streamline financial processes by centralizing and standardizing data from various sources to support downstream process and reporting. Demonstrated strength in data modeling, SQL development, and data warehousing. Proven success in communicating with users, other technical teams, and senior management to collect requirements, describe data modeling decisions and data engineering strategy Experience best practices on data architecture, data modeling, and data transformation and perform code review sessions Skilled in exploring AI-driven features within enterprise platforms and integrating AI capabilities into existing environments to drive efficiency and innovation. Proficiency in programming languages such as Python and SQL for data processing and manipulation. Experience with advanced analytics techniques, including statistical analysis, predictive modeling, machine learning, and data visualization. Experience with data visualization tools like Power BI, or Quicksight. Certified Analytics Professional (CAP) or AWS Certified Machine Learning Specialist. Working Conditions Hybrid Office Environment Compensation The Salary for this position generally ranges between $78,000 - $100,000 annually. Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law. Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company's discretion. Applicants must possess legal authorization to work for our company in the U.S. without the need for immigration, sponsorship or otherwise serving as an employer of record for immigration employment purposes. At this time, this role is not eligible for immigration-related employment authorization sponsorship. This is a hybrid position requiring three days in office per week in one of our hub locations (Cedar Rapids, Denver, Baltimore, Philadelphia). Relocation assistance will not be provided for this position. This job description is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request. What We Offer For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees. Compensation Benefits Competitive Pay Bonus for Eligible Employees Benefits Package Pension Plan 401k Match Employee Stock Purchase Plan Tuition Reimbursement Disability Insurance Medical Insurance Dental Insurance Vision Insurance Employee Discounts Career Training & Development Opportunities Health and Work/Life Balance Benefits Paid Time Off starting at 160 hours annually for employees in their first year of service. Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays). Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars Parental Leave - fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child. Adoption Assistance Employee Assistance Program College Coach Program Back-Up Care Program PTO for Volunteer Hours Employee Matching Gifts Program Employee Resource Groups Inclusion and Diversity Programs Employee Recognition Program Referral Bonus Programs Inclusion & Diversity We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We're thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women. To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all. Giving Back We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work. Transamerica's Parent Company Aegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 23.9 million people across the globe. * It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity. As of December 31, 2023

Posted 1 week ago

Morgan Stanley logo
Morgan StanleyNew York, NY

$150,000 - $200,000 / year

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. Department Profile The Fixed Income Division is comprised of Interest Rate and Currency Products, Credit Products and Distribution. Professionals in the Division assess and actively manage risk, trade securities, and structure as well as execute innovative transactions in the fast-paced and constantly changing global markets. Morgan Stanley aligns its municipal investment banking, underwriting, sales, trading, lending, and M&A advisory in one integrated organizational group under the umbrella of the Municipal Securities Division. Background on the Team Within Municipal Securities, the Public Finance Investment Banking group raises capital to fund projects for public sector entities and not-for-profit institutions in the United States. The group plans financial strategies and structures tax-exempt and taxable offerings along with derivative solutions to meet the needs of wide variety of important public organizations. Primary Responsibilities As an Associate in the Public Finance Investment Banking Department, you may: Provide investment banking services to the largest and most notable issuers nationwide in the public sector, housing, not-for-profit healthcare, and tax-exempt structured finance groups Prepare and execute live transactions, including crafting rating agency, investor roadshow, and sales memorandum materials Prepare marketing materials, from product pitches based on market dynamics to extensive responses and proposal requests Perform cash flow analyses to evaluate debt financing alternatives Update credit models and conduct peer credit analysis Monitor debt portfolios - identifying opportunities for refinancing or restructuring Conduct debt capacity and affordability analysis Research and analyze market data to share insights with clients Field and respond to client inquiries, including travel for client meetings and conferences Qualifications/Skills/Requirements: Experience in public finance banking or financial advisory services You have an advanced knowledge of MS Excel (preferred), DBC (preferred) and familiarity with other common software including Word and PowerPoint Strong work ethic, collaborative, ability to multi-task Adaptable, versatile, and analytical Bachelor's degree WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser. Expected base pay rates for the role will be between $150,000 and $200,000 per year commencement of employment for Associate. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Posted 1 week ago

Applied Materials logo
Applied MaterialsSanta Clara, CA

$154,000 - $212,000 / year

Who We Are Applied Materials is a global leader in materials engineering solutions used to produce virtually every new chip and advanced display in the world. We design, build and service cutting-edge equipment that helps our customers manufacture display and semiconductor chips - the brains of devices we use every day. As the foundation of the global electronics industry, Applied enables the exciting technologies that literally connect our world - like AI and IoT. If you want to push the boundaries of materials science and engineering to create next generation technology, join us to deliver material innovation that changes the world. What We Offer Salary: $154,000.00 - $212,000.00 Location: Santa Clara,CA You'll benefit from a supportive work culture that encourages you to learn, develop, and grow your career as you take on challenges and drive innovative solutions for our customers. We empower our team to push the boundaries of what is possible-while learning every day in a supportive leading global company. Visit our Careers website to learn more. At Applied Materials, we care about the health and wellbeing of our employees. We're committed to providing programs and support that encourage personal and professional growth and care for you at work, at home, or wherever you may go. Learn more about our benefits. JOB DESCRIPTION The Senior Manager, M&A Finance & Policy is responsible for assisting with all phases of the M&A deal cycle from preliminary analysis of a target company and management meetings to post-closing accounting integration. The role will work closely with Corporate Development and the Business to ensure that financial risks and opportunities are identified during the financial due diligence process, and with target management to ensure successful integration. The role will also partner with cross-functional teams to project manage accounting integration. The team is located at our corporate headquarters in Santa Clara and is full time onsite. Summary Financial Analysis: Conduct comprehensive financial analysis of target companies, including historical financial performance, accounting policies, operational metrics, and capital structure. Due Diligence: Lead and coordinate financial due diligence efforts, including reviewing financial statements, accounting policies, and other relevant documentation. Transaction Execution: Lead the financial aspects of M&A transactions, including structuring, negotiating deal terms such as working capital/net debt, and managing deal timelines. Post-Merger Integration: Coordinate the financial integration of acquired companies, including financial systems consolidation, accounting adjustments, and transition to Applied practices. Accounting and Reporting: Ensure accurate and timely financial reporting for M&A activities, including purchase price accounting, accounting memos, intangible valuation, accounting policy alignment, impairment testing, and other relevant accounting standards. RESPONSIBILITIES Leads the financial and accounting due diligence of multiple M&A target companies at any given time, supporting the Controllership function, Corporate Development and Applied Ventures Provides insight into business drivers, strategies, financial performance and trends, cash flow, and working capital requirements of target company that can be used in the development of the valuation model (including applicable Quality of Earnings adjustments) Evaluates financial due diligence findings to identify key areas of accounting risk, as well as target's legacy compliance with US GAAP Reviews the stock/asset purchase agreement to avoid undesirable accounting outcomes and assists with negotiating key terms Prepares technical accounting memos on purchase price accounting, VIE, goodwill impairment, and other relevant accounting standards. Supports and verifies purchase agreement calculations for closing agreements (e.g. indebtedness / net debt, net working capital, final/estimated closing statements) Builds strong relationships with the management teams of target companies to facilitate a successful transaction and knowledge transfer as part of the subsequent integration Coordinates the execution of accounting integration activities from the M&A integration playbook, supporting multiple integration projects simultaneously Coordinate and execute post-acquisition accounting review, compare to Applied Accounting policies, and develop Finance integration plan Project manage Finance integration including defining scope, workstreams, tracking progress with various accounting functions, and resolve challenges as they come up What We Need To See Education: Bachelor's degree or equivalent experience. CPA or equivalent. Experience: 7+ years of experience in M&A DD function of Big 4 or other major accounting firms. Worked on or led 10+ closed acquisitions. Leadership: 2+ years of manager and above level. Valuation: Understanding of valuation methodologies, including cost to rebuild, discounted cash flow, comparable company analysis, and precedent transaction analysis. Technical Skills: Strong analytical and problem-solving skills. Deep understanding of purchase price accounting. Communication: Excellent written and verbal communication skills, with the ability to present complex financial information to diverse audiences, including executive leadership. Teamwork: Ability to work effectively in a cross-functional team environment. Additional Information Time Type: Full time Employee Type: Assignee / Regular Travel: Yes, 25% of the Time Relocation Eligible: No The salary offered to a selected candidate will be based on multiple factors including location, hire grade, job-related knowledge, skills, experience, and with consideration of internal equity of our current team members. In addition to a comprehensive benefits package, candidates may be eligible for other forms of compensation such as participation in a bonus and a stock award program, as applicable. For all sales roles, the posted salary range is the Target Total Cash (TTC) range for the role, which is the sum of base salary and target bonus amount at 100% goal achievement. Applied Materials is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, national origin, citizenship, ancestry, religion, creed, sex, sexual orientation, gender identity, age, disability, veteran or military status, or any other basis prohibited by law. In addition, Applied endeavors to make our careers site accessible to all users. If you would like to contact us regarding accessibility of our website or need assistance completing the application process, please contact us via e-mail at Accommodations_Program@amat.com, or by calling our HR Direct Help Line at 877-612-7547, option 1, and following the prompts to speak to an HR Advisor. This contact is for accommodation requests only and cannot be used to inquire about the status of applications.

Posted 30+ days ago

Cherry, Bekaert & Holland, L.L.P. logo
Cherry, Bekaert & Holland, L.L.P.Tysons Corner, VA

$146,200 - $240,000 / year

Job Title: Director, Finance and Outsourced Accounting - Not for Profit industry Position Overview: The Director of Finance and Outsourced Accounting will help lead and manage the strategic and operational aspects of our Outsourced Accounting practice. The role involves overseeing client engagements, ensuring the delivery of high-quality services, supervision and mentoring of staff and driving the growth of the practice. Key Responsibilities: Client Engagement Management: Lead and manage client engagements, both monthly and consulting, from planning through execution and completion. Develop and maintain strong client relationships, acting as a trusted advisor. Meet client deliverables on schedule and within budget constraints. Deliver financial results and education to finance and audit committees and board of directors Timely client invoice preparation and review, monitoring and follow-up on collections. Team Leadership and Development: Mentor and coach team members, fostering a culture of professional growth and development. Participation in staffing and allocation of resources, including communication and facilitation with others as needed to ensure efficient service delivery. Cultivate communication and collaboration within the team. Be a Career Advisor to include facilitation of training, periodic meetings and other oversight. Utilization management of staff. Service Excellence: Promote innovative solutions leveraging technology to enhance service delivery and efficiency. Proficiency in technical matters and capability to operate both accounting and related support systems. Ensure engagements follow industry standards and best practices. Monitor and manage financial metrics, including rate per hour, realization and revision of contracts with clients. Promote and bring other Advisory Service offerings to clients. Strategic Planning: Contribute to the strategic planning process, aligning the practice's goals with firm-wide objectives. Identify market opportunities and initiate measures for growth and expansion. Lead initiatives to modernize the practice by integrating advanced technologies and processes. Qualifications: CPA with a bachelor's in accounting; master's preferred but not required. 10+ years of experience. Extensive experience in accounting and finance with not-for-profit organizations, both trade and charitable, with a background in outsourcing or consultancy services. Proven leadership experience with the ability to inspire and manage a diverse team. Ability to work with those below and above level. Expertise in financial forecasting, budgeting, reporting, and analytics. Skills: Exceptional interpersonal and communication skills for effective client and team interactions. Strong problem-solving skills and a strategic mindset. Proficiency in using financial management software and tools. Ability to adapt to and manage change effectively. Desire to make change to make things better. What you can expect from us: Our shared values that foster inclusion and belonging including uncompromising integrity, collaboration, trust, and mutual respect The opportunity to innovate and do work that motivates and engages you A collaborative environment focused on enabling you to further your career growth and continuous professional development Competitive compensation and a total rewards package that focuses on all aspects of your wellbeing Flexibility to do impactful work and the time to enjoy your life outside of work Opportunities to connect and learn from professionals from different backgrounds and with different cultures Benefits Information: Cherry Bekaert cares about our people. We offer competitive compensation packages based on performance that recognize the value our people bring to our clients and our Firm. The salary range for this position is included below. Individual salaries within this range are determined by a variety of factors including but not limited to the role, function and associated responsibilities, a candidate's work experience, education, knowledge, skills, and geographic location. In addition, we offer a comprehensive, high-quality benefits program which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection. Pay Range: Pay From: 146,200 to 240,000 About Cherry Bekaert Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in all 50 U.S. states and internationally. For more details, visit https://www.cbh.com/disclosure/ Cherry Bekaert provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, citizenship status, protected veteran status, disability status, or any other category protected by applicable federal, state or local laws. https://careers.cbh.com/legal-disclosures/ contains further information regarding the firm's compliance with federal, state and local recruitment and hiring laws. This role is expected to accept applications for at least five calendar days and may continue to be posted until a qualified applicant is selected or the position has been cancelled. Candidates must demonstrate eligibility to work in the United States. Cherry Bekaert will not provide work sponsorship for this position. Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Visit us at https://careers.cbh.com/ and follow us on LinkedIn, Instagram, Twitter and Facebook. 2025 Cherry Bekaert. All Rights Reserved.

Posted 6 days ago

PwC logo
PwCSilicon Valley, CA

$155,000 - $410,000 / year

Industry/Sector Private Equity Specialism Finance Management Level Director Job Description & Summary At PwC, our people in finance consulting specialise in providing consulting services related to financial management and strategy. These individuals analyse client needs, develop financial solutions, and offer guidance and support to help clients optimise their financial performance, improve decision-making, and achieve their financial goals. In operating model and organisation design at PwC, you will focus on helping clients optimise their finance function and organisational structure. You will analyse current finance operating models, identify gaps and inefficiencies, and design and implement solutions to enhance finance processes, roles, and responsibilities. Working in this area, you will provide guidance on finance transformation initiatives, change management, and talent development to align the finance function with strategic objectives. Translating the vision, you set the tone, and inspire others to follow. Your role is crucial in driving business growth, shaping the direction of client engagements, and mentoring the next generation of leaders. You are expected to be a guardian of PwC's reputation, understanding that quality, integrity, inclusion and a commercial mindset are all foundational to our success. You create a healthy working environment while maximising client satisfaction. You cultivate the potential in others and actively team across the PwC Network, understanding tradeoffs, and leveraging our collective strength. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Lead in line with our values and brand. Develop new ideas, solutions, and structures; drive thought leadership. Solve problems by exploring multiple angles and using creativity, encouraging others to do the same. Balance long-term, short-term, detail-oriented, and big picture thinking. Make strategic choices and drive change by addressing system-level enablers. Promote technological advances, creating an environment where people and technology thrive together. Identify gaps in the market and convert opportunities to success for the Firm. Adhere to and enforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance) the Firm's code of conduct, and independence requirements. The Opportunity As part of the Finance Function Strategy team, you will assess clients' Finance function and provide recommendations that improve the effectiveness and efficiency of its operations. As a Director, you will serve as a strategic advisor, working alongside CFOs and Controllers, to address complex challenges and recommend innovative solutions for improved financial results, streamlined services, timely and accurate reporting, and management of risk and control. You will evaluate every aspect from financial planning to transaction processing, treasury management, capital efficiency as well as analysis and reporting. Responsibilities Conduct detailed analysis of clients' key performance indicators, business processes, and systems to identify areas of improvement focused on treasury, financial reporting, accounting, financial planning and budgeting, capital management, risk and controls Assist companies in achieving strategic goals and addressing multi-layered challenges through Finance strategy and operations Support business development activities, including proposal development and client presentations to promote PwC's Finance Function Strategy services and expand the client base What You Must Have Bachelor's Degree At least 9 years of experience What Sets You Apart Preferred field(s) of study: Accounting & Finance, Finance, Finance & Technology, Information Technology, Data Processing/Analytics/Science preferred Certified Public Accountant, Certified Treasury Professional or Chartered Financial Analyst preferred Demonstrating in-depth knowledge of the end-to-end value chain of Finance processes and technology Developing and reviewing financial models, business cases, and benchmarking analyses Working with ambiguity while addressing the clients' needs and delivering top-level results Analyzing complex data using large data sets and turning them into meaningful insights Driving innovation, sharing insights and contributing to thought leadership Showcasing proven communication skills and ability to present cogently Possessing proven analytical skills to quickly grasp and apply analytical frameworks to both qualitative/quantitative evidence Creating a positive team environment while meeting client expectations Leveraging digital technologies and the impact on Finance including analytical tools (e.g. OneSource, Anaplan, Workiva, Blackline, Alteryx, PowerBi, Tableau, RPA technologies, machine learning, and generative Artificial Intelligence) Travel Requirements Up to 40% 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: $155,000 - $410,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. 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 1 week ago

Oaktree Capital Management logo

Assistant Vice President, Corporate Finance Attorney - Global Private Debt

Oaktree Capital ManagementNew York, NY

$200,000 - $225,000 / year

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Job Description

Our Company

Oaktree is a leader among global investment managers specializing in alternative investments, with over $200 billion in assets under management. The firm emphasizes an opportunistic, value-oriented and risk-controlled approach to investments in credit, private equity, real assets and listed equities. The firm has over 1400 employees and offices in 25 cities worldwide.

We are committed to cultivating an environment that is collaborative, curious, inclusive and honors diversity of thought. Providing training and career development opportunities and emphasizing strong support for our local communities through philanthropic initiatives are essential to our culture.

www.oaktreecapital.com.

Responsibilities

Responsibilities include:

  • Provide corporate finance legal advice and support, including working with outside counsel, senior officers and investment professionals within Oaktree's Global Private Debt strategy
  • Negotiate and execute portfolio company investments alongside other members of the deal team, primarily in credit-based investments
  • Assist with preparing, reviewing and negotiating all loan documentation, including, financing grids, commitment papers, letters of intent, term sheets, credit agreements, intercreditor agreements and all ancillary agreements and deliverables
  • Negotiate and execute amendments, post-closing deliverables and other necessary items throughout the life of the investment alongside other members of the deal team
  • Assist deal team with closing portfolio company investments, including working closely with Operations, Accounting and Tax
  • Research and review new market trends in private credit, secondary market trading, and cross-boarder transactions
  • Participate in cross-departmental initiatives to design and implement firm-wide procedures
  • Support deal-related counterparty KYC requirements and inbound KYC requests
  • Provide support on other transactional matters and special projects

Qualifications

  • 2-3+ years of legal experience at an Am Law 100 law firm with an emphasis on finance and experience with sponsor lending, non-sponsor lending and syndicated facilities. Experience with life science lending, mezzanine lending, cross-boarder transactions, and English law credit facilities as well as exposure to asset management, investment funds and other corporate transactional work is a plus.
  • Familiarity with and ability to review, revise and draft credit agreements, security agreements, term sheets, letters of intent, commitment papers, and ancillary deal documents is required.
  • Exceptional writing, drafting and communication skills are mandatory.
  • Proven capability in analyzing complex data, evaluating information and drawing logical conclusions and demonstrated ability to identify key issues.
  • Track record in planning and project management and in maintaining composure under pressure while meeting deadlines.

Personal Attributes

  • High level of integrity and professionalism.
  • Highly organized and detail oriented.
  • Excellent communication and interpersonal skills.
  • Ability to multi-task and prioritize deliverables.
  • Ability to resolve stressful situations in a professional manner.
  • Able to work in a collaborative manner with other members of the investment team, other investment groups, and other global staff in Legal and Compliance, Tax, Accounting and other departments.
  • Exercise good business judgment and aware of when issues need to be escalated.

Education

Bachelor's degree required and a law degree is required.

Base Salary Range

$200,000 - $225,000

In addition to a competitive base salary, you will be eligible to receive discretionary bonus incentives, a comprehensive benefits package and a flexible work arrangement. The base salary offered will be commensurate with experience and/or qualifications, industry knowledge and expertise, as well as prior training and education.

Equal Opportunity Employment Policy

Oaktree is committed to diversity and to equal opportunity employment. Oaktree does not make employment decisions on the basis of race, creed, color, ethnicity, national origin, citizenship, religion, sex, sexual orientation, gender identity, gender expression, age, past or present physical or mental disability, HIV status, medical condition as defined by state law (genetic characteristics or cancer), pregnancy, childbirth and related medical conditions, veteran status, military service, marital status, familial status, genetic information, domestic violence victim status or any other classification protected by applicable federal, state and local laws and ordinances. This policy applies to hiring, placement, internal promotions, training, opportunities for advancement, recruitment advertising, transfers, demotions, layoffs, terminations, recruitment advertising, rates of pay and other forms of compensation and all other terms, conditions and privileges of employment. This policy applies to all Oaktree applicants, employees, clients, and contractors. Staff members wishing to report violations or suspected violations of this policy should contact the head of their department or Human Resources.

Equal Opportunity Employment Policy

Oaktree is committed to diversity and to equal opportunity employment. Oaktree does not make employment decisions on the basis of race, creed, color, ethnicity, national origin, citizenship, religion, sex, sexual orientation, gender identity, gender expression, age, past or present physical or mental disability, HIV status, medical condition as defined by state law (genetic characteristics or cancer), pregnancy, childbirth and related medical conditions, veteran status, military service, marital status, familial status, genetic information, domestic violence victim status or any other classification protected by applicable federal, state and local laws and ordinances. This policy applies to hiring, placement, internal promotions, training, opportunities for advancement, recruitment advertising, transfers, demotions, layoffs, terminations, recruitment advertising, rates of pay and other forms of compensation and all other terms, conditions and privileges of employment. This policy applies to all Oaktree applicants, employees, clients, and contractors. Staff members wishing to report violations or suspected violations of this policy should contact the head of their department or Human Resources.

For positions based in Los Angeles

For those applying for a position in the city of Los Angeles, the firm will consider for employment qualified applicants with a criminal history in a manner consistent with applicable federal, state and local law.

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