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Assurance Senior Associate - Non-Profit-logo
EisnerAmperDallas, TX
Job Description At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you need to succeed and the autonomy to reach your goals. We are seeking a Senior Associate to join the Non-Profit Assurance practice, able to sit in a number of our offices. We are seeking someone who thrives in a growing environment and providing clients with exceptional services. What it Means to Work for EisnerAmper: You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry You will have the flexibility to manage your days in support of our commitment to work/life balance You will join a culture that has received multiple top "Places to Work" awards We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions We understand that embracing our differences is what unites us as a team and strengthens our foundation Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work What Work You Will be Responsible For: Prepare budgets for each engagement Run client engagements including pre-audit planning Review client accounting, operating procedures and systems of internal control Conduct audit tests to verify fair representation of client financial statements Document workpapers and develop accounting worksheets Perform research on technical issues Review staff prepared workpapers and programs Identify issues and propose appropriate solutions Keep manager/partner informed on status of job Communicate with client in order to complete the audit in a timely and efficient manner Supervise, train and mentor staff during engagement Assess performance of staff for engagement evaluations Basic Qualifications: Bachelor's degree in Accounting or equivalent field is required 2+ years of audit and/or assurance experience Experience with not-for-profit clients Preferred/Desired Qualifications: CPA or parts passed towards completion Master's degree in Accounting or equivalent field EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state, or local law About Our Assurance Team: In the EisnerAmper Assurance Group, we're transforming the traditional reputation of auditing. By operating on the core tenets of profound trust, professional integrity, and consistent results, we strive to create lasting partnerships with our clients based on solutions rather than simply identifying issues in their financial statements. To stay up to date with evolving industry processes and regulations, we place a heavy emphasis on continued education and the consistent adoption of new technologies. This enables us to effectively innovate, grow as individuals, and provide faster, more accurate solutions and due diligence for our partners. Acting as a trusted third party to our clients, we provide solutions that create assurance and peace of mind. Because we understand trust comes with time, we define success by the relationships we create and foster. We act as a trusted business advisor every step of the way, from a client's first financial report to their close of business. About EisnerAmper: EisnerAmper is one of the largest accounting, tax, and business advisory firms, with approximately 450 partners and 4,500 employees across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow. Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers, and investors who serve these clients. Should you need any accommodations to complete this application please email: talentacquisition@eisneramper.com For Minnesota, the expected salary range for this position is between $80,000 - $107,000 USD Annual. The range for the position in other geographies may vary based on market differences. The actual compensation will be determined based on experience and other factors permitted by law. #LI-Hybrid #LI-MC1 Preferred Location: New York For NYC and California, the expected salary range for this position is between 80000 and 115000 The range for the position in other geographies may vary based on market differences. The actual compensation will be determined based on experience and other factors permitted by law.

Posted 30+ days ago

Tax Senior Associate Or Supervisor - Not For Profit-logo
WeaverMidland, TX
The Weaver Experience Weaver is a full-service national accounting, advisory and consulting firm with opportunities for professionals in many different fields. We seek to bring a human element to the world of accounting, which includes creating a diverse, collaborative, and entrepreneurial workplace culture. Our leaders truly care about the well-being of all our employees and encourage them to pursue their ambitions. While our business is based in numbers, our success is truly based on people. It's why we commit to supporting our people not just in their professional growth, but also in their ability to lead balanced, integrated lives. At the foundation of that commitment are our core values. Weaver's core values were created specifically to empower our people to deliver extraordinary service and be their best selves. Our goal is to balance high development with high performance in order to meet the long-term goals of each individual, team, and our firm. Learn more about our services, industry experience and culture at weaver.com. Position Profile Weaver is looking for talented Tax professionals at the Senior Associate level to join our growing firm! We serve a variety of tax-exempt and non-profit clients in multiple industries from healthcare, education, community outreach as well as many others. Our clients range from large, national level organizations to smaller local entities and everything in between. A Weaver Senior Associate is a team player who exhibits initiative, accepts responsibility, communicates effectively, and manages multiple concurrent assignments of varying sizes and complexity. This individual has the opportunity to assist and mentor less experienced teammates. Weaver employees enjoy flexibility, meaningful and diverse client work, a supportive and innovative work environment and many more benefits. Education and Skills Bachelor's degree in Accounting or related field Master's degree in Accounting or related field preferred CPA candidate required, CPA strongly preferred 2+ years of public accounting experience, industry experience, or a combination of both Experience preparing federal tax returns for non-profit entities including Forms 990, 990-EZ, 990-PF, and 990-T Excellent written and verbal communications skills Team orientation and strong interpersonal skills Weaver Benefits: At Weaver, our most valuable resource is our people. We take the time to evaluate our employees' wants and needs and invest our resources accordingly. Weaver offers competitive health benefits, such as medical, dental, vision, disability, life insurance, and a 401(k) plan. Further, we support our employees by offering flexible scheduled time off (STO), minimum of 56 hours of sick and safe leave, 11 holidays, and 2 scheduled recharge days! Learn more here - Weaver benefits. We also offer in-house CPE and learning opportunities through our internal Learning & Development department. Our multi-faceted internal learning program including technical improvement, practice development, management/leadership training, and whole-life growth. Our goal is to balance both high development with high performance to meet the long-term goals of each individual, team, and our firm. People are our formula! At Weaver, we recognize that everyone brings different strengths, backgrounds, and working styles to our team. We cultivate a safe and inclusive work environment that celebrates each individual's unique qualities through visibility, progression, advocacy, and support. We are proudly an equal opportunity employer. What's next? Interested applicants should apply directly to the job posting. You may apply to multiple roles. Be sure to upload your most recent resume and ensure that it is attached to your application. By registering, you are only activating an account and creating a presence. Please apply directly to a position of interest. You will receive a confirmation email after completing an application for a role. After reviewing your application, a friendly Weaver Recruiter will contact you soon and walk you through the hiring process. Thank you for exploring a career with us. We look forward to meeting you! Currently, we are not accepting resume submissions from third-party staffing agencies for this role. This role is Employee Referral Program eligible.

Posted 30+ days ago

C
CNA Financial Corp.Louisville, KY
You have a clear vision of where your career can go. And we have the leadership to help you get there. At CNA, we strive to create a culture in which people know they matter and are part of something important, ensuring the abilities of all employees are used to their fullest potential. CNA is one of the premier providers of professional liability insurance. CNA Financial Lines has an opening for a Complex Claims Consultant handling Private D&O, Fiduciary and Employment Practice Liability (EPL) Claims. This individual will work with insureds, attorneys and brokers regarding the handling and/or disposition of mid to high severity claims. This individual will investigate claims, coordinate discovery, and team with defense counsel on litigation strategy. This individual will be able to utilize claims policies and guidelines, review coverage, determine liability and damages, set financial reserves, secure information to negotiate and settle claims, and present claims to leadership, as needed. Critical to success in this role is the ability to be highly organized, independently motivated and responsive/communicative. CNA offers a hybrid work environment in one of the following locations: Chicago, Glastonbury, Lake Mary, Wyomissing, NYC area preferred, but candidates near any CNA location will be considered. JOB DESCRIPTION: Essential Duties & Responsibilities Performs a combination of duties in accordance with departmental guidelines: Manages an inventory of highly complex Financial Lines claims, with large exposures that require a high degree of specialized technical expertise and coordination, by following company protocols to verify policy coverage, conduct investigations, develop and employ resolution strategies, and authorize disbursements within authority limits. Ensures exceptional customer service by managing all aspects of the claim, interacting professionally and effectively, achieving quality and cycle time standards, providing timely updates and responding promptly to inquiries and requests for information. Verifies coverage and establishes timely and adequate reserves by reviewing and interpreting policy language and partnering with coverage counsel on more complex matters, estimating potential claim valuation, and following company's claim handling protocols. Leads focused investigation to determine compensability, liability and covered damages by gathering pertinent information, such as contracts or other documents, taking recorded statements from customers, claimants, injured workers, witnesses, and working with experts, or other parties, as necessary to verify the facts of the claim. Resolves claims by collaborating with internal and external business partners to develop, own and execute a claim resolution strategy, that includes management of timely and adequate reserves, collaborating with coverage experts, negotiating complex settlements, partnering with counsel to manage complex litigation and authorizing payments within scope of authority. Establishes and manages claim budgets by achieving timely claim resolution, selecting and actively overseeing appropriate resources, authorizing expense payments and delivering high quality service in an efficient manner. Realizes and addresses subrogation/salvage opportunities or potential fraud occurrences by evaluating the facts of the claim and making referrals to appropriate Claim, Recovery or SIU resources for further investigation. Achieves quality standards by appropriately managing each claim to ensure that all company protocols are followed, work is accurate and timely, all files are properly documented and claims are resolved and paid timely. Keeps senior leadership informed of significant risks and losses by completing loss summaries, identifying claims to include on oversight/watch lists, and preparing and presenting succinct summaries to senior management. Maintains subject matter expertise and ensures compliance with state/local regulatory requirements by following company guidelines, and staying current on commercial insurance laws, regulations or trends for line of business. Mentors, guides, develops and delivers training to less experienced Claim Professionals. May perform additional duties as assigned. Reporting Relationship Typically Director or above Skills, Knowledge & Abilities Thorough knowledge of the commercial insurance industry, products, policy language, coverage, and claim practices. Strong communication and presentation skills both verbal and written, including the ability to communicate business and technical information clearly. Demonstrated analytical and investigative mindset with critical thinking skills and ability to make sound business decisions, and to effectively evaluate and resolve ambiguous, complex and challenging business problems. Strong work ethic, with demonstrated time management and organizational skills. Ability to work in a fast-paced environment at high levels of productivity. Demonstrated ability to negotiate complex settlements. Experience interpreting complex specialty insurance policies and coverage. Ability to manage multiple and shifting priorities in a fast-paced and challenging environment. Knowledge of Microsoft Office Suite and ability to learn business-related software. Demonstrated ability to value diverse opinions and ideas. Education & Experience Bachelor's Degree or equivalent experience; JD preferred. Typically a minimum of five to seven years of relevant experience, preferably in claim handling #LI-CP1 #LI-Hybrid In certain jurisdictions, CNA is legally required to include a reasonable estimate of the compensation for this role. In District of Columbia, California, Colorado, Connecticut, Illinois, Maryland, Massachusetts, New York and Washington, the national base pay range for this job level is $72,000 to $141,000 annually. Salary determinations are based on various factors, including but not limited to, relevant work experience, skills, certifications and location. CNA offers a comprehensive and competitive benefits package to help our employees - and their family members - achieve their physical, financial, emotional and social wellbeing goals. For a detailed look at CNA's benefits, please visit cnabenefits.com. CNA is committed to providing reasonable accommodations to qualified individuals with disabilities in the recruitment process. To request an accommodation, please contact leaveadministration@cna.com.

Posted 1 week ago

Tax Senior Associate Or Supervisor - Not For Profit-logo
WeaverFort Worth, TX
The Weaver Experience Weaver is a full-service national accounting, advisory and consulting firm with opportunities for professionals in many different fields. We seek to bring a human element to the world of accounting, which includes creating a diverse, collaborative, and entrepreneurial workplace culture. Our leaders truly care about the well-being of all our employees and encourage them to pursue their ambitions. While our business is based in numbers, our success is truly based on people. It's why we commit to supporting our people not just in their professional growth, but also in their ability to lead balanced, integrated lives. At the foundation of that commitment are our core values. Weaver's core values were created specifically to empower our people to deliver extraordinary service and be their best selves. Our goal is to balance high development with high performance in order to meet the long-term goals of each individual, team, and our firm. Learn more about our services, industry experience and culture at weaver.com. Position Profile Weaver is looking for talented Tax professionals at the Senior Associate level to join our growing firm! We serve a variety of tax-exempt and non-profit clients in multiple industries from healthcare, education, community outreach as well as many others. Our clients range from large, national level organizations to smaller local entities and everything in between. A Weaver Senior Associate is a team player who exhibits initiative, accepts responsibility, communicates effectively, and manages multiple concurrent assignments of varying sizes and complexity. This individual has the opportunity to assist and mentor less experienced teammates. Weaver employees enjoy flexibility, meaningful and diverse client work, a supportive and innovative work environment and many more benefits. Education and Skills Bachelor's degree in Accounting or related field Master's degree in Accounting or related field preferred CPA candidate required, CPA strongly preferred 2+ years of public accounting experience, industry experience, or a combination of both Experience preparing federal tax returns for non-profit entities including Forms 990, 990-EZ, 990-PF, and 990-T Excellent written and verbal communications skills Team orientation and strong interpersonal skills Weaver Benefits: At Weaver, our most valuable resource is our people. We take the time to evaluate our employees' wants and needs and invest our resources accordingly. Weaver offers competitive health benefits, such as medical, dental, vision, disability, life insurance, and a 401(k) plan. Further, we support our employees by offering flexible scheduled time off (STO), minimum of 56 hours of sick and safe leave, 11 holidays, and 2 scheduled recharge days! Learn more here - Weaver benefits. We also offer in-house CPE and learning opportunities through our internal Learning & Development department. Our multi-faceted internal learning program including technical improvement, practice development, management/leadership training, and whole-life growth. Our goal is to balance both high development with high performance to meet the long-term goals of each individual, team, and our firm. People are our formula! At Weaver, we recognize that everyone brings different strengths, backgrounds, and working styles to our team. We cultivate a safe and inclusive work environment that celebrates each individual's unique qualities through visibility, progression, advocacy, and support. We are proudly an equal opportunity employer. What's next? Interested applicants should apply directly to the job posting. You may apply to multiple roles. Be sure to upload your most recent resume and ensure that it is attached to your application. By registering, you are only activating an account and creating a presence. Please apply directly to a position of interest. You will receive a confirmation email after completing an application for a role. After reviewing your application, a friendly Weaver Recruiter will contact you soon and walk you through the hiring process. Thank you for exploring a career with us. We look forward to meeting you! Currently, we are not accepting resume submissions from third-party staffing agencies for this role. This role is Employee Referral Program eligible.

Posted 30+ days ago

C
CNA Financial Corp.Glastonbury, CT
You have a clear vision of where your career can go. And we have the leadership to help you get there. At CNA, we strive to create a culture in which people know they matter and are part of something important, ensuring the abilities of all employees are used to their fullest potential. This is a Complex Claims Consulting Director position in the Financial Lines Claim team. The individual in this position will primarily focus on complex, high severity Private and Not-For-Profit D&O, Fiduciary and Employment Practices Liability. Ideally, the candidate will have a minimum of ten years of relevant experience, preferably in Financial Lines claims. The individual in this position will have responsibility for handling a pending of approximately 100 of the unit's highest severity matters at any given time. The individual in this role will collaborate closely with our internal partners on claim trends including new and renewal business with clients and brokers. As a senior member of the team, this position also requires mentoring of junior team members including assistance analyzing and formulating strategies on complex files. JOB DESCRIPTION: Essential Duties & Responsibilities: Manages an inventory of high severity and complexity claims (Private & Not-For-Profit D&O, Fiduciary and EPL) by following company protocols to manage and oversee all aspects of the claim handling, including coverage determinations, investigations, and resolution strategies which may include pursuit of risk transfer, extensive negotiations and complex litigation management. Ensures exceptional customer service by driving continuous improvements for all aspects of the claim/account, providing professional and timely claims services, and achieving quality and cycle time standards. Verifies coverage, sets and manages timely and adequate reserves by reviewing and interpreting policy language and partnering with coverage counsel as needed, estimating potential claim valuation, and following company's claim handling protocols. Leads all activities involved with a focused investigation to determine compensability, liability and covered damages by gathering pertinent information, documenting statements from customers/ claimants, and working with experts, or other parties, as necessary to verify the facts of the claim. Drives the resolution of claims by collaborating with internal and external business partners to develop, own and execute a claim resolution strategy, that includes management of timely and adequate reserves, collaborating with coverage experts, negotiating complex settlements, partnering with counsel to manage complex litigation and authorizing payments within scope of authority. Establishes and manages significant claim budgets by identifying, selecting and actively managing appropriate resources, delivering high quality services, and coordinating all efforts leading to timely resolution of the claim/accounts. Discovers and addresses subrogation/salvage opportunities or potential fraud occurrences by evaluating the facts of the claim and making appropriate referrals to appropriate Claim, Recovery or SIU resources for further investigation. Achieves quality standards by effectively managing each claim to ensure that all company protocols are followed, work is accurate and timely, all files are properly documented and claims are resolved and paid timely. Prepares and presents high profile, complex information to senior leadership, customers, counsel, and others by effectively identifying high profile matters, developing executive loss summaries, coordinating and communicating resolution strategies and sharing relevant current events and case law. Maintains subject matter expertise and ensures compliance with state/local regulatory requirements by following company guidelines, and staying current on commercial insurance laws, regulations or trends for the specialized line of business, and may represent company in industry trade groups or other important events. Mentors, guides, develops and delivers training to less experienced Claim Professionals and may assist with special projects as needed. May perform additional duties as assigned. Reporting Relationship Typically Director or above Skills, Knowledge & Abilities Senior knowledge of insurance industry, products, policy language, coverage, and claim practices. Excellent verbal and written communication skills with the ability to develop collaborative working relationships, articulate very complex claim facts, analysis and recommendations in a concise manner to senior management, as well as with external business partners and customers. Demonstrated analytical and investigative mindset with critical thinking skills and ability to make sound business decisions, and to effectively evaluate and resolve ambiguous, complex and challenging business problems. Extensive experience in leading complex negotiations, as well as developing and implementing resolution strategies. Strong work ethic, with demonstrated time management, organizational skills, and an ability to work independently in a fast-paced environment. Ability to drive results by taking a proactive long-term view of business goals and objectives. Extensive experience interpreting commercial insurance policies and coverage. Ability to partner with internal resources, oversee/manage outside counsel, and collaborate with other carriers. Ability to lead multiple and shifting priorities in a fast-paced and challenging environment. Knowledge of Microsoft Office Suite and ability to learn business-related software. Demonstrated ability to value diverse opinions and ideas. Education & Experience: Juris Doctorate preferred. Typically a minimum ten years of insurance experience, with line of business experience preferred. Must have or be able to obtain and maintain an Insurance Adjuster License within 90 days of hire, where applicable. Advanced negotiation experience. #LI-CP1 #LI-Hybrid In certain jurisdictions, CNA is legally required to include a reasonable estimate of the compensation for this role. In District of Columbia, California, Colorado, Connecticut, Illinois, Maryland, Massachusetts, New York and Washington, the national base pay range for this job level is $97,000 to $189,000 annually. Salary determinations are based on various factors, including but not limited to, relevant work experience, skills, certifications and location. CNA offers a comprehensive and competitive benefits package to help our employees - and their family members - achieve their physical, financial, emotional and social wellbeing goals. For a detailed look at CNA's benefits, please visit cnabenefits.com. CNA is committed to providing reasonable accommodations to qualified individuals with disabilities in the recruitment process. To request an accommodation, please contact leaveadministration@cna.com.

Posted 1 week ago

Not-For-Profit Audit Manager-logo
RKL eSolutionsReading, PA
The Audit Manager oversees the audit process while helping clients solve complex business issues from strategy to execution. They provide valuable insights in managing risk and improving business performance and overall financial reporting processes. They are responsible for team members' professional development and coaching. The Audit Manager is heavily involved in new and existing client business development and community involvement activities. They provide exceptional client service as a trusted business advisor. Success Factors Responsibilities Lead and supervise the execution of audit engagements of clients across multiple industries Review and audit business transaction cycles such as treasury, revenues, purchases, payroll, and capital expenditures Collaborate to plan engagement objectives and an audit strategy that complies with professional standards and appropriately addresses risk Understand the scope of the engagement and provide input on client retention and fee structure Participate in the presentation of client financial statements and audit results to those responsible with client oversight Visit client onsite for required audits and/or other financial inquiries as needed Answer client calls and emails in a timely manner and with a solution-oriented approach Provide quality service in a timely and coordinated manner Research accounting and auditing issues lever available audit technology Read prior year financial statements and client website and actively seek out information from team members to gain understanding of client business and industry Proactively inform engagement team of work status and request information from client as needed Ensure client deliverables are met within expectations and set deadlines Identify and introduce other firm services based on client needs and discovered opportunities Supervise team members on engagements and provide guidance on an ongoing basis; as well as actively communicate with engagement Partners Lead in business development and community activities to help identify and research opportunities on new and existing clients Keep up to date with local and national business and economic issues Participate in continuous learning activities and utilize active research to improve and develop technical expertise; apply learned concepts Collaborate with leader to identify opportunities for efficiencies and proactive engagement management People Management/Relationships Take initiative to be a team lead (proactively seek opportunities to help others) Treat everyone with respect Develop loyalty and trust within the team Successfully adapt to different personalities and working styles Proactively and effectively communicate information regarding status issues to team members Hold self and others accountable for assigned work; seek and provide continuous feedback to learn and develop in role; be open to new ideas and suggestions Qualification To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. Required Skills Excellent organization skills and strong attention to detail Strong leadership and coaching skills Multitasker with the ability to prioritize work accordingly Excellent verbal and written communication skills with strong client service focus Strong analytical and interpersonal skills Ability to work autonomously under the pressure of tight deadlines and multiple priorities Demonstrated ability to take the lead on client engagements and develop new and existing business Working knowledge of Microsoft Office suite products and technologically-savvy Self-motivated and willing to enhance accounting and advisory knowledge Education, Experience and Certifications Bachelor's degree in Accounting CPA certification preferred 5+ years' experience in preparation of financial statements and applied working knowledge of US GAAP preferred Prior experience in coaching and training accounting professionals required Essential Functions Regularly required to perform manual tasks, concentrate, think, learn, communicate, sit, stand, walk, use hands and fingers, grasp, handle or feel objects, reach with arms, talk and hear Must be able to remain in a stationary position as needed The person in this position needs to occasionally move about inside the office and on site at client locations, stoop, kneel, crouch, push and pull Vision abilities required include close vision, distance vision and the ability to adjust focus. Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer Ability to communicate in a professional manner and exchange information with internal and external actors as needed Ability to lift/carry up to 20 pounds Ability to work outside of normal business hours and weekends as needed Ability to travel to local and non-local clients and events as needed, overnight travel may be required This job description is subject to change at any time and employee will be given additional responsibilities as assigned Salary Range: $100,000 - $120,000

Posted 30+ days ago

C
CNA Financial Corp.Atlanta, GA
You have a clear vision of where your career can go. And we have the leadership to help you get there. At CNA, we strive to create a culture in which people know they matter and are part of something important, ensuring the abilities of all employees are used to their fullest potential. This is a Complex Claims Consulting Director position in the Financial Lines Claim team. The individual in this position will primarily focus on complex, high severity Private and Not-For-Profit D&O, Fiduciary and Employment Practices Liability. Ideally, the candidate will have a minimum of ten years of relevant experience, preferably in Financial Lines claims. The individual in this position will have responsibility for handling a pending of approximately 100 of the unit's highest severity matters at any given time. The individual in this role will collaborate closely with our internal partners on claim trends including new and renewal business with clients and brokers. As a senior member of the team, this position also requires mentoring of junior team members including assistance analyzing and formulating strategies on complex files. JOB DESCRIPTION: Essential Duties & Responsibilities: Manages an inventory of high severity and complexity claims (Private & Not-For-Profit D&O, Fiduciary and EPL) by following company protocols to manage and oversee all aspects of the claim handling, including coverage determinations, investigations, and resolution strategies which may include pursuit of risk transfer, extensive negotiations and complex litigation management. Ensures exceptional customer service by driving continuous improvements for all aspects of the claim/account, providing professional and timely claims services, and achieving quality and cycle time standards. Verifies coverage, sets and manages timely and adequate reserves by reviewing and interpreting policy language and partnering with coverage counsel as needed, estimating potential claim valuation, and following company's claim handling protocols. Leads all activities involved with a focused investigation to determine compensability, liability and covered damages by gathering pertinent information, documenting statements from customers/ claimants, and working with experts, or other parties, as necessary to verify the facts of the claim. Drives the resolution of claims by collaborating with internal and external business partners to develop, own and execute a claim resolution strategy, that includes management of timely and adequate reserves, collaborating with coverage experts, negotiating complex settlements, partnering with counsel to manage complex litigation and authorizing payments within scope of authority. Establishes and manages significant claim budgets by identifying, selecting and actively managing appropriate resources, delivering high quality services, and coordinating all efforts leading to timely resolution of the claim/accounts. Discovers and addresses subrogation/salvage opportunities or potential fraud occurrences by evaluating the facts of the claim and making appropriate referrals to appropriate Claim, Recovery or SIU resources for further investigation. Achieves quality standards by effectively managing each claim to ensure that all company protocols are followed, work is accurate and timely, all files are properly documented and claims are resolved and paid timely. Prepares and presents high profile, complex information to senior leadership, customers, counsel, and others by effectively identifying high profile matters, developing executive loss summaries, coordinating and communicating resolution strategies and sharing relevant current events and case law. Maintains subject matter expertise and ensures compliance with state/local regulatory requirements by following company guidelines, and staying current on commercial insurance laws, regulations or trends for the specialized line of business, and may represent company in industry trade groups or other important events. Mentors, guides, develops and delivers training to less experienced Claim Professionals and may assist with special projects as needed. May perform additional duties as assigned. Reporting Relationship Typically Director or above Skills, Knowledge & Abilities Senior knowledge of insurance industry, products, policy language, coverage, and claim practices. Excellent verbal and written communication skills with the ability to develop collaborative working relationships, articulate very complex claim facts, analysis and recommendations in a concise manner to senior management, as well as with external business partners and customers. Demonstrated analytical and investigative mindset with critical thinking skills and ability to make sound business decisions, and to effectively evaluate and resolve ambiguous, complex and challenging business problems. Extensive experience in leading complex negotiations, as well as developing and implementing resolution strategies. Strong work ethic, with demonstrated time management, organizational skills, and an ability to work independently in a fast-paced environment. Ability to drive results by taking a proactive long-term view of business goals and objectives. Extensive experience interpreting commercial insurance policies and coverage. Ability to partner with internal resources, oversee/manage outside counsel, and collaborate with other carriers. Ability to lead multiple and shifting priorities in a fast-paced and challenging environment. Knowledge of Microsoft Office Suite and ability to learn business-related software. Demonstrated ability to value diverse opinions and ideas. Education & Experience: Juris Doctorate preferred. Typically a minimum ten years of insurance experience, with line of business experience preferred. Must have or be able to obtain and maintain an Insurance Adjuster License within 90 days of hire, where applicable. Advanced negotiation experience. #LI-CP1 #LI-Hybrid In certain jurisdictions, CNA is legally required to include a reasonable estimate of the compensation for this role. In District of Columbia, California, Colorado, Connecticut, Illinois, Maryland, Massachusetts, New York and Washington, the national base pay range for this job level is $97,000 to $189,000 annually. Salary determinations are based on various factors, including but not limited to, relevant work experience, skills, certifications and location. CNA offers a comprehensive and competitive benefits package to help our employees - and their family members - achieve their physical, financial, emotional and social wellbeing goals. For a detailed look at CNA's benefits, please visit cnabenefits.com. CNA is committed to providing reasonable accommodations to qualified individuals with disabilities in the recruitment process. To request an accommodation, please contact leaveadministration@cna.com.

Posted 1 week ago

C
CNA Financial Corp.Wauwatosa, WI
You have a clear vision of where your career can go. And we have the leadership to help you get there. At CNA, we strive to create a culture in which people know they matter and are part of something important, ensuring the abilities of all employees are used to their fullest potential. This is a Complex Claims Consulting Director position in the Financial Lines Claim team. The individual in this position will primarily focus on complex, high severity Private and Not-For-Profit D&O, Fiduciary and Employment Practices Liability. Ideally, the candidate will have a minimum of ten years of relevant experience, preferably in Financial Lines claims. The individual in this position will have responsibility for handling a pending of approximately 100 of the unit's highest severity matters at any given time. The individual in this role will collaborate closely with our internal partners on claim trends including new and renewal business with clients and brokers. As a senior member of the team, this position also requires mentoring of junior team members including assistance analyzing and formulating strategies on complex files. JOB DESCRIPTION: Essential Duties & Responsibilities: Manages an inventory of high severity and complexity claims (Private & Not-For-Profit D&O, Fiduciary and EPL) by following company protocols to manage and oversee all aspects of the claim handling, including coverage determinations, investigations, and resolution strategies which may include pursuit of risk transfer, extensive negotiations and complex litigation management. Ensures exceptional customer service by driving continuous improvements for all aspects of the claim/account, providing professional and timely claims services, and achieving quality and cycle time standards. Verifies coverage, sets and manages timely and adequate reserves by reviewing and interpreting policy language and partnering with coverage counsel as needed, estimating potential claim valuation, and following company's claim handling protocols. Leads all activities involved with a focused investigation to determine compensability, liability and covered damages by gathering pertinent information, documenting statements from customers/ claimants, and working with experts, or other parties, as necessary to verify the facts of the claim. Drives the resolution of claims by collaborating with internal and external business partners to develop, own and execute a claim resolution strategy, that includes management of timely and adequate reserves, collaborating with coverage experts, negotiating complex settlements, partnering with counsel to manage complex litigation and authorizing payments within scope of authority. Establishes and manages significant claim budgets by identifying, selecting and actively managing appropriate resources, delivering high quality services, and coordinating all efforts leading to timely resolution of the claim/accounts. Discovers and addresses subrogation/salvage opportunities or potential fraud occurrences by evaluating the facts of the claim and making appropriate referrals to appropriate Claim, Recovery or SIU resources for further investigation. Achieves quality standards by effectively managing each claim to ensure that all company protocols are followed, work is accurate and timely, all files are properly documented and claims are resolved and paid timely. Prepares and presents high profile, complex information to senior leadership, customers, counsel, and others by effectively identifying high profile matters, developing executive loss summaries, coordinating and communicating resolution strategies and sharing relevant current events and case law. Maintains subject matter expertise and ensures compliance with state/local regulatory requirements by following company guidelines, and staying current on commercial insurance laws, regulations or trends for the specialized line of business, and may represent company in industry trade groups or other important events. Mentors, guides, develops and delivers training to less experienced Claim Professionals and may assist with special projects as needed. May perform additional duties as assigned. Reporting Relationship Typically Director or above Skills, Knowledge & Abilities Senior knowledge of insurance industry, products, policy language, coverage, and claim practices. Excellent verbal and written communication skills with the ability to develop collaborative working relationships, articulate very complex claim facts, analysis and recommendations in a concise manner to senior management, as well as with external business partners and customers. Demonstrated analytical and investigative mindset with critical thinking skills and ability to make sound business decisions, and to effectively evaluate and resolve ambiguous, complex and challenging business problems. Extensive experience in leading complex negotiations, as well as developing and implementing resolution strategies. Strong work ethic, with demonstrated time management, organizational skills, and an ability to work independently in a fast-paced environment. Ability to drive results by taking a proactive long-term view of business goals and objectives. Extensive experience interpreting commercial insurance policies and coverage. Ability to partner with internal resources, oversee/manage outside counsel, and collaborate with other carriers. Ability to lead multiple and shifting priorities in a fast-paced and challenging environment. Knowledge of Microsoft Office Suite and ability to learn business-related software. Demonstrated ability to value diverse opinions and ideas. Education & Experience: Juris Doctorate preferred. Typically a minimum ten years of insurance experience, with line of business experience preferred. Must have or be able to obtain and maintain an Insurance Adjuster License within 90 days of hire, where applicable. Advanced negotiation experience. #LI-CP1 #LI-Hybrid In certain jurisdictions, CNA is legally required to include a reasonable estimate of the compensation for this role. In District of Columbia, California, Colorado, Connecticut, Illinois, Maryland, Massachusetts, New York and Washington, the national base pay range for this job level is $97,000 to $189,000 annually. Salary determinations are based on various factors, including but not limited to, relevant work experience, skills, certifications and location. CNA offers a comprehensive and competitive benefits package to help our employees - and their family members - achieve their physical, financial, emotional and social wellbeing goals. For a detailed look at CNA's benefits, please visit cnabenefits.com. CNA is committed to providing reasonable accommodations to qualified individuals with disabilities in the recruitment process. To request an accommodation, please contact leaveadministration@cna.com.

Posted 1 week ago

C
CNA Financial Corp.Louisville, KY
You have a clear vision of where your career can go. And we have the leadership to help you get there. At CNA, we strive to create a culture in which people know they matter and are part of something important, ensuring the abilities of all employees are used to their fullest potential. This is a Complex Claims Consulting Director position in the Financial Lines Claim team. The individual in this position will primarily focus on complex, high severity Private and Not-For-Profit D&O, Fiduciary and Employment Practices Liability. Ideally, the candidate will have a minimum of ten years of relevant experience, preferably in Financial Lines claims. The individual in this position will have responsibility for handling a pending of approximately 100 of the unit's highest severity matters at any given time. The individual in this role will collaborate closely with our internal partners on claim trends including new and renewal business with clients and brokers. As a senior member of the team, this position also requires mentoring of junior team members including assistance analyzing and formulating strategies on complex files. JOB DESCRIPTION: Essential Duties & Responsibilities: Manages an inventory of high severity and complexity claims (Private & Not-For-Profit D&O, Fiduciary and EPL) by following company protocols to manage and oversee all aspects of the claim handling, including coverage determinations, investigations, and resolution strategies which may include pursuit of risk transfer, extensive negotiations and complex litigation management. Ensures exceptional customer service by driving continuous improvements for all aspects of the claim/account, providing professional and timely claims services, and achieving quality and cycle time standards. Verifies coverage, sets and manages timely and adequate reserves by reviewing and interpreting policy language and partnering with coverage counsel as needed, estimating potential claim valuation, and following company's claim handling protocols. Leads all activities involved with a focused investigation to determine compensability, liability and covered damages by gathering pertinent information, documenting statements from customers/ claimants, and working with experts, or other parties, as necessary to verify the facts of the claim. Drives the resolution of claims by collaborating with internal and external business partners to develop, own and execute a claim resolution strategy, that includes management of timely and adequate reserves, collaborating with coverage experts, negotiating complex settlements, partnering with counsel to manage complex litigation and authorizing payments within scope of authority. Establishes and manages significant claim budgets by identifying, selecting and actively managing appropriate resources, delivering high quality services, and coordinating all efforts leading to timely resolution of the claim/accounts. Discovers and addresses subrogation/salvage opportunities or potential fraud occurrences by evaluating the facts of the claim and making appropriate referrals to appropriate Claim, Recovery or SIU resources for further investigation. Achieves quality standards by effectively managing each claim to ensure that all company protocols are followed, work is accurate and timely, all files are properly documented and claims are resolved and paid timely. Prepares and presents high profile, complex information to senior leadership, customers, counsel, and others by effectively identifying high profile matters, developing executive loss summaries, coordinating and communicating resolution strategies and sharing relevant current events and case law. Maintains subject matter expertise and ensures compliance with state/local regulatory requirements by following company guidelines, and staying current on commercial insurance laws, regulations or trends for the specialized line of business, and may represent company in industry trade groups or other important events. Mentors, guides, develops and delivers training to less experienced Claim Professionals and may assist with special projects as needed. May perform additional duties as assigned. Reporting Relationship Typically Director or above Skills, Knowledge & Abilities Senior knowledge of insurance industry, products, policy language, coverage, and claim practices. Excellent verbal and written communication skills with the ability to develop collaborative working relationships, articulate very complex claim facts, analysis and recommendations in a concise manner to senior management, as well as with external business partners and customers. Demonstrated analytical and investigative mindset with critical thinking skills and ability to make sound business decisions, and to effectively evaluate and resolve ambiguous, complex and challenging business problems. Extensive experience in leading complex negotiations, as well as developing and implementing resolution strategies. Strong work ethic, with demonstrated time management, organizational skills, and an ability to work independently in a fast-paced environment. Ability to drive results by taking a proactive long-term view of business goals and objectives. Extensive experience interpreting commercial insurance policies and coverage. Ability to partner with internal resources, oversee/manage outside counsel, and collaborate with other carriers. Ability to lead multiple and shifting priorities in a fast-paced and challenging environment. Knowledge of Microsoft Office Suite and ability to learn business-related software. Demonstrated ability to value diverse opinions and ideas. Education & Experience: Juris Doctorate preferred. Typically a minimum ten years of insurance experience, with line of business experience preferred. Must have or be able to obtain and maintain an Insurance Adjuster License within 90 days of hire, where applicable. Advanced negotiation experience. #LI-CP1 #LI-Hybrid In certain jurisdictions, CNA is legally required to include a reasonable estimate of the compensation for this role. In District of Columbia, California, Colorado, Connecticut, Illinois, Maryland, Massachusetts, New York and Washington, the national base pay range for this job level is $97,000 to $189,000 annually. Salary determinations are based on various factors, including but not limited to, relevant work experience, skills, certifications and location. CNA offers a comprehensive and competitive benefits package to help our employees - and their family members - achieve their physical, financial, emotional and social wellbeing goals. For a detailed look at CNA's benefits, please visit cnabenefits.com. CNA is committed to providing reasonable accommodations to qualified individuals with disabilities in the recruitment process. To request an accommodation, please contact leaveadministration@cna.com.

Posted 1 week ago

C
CNA Financial Corp.Wauwatosa, WI
You have a clear vision of where your career can go. And we have the leadership to help you get there. At CNA, we strive to create a culture in which people know they matter and are part of something important, ensuring the abilities of all employees are used to their fullest potential. CNA is one of the premier providers of professional liability insurance. CNA Financial Lines has an opening for a Complex Claims Consultant handling Private D&O, Fiduciary and Employment Practice Liability (EPL) Claims. This individual will work with insureds, attorneys and brokers regarding the handling and/or disposition of mid to high severity claims. This individual will investigate claims, coordinate discovery, and team with defense counsel on litigation strategy. This individual will be able to utilize claims policies and guidelines, review coverage, determine liability and damages, set financial reserves, secure information to negotiate and settle claims, and present claims to leadership, as needed. Critical to success in this role is the ability to be highly organized, independently motivated and responsive/communicative. CNA offers a hybrid work environment in one of the following locations: Chicago, Glastonbury, Lake Mary, Wyomissing, NYC area preferred, but candidates near any CNA location will be considered. JOB DESCRIPTION: Essential Duties & Responsibilities Performs a combination of duties in accordance with departmental guidelines: Manages an inventory of highly complex Financial Lines claims, with large exposures that require a high degree of specialized technical expertise and coordination, by following company protocols to verify policy coverage, conduct investigations, develop and employ resolution strategies, and authorize disbursements within authority limits. Ensures exceptional customer service by managing all aspects of the claim, interacting professionally and effectively, achieving quality and cycle time standards, providing timely updates and responding promptly to inquiries and requests for information. Verifies coverage and establishes timely and adequate reserves by reviewing and interpreting policy language and partnering with coverage counsel on more complex matters, estimating potential claim valuation, and following company's claim handling protocols. Leads focused investigation to determine compensability, liability and covered damages by gathering pertinent information, such as contracts or other documents, taking recorded statements from customers, claimants, injured workers, witnesses, and working with experts, or other parties, as necessary to verify the facts of the claim. Resolves claims by collaborating with internal and external business partners to develop, own and execute a claim resolution strategy, that includes management of timely and adequate reserves, collaborating with coverage experts, negotiating complex settlements, partnering with counsel to manage complex litigation and authorizing payments within scope of authority. Establishes and manages claim budgets by achieving timely claim resolution, selecting and actively overseeing appropriate resources, authorizing expense payments and delivering high quality service in an efficient manner. Realizes and addresses subrogation/salvage opportunities or potential fraud occurrences by evaluating the facts of the claim and making referrals to appropriate Claim, Recovery or SIU resources for further investigation. Achieves quality standards by appropriately managing each claim to ensure that all company protocols are followed, work is accurate and timely, all files are properly documented and claims are resolved and paid timely. Keeps senior leadership informed of significant risks and losses by completing loss summaries, identifying claims to include on oversight/watch lists, and preparing and presenting succinct summaries to senior management. Maintains subject matter expertise and ensures compliance with state/local regulatory requirements by following company guidelines, and staying current on commercial insurance laws, regulations or trends for line of business. Mentors, guides, develops and delivers training to less experienced Claim Professionals. May perform additional duties as assigned. Reporting Relationship Typically Director or above Skills, Knowledge & Abilities Thorough knowledge of the commercial insurance industry, products, policy language, coverage, and claim practices. Strong communication and presentation skills both verbal and written, including the ability to communicate business and technical information clearly. Demonstrated analytical and investigative mindset with critical thinking skills and ability to make sound business decisions, and to effectively evaluate and resolve ambiguous, complex and challenging business problems. Strong work ethic, with demonstrated time management and organizational skills. Ability to work in a fast-paced environment at high levels of productivity. Demonstrated ability to negotiate complex settlements. Experience interpreting complex specialty insurance policies and coverage. Ability to manage multiple and shifting priorities in a fast-paced and challenging environment. Knowledge of Microsoft Office Suite and ability to learn business-related software. Demonstrated ability to value diverse opinions and ideas. Education & Experience Bachelor's Degree or equivalent experience; JD preferred. Typically a minimum of five to seven years of relevant experience, preferably in claim handling #LI-CP1 #LI-Hybrid In certain jurisdictions, CNA is legally required to include a reasonable estimate of the compensation for this role. In District of Columbia, California, Colorado, Connecticut, Illinois, Maryland, Massachusetts, New York and Washington, the national base pay range for this job level is $72,000 to $141,000 annually. Salary determinations are based on various factors, including but not limited to, relevant work experience, skills, certifications and location. CNA offers a comprehensive and competitive benefits package to help our employees - and their family members - achieve their physical, financial, emotional and social wellbeing goals. For a detailed look at CNA's benefits, please visit cnabenefits.com. CNA is committed to providing reasonable accommodations to qualified individuals with disabilities in the recruitment process. To request an accommodation, please contact leaveadministration@cna.com.

Posted 1 week ago

Assurance Senior Associate - Non-Profit-logo
EisneramperLa Jolla, CA
Job Description At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you need to succeed and the autonomy to reach your goals. We are seeking a Senior Associate to join the Non-Profit Assurance practice, able to sit in a number of our offices. We are seeking someone who thrives in a growing environment and providing clients with exceptional services. What it Means to Work for EisnerAmper: You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry You will have the flexibility to manage your days in support of our commitment to work/life balance You will join a culture that has received multiple top "Places to Work" awards We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions We understand that embracing our differences is what unites us as a team and strengthens our foundation Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work What Work You Will be Responsible For: Prepare budgets for each engagement Run client engagements including pre-audit planning Review client accounting, operating procedures and systems of internal control Conduct audit tests to verify fair representation of client financial statements Document workpapers and develop accounting worksheets Perform research on technical issues Review staff prepared workpapers and programs Identify issues and propose appropriate solutions Keep manager/partner informed on status of job Communicate with client in order to complete the audit in a timely and efficient manner Supervise, train and mentor staff during engagement Assess performance of staff for engagement evaluations Basic Qualifications: Bachelor's degree in Accounting or equivalent field is required 2+ years of audit and/or assurance experience Experience with not-for-profit clients Preferred/Desired Qualifications: CPA or parts passed towards completion Master's degree in Accounting or equivalent field EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state, or local law About Our Assurance Team: In the EisnerAmper Assurance Group, we're transforming the traditional reputation of auditing. By operating on the core tenets of profound trust, professional integrity, and consistent results, we strive to create lasting partnerships with our clients based on solutions rather than simply identifying issues in their financial statements. To stay up to date with evolving industry processes and regulations, we place a heavy emphasis on continued education and the consistent adoption of new technologies. This enables us to effectively innovate, grow as individuals, and provide faster, more accurate solutions and due diligence for our partners. Acting as a trusted third party to our clients, we provide solutions that create assurance and peace of mind. Because we understand trust comes with time, we define success by the relationships we create and foster. We act as a trusted business advisor every step of the way, from a client's first financial report to their close of business. About EisnerAmper: EisnerAmper is one of the largest accounting, tax, and business advisory firms, with approximately 450 partners and 4,500 employees across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow. Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers, and investors who serve these clients. Should you need any accommodations to complete this application please email: talentacquisition@eisneramper.com For Minnesota, the expected salary range for this position is between $80,000 - $107,000 USD Annual. The range for the position in other geographies may vary based on market differences. The actual compensation will be determined based on experience and other factors permitted by law. #LI-Hybrid #LI-MC1 Preferred Location: New York For NYC and California, the expected salary range for this position is between 80000 and 115000 The range for the position in other geographies may vary based on market differences. The actual compensation will be determined based on experience and other factors permitted by law.

Posted 30+ days ago

C
CNA Financial Corp.Timonium, MD
You have a clear vision of where your career can go. And we have the leadership to help you get there. At CNA, we strive to create a culture in which people know they matter and are part of something important, ensuring the abilities of all employees are used to their fullest potential. This is a Complex Claims Consulting Director position in the Financial Lines Claim team. The individual in this position will primarily focus on complex, high severity Private and Not-For-Profit D&O, Fiduciary and Employment Practices Liability. Ideally, the candidate will have a minimum of ten years of relevant experience, preferably in Financial Lines claims. The individual in this position will have responsibility for handling a pending of approximately 100 of the unit's highest severity matters at any given time. The individual in this role will collaborate closely with our internal partners on claim trends including new and renewal business with clients and brokers. As a senior member of the team, this position also requires mentoring of junior team members including assistance analyzing and formulating strategies on complex files. JOB DESCRIPTION: Essential Duties & Responsibilities: Manages an inventory of high severity and complexity claims (Private & Not-For-Profit D&O, Fiduciary and EPL) by following company protocols to manage and oversee all aspects of the claim handling, including coverage determinations, investigations, and resolution strategies which may include pursuit of risk transfer, extensive negotiations and complex litigation management. Ensures exceptional customer service by driving continuous improvements for all aspects of the claim/account, providing professional and timely claims services, and achieving quality and cycle time standards. Verifies coverage, sets and manages timely and adequate reserves by reviewing and interpreting policy language and partnering with coverage counsel as needed, estimating potential claim valuation, and following company's claim handling protocols. Leads all activities involved with a focused investigation to determine compensability, liability and covered damages by gathering pertinent information, documenting statements from customers/ claimants, and working with experts, or other parties, as necessary to verify the facts of the claim. Drives the resolution of claims by collaborating with internal and external business partners to develop, own and execute a claim resolution strategy, that includes management of timely and adequate reserves, collaborating with coverage experts, negotiating complex settlements, partnering with counsel to manage complex litigation and authorizing payments within scope of authority. Establishes and manages significant claim budgets by identifying, selecting and actively managing appropriate resources, delivering high quality services, and coordinating all efforts leading to timely resolution of the claim/accounts. Discovers and addresses subrogation/salvage opportunities or potential fraud occurrences by evaluating the facts of the claim and making appropriate referrals to appropriate Claim, Recovery or SIU resources for further investigation. Achieves quality standards by effectively managing each claim to ensure that all company protocols are followed, work is accurate and timely, all files are properly documented and claims are resolved and paid timely. Prepares and presents high profile, complex information to senior leadership, customers, counsel, and others by effectively identifying high profile matters, developing executive loss summaries, coordinating and communicating resolution strategies and sharing relevant current events and case law. Maintains subject matter expertise and ensures compliance with state/local regulatory requirements by following company guidelines, and staying current on commercial insurance laws, regulations or trends for the specialized line of business, and may represent company in industry trade groups or other important events. Mentors, guides, develops and delivers training to less experienced Claim Professionals and may assist with special projects as needed. May perform additional duties as assigned. Reporting Relationship Typically Director or above Skills, Knowledge & Abilities Senior knowledge of insurance industry, products, policy language, coverage, and claim practices. Excellent verbal and written communication skills with the ability to develop collaborative working relationships, articulate very complex claim facts, analysis and recommendations in a concise manner to senior management, as well as with external business partners and customers. Demonstrated analytical and investigative mindset with critical thinking skills and ability to make sound business decisions, and to effectively evaluate and resolve ambiguous, complex and challenging business problems. Extensive experience in leading complex negotiations, as well as developing and implementing resolution strategies. Strong work ethic, with demonstrated time management, organizational skills, and an ability to work independently in a fast-paced environment. Ability to drive results by taking a proactive long-term view of business goals and objectives. Extensive experience interpreting commercial insurance policies and coverage. Ability to partner with internal resources, oversee/manage outside counsel, and collaborate with other carriers. Ability to lead multiple and shifting priorities in a fast-paced and challenging environment. Knowledge of Microsoft Office Suite and ability to learn business-related software. Demonstrated ability to value diverse opinions and ideas. Education & Experience: Juris Doctorate preferred. Typically a minimum ten years of insurance experience, with line of business experience preferred. Must have or be able to obtain and maintain an Insurance Adjuster License within 90 days of hire, where applicable. Advanced negotiation experience. #LI-CP1 #LI-Hybrid In certain jurisdictions, CNA is legally required to include a reasonable estimate of the compensation for this role. In District of Columbia, California, Colorado, Connecticut, Illinois, Maryland, Massachusetts, New York and Washington, the national base pay range for this job level is $97,000 to $189,000 annually. Salary determinations are based on various factors, including but not limited to, relevant work experience, skills, certifications and location. CNA offers a comprehensive and competitive benefits package to help our employees - and their family members - achieve their physical, financial, emotional and social wellbeing goals. For a detailed look at CNA's benefits, please visit cnabenefits.com. CNA is committed to providing reasonable accommodations to qualified individuals with disabilities in the recruitment process. To request an accommodation, please contact leaveadministration@cna.com.

Posted 1 week ago

Assurance Senior Associate - Non-Profit-logo
EisneramperCharlotte, NC
Job Description At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you need to succeed and the autonomy to reach your goals. We are seeking a Senior Associate to join the Non-Profit Assurance practice, able to sit in a number of our offices. We are seeking someone who thrives in a growing environment and providing clients with exceptional services. What it Means to Work for EisnerAmper: You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry You will have the flexibility to manage your days in support of our commitment to work/life balance You will join a culture that has received multiple top "Places to Work" awards We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions We understand that embracing our differences is what unites us as a team and strengthens our foundation Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work What Work You Will be Responsible For: Prepare budgets for each engagement Run client engagements including pre-audit planning Review client accounting, operating procedures and systems of internal control Conduct audit tests to verify fair representation of client financial statements Document workpapers and develop accounting worksheets Perform research on technical issues Review staff prepared workpapers and programs Identify issues and propose appropriate solutions Keep manager/partner informed on status of job Communicate with client in order to complete the audit in a timely and efficient manner Supervise, train and mentor staff during engagement Assess performance of staff for engagement evaluations Basic Qualifications: Bachelor's degree in Accounting or equivalent field is required 2+ years of audit and/or assurance experience Experience with not-for-profit clients Preferred/Desired Qualifications: CPA or parts passed towards completion Master's degree in Accounting or equivalent field EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state, or local law About Our Assurance Team: In the EisnerAmper Assurance Group, we're transforming the traditional reputation of auditing. By operating on the core tenets of profound trust, professional integrity, and consistent results, we strive to create lasting partnerships with our clients based on solutions rather than simply identifying issues in their financial statements. To stay up to date with evolving industry processes and regulations, we place a heavy emphasis on continued education and the consistent adoption of new technologies. This enables us to effectively innovate, grow as individuals, and provide faster, more accurate solutions and due diligence for our partners. Acting as a trusted third party to our clients, we provide solutions that create assurance and peace of mind. Because we understand trust comes with time, we define success by the relationships we create and foster. We act as a trusted business advisor every step of the way, from a client's first financial report to their close of business. About EisnerAmper: EisnerAmper is one of the largest accounting, tax, and business advisory firms, with approximately 450 partners and 4,500 employees across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow. Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers, and investors who serve these clients. Should you need any accommodations to complete this application please email: talentacquisition@eisneramper.com For Minnesota, the expected salary range for this position is between $80,000 - $107,000 USD Annual. The range for the position in other geographies may vary based on market differences. The actual compensation will be determined based on experience and other factors permitted by law. #LI-Hybrid #LI-MC1 Preferred Location: New York For NYC and California, the expected salary range for this position is between 80000 and 115000 The range for the position in other geographies may vary based on market differences. The actual compensation will be determined based on experience and other factors permitted by law.

Posted 30+ days ago

C
CNA Financial Corp.Charlotte, NC
You have a clear vision of where your career can go. And we have the leadership to help you get there. At CNA, we strive to create a culture in which people know they matter and are part of something important, ensuring the abilities of all employees are used to their fullest potential. CNA is one of the premier providers of professional liability insurance. CNA Financial Lines has an opening for a Complex Claims Consultant handling Private D&O, Fiduciary and Employment Practice Liability (EPL) Claims. This individual will work with insureds, attorneys and brokers regarding the handling and/or disposition of mid to high severity claims. This individual will investigate claims, coordinate discovery, and team with defense counsel on litigation strategy. This individual will be able to utilize claims policies and guidelines, review coverage, determine liability and damages, set financial reserves, secure information to negotiate and settle claims, and present claims to leadership, as needed. Critical to success in this role is the ability to be highly organized, independently motivated and responsive/communicative. CNA offers a hybrid work environment in one of the following locations: Chicago, Glastonbury, Lake Mary, Wyomissing, NYC area preferred, but candidates near any CNA location will be considered. JOB DESCRIPTION: Essential Duties & Responsibilities Performs a combination of duties in accordance with departmental guidelines: Manages an inventory of highly complex Financial Lines claims, with large exposures that require a high degree of specialized technical expertise and coordination, by following company protocols to verify policy coverage, conduct investigations, develop and employ resolution strategies, and authorize disbursements within authority limits. Ensures exceptional customer service by managing all aspects of the claim, interacting professionally and effectively, achieving quality and cycle time standards, providing timely updates and responding promptly to inquiries and requests for information. Verifies coverage and establishes timely and adequate reserves by reviewing and interpreting policy language and partnering with coverage counsel on more complex matters, estimating potential claim valuation, and following company's claim handling protocols. Leads focused investigation to determine compensability, liability and covered damages by gathering pertinent information, such as contracts or other documents, taking recorded statements from customers, claimants, injured workers, witnesses, and working with experts, or other parties, as necessary to verify the facts of the claim. Resolves claims by collaborating with internal and external business partners to develop, own and execute a claim resolution strategy, that includes management of timely and adequate reserves, collaborating with coverage experts, negotiating complex settlements, partnering with counsel to manage complex litigation and authorizing payments within scope of authority. Establishes and manages claim budgets by achieving timely claim resolution, selecting and actively overseeing appropriate resources, authorizing expense payments and delivering high quality service in an efficient manner. Realizes and addresses subrogation/salvage opportunities or potential fraud occurrences by evaluating the facts of the claim and making referrals to appropriate Claim, Recovery or SIU resources for further investigation. Achieves quality standards by appropriately managing each claim to ensure that all company protocols are followed, work is accurate and timely, all files are properly documented and claims are resolved and paid timely. Keeps senior leadership informed of significant risks and losses by completing loss summaries, identifying claims to include on oversight/watch lists, and preparing and presenting succinct summaries to senior management. Maintains subject matter expertise and ensures compliance with state/local regulatory requirements by following company guidelines, and staying current on commercial insurance laws, regulations or trends for line of business. Mentors, guides, develops and delivers training to less experienced Claim Professionals. May perform additional duties as assigned. Reporting Relationship Typically Director or above Skills, Knowledge & Abilities Thorough knowledge of the commercial insurance industry, products, policy language, coverage, and claim practices. Strong communication and presentation skills both verbal and written, including the ability to communicate business and technical information clearly. Demonstrated analytical and investigative mindset with critical thinking skills and ability to make sound business decisions, and to effectively evaluate and resolve ambiguous, complex and challenging business problems. Strong work ethic, with demonstrated time management and organizational skills. Ability to work in a fast-paced environment at high levels of productivity. Demonstrated ability to negotiate complex settlements. Experience interpreting complex specialty insurance policies and coverage. Ability to manage multiple and shifting priorities in a fast-paced and challenging environment. Knowledge of Microsoft Office Suite and ability to learn business-related software. Demonstrated ability to value diverse opinions and ideas. Education & Experience Bachelor's Degree or equivalent experience; JD preferred. Typically a minimum of five to seven years of relevant experience, preferably in claim handling #LI-CP1 #LI-Hybrid In certain jurisdictions, CNA is legally required to include a reasonable estimate of the compensation for this role. In District of Columbia, California, Colorado, Connecticut, Illinois, Maryland, Massachusetts, New York and Washington, the national base pay range for this job level is $72,000 to $141,000 annually. Salary determinations are based on various factors, including but not limited to, relevant work experience, skills, certifications and location. CNA offers a comprehensive and competitive benefits package to help our employees - and their family members - achieve their physical, financial, emotional and social wellbeing goals. For a detailed look at CNA's benefits, please visit cnabenefits.com. CNA is committed to providing reasonable accommodations to qualified individuals with disabilities in the recruitment process. To request an accommodation, please contact leaveadministration@cna.com.

Posted 1 week ago

Not-For-Profit Audit Manager-logo
RKL eSolutionsLancaster, PA
The Audit Manager oversees the audit process while helping clients solve complex business issues from strategy to execution. They provide valuable insights in managing risk and improving business performance and overall financial reporting processes. They are responsible for team members' professional development and coaching. The Audit Manager is heavily involved in new and existing client business development and community involvement activities. They provide exceptional client service as a trusted business advisor. Success Factors Responsibilities Lead and supervise the execution of audit engagements of clients across multiple industries Review and audit business transaction cycles such as treasury, revenues, purchases, payroll, and capital expenditures Collaborate to plan engagement objectives and an audit strategy that complies with professional standards and appropriately addresses risk Understand the scope of the engagement and provide input on client retention and fee structure Participate in the presentation of client financial statements and audit results to those responsible with client oversight Visit client onsite for required audits and/or other financial inquiries as needed Answer client calls and emails in a timely manner and with a solution-oriented approach Provide quality service in a timely and coordinated manner Research accounting and auditing issues lever available audit technology Read prior year financial statements and client website and actively seek out information from team members to gain understanding of client business and industry Proactively inform engagement team of work status and request information from client as needed Ensure client deliverables are met within expectations and set deadlines Identify and introduce other firm services based on client needs and discovered opportunities Supervise team members on engagements and provide guidance on an ongoing basis; as well as actively communicate with engagement Partners Lead in business development and community activities to help identify and research opportunities on new and existing clients Keep up to date with local and national business and economic issues Participate in continuous learning activities and utilize active research to improve and develop technical expertise; apply learned concepts Collaborate with leader to identify opportunities for efficiencies and proactive engagement management People Management/Relationships Take initiative to be a team lead (proactively seek opportunities to help others) Treat everyone with respect Develop loyalty and trust within the team Successfully adapt to different personalities and working styles Proactively and effectively communicate information regarding status issues to team members Hold self and others accountable for assigned work; seek and provide continuous feedback to learn and develop in role; be open to new ideas and suggestions Qualification To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. Required Skills Excellent organization skills and strong attention to detail Strong leadership and coaching skills Multitasker with the ability to prioritize work accordingly Excellent verbal and written communication skills with strong client service focus Strong analytical and interpersonal skills Ability to work autonomously under the pressure of tight deadlines and multiple priorities Demonstrated ability to take the lead on client engagements and develop new and existing business Working knowledge of Microsoft Office suite products and technologically-savvy Self-motivated and willing to enhance accounting and advisory knowledge Education, Experience and Certifications Bachelor's degree in Accounting CPA certification preferred 5+ years' experience in preparation of financial statements and applied working knowledge of US GAAP preferred Prior experience in coaching and training accounting professionals required Essential Functions Regularly required to perform manual tasks, concentrate, think, learn, communicate, sit, stand, walk, use hands and fingers, grasp, handle or feel objects, reach with arms, talk and hear Must be able to remain in a stationary position as needed The person in this position needs to occasionally move about inside the office and on site at client locations, stoop, kneel, crouch, push and pull Vision abilities required include close vision, distance vision and the ability to adjust focus. Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer Ability to communicate in a professional manner and exchange information with internal and external actors as needed Ability to lift/carry up to 20 pounds Ability to work outside of normal business hours and weekends as needed Ability to travel to local and non-local clients and events as needed, overnight travel may be required This job description is subject to change at any time and employee will be given additional responsibilities as assigned Salary Range: $100,000 - $120,000

Posted 30+ days ago

C
CNA Financial Corp.Princeton, NJ
You have a clear vision of where your career can go. And we have the leadership to help you get there. At CNA, we strive to create a culture in which people know they matter and are part of something important, ensuring the abilities of all employees are used to their fullest potential. This is a Complex Claims Consulting Director position in the Financial Lines Claim team. The individual in this position will primarily focus on complex, high severity Private and Not-For-Profit D&O, Fiduciary and Employment Practices Liability. Ideally, the candidate will have a minimum of ten years of relevant experience, preferably in Financial Lines claims. The individual in this position will have responsibility for handling a pending of approximately 100 of the unit's highest severity matters at any given time. The individual in this role will collaborate closely with our internal partners on claim trends including new and renewal business with clients and brokers. As a senior member of the team, this position also requires mentoring of junior team members including assistance analyzing and formulating strategies on complex files. JOB DESCRIPTION: Essential Duties & Responsibilities: Manages an inventory of high severity and complexity claims (Private & Not-For-Profit D&O, Fiduciary and EPL) by following company protocols to manage and oversee all aspects of the claim handling, including coverage determinations, investigations, and resolution strategies which may include pursuit of risk transfer, extensive negotiations and complex litigation management. Ensures exceptional customer service by driving continuous improvements for all aspects of the claim/account, providing professional and timely claims services, and achieving quality and cycle time standards. Verifies coverage, sets and manages timely and adequate reserves by reviewing and interpreting policy language and partnering with coverage counsel as needed, estimating potential claim valuation, and following company's claim handling protocols. Leads all activities involved with a focused investigation to determine compensability, liability and covered damages by gathering pertinent information, documenting statements from customers/ claimants, and working with experts, or other parties, as necessary to verify the facts of the claim. Drives the resolution of claims by collaborating with internal and external business partners to develop, own and execute a claim resolution strategy, that includes management of timely and adequate reserves, collaborating with coverage experts, negotiating complex settlements, partnering with counsel to manage complex litigation and authorizing payments within scope of authority. Establishes and manages significant claim budgets by identifying, selecting and actively managing appropriate resources, delivering high quality services, and coordinating all efforts leading to timely resolution of the claim/accounts. Discovers and addresses subrogation/salvage opportunities or potential fraud occurrences by evaluating the facts of the claim and making appropriate referrals to appropriate Claim, Recovery or SIU resources for further investigation. Achieves quality standards by effectively managing each claim to ensure that all company protocols are followed, work is accurate and timely, all files are properly documented and claims are resolved and paid timely. Prepares and presents high profile, complex information to senior leadership, customers, counsel, and others by effectively identifying high profile matters, developing executive loss summaries, coordinating and communicating resolution strategies and sharing relevant current events and case law. Maintains subject matter expertise and ensures compliance with state/local regulatory requirements by following company guidelines, and staying current on commercial insurance laws, regulations or trends for the specialized line of business, and may represent company in industry trade groups or other important events. Mentors, guides, develops and delivers training to less experienced Claim Professionals and may assist with special projects as needed. May perform additional duties as assigned. Reporting Relationship Typically Director or above Skills, Knowledge & Abilities Senior knowledge of insurance industry, products, policy language, coverage, and claim practices. Excellent verbal and written communication skills with the ability to develop collaborative working relationships, articulate very complex claim facts, analysis and recommendations in a concise manner to senior management, as well as with external business partners and customers. Demonstrated analytical and investigative mindset with critical thinking skills and ability to make sound business decisions, and to effectively evaluate and resolve ambiguous, complex and challenging business problems. Extensive experience in leading complex negotiations, as well as developing and implementing resolution strategies. Strong work ethic, with demonstrated time management, organizational skills, and an ability to work independently in a fast-paced environment. Ability to drive results by taking a proactive long-term view of business goals and objectives. Extensive experience interpreting commercial insurance policies and coverage. Ability to partner with internal resources, oversee/manage outside counsel, and collaborate with other carriers. Ability to lead multiple and shifting priorities in a fast-paced and challenging environment. Knowledge of Microsoft Office Suite and ability to learn business-related software. Demonstrated ability to value diverse opinions and ideas. Education & Experience: Juris Doctorate preferred. Typically a minimum ten years of insurance experience, with line of business experience preferred. Must have or be able to obtain and maintain an Insurance Adjuster License within 90 days of hire, where applicable. Advanced negotiation experience. #LI-CP1 #LI-Hybrid In certain jurisdictions, CNA is legally required to include a reasonable estimate of the compensation for this role. In District of Columbia, California, Colorado, Connecticut, Illinois, Maryland, Massachusetts, New York and Washington, the national base pay range for this job level is $97,000 to $189,000 annually. Salary determinations are based on various factors, including but not limited to, relevant work experience, skills, certifications and location. CNA offers a comprehensive and competitive benefits package to help our employees - and their family members - achieve their physical, financial, emotional and social wellbeing goals. For a detailed look at CNA's benefits, please visit cnabenefits.com. CNA is committed to providing reasonable accommodations to qualified individuals with disabilities in the recruitment process. To request an accommodation, please contact leaveadministration@cna.com.

Posted 1 week ago

T
Truist Financial CorporationBaltimore, MD
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Position can be based out of Washington, DC or Baltimore area. Level I or II will be based upon experience. Responsible for achieving expected levels of client service quality, balance sheet quality, profitability, growth, and risk management for Not for Profit/Government Banking clients and prospects. Deliver a consistent client experience that positions Truist as the Premier Advisory Bank in the Not for Profit/Government segment. Integrate all banking functions in the local market, including retail teams and line of business (LOB) partners, including Commercial Credit and Integrated Relationship Management (IRM) partners. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. Develop and execute a marketing plan focused on growing new relationships and expanding existing client relationships in the Not for Profit relations. Responsible for meeting loan, deposit, fee-based revenue expectations. Deliver a differentiated client experience in all interactions with clients, prospects, and centers of influence driven by use of Financial Insights and other strategic advisory tools and resources. Develop new business client relationships and improve market share of business loans and non-credit services, including deposits. Execute Integrated Relationship Management (IRM) with extensive inclusion of IRM partners in call planning and development and delivery of custom solutions, including specific efforts to serve the retail banking needs for clients' owners/management/associates (e.g. Wealth Management, Truist@Work). Assume responsibility for the profitability, quality, liquidity, and growth of the assigned Not for Profit/Government loan portfolio by ensuring the servicing of all client credit relationships, including credit proposal write-ups, file documentation, legal documentation, compliance, and loan closings, identifying potential portfolio weaknesses, and managing problems/delinquent credit relationships. Ensure adequate data integrity. Interpret and ensure communication of and adherence to the Bank's policies, programs and objectives. Monitor, maintain and update sales activity, pipeline, and other pertinent information using the Bank's client relationship management (CRM) system. Execute on all risk, operational, policy and quality expectations related to assigned client portfolio. QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Bachelor's degree or equivalent education and related training Three to eight (3-8) years of experience in financial services, preferably with NFP clients Ability to grasp large complex Not for Profit credits clearly Strong command of credit and finance Excellent verbal and written communication skills Excellent negotiation skills "This position requires an individual who will physically work within Washington/Baltimore area or be required to travel to the area for work. The annual base salary for this position is $149,470. - $283,990." General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify

Posted 30+ days ago

Tax Senior Associate Or Supervisor - Not For Profit-logo
WeaverFort Worth, TX
The Weaver Experience Weaver is a full-service national accounting, advisory and consulting firm with opportunities for professionals in many different fields. We seek to bring a human element to the world of accounting, which includes creating a diverse, collaborative, and entrepreneurial workplace culture. Our leaders truly care about the well-being of all our employees and encourage them to pursue their ambitions. While our business is based in numbers, our success is truly based on people. It's why we commit to supporting our people not just in their professional growth, but also in their ability to lead balanced, integrated lives. At the foundation of that commitment are our core values. Weaver's core values were created specifically to empower our people to deliver extraordinary service and be their best selves. Our goal is to balance high development with high performance in order to meet the long-term goals of each individual, team, and our firm. Learn more about our services, industry experience and culture at weaver.com. Position Profile Weaver is looking for talented Tax professionals at the Senior Associate level to join our growing firm! We serve a variety of tax-exempt and non-profit clients in multiple industries from healthcare, education, community outreach as well as many others. Our clients range from large, national level organizations to smaller local entities and everything in between. A Weaver Senior Associate is a team player who exhibits initiative, accepts responsibility, communicates effectively, and manages multiple concurrent assignments of varying sizes and complexity. This individual has the opportunity to assist and mentor less experienced teammates. Weaver employees enjoy flexibility, meaningful and diverse client work, a supportive and innovative work environment and many more benefits. Education and Skills Bachelor's degree in Accounting or related field Master's degree in Accounting or related field preferred CPA candidate required, CPA strongly preferred 2+ years of public accounting experience, industry experience, or a combination of both Experience preparing federal tax returns for non-profit entities including Forms 990, 990-EZ, 990-PF, and 990-T Excellent written and verbal communications skills Team orientation and strong interpersonal skills Weaver Benefits: At Weaver, our most valuable resource is our people. We take the time to evaluate our employees' wants and needs and invest our resources accordingly. Weaver offers competitive health benefits, such as medical, dental, vision, disability, life insurance, and a 401(k) plan. Further, we support our employees by offering flexible scheduled time off (STO), minimum of 56 hours of sick and safe leave, 11 holidays, and 2 scheduled recharge days! Learn more here - Weaver benefits. We also offer in-house CPE and learning opportunities through our internal Learning & Development department. Our multi-faceted internal learning program including technical improvement, practice development, management/leadership training, and whole-life growth. Our goal is to balance both high development with high performance to meet the long-term goals of each individual, team, and our firm. People are our formula! At Weaver, we recognize that everyone brings different strengths, backgrounds, and working styles to our team. We cultivate a safe and inclusive work environment that celebrates each individual's unique qualities through visibility, progression, advocacy, and support. We are proudly an equal opportunity employer. What's next? Interested applicants should apply directly to the job posting. You may apply to multiple roles. Be sure to upload your most recent resume and ensure that it is attached to your application. By registering, you are only activating an account and creating a presence. Please apply directly to a position of interest. You will receive a confirmation email after completing an application for a role. After reviewing your application, a friendly Weaver Recruiter will contact you soon and walk you through the hiring process. Thank you for exploring a career with us. We look forward to meeting you! Currently, we are not accepting resume submissions from third-party staffing agencies for this role. This role is Employee Referral Program eligible.

Posted 30+ days ago

T
THRIVE JacksonvilleJacksonville, FL
Thrive Jacksonville Community Director - Entry-Level - Immediate Hire Are you looking to make a difference in your community? Why not make a career out of it. Thrive Marketing is currently seeking a Community Director to help us expand recognition of our Non-Profit clients in the United States. In this role, you will uphold a high standard of customer service and product knowledge, coordinating with other teams for larger community reach. You will also represent our client in a face to face setting . Applicants should have exceptional communication skills as well as some client management or community building experience. We identify the simplest communications campaigns; we execute an effective strategy with financial targets that will ultimately make positive impacts on an international scale. Our promise to the NGOs and non-profit organizations that we work with is to maintain brand integrity while maximizing their donor programs to continue helping major philanthropic causes on global level. Community Director Duties and Responsibilities Enhance the experience of our customers Coordinate events and oversee external vendors Ensure the timely collection of donations Plan promotional community events or activities Uphold community standards Community Director Requirements and Qualifications High school diploma or GED certificate Marketing experience not needed but preferred Excellent planning, organizational, and customer service skills Benefits and Salary: $500-$1000 weekly Base pay plus Commission Bonuses Paid training Our Work Culture We are a competitive management consulting company specializing in a personalized approach to marketing, customer acquisition, and business growth by inciting action. As a female-owned company, we focus on the continuous development of our team. We go out of our way to ensure everyone is learning, growing, and having a blast while doing it! It is important that our closed-knit staff feels like family as we believe a supportive corporate culture is an imperative one. The soul of our organization is undoubtedly our people. Our staff spends a lot of time together as a team both inside and out of the office.  For more about us visit our website www.thriveitup.com

Posted 30+ days ago

C
CNA Financial Corp.Westerville, OH
You have a clear vision of where your career can go. And we have the leadership to help you get there. At CNA, we strive to create a culture in which people know they matter and are part of something important, ensuring the abilities of all employees are used to their fullest potential. This is a Complex Claims Consulting Director position in the Financial Lines Claim team. The individual in this position will primarily focus on complex, high severity Private and Not-For-Profit D&O, Fiduciary and Employment Practices Liability. Ideally, the candidate will have a minimum of ten years of relevant experience, preferably in Financial Lines claims. The individual in this position will have responsibility for handling a pending of approximately 100 of the unit's highest severity matters at any given time. The individual in this role will collaborate closely with our internal partners on claim trends including new and renewal business with clients and brokers. As a senior member of the team, this position also requires mentoring of junior team members including assistance analyzing and formulating strategies on complex files. JOB DESCRIPTION: Essential Duties & Responsibilities: Manages an inventory of high severity and complexity claims (Private & Not-For-Profit D&O, Fiduciary and EPL) by following company protocols to manage and oversee all aspects of the claim handling, including coverage determinations, investigations, and resolution strategies which may include pursuit of risk transfer, extensive negotiations and complex litigation management. Ensures exceptional customer service by driving continuous improvements for all aspects of the claim/account, providing professional and timely claims services, and achieving quality and cycle time standards. Verifies coverage, sets and manages timely and adequate reserves by reviewing and interpreting policy language and partnering with coverage counsel as needed, estimating potential claim valuation, and following company's claim handling protocols. Leads all activities involved with a focused investigation to determine compensability, liability and covered damages by gathering pertinent information, documenting statements from customers/ claimants, and working with experts, or other parties, as necessary to verify the facts of the claim. Drives the resolution of claims by collaborating with internal and external business partners to develop, own and execute a claim resolution strategy, that includes management of timely and adequate reserves, collaborating with coverage experts, negotiating complex settlements, partnering with counsel to manage complex litigation and authorizing payments within scope of authority. Establishes and manages significant claim budgets by identifying, selecting and actively managing appropriate resources, delivering high quality services, and coordinating all efforts leading to timely resolution of the claim/accounts. Discovers and addresses subrogation/salvage opportunities or potential fraud occurrences by evaluating the facts of the claim and making appropriate referrals to appropriate Claim, Recovery or SIU resources for further investigation. Achieves quality standards by effectively managing each claim to ensure that all company protocols are followed, work is accurate and timely, all files are properly documented and claims are resolved and paid timely. Prepares and presents high profile, complex information to senior leadership, customers, counsel, and others by effectively identifying high profile matters, developing executive loss summaries, coordinating and communicating resolution strategies and sharing relevant current events and case law. Maintains subject matter expertise and ensures compliance with state/local regulatory requirements by following company guidelines, and staying current on commercial insurance laws, regulations or trends for the specialized line of business, and may represent company in industry trade groups or other important events. Mentors, guides, develops and delivers training to less experienced Claim Professionals and may assist with special projects as needed. May perform additional duties as assigned. Reporting Relationship Typically Director or above Skills, Knowledge & Abilities Senior knowledge of insurance industry, products, policy language, coverage, and claim practices. Excellent verbal and written communication skills with the ability to develop collaborative working relationships, articulate very complex claim facts, analysis and recommendations in a concise manner to senior management, as well as with external business partners and customers. Demonstrated analytical and investigative mindset with critical thinking skills and ability to make sound business decisions, and to effectively evaluate and resolve ambiguous, complex and challenging business problems. Extensive experience in leading complex negotiations, as well as developing and implementing resolution strategies. Strong work ethic, with demonstrated time management, organizational skills, and an ability to work independently in a fast-paced environment. Ability to drive results by taking a proactive long-term view of business goals and objectives. Extensive experience interpreting commercial insurance policies and coverage. Ability to partner with internal resources, oversee/manage outside counsel, and collaborate with other carriers. Ability to lead multiple and shifting priorities in a fast-paced and challenging environment. Knowledge of Microsoft Office Suite and ability to learn business-related software. Demonstrated ability to value diverse opinions and ideas. Education & Experience: Juris Doctorate preferred. Typically a minimum ten years of insurance experience, with line of business experience preferred. Must have or be able to obtain and maintain an Insurance Adjuster License within 90 days of hire, where applicable. Advanced negotiation experience. #LI-CP1 #LI-Hybrid In certain jurisdictions, CNA is legally required to include a reasonable estimate of the compensation for this role. In District of Columbia, California, Colorado, Connecticut, Illinois, Maryland, Massachusetts, New York and Washington, the national base pay range for this job level is $97,000 to $189,000 annually. Salary determinations are based on various factors, including but not limited to, relevant work experience, skills, certifications and location. CNA offers a comprehensive and competitive benefits package to help our employees - and their family members - achieve their physical, financial, emotional and social wellbeing goals. For a detailed look at CNA's benefits, please visit cnabenefits.com. CNA is committed to providing reasonable accommodations to qualified individuals with disabilities in the recruitment process. To request an accommodation, please contact leaveadministration@cna.com.

Posted 1 week ago

EisnerAmper logo

Assurance Senior Associate - Non-Profit

EisnerAmperDallas, TX

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Job Description

Job Description

At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you need to succeed and the autonomy to reach your goals.

We are seeking a Senior Associate to join the Non-Profit Assurance practice, able to sit in a number of our offices. We are seeking someone who thrives in a growing environment and providing clients with exceptional services.

What it Means to Work for EisnerAmper:

  • You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry

  • You will have the flexibility to manage your days in support of our commitment to work/life balance

  • You will join a culture that has received multiple top "Places to Work" awards

  • We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions

  • We understand that embracing our differences is what unites us as a team and strengthens our foundation

  • Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work

What Work You Will be Responsible For:

  • Prepare budgets for each engagement

  • Run client engagements including pre-audit planning

  • Review client accounting, operating procedures and systems of internal control

  • Conduct audit tests to verify fair representation of client financial statements

  • Document workpapers and develop accounting worksheets

  • Perform research on technical issues

  • Review staff prepared workpapers and programs

  • Identify issues and propose appropriate solutions

  • Keep manager/partner informed on status of job

  • Communicate with client in order to complete the audit in a timely and efficient manner

  • Supervise, train and mentor staff during engagement

  • Assess performance of staff for engagement evaluations

Basic Qualifications:

  • Bachelor's degree in Accounting or equivalent field is required

  • 2+ years of audit and/or assurance experience

  • Experience with not-for-profit clients

Preferred/Desired Qualifications:

  • CPA or parts passed towards completion

  • Master's degree in Accounting or equivalent field

EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state, or local law

About Our Assurance Team:

In the EisnerAmper Assurance Group, we're transforming the traditional reputation of auditing. By operating on the core tenets of profound trust, professional integrity, and consistent results, we strive to create lasting partnerships with our clients based on solutions rather than simply identifying issues in their financial statements.

To stay up to date with evolving industry processes and regulations, we place a heavy emphasis on continued education and the consistent adoption of new technologies. This enables us to effectively innovate, grow as individuals, and provide faster, more accurate solutions and due diligence for our partners.

Acting as a trusted third party to our clients, we provide solutions that create assurance and peace of mind. Because we understand trust comes with time, we define success by the relationships we create and foster. We act as a trusted business advisor every step of the way, from a client's first financial report to their close of business.

About EisnerAmper:

EisnerAmper is one of the largest accounting, tax, and business advisory firms, with approximately 450 partners and 4,500 employees across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow.

Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers, and investors who serve these clients.

Should you need any accommodations to complete this application please email: talentacquisition@eisneramper.com

For Minnesota, the expected salary range for this position is between $80,000 - $107,000 USD Annual. The range for the position in other geographies may vary based on market differences. The actual compensation will be determined based on experience and other factors permitted by law.

#LI-Hybrid

#LI-MC1

Preferred Location:

New York

For NYC and California, the expected salary range for this position is between

80000

and

115000

The range for the position in other geographies may vary based on market differences. The actual compensation will be determined based on experience and other factors permitted by law.

Automate your job search with Sonara.

Submit 10x as many applications with less effort than one manual application.

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