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CNA Financial Corp.Downers Grove, IL
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

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Great American Insurance Group (DBA)Virginia, MN
Be Here. Be Great. Working for a leader in the insurance industry means opportunity for you. Great American Insurance Group's member companies are subsidiaries of American Financial Group. We combine a "small company" culture where your ideas will be heard with "big company" expertise to help you succeed. With over 30 specialty and property and casualty operations, there are always opportunities here to learn and grow. At Great American, we value diversity and recognize the benefits gained when people from different cultures, backgrounds and experiences work collaboratively to achieve business results. We are intentionally focused on fostering an inclusive culture and know valuing diversity is an essential leadership quality. Our goal is to create a workplace where all employees feel included, empowered and enabled to perform at their best. For more than 45 years, Great American's Specialty Human Services Division has provided insurance solutions to the human and social service marketplace. The division is one of the first insurance companies to recognize the special needs of these organizations. Over the years, coverage and services have expanded to ensure expertise to meet the evolving needs of this marketplace. Coverage is available for hundreds of classes of business, including: Arts and Cultural Clubs Community Services Education Family Services and Counseling Food Distribution and Thrift Stores Foundations and Grant Making Shelters Recreation and Sports Religious Youth Services To learn more about our Specialty Human Services division, clink this link: https://www.greatamericaninsurancegroup.com/for-businesses/division-details/specialty-human-services Our Specialty Human Services division is looking for a Senior Underwriter or Underwriting Specialist to join their team. The lines of coverage include package, auto, and umbrella. The person hired for this position will be fully remote. We are only looking for candidates who reside in the Central or Eastern time zones Essential Job Functions and Responsibilities Responsibility for risk selection/rejection, pricing, retention, growth, and profitability per divisional objectives. Uses independent judgment and initiative to support business goals. Maintains a high level of customer service. Analyzes coverage and limit requests and decides what terms to offer. Lines of Business include; package, auto and umbrella. Prices business in accordance with company guidelines. Assesses risk quality and compliance within company guidelines and initiates appropriate loss prevention actions. Orders and screens miscellaneous UW reports needed in the rating and underwriting processes, such as Motor Vehicle reports, loss history reports, credit checks, outside inspections, loss control, etc. Develops and maintains effective business relationships with internal and external customers/coworkers in order to attract and retain profitable business. Interprets, explains, and markets products and services. Develops relationships with agents & brokers through telephone interactions. Administers, applies, and may update underwriting rules and guidelines, rating manual rules, and insurance laws and regulations. Performs other duties as assigned. Job Requirements Education: Bachelor's Degree or equivalent experience Field of Study: Business, Liberal Arts or a related discipline. Experience: 8+ years of related experience. May be in the process of obtaining or may have already completed certification in area of expertise. Occasional travel to assigned territory 2-4 times annually Non-profit/social service industry experience preferred but not required Business Unit: Specialty Human Services Salary Range: $84,000.00 -$115,000.00 Benefits: Compensation varies by role, position level, and location. Individual pay is influenced by skills, education, training, certifications, experience, and the role's scope and complexity, along with business needs. We offer a competitive Total Rewards package, including medical, dental, and vision plans starting on day one, PTO, paid holidays, commuter benefits, an employee stock purchase plan, education reimbursement, paid parental leave/adoption assistance, and a 401(k) plan with company match. These benefits are available to eligible full-time and part-time employees. Your recruiter can provide more details about our total rewards and specific compensation ranges during the hiring process.

Posted 30+ days ago

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CNA Financial Corp.Washington, DC
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

Non-Profit F2F Fundraiser-logo
Threshold GivingNew York, NY
One Voice Fundraising  is looking for  outgoing, confident  and  passionate activists  to join our fundraising team in NYC! Make life-long friends and work in a supportive, fun team environment. Earn base salary, plus uncapped bonuses with a clear growth and development plan. Help displaced and refugee adults/children in Gaza, Ukraine, Sudan, Haiti and so many more places around the world access safety, healing and life-sustaining support. Build on your communication and leadership skills every day. Raise long-term sustainable funds for one of the most impactful non-profit organizations in the world. Hours: Full Time - Monday to Sunday 9:30am-5pm Pay: $18-30/hour - Plus uncapped bonuses  One Voice Fundraising work with incredible non-profits such as  The International Rescue Committee, Save the Children, Amnesty International  to generate vital funds needed to save lives, empower people and create a more equitable sustainable world! We're looking for energetic, confident communicators who aren't afraid to strike up a conversation, express their values and to inspire members of their community to make a real and lasting change! The Position:  You will work with your team on different streets in the city where you will engage in inspiring conversations with members of the public, motivating them to become a supporter of the non-profit you are representing through an ongoing donation. Each and every conversation you have will have both an immediate and long-term impact on the lives of people who genuinely need support around the world! If you're interested in being a voice for people seeking shelter from war, persecution and violence and the thought of being the reason why those peoples receive lasting safety and support then we want to hear from you! No experience required!  Full, paid training will be provided. Instead we're looking for: Highly confident, sociable individuals who want to be a part of a high-energy, lively team! Passionate activists who genuinely care about having an impact and making the world a better place Charismatic communicators, who thrive on having meaningful, engaging conversations People with an unshakeable belief that every conversation can have an impact People with experience in the following sectors/positions are especially suited to fundraising: performing arts, canvassing, sales, restaurant and hospitality, activism, public speaking. It's also a fantastic opportunity for recent graduates looking for an entry-level non-profit position to kick start their career! We Offer: Full time hours -  Monday to Friday 9:30am-5pm Base pay of  $18 per hour during training and $20 after plus uncapped weekly bonuses   Paid time off Paid training  and ongoing opportunities for development Progression plan  - ability to move up into Trainer, Team Lead and Management positions, with our career development plans. Benefits  including  medical, dental and vision  insurance,  Requirements: Ability to work 5 full days per week - 9:30am-5pm Available to work full time for a minimum of 3 months Must be aged 18 years or over Happy to work outside! Must be willing to travel to various locations in NY and canvass outdoors and/or at large events. Some experience or  interest  in social justice, activism, poverty alleviation, humanitarian causes, the enviornmentt, and/or non profit organizations. One Voice Fundraising is the leading fundraising agency in the USA and Mexico in bringing the BEST possible long-term sustainable supporters onboard for our charity partners.  We partner with incredible organizations to connect them with donors, enabling them to increase the reach and impact of what they do. We're a values led organization who recognize how important our people are. Interested in becoming a part of One Voice Fundraising? Apply today! Zoom interviews taking place next week for an immediate start. Tags: Fundraiser, canvasser, non-profit, entry level, graduate, immediate start, PTO, start now, marketing, sales, fundraising, charity, fundraising, canvassing, , human rights, humanitarian, human rights, refugees, advocacy, campaigning, NGO,  Job Type: Full-time Pay: From $18.00 per hour training - $20/hour post-training plus bonuses  Benefits: Dental insurance Flexible spending account Health insurance Health savings account Opportunities for advancement Paid time off Referral program Vision insurance Compensation package: Bonus opportunities Schedule: Monday to Sunday Work Location: In person Powered by JazzHR

Posted 3 weeks ago

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GA Jersey VillageHouston, TX
Unleashing Impact Through Purpose-Driven Campaigns   At Generation Alpha, we're not just a sales and marketing company; we're architects of change. We specialize in crafting and executing high-impact fundraising campaigns that empower non-profits, charities, and social enterprises to achieve their vital missions. Our passionate team combines innovative marketing strategies with persuasive sales techniques to connect inspiring causes with generous supporters. If you're ready to make a tangible difference and thrive in a dynamic, results-oriented environment, you've found your home.   Ready to turn your sales prowess into powerful change?   We are seeking a dedicated Non-Profit Fundraiser / Sales Representative to join our team of change-makers. If you thrive on connecting with people, building relationships, and driving impactful campaigns that uplift vital causes, this performance-based role is your chance to make a difference every day. We need someone who not only meets targets but also genuinely champions the stories and missions of the non-profits we serve.   Non-Profit Fundraiser / Sales Representative Will Work On: Develop and execute fundraising campaigns at local community events to drive exposure and revenue generation for our non-profit partners Present compelling narratives of non-profit missions to diverse audiences at events to drive fundraising sales Utilize innovative sales and marketing strategies to maximize impact Build rapport with community members  Collaborate with team members to optimize campaign performance Track and report on sales metrics and fundraising progress Act as a passionate advocate for the non-profit organizations we represent Continuously learn and adapt to evolving fundraising landscapes   Non-Profit Fundraiser / Sales Representatives Must Possess: Exceptional communication and interpersonal skills Demonstrated ability to build rapport and establish trust A strong passion for social causes and non-profit missions Results-oriented with a track record of meeting or exceeding targets Ability to work independently and as part of a collaborative team Proficiency in CRM software and sales tracking tools   Your Perks Include: Opportunity to make a tangible difference in the world Dynamic and supportive team environment Performance-based incentives and bonuses Professional development and growth opportunities Work with a diverse portfolio of inspiring non-profits   We reward results. This position offers commission-based pay, calculated as a percentage of the donations you secure. The listed earnings range is based on what our team members achieve when meeting standard fundraising targets.   Powered by JazzHR

Posted 1 week ago

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Alchemy Acquisition, Inc.Nashville, TN
Unleashing Impact Through Purpose-Driven Campaigns   At Alchemy Acquisition, Inc., we're not just a sales and marketing company; we're architects of change. We specialize in crafting and executing high-impact fundraising campaigns that empower non-profits, charities, and social enterprises to achieve their vital missions. Our passionate team combines innovative marketing strategies with persuasive sales techniques to connect inspiring causes with generous supporters. If you're ready to make a tangible difference and thrive in a dynamic, results-oriented environment, you've found your home.   Ready to turn your sales prowess into powerful change?   We are seeking a dedicated Non-Profit Fundraiser / Sales Representative to join our team of change-makers. If you thrive on connecting with people, building relationships, and driving impactful campaigns that uplift vital causes, this performance-based role is your chance to make a difference every day. We need someone who not only meets targets but also genuinely champions the stories and missions of the non-profits we serve.   Non-Profit Fundraiser / Sales Representative Will Work On: Develop and execute fundraising campaigns at local community events to drive exposure and revenue generation for our non-profit partners Present compelling narratives of non-profit missions to diverse audiences at events to drive fundraising sales Utilize innovative sales and marketing strategies to maximize impact Build rapport with community members  Collaborate with team members to optimize campaign performance Track and report on sales metrics and fundraising progress Act as a passionate advocate for the non-profit organizations we represent Continuously learn and adapt to evolving fundraising landscapes   Non-Profit Fundraiser / Sales Representatives Must Possess: Exceptional communication and interpersonal skills Demonstrated ability to build rapport and establish trust A strong passion for social causes and non-profit missions Results-oriented with a track record of meeting or exceeding targets Ability to work independently and as part of a collaborative team Proficiency in CRM software and sales tracking tools   Your Perks Include: Opportunity to make a tangible difference in the world Dynamic and supportive team environment Performance-based incentives and bonuses Professional development and growth opportunities Work with a diverse portfolio of inspiring non-profits   We reward results. This position offers commission-based pay, calculated as a percentage of the donations you secure. The listed earnings range is based on what our team members achieve when meeting standard fundraising targets.   Powered by JazzHR

Posted 1 week ago

Executive Director - Community Health - Non-Profit-logo
Source EQNew York, NY
Compensation and Bonus Package 125-150k Negotiable salary Amazing benefits, CEUs About the Organization and Position Well known non-profit in Upper Manhattan is searching for an experienced  Executive Director  for their program that is in high growth mode. The ED is responsible for overseeing the administration, programs, and strategic direction of the organization. The ED works in partnership with the Board Chair, Program Directors, and other staff members to ensure the organization fulfills its mission and operates in an efficient and effective manner. This position requires strong leadership, organizational skills, and the ability to oversee multiple programs and ensure long-term sustainability. This organization as a whole provides behavioral and case management support services to the local community and is well known for their therapeutic preschool, child and adolescent programs and case management and therapeutic support for adults. We are offering an excellent compensation package including best in class benefits for this position. What’s Special About this Job Amazing team providing cutting edge treatment, collaboration and support. Low turnover staff and employees feel supported! Responsibilities Provide overall strategic, operational, and programmatic leadership, including managing daily operations, in collaboration with Program Directors and the Board of Directors. Serve as the principal spokesperson for the organization and build relationships with stakeholders to advance the organization's mission and goals. Ensure the integration of program strategies and activities to meet the long-term vision of the organization. Work closely with the Board of Directors to support governance and ensure alignment between the organization’s operations and its strategic objectives. Keep the Board regularly updated on organizational performance and key issues, including financial health, compliance, and program development. Oversee and collaborate with Program Directors to monitor and evaluate the performance of all programs and services, ensuring they align with the organization’s mission and goals. Work with Program Directors on defining and refining program objectives, ensuring that they are effectively executed and meet community needs. Provide leadership on the development and implementation of new programs as needed to meet the changing needs of the community. Assist the Board with fundraising efforts, including grant applications, donor relations, and partnerships with stakeholders. Manage the organization’s financial performance and ensure compliance with budgetary guidelines, reviewing financial reports regularly. Build and maintain relationships with community stakeholders, donors, and other key partners. Experience Bachelor's degree in a related field (master’s preferred). At least 10 years of experience in a leadership role within a nonprofit or similar organization, including experience managing teams and large-scale programs. Knowledge of fundraising strategies and donor relations, Excellent organizational, financial, and program management skills. Ability to think strategically and communicate effectively with stakeholders at all levels. Experience in overseeing budgeting, financial forecasting, and resource management. Powered by JazzHR

Posted 1 week ago

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AprioChicago, IL
Work with a nationally ranked CPA and advisory firm that is passionate for what's next. Aprio has 30 U.S. office locations, one in the Philippines and more than 2,100 team members that speak 60+ languages across the globe. By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio. Join Aprio's Non-Profit Consulting team and you will help clients maximize their opportunities. Aprio is a progressive, fast-growing firm looking for a Senior Manager to join their dynamic team. The Senior Manager, Non-Profit Consulting works closely with Partners, the Professional Practice Team, and other staff as well as our clients to lead and facilitate completion of business advisory and interim outsourced accounting engagements. This position requires strong critical thinking, problem solving, communication, and project management skills as well as the ability to adapt to different client environments. The Senior Manager’s responsibilities would include successful planning, leading and management of engagements within our five business pillars: Finance Department Assessment and Process Improvement, Audit Facilitation and Accounting Research, Chart of Account Redesign and System Implementation, Financial Analysis, Policy Evaluation and Management Collaboration & Interim Controller and Chief Financial Officer Services. Position Responsibilities: Leading and executing financial assessments and delivering final work products to the client sponsor. Partnering with client and relevant stakeholders to analyze and redesign chart of accounts. Liaising with key client stakeholders and system implementation partners to ensure successful system implementations. Collaborating with members of the client executives to enhance financial reporting and enhance transparency to the Board. Performing financial and data analysis such as pricing analysis, cash flow projections and developing other high-level financial tools to assist senior management with strategic decisions. Identifying and implementing process improvement opportunities across all finance department areas. Leading the annual budget or projection process, including coordination with financial and non-financial client staff. Identifying gaps in financial policies and improving policies and procedures tailored to the client’s needs. Coordinating and overseeing the client’s preparation for the annual financial statement audit and IRS Form 990 data collection. Liaising with the external audits, as requested, to support the client’s position related to technical accounting issues, with assistance from the OCS Professional Practice Team. Directing and overseeing the month-end close and financial reporting processes. Assisting with business development responsibilities, denoted by level. Qualifications: 12+ years of accounting experience, including demonstrated experience with GAAP for not for-profit organizations. Bachelor's degree in accounting or equivalent. CPA preferred. Ability to autonomously plan, lead and own multiple client deadlines and prioritize workloads for both client and staff. Aptitude to effectively prioritize and manage multiple clients and staff on a daily basis. Exceptional verbal and written communication skills with the ability to build trust and confidence with professionals at all levels, both within the client organization and Aprio. Advanced proficiency in Microsoft Office, specifically Excel, Word, and PowerPoint. Demonstrated knowledge and experience with various types of systems and related integrations including accounting, financial reporting, budgeting, customer relationship management, development, and enterprise resource planning. Ability and willingness to work on-site at various client locations throughout the Chicago metropolitan area as needed. The salary range for this opportunity is stated above. As such, an actual salary may fall closer to one or the other end of the range, and in certain circumstances, may wind up being outside of the listed salary range. Why work for Aprio: Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future-focused, innovative firm. Perks/Benefits we offer for full-time team members: - Medical, Dental, and Vision Insurance on the first day of employment - Flexible Spending Account and Dependent Care Account - 401k with Profit Sharing - 9+ holidays and discretionary time off structure - Parental Leave – coverage for both primary and secondary caregivers - Tuition Assistance Program and CPA support program with cash incentive upon completion - Discretionary incentive compensation based on firm, group and individual performance - Incentive compensation related to origination of new client sales - Top rated wellness program - Flexible working environment including remote and hybrid options What’s in it for you: - Working with an industry leader : Be part of a high-growth firm that is passionate for what’s next. - An awesome culture: Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience. We call it the Aprio Way. This shared mindset creates lasting relationships between team members and with clients. - A great team: Work with a high-energy, passionate, caring and ambitious team of professionals in a collaborative culture. - Entrepreneurship : Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally. - Growth opportunities : Grow professionally in an environment that fosters continuous learning and advancement. - Competitive compensation : You will be rewarded with competitive compensation, industry-leading benefits and a flexible work environment to enjoy work/life balance. EQUAL OPPORTUNITY EMPLOYER Aprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law. Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.

Posted 30+ days ago

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The Elite Advertising and Marketing CompanyDallas, TX
Job Description  We are seeking representatives to assist with donor relations and fundraising sponsorship programs on behalf of internationally renowned nonprofit organizations.  Nonprofit Representative Duties include:  • Answering any questions a donor/potential donor may have regarding the nonprofit  • Carefully explain how funds are allotted to nonprofit causes  • Assess the best donor program for the donor and agree on an ongoing program amount and cause  • Make sure the donor is given all necessary electronic collateral to be able to track donations and area of concern  • Make sure all documents are signed and the donor understands all terms of donor program.  • Make sure ever donor and sponsor have a positive experience Qualifications Nonprofit Representative Qualifications:  • Bachelor's Degree  • Prior volunteer/internship/experience in nonprofit sector  • Authorized to work in the US  • Background Screening Additional Information  All your information will be kept confidential according to EEO guidelines

Posted 30+ days ago

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LMI Baton RougeBaton Rouge, LA
  Unleashing Impact Through Purpose-Driven Campaigns   At Linking Minds , we're not just a sales and marketing company; we're architects of change. We specialize in crafting and executing high-impact fundraising campaigns that empower non-profits, charities, and social enterprises to achieve their vital missions. Our passionate team combines innovative marketing strategies with persuasive sales techniques to connect inspiring causes with generous supporters. If you're ready to make a tangible difference and thrive in a dynamic, results-oriented environment, you've found your home.   Ready to turn your sales prowess into powerful change?   We are seeking a dedicated Non-Profit Sales Representative to join our team of change-makers. If you thrive on connecting with people, building relationships, and driving impactful campaigns that uplift vital causes, this performance-based role is your chance to make a difference every day. We need someone who not only meets targets but also genuinely champions the stories and missions of the non-profits we serve.   Non-Profit Sales Representative will work on:   Develop and execute fundraising campaigns to drive exposure and revenue generation for our non-profit partners. Present compelling narratives of non-profit missions to diverse audiences. Utilize innovative sales and marketing strategies to maximize impact. Build rapport with community members  Collaborate with team members to optimize campaign performance. Track and report on sales metrics and fundraising progress. Act as a passionate advocate for the non-profit organizations we represent. Continuously learn and adapt to evolving fundraising landscapes.   Non-Profit Sales Representatives must possess:   Proven experience as a Non-Profit Sales Representative or a similar role. Exceptional communication and interpersonal skills. Demonstrated ability to build rapport and establish trust. A strong passion for social causes and non-profit missions. Results-oriented with a track record of meeting or exceeding targets. Ability to work independently and as part of a collaborative team. Proficiency in CRM software and sales tracking tools. Bachelor's degree in Marketing, Business, or a related field (preferred).   Your perks include:   Opportunity to make a tangible difference in the world. Dynamic and supportive team environment. Performance-based incentives and bonuses. Professional development and growth opportunities. Work with a diverse portfolio of inspiring non-profits. Powered by JazzHR

Posted 1 week ago

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Zeal, TNNashville, TN
At Zeal TN, we’ve built a unique niche where sales meet social good. Our exclusive partnerships with top charitable institutions give us the opportunity to craft campaigns that not only drive revenue but also change lives. We’re on a mission to redefine what success looks like: by impacting communities and making a difference. If you’re ambitious, creative, and passionate about both your career and giving back, you’ll thrive here.   The Non-Profit Sales Representative will spearhead fundraising efforts for our non-profit partners throughout the Nashville area. You’ll be the driving force behind the success of every campaign. You’ll also work closely with nonprofit partners to ensure that each sale contributes to a greater good.  What You’ll Do As A Non-Profit Sales Representative:  Represent our nonprofit partners at local, pop-up-style fundraising events to drive donor engagement and contributions Educate community members about partner missions and inspire meaningful support through in-person conversations Deliver clear, compelling campaign messaging that resonates with the public and aligns with each nonprofit's goals Track and report donation metrics and daily performance to ensure progress toward fundraising targets Support campaign execution by setting up displays, managing event materials, and maintaining a professional presence Collaborate with teammates and leadership to share insights, improve outreach strategies, and enhance campaign outcomes Act as a passionate brand ambassador for our nonprofit partners in every public interaction   What You’ll Need To Be A Non-Profit Sales Representative:  Experience in fundraising or promotions is a plus, but not required  Strong leadership and team-building capabilities Background in marketing, communications, nonprofit, or business-related fields is a plus Creative thinker with sharp problem-solving instincts Ability to tailor messaging to varied audiences in diverse community settings Comfortable using CRM platforms, outreach tracking tools, and mobile tech Passion for social good, with a drive to merge career goals with community impact Adaptable, resourceful, and excited to take initiative in ever-changing campaign environments   Compensation is based on your fundraising impact. Our commission structure means your income grows with every contribution you secure. The range shown is what you can expect when consistently meeting typical fundraising goals.   Powered by JazzHR

Posted 1 week ago

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Precision Marketing AdvantageSan Antonio, TX
At Precision , we’ve built a unique niche where sales meet social good. Our exclusive partnerships with top charitable institutions give us the opportunity to craft campaigns that not only drive revenue but also change lives. We’re on a mission to redefine what success looks like: by impacting communities and making a difference. If you’re ambitious, creative, and passionate about both your career and giving back, you’ll thrive here. The Non-Profit Sales Representative will spearhead fundraising efforts for our non-profit partners throughout the San Antonio area. You’ll be the driving force behind the success of every campaign. You’ll also work closely with nonprofit partners to ensure that each sale contributes to a greater good.  What You’ll Do As A Non-Profit Sales Representative:  Represent our nonprofit partners at local, pop-up-style fundraising events to drive donor engagement and contributions Educate community members about partner missions and inspire meaningful support through in-person conversations Deliver clear, compelling campaign messaging that resonates with the public and aligns with each nonprofit's goals Track and report donation metrics and daily performance to ensure progress toward fundraising targets Support campaign execution by setting up displays, managing event materials, and maintaining a professional presence Collaborate with teammates and leadership to share insights, improve outreach strategies, and enhance campaign outcomes Act as a passionate brand ambassador for our nonprofit partners in every public interaction What You’ll Need To Be A Non-Profit Sales Representative:  Experience in fundraising or promotions is a plus, but not required  Strong leadership and team-building capabilities Background in marketing, communications, nonprofit, or business-related fields is a plus Creative thinker with sharp problem-solving instincts Ability to tailor messaging to varied audiences in diverse community settings Comfortable using CRM platforms, outreach tracking tools, and mobile tech Passion for social good, with a drive to merge career goals with community impact Adaptable, resourceful, and excited to take initiative in ever-changing campaign environments Compensation is based on your fundraising impact. Our commission structure means your income grows with every contribution you secure. The range shown is what you can expect when consistently meeting typical fundraising goals. Powered by JazzHR

Posted 6 days ago

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New CatalystLouisville, KY
Are you passionate about making a difference and ready to thrive in a fast-paced, people-focused environment? Join our team as an Entry-Level Event Fundraiser and support live fundraising events for leading nonprofit organizations. This is an excellent opportunity to gain hands-on experience in fundraising, event marketing, and public engagement —all while supporting causes that truly matter. 🛠️ What You’ll Do: Represent top nonprofit clients at live fundraising events and community outreach campaigns Engage with the public to raise awareness, secure donations, and promote mission-driven initiatives Assist with event setup, logistics, displays, and distribution of promotional materials Clearly communicate campaign goals and inspire potential donors Track donor data and campaign progress to support reporting and strategic improvements Collaborate with a motivated team to deliver successful event outcomes ✅ What We’re Looking For: Strong verbal communication and interpersonal skills Friendly, enthusiastic, and professional demeanor Genuine passion for nonprofit causes and community impact Comfortable working in dynamic, public-facing, high-energy settings Reliable, team-oriented, and goal-driven mindset Must be 18+ and legally authorized to work in the U.S. No prior experience required — perfect for entry-level candidates ready to learn and grow! 🎁 What We Offer: Paid, hands-on training in fundraising, outreach, and event coordination Career growth opportunities in nonprofit marketing, campaign management, and leadership roles Supportive, collaborative team culture focused on development and success Competitive weekly pay plus bonuses and performance incentives The chance to make a tangible impact in your community and beyond Travel opportunities to represent nonprofits at events nationwide 🌍 Make a Difference While Building Your Career This role is more than a job — it’s a chance to build valuable skills, gain real-world experience, and help nonprofits expand their reach and funding. If you want to grow professionally while making a positive impact, apply today! 📩 Apply Now to become an Entry-Level Event Fundraiser and help drive meaningful change, one event and conversation at a time. Powered by JazzHR

Posted today

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Benefis HospitalsGreat Falls, Montana
Benefis is one of Montana’s largest and premier health systems, and we are committed to providing excellent care for all, healing body, mind, and spirit. At Benefis, we work hard to support our employees in every aspect of their careers by offering outstanding benefits and compensation, state-of-the-art facilities, and multiple growth opportunities. The only thing missing is you! Benefis Health System in Great Falls, Montana, has a large multi-specialty group of physicians looking to add a Rheumatology colleague to our hospital employed practice. We pride ourselves on offering great patient focused care, a close group of physician colleagues, and a clinic employing dedicated clinical staff, and maintaining a work life balance so you can continue to find the joy in practicing medicine. Details Current practice comprised of 1 Rheumatologist (locum) 5 Internal Medicine physicians, 4 APCs, 2 Infectious Disease physicians, and an Endocrinologist We will also consider hiring rheumatology APP support once we have a full time physician in place, if desired Long term, experienced rheumatology nursing team in addition to a robust support staff including: 11 office staff, 22 clinical staff member, and a prescription nurse Established patient panel maintained by a long-term locum physician who will remain until we find a permanent placement. Physician schedule is flexible: 4 days, 5 days or block schedule – will also consider part time if desired Outpatient clinic has a beautiful infusion suite onsite (non-chemo) Certification in Musculoskeletal Ultrasound preferred but not required Opportunity for J1 waiver or H1B transfer if immigration support if needed with very experienced immigration team Why we stand out Stand alone, financially stable, not-for-profit health system led by a CEO with a 20+ year tenure Over 400 employed providers on medical staff Regional tertiary center with robust specialty support including neurosurgery, pulmonology, neurology, endocrinology, rheumatology, advanced gastroenterology, cardiothoracic, and more! Patient focused, quality community and regional medical care Epic electronic medical record and good clinical support staffing structures How we support you Nationally competitive compensation structures with guaranteed salaries + productivity and performance bonuses 8 weeks paid time off (6 PTO, 2 CME) Generous sign-on / relocation bonus Annual $5,000 CME + $1,000 license/dues 5-7% retirement match + 457b program Paid malpractice + tail Physician wellness programs focused on personal and professional development Monthly meetings with highest-level physician and administrative leadership to bring ideas forward and solve issues J1 waiver sponsorships for specific specialties with established immigration council Community Information: Great Falls is known as Montana’s base camp for art and adventure with a city population of 70,000, and a draw of over 275,000 people in north central Montana. We have four genuine seasons, experience mild winters and enjoy blue skies over 300 days per year. Great Falls is a wonderful and safe place to raise a family, with nationally ranked public schools, endless activities, two accredited colleges, a brand-new nursing school, a biomedical rural health research institute, and a new not-for-profit medical school, TouroCOM Montana. Additionally, the Missouri River, a blue-ribbon fly-fishing destination, runs through the middle of our community with over 60 miles of paved recreational trails. Our local outdoor activities include camping, backpacking, hiking, biking, horseback riding, water and snow skiing, rock and ice climbing, boating, paddle boarding, kayaking, off-road motor sports, and hunting making our quality of life unrivaled in the Rocky Mountain West. Additionally, in 2023, Montana was named #1 state in the nation to practice medicine by WalletHub and in 2020, Great Falls ranked #10 for best cities to practice in after the pandemic by Business Insider. Benefis Health System is one of Montana’s largest tertiary centers holding a level II trauma designation. We are proud to be a standalone, financially stable community health system with strong, dedicated leadership focused on providing the best patient care in Montana, in addition to being awarded Becker’s “Best Places To Work in Healthcare” for 7 years. Benefis covers ¼ of the state’s land mass, an area comparable in size to Kansas and can provide advanced care for everything except for burns and organ transplants. We offer great specialty support including neurosurgery, cardiothoracic and vascular, advanced gastroenterology, a regional cancer institute and a state-of-the-art emergency trauma department with a dedicated air ambulance program, including fixed and rotor wing. Visit our website https://www.benefis.org for more information Submit your CV today to learn more, EricaMartin@benefis.org or ProviderCareers@benefis.org

Posted 1 week ago

Non-Profit Rehabilitation Specialist (Senior Program)- P/T- #1454-logo
Arundel LodgeGambrills, Maryland
Job Description Arundel Lodge is a non-profit organization that works toward a world where behavioral health disorders are not a limit to achieving a meaningful life in the community. We envision being an essential member of a community network that helps prevent behavioral health disorders and provides the care and support people need to lead healthy, productive lives. Our mission is to improve the lives of children, adults, and families impacted by mental health and substance use disorders. Requires HS/GED, prefer Bachelor of Arts degree from an accredited college or university in a human services field, one-year experience working in the mental health/psychosocial rehabilitation field, or acceptable combination of education and experience. Driver's license with acceptable driving record required, drug screen. The day-to day job responsibilities: • Providing transportation, • Assisting with money management, • Making appointments, • Diet coaching, • Shopping, • Cleaning, • Assistance with ADL's, • Teaching life skills, Rehabilitation Specialists are expected to practice the Recovery Model in all interactions with members. The Recovery Model emphasizes hope, member responsibility, peer support, respect, empathy, non-stigmatizing language, empowerment, using members' strengths, and self-determination. Shifts available: Friday, Saturday and Sunday, 6am-2p, 2p-10p, 10p-6p $18 - $18 an hour Shifts available: Friday, Saturday and Sunday, 6am-2p, 2p-10p, 10p-6p

Posted 1 week ago

Supervisor - Gross Profit Accounting-logo
C&S Wholesale GrocersKeene, New Hampshire
Position Overview The Supervisor, Accounting will analyze and prepare external financial statements and reporting/statutory accounts.  This position is responsible for all accounting policies, the coordination of external audits while acting as GAAP accounting subject matter expert for the company.  Prepares, records, analyzes and reports accounting transactions, maintains and reconciles general ledger accounts, and ensures the integrity of accounting records for completeness, accuracy and compliance with accepted accounting policies and principles, including capital, insurance, payroll and overhead departments.  The role will also provide financial support for assigned areas, including preparation of company- wide management reporting, budgeting & forecasting and analyze variances for planning purposes and payroll processing. Job Description Description Coordinate closing activities and lead preparation of the weekly P&L reporting package to ensure accuracy of reporting and variance analysis provided to Executive leadership Assist in the identification, documentation and execution of controls for overhead departments: balance sheet reconciliations and journal entries are completed and reviewed; ensure procedures are documented and controls comply with accounting policies Assess control environment ongoing, ensure any necessary changes are implemented Assist in the recruitment, management and development of employees including: Identification of annual objectives and performance assessment; Provide day-to-day training and other development opportunities that are consistent with objectives; Assist with the business partner development of team members Collaborate with business partners and the financial planning team to ensure that budgets and forecasts are correctly and consistently stated in Hyperion planning and reporting environments Assist with external audits to ensure appropriate documentation is provided Ensure GAAP accounting principles are applied to monthly reporting of overheads Travel Required:No Environment Office : Office Temperature (65F to 75F) Skills Specialized Knowledge : Knowledge of key accounting principles/financial measures Special Skills : Proficiency in Excel; Experience with financial systems and software; Strong analytical and problem-solving skills; Attention to detail; Strong communication skills (verbal and written) Physical abilities: : Other: : Supervisory experience preferred Years Of Experience 2-5 : years of relevant work experience, including the understanding of key accounting principles Qualifications Bachelor's Degree - Accounting Finance, Bachelor's Degree - Business Administration Shift Company C&S Wholesale Grocers, LLC About Our Company C&S Wholesale Grocers, LLC is an industry leader in supply chain solutions and wholesale grocery supply in the United States. Founded in 1918 as a supplier to independent grocery stores, C&S now services customers of all sizes, supplying more than 7,500 independent supermarkets, chain stores, military bases and institutions with over 100,000 different products. C&S also proudly operates and supports corporate grocery stores and services independent franchisees under a chain-style model throughout the Midwest, South and Northeast. We are an engaged corporate citizen, supporting causes that positively impact our communities. Working Safely is a Condition of Employment at C&S Wholesale Grocers, LLC. C&S Wholesale Grocers is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or veteran status, or any other applicable state or federal protected class. The Company provides affirmative action in employment for qualified Individuals with a Disability and Protected Veterans in compliance with Section 503 of the Rehabilitation Act and the Vietnam Era Veterans’ Readjustment Assistance Act.

Posted 3 days ago

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Benefis HospitalsGreat Falls, Montana
Benefis is one of Montana’s largest and premier health systems, and we are committed to providing excellent care for all, healing body, mind, and spirit. At Benefis, we work hard to support our employees in every aspect of their careers by offering outstanding benefits and compensation, state-of-the-art facilities, and multiple growth opportunities. The only thing missing is you! Benefis Health System in Great Falls, Montana, has an opportunity for a Pediatric Psychologist to join our team of dedicated behavioral health providers in a brand new, Women's and Children's Center. We are focused on providing great patient care to our community with strong support from administration and a goal of making a positive impact. Position details The ideal candidate is a pediatric psychologist looking to provide compassionate care for our pediatric patient population with a strong focus on evaluation and treatment therapies. The current team includes 2 child/adolescent psychiatrists, 2 pediatric psychologists, and 1 pediatric neuropsychologist. The clinic has a dedicated full time case worker and various clinical staff members offering provider, patient and family support The department offers individual office spaces, calm down rooms and a PCIT therapy room and shares a floor (although areas are separate) with our general pediatric clinic of 4 pediatricians and 2 pediatric nurse practitioners for care collaboration, and has direct access to an onsite lab, and pediatric occupational therapy, physical therapy, and speech therapy are in the same building. Work hours and call coverage Clinic is staffed Monday – Friday for patient care needs Provider schedules are flexible based on desires with no required call Desired FTE commitment is full time, but part time requests may be considered Why we stand out Stand alone, financially stable, not-for-profit health system led by a CEO with a 20+ year tenure Over 400 employed providers on medical staff Regional tertiary center with robust specialty support including neurosurgery, pulmonology, neurology, endocrinology, rheumatology, advanced gastroenterology, cardiothoracic, and more! Patient focused, quality community and regional medical care Epic electronic medical record and good clinical support staffing structures How we support you Nationally competitive compensation structures with guaranteed salaries + productivity and performance bonuses 8 weeks paid time off (6 PTO, 2 CME) Generous sign-on / relocation bonus Annual $5,000 CME + $1,000 license/dues 5-7% retirement match + 457b program Paid malpractice + tail Physician wellness programs focused on personal and professional development Monthly meetings with highest-level physician and administrative leadership to bring ideas forward and solve issues Community Information: Great Falls is known as Montana’s base camp for art and adventure with a city population of 70,000, and a draw of over 275,000 people in north central Montana. We have four genuine seasons, experience mild winters and enjoy blue skies over 300 days per year. Great Falls is a wonderful and safe place to raise a family, with nationally ranked public schools, endless activities, two accredited colleges, a brand-new nursing school, a biomedical rural health research institute, and a new not-for-profit medical school, TouroCOM Montana. Additionally, the Missouri River, a blue-ribbon fly-fishing destination, runs through the middle of our community with over 60 miles of paved recreational trails. Our local outdoor activities include camping, backpacking, hiking, biking, horseback riding, water and snow skiing, rock and ice climbing, boating, paddle boarding, kayaking, off-road motor sports, and hunting making our quality of life unrivaled in the Rocky Mountain West. Additionally, in 2023, Montana was named #1 state in the nation to practice medicine by WalletHub and in 2020, Great Falls ranked #10 for best cities to practice in after the pandemic by Business Insider. Benefis Health System is one of Montana’s largest tertiary centers holding a level II trauma designation . We are proud to be a standalone, financially stable community health system with strong, dedicated leadership focused on providing the best patient care in Montana, in addition to being awarded Becker’s “Best Places To Work in Healthcare” for 7 years . Benefis covers ¼ of the state’s land mass, an area comparable in size to Kansas and can provide advanced care for everything except for burns and organ transplants. We offer great specialty support including neurosurgery, cardiothoracic and vascular, advanced gastroenterology, a regional cancer institute and a state-of-the-art emergency trauma department with a dedicated air ambulance program, including fixed and rotor wing . Visit our website https://www.benefis.org for more information Submit your CV today to learn more, EricaMartin@benefis.org or ProviderCareers@benefis.org

Posted 1 week ago

Credit Risk - Municipal And Not For Profit (Risk Management) : Job Level - Associate-logo
Morgan StanleyNew York, NY
Credit Risk Management is looking to hire an Associate to the Municipals credit risk management team. The team coverage derivatives and lending products for all public finance counterparties, including governmental entities, tax-exempt not-for-profit organizations, and other public benefit entities in the U.S. and Canada. The principal responsibilities of the role include primary coverage in all public finance sectors. Fulfillment of these responsibilities requires the ability to: Assess new transactions, including an independent assessment of credit quality of prospective counterparties, recommendation of transaction support, and escalation to senior management, as required Present credit opinions to Credit Senior management and business units for discussion and approval loan transactions Collaborate with business units on structuring and documentation for proposed transactions Portfolio management and oversight of Municipal sub-sectors Assist with the risk management by setting and monitoring credit limits Qualifications Minimum 3 year of public finance experience Strong critical thinking and analytical skills Excellent written and verbal communication skills Experience in risk management of derivatives and lending products Demonstrable track record of working under pressure and managing multiple projects with limited supervision Strong team player able to work effectively in a team environment Strong in both Microsoft Excel and Powerpoint Graduate degree preferred but not required WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 85 years. At our foundation are five core values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. We Firm is differentiated by the caliber of our diverse team. While our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. We're committed to bringing passion and customer focus to the business. Expected base pay rates for the role will be between $85,000 and $140,000 year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Posted 1 week 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

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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

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Complex Claims Consulting Director - Private & Not-For Profit D&O, Fiduciary And Employment Practices Liability

CNA Financial Corp.Downers Grove, IL

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Job Description

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.

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