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Risk Advisory Services Principal - Health Care Focus-logo
Risk Advisory Services Principal - Health Care Focus
Baker Tilly Virchow Krause, LLPNew York, NY
Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: Responsibilities Are you interested in joining one of the fastest growing public accounting firms? Are you interested in being part of a National Practice in a premier Risk Services Practice? If yes, consider joining Baker Tilly (BT) as a Risk Advisory Services Principal. Our Risk Advisory practice provides a full spectrum of services to help our clients assess their risks, develop strategies to compete in an ever-changing business environment, and achieve their goals and objectives. All of this is accomplished through deep industry knowledge of risk, governance, internal audit, compliance, IT, and cybersecurity best practices. As one of the fastest growing firms in the nation, BT has the ability to provide you with an amazing ownership experience working with some of the most entrepreneurial principals in our field. If you are invigorated by these exciting challenges, then this could be the right opportunity for you! What you'll do: Provide leadership, management and strategic direction with a focus on providing an exceptional client service experience, an environment where associates can learn and grow and financial success obtained through growth and sound fiscal decision making Translate firm vision and strategy into an actionable business plan, provide specific objectives to be accomplished and monitor progress Team with marketing to develop sales and marketing plans, investigate and pursue areas for expansion of services within existing client base while also pursuing new clients, actively participate in proposals Coordinate firm resources to ensure the best products and services are provided to clients Ensure your team members are provided with meaningful training and development opportunities, are appropriately challenged by increasingly complex work, are presented with timely and thoughtful feedback and are positively recognized for their efforts Oversee the profitability of the practice to include effective utilization of personnel, appropriate rates for services provided, timely collection of fees Work closely with client executives and management teams to understand their businesses and assist in identifying and managing financial and operational risks within their business systems to ensure technology risks are managed: Develop in-depth knowledge of clients' businesses and industries by having direct client interaction while working on multiple aspects of an engagement Think independently and strategically about your clients' business, systems and risks providing recommendations for business and process improvements based upon knowledge gained relative to the client's operations, processes and business objectives Provide strategic business advice to clients by assisting in the implementation of new processes and controls that address key risks Assess, manage and optimize business risk across a wide range of areas, including operational audit, enterprise risk management (ERM) and SOX compliance Review clients' processes and controls against industry frameworks, identifying gaps in design and execution, and communicating issues and recommendations to clients Be responsible for significant new business development, including identifying, sourcing, pursuing, and winning risk advisory opportunities at large health systems in the PA, NJ, and NY region Produce comprehensive executive summaries and final reports for delivery to the client, documenting and reviewing engagement work papers in accordance with industry-accepted internal audit methodologies Act as a valued business advisor, build relationships and communicate effectively with the client to provide superior client service Lead professional and effective presentations to internal and external audiences Qualifications Strong candidates are recognized industry experts with well-rounded experience working with risk services, specifically: Bachelor's Degree in Accounting, Accounting Information Systems, or related program CPA or CIA designation(s) required Twelve (12)+ year(s) experience with risk advisory, internal/external audit, business process reengineering, and/or internal controls, with internal audit experience in the health care and or hospital setting Seven (7)+ year(s) of supervisory experience, mentoring and counseling associates Successful track record of building and growing a Risk Advisory practice, including building a team, a client base and managing revenue Proven track record of new business development in the healthcare industry in the PA, NJ, NY region Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects. Ability to travel as needed for client engagements

Posted 30+ days ago

Head Of Pension Risk Transfer Business Development-logo
Head Of Pension Risk Transfer Business Development
Massmutual Financial GroupBoston, MA
The Opportunity As the Head of PRT Business Development you will work in a fast paced, innovative, and collaborative environment driving the growth for the PRT business, partnering with other aspects of the PRT business to incorporate new clients, leading the team responsible for evaluating, pricing and securing new PRT opportunities - contributing to the growth of a core business within Institutional Solutions. The Team The PRT team is a motivated group focused on innovating our pricing methodologies, ability to price and administer complex plans, and offering a smooth annuitant experience to our over 500k annuitants. In this role you will lead the PRT Business Development team which is an agile group focused on winning new business in the large market, growing our product offerings, and expanding our capabilities within the PRT market. You will partner with our PRT operations team, other Institutional Businesses, and actuarial and finance partners across the organization to drive forward key strategic initiatives to support to broader MassMutual strategy. The Impact Leading the team responsible for the pursuit and pricing of new PRT opportunities - composed of direct and indirect reporting Represent MassMutual publicly through client meetings, conferences, and other industry events to grow the awareness of MassMutual's PRT presence and capabilities Ownership of the PRT pipeline and underwriting criteria that determines transactions MassMutual will participate in - driving forward the strategy of the MassMutual PRT Business Pricing of Pension Risk Transfer opportunities Partner with the PRT Operations team on installation of new PRT contracts Develop and maintain relationship with consultants and reinsurers Partner with Pricing, Product, and Corporate teams on approvals, assumptions, pricing processes, and exceptions Influence and provide key contributions to ongoing business strategy and growth The Minimum Qualifications An accomplished FSA, ASA, or EA with 6+ years experience in pricing or equivalent role Experience in pension/retirement, pension risk-transfer, or equivalent insurance business(es) 8+ years experience in actuarial roles Disciplined approach to strategic initiatives, business projects and day-to-day activities Demonstrated ability to effectively manage and deliver on multiple concurrent deliverables. Ability to lead and influence others and drive engagement The Ideal Qualifications 3+ years in pension risk transfer business with experience engaging with intermediaries and clients 12+ years experience in actuarial roles; 6+ years experience in pricing or equivalent role Demonstrated success dealing with both complexity and ambiguity, with ability to explore multiple solutions to a problem Ability to analyze and comprehend complex information, as well as convey complex materials to non-technical audiences Demonstrated approach to execute strategic initiatives, business projects and day-to-day activities simultaneously. What to Expect as Part of MassMutual and the Team Regular meetings with the PRT Leadership Team Focused one-on-one meetings with your manager Access to mentorship opportunities Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQ, veteran and disability-focused Business Resource Groups Access to learning content on Degreed and other informational platforms Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits #LI-IZ1 Salary Range: $180,700.00-$237,100.00 At MassMutual, we focus on ensuring fair equitable pay, by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component. Why Join Us. We've been around since 1851. During our history, we've learned a few things about making sure our customers are our top priority. In order to meet and exceed their expectations, we must have the best people providing the best thinking, products and services. To accomplish this, we celebrate an inclusive, vibrant and diverse culture that encourages growth, openness and opportunities for everyone. A career with MassMutual means you will be part of a strong, stable and ethical business with industry leading pay and benefits. And your voice will always be heard. We help people secure their future and protect the ones they love. As a company owned by our policyowners, we are defined by mutuality and our vision to put customers first. It's more than our company structure - it's our way of life. We are a company of people protecting people. Our company exists because people are willing to share risk and resources, and rely on each other when it counts. At MassMutual, we Live Mutual. MassMutual is an Equal Employment Opportunity employer Minority/Female/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply. Note: Veterans are welcome to apply, regardless of their discharge status. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need. At MassMutual, we focus on ensuring fair, equitable pay by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component. For more information about our extensive benefits offerings please check out our Total Rewards at a Glance.

Posted 30+ days ago

Sr. Placement Executive, Commercial Risk - Insurance Advisory Solutions-logo
Sr. Placement Executive, Commercial Risk - Insurance Advisory Solutions
BRP Group, Inc.Tustin, CA
The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management. The mission of the Sr Placement Executive is to be an integral part of the team and partner with Advisors, Directors and others in the firm to deliver a high level of service to our clients. This individual develops professional working relationships with clients, insurance companies, and agency personnel to maintain accounts and promote a positive working environment PRIMARY RESPONSIBILITIES: In-depth knowledge consisting of Property, General Liability, Business Automobile Liability, Workers' Compensation and Commercial Umbrella including knowledge of policy forms, terms/conditions. Maintain thorough knowledge of the insurance marketplace as well as develop and maintain significant relationships with key underwriters, ensuring thorough evaluation of qualified companies in the marketplace. Responsible for assessing client needs, designing solutions and negotiating with insurance carriers to obtain most appropriate coverage plans for clients. Market client business, typically of higher complexity, to a variety of insurance carriers, new and renewal business. Identify appropriate carriers, submit applications for quotes, negotiate favorable rates including terms & conditions and prepare Insurance Proposals. Stay current on industry news, products, coverage and technology. Consistently maintain professional and appropriate demeanor. Attend company meetings, educational workshops, carrier functions, staff meetings, and networking events when requested. KNOWLEDGE, SKILLS & ABILITIES: Proficient user of Microsoft Office - Word, Excel, PowerPoint. Ability to prepare written correspondence, reports, and analyses in a timely manner to clients and associates. Analyze situations, identify problems, recommend solutions, and evaluate outcomes. Demonstrated presentation and negotiation skills required. Exceptional writing and communication skills. Ability to multi-task, meet deadlines and thrive in a fast-paced environment. EDUCATION & EXPERIENCE: Bachelor's Degree preferred and/or 15 + years' work-related experience. Prefer some experience in an agency environment. Active state insurance license required Professional designations a plus such as, ARM, CPCU, CRM or CIC. IMPORTANT NOTICE: This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodation to applicants and colleagues who need them for medical or religious reasons. The starting pay is $160,000+ annually. Salary is negotiable upon time of hire. #LI-JR1 #LI-Hybrid IND1 Click here for some insight into our culture! The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.

Posted 2 weeks ago

Health & Risk Solutions, Sales Enablement Consultant-logo
Health & Risk Solutions, Sales Enablement Consultant
Sun Life FinancialKansas City, MO
Sun Life U.S. is one of the largest providers of employee and government benefits, helping approximately 50 million Americans access the care and coverage they need. Through employers, industry partners and government programs, Sun Life U.S. offers a portfolio of benefits and services, including dental, vision, disability, absence management, life, supplemental health, medical stop-loss insurance, and healthcare navigation. We have more than 6,400 employees and associates in our partner dental practices and operate nationwide. Visit our website to discover how Sun Life is making life brighter for our customers, partners and communities. Job Description: Sun Life embraces a hybrid work model that balances in-office collaboration with the flexibility of virtual work. Internal candidates are not required to relocate near an office. The opportunity: The Sun Life U.S. Health and Risk Solutions Go-to-Market Strategy team is looking for a proactive, collaborative, and dynamic team player to help us to grow our presence and brand in the market through Sales Enablement initiatives. To support our ambitious growth goals, the Sales Enablement Consultant will be responsible for producing and developing sales enablement tools as well as driving the continued success of our resources. The Sales Enablement Consultant will have exposure to multiple initiatives working cross functionally across not only the Go-to-Market team but the entire Health and Risk Solutions organization. The individual will work with other sales enablement team members to drive forward new solution launches, distribution feedback gathering, and sales tool development. How you will contribute: Assist in management of sales enablement resources, including evaluation, design and production of our tools. Develop and maintain suite of digital experiences focused on promoting Sun Life's value proposition Measure the success of our sales tools through dashboards and reporting both within and outside of Salesforce, providing metrics to determine recommendations for improved utilization or necessary enhancements Support increased customization and personalization for our distribution team throughout the sales process Collaborate with marketing, client management, and other Health and Risk Solution teams to support existing and emerging sales-focused initiatives Build relationships across our distribution team, gathering feedback throughout the year to uncover opportunities and novel insights What you will bring with you: Ability to work with a diverse range of people Bachelor's degree in Sales, Marketing, Business, or related field, preferred 2+ years of experience in a sales, marketing or insurance role Proficiency in Microsoft Office, specifically Excel Insurance or healthcare industry experience preferred Experience with salesforce or other digital sales tools preferred Stop-Loss insurance experience a plus Highly motivated, adaptable, self-starter with the desire to grow and learn Strong execution skills and production of detail-oriented sales collateral Willingness to contribute to a dynamic team and assist outside defined role when needed Prioritization skills, focused on managing multiple projects with demanding deadlines Success with relationship building and collaboration, with the ability to work both independently and within teams Strong organizational and time management skills, able to work on multiple projects Desire to learn and build strong "test and learn" skills Salary: $61,800-$92,700 At our company, we are committed to pay transparency and equity. The salary range for this role is competitive nationwide, and we strive to ensure that compensation is fair and equitable. Your actual base salary will be determined based on your unique skills, qualifications, experience, education, and geographic location. In addition to your base salary, this position is eligible for a discretionary annual incentive award based on your individual performance as well as the overall performance of the business. We are dedicated to creating a work environment where everyone is rewarded for their contributions. Not ready to apply yet but want to stay in touch? Join our talent community to stay connected until the time is right for you! We are committed to fostering an inclusive environment where all employees feel they belong, are supported and empowered to thrive. We are dedicated to building teams with varied experiences, backgrounds, perspectives and ideas that benefit our colleagues, clients, and the communities where we operate. We encourage applications from qualified individuals from all backgrounds. Life is brighter when you work at Sun Life At Sun Life, we prioritize your well-being with comprehensive benefits, including generous vacation and sick time, market-leading paid family, parental and adoption leave, medical coverage, company paid life and AD&D insurance, disability programs and a partially paid sabbatical program. Plan for your future with our 401(k) employer match, stock purchase options and an employer-funded retirement account. Enjoy a flexible, inclusive and collaborative work environment that supports career growth. We're proud to be recognized in our communities as a top employer. Proudly Great Place to Work Certified in Canada and the U.S., we've also been recognized as a "Top 10" employer by the Boston Globe's "Top Places to Work" for two years in a row. Visit our website to learn more about our benefits and recognition within our communities. We will make reasonable accommodations to the known physical or mental limitations of otherwise-qualified individuals with disabilities or special disabled veterans, unless the accommodation would impose an undue hardship on the operation of our business. Please email thebrightside@sunlife.com to request an accommodation. For applicants residing in California, please read our employee California Privacy Policy and Notice. We do not require or administer lie detector tests as a condition of employment or continued employment. Sun Life will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including applicable fair chance ordinances. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Job Category: Product Posting End Date: 29/06/2025

Posted 2 weeks ago

Associate Counsel, Litigation & Risk-logo
Associate Counsel, Litigation & Risk
LyftSan Francisco, CA
At Lyft, our purpose is to serve and connect. We aim to achieve this by cultivating a work environment where all team members belong and have the opportunity to thrive. Lyft is looking for a bright, energetic, and self-motivated attorney with at least 4 years of litigation experience to join our Legal Team. The successful candidate will be entrepreneurial and comfortable working in an ambiguous, quickly-changing, and sometimes chaotic environment, with a high workload. You will actively oversee litigation, and also partner with and provide legal guidance to departments such as Claims, Risk, Safety & Customer Care, Policy, and Communications to help craft solutions to the novel legal challenges Lyft faces every day. Responsibilities: Primary responsibility - meaning, hands-on work, not just supervising outside counsel - for legal matters, with an emphasis on personal injury cases. Collaborate closely with fellow Legal Team members to develop and implement litigation strategy with an eye toward impact on Lyft's broader business objectives. Proactively approach all aspects of litigation, including discovery, motion practice, witness preparation, and trial and appellate strategies. Analyze litigation matters to effectively participate in decisions related to resolution strategy and demonstrate an ability to understand, interpret, and apply current law and regulations to Lyft's current and prospective products and services. Efficient management of outside counsel, including tactical guidance, staffing, case management, budgeting, and alignment with Lyft's broader legal strategy. Provide guidance to management on litigation matters. Provide sound legal advice cross-functionally to other teams. Maintain effective communication with insurance carriers and/or other third parties. Experience: 4+ years practicing law at a leading law firm or in-house. J.D. from a top-tier law school. Member of a state bar in good standing. Preference is given to candidates with prior in-house experience and experience advising technology clients as outside counsel. Preference is given to a candidate with experience litigating in NYC courts. Excellent problem-solving capabilities, judgment, communication (written and verbal) and interpersonal skills. Ability to operate autonomously while being a team player who brings a positive attitude to the workplace. Comfortable operating in a fast-paced, rapidly-evolving workplace. Ability to think quickly on your feet, convey grace under pressure, and simultaneously manage complex workloads, multiple client demands, and shifting priorities. Be a resourceful self-starter and have a passion for results. Embody Lyft's culture, and operate with high standards and ethics. An understanding of the transportation and ridesharing industries, as well as the sharing economy in general. Benefits: Great medical, dental, and vision insurance options with additional programs available when enrolled Mental health benefits Family building benefits Child care and pet benefits 401(k) plan to help save for your future In addition to 12 observed holidays, salaried team members have discretionary paid time off, hourly team members have 15 days paid time off 18 weeks of paid parental leave. Biological, adoptive, and foster parents are all eligible Subsidized commuter benefits Lyft Pink- Lyft team members get an exclusive opportunity to test new benefits of our Ridership Program Lyft is an equal opportunity employer committed to an inclusive workplace that fosters belonging. All qualified applicants will receive consideration for employment without regards to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, age, genetic information, or any other basis prohibited by law. We also consider qualified applicants with criminal histories consistent with applicable federal, state and local law. Lyft highly values having employees working in-office to foster a collaborative work environment and company culture. This role will be in-office on a hybrid schedule- Team Members will be expected to work in the office 3 days per week on Mondays, Wednesdays, and Thursdays. Lyft considers working in the office at least 3 days per week to be an essential function of this hybrid role. Your recruiter can share more information about the various in-office perks Lyft offers. Additionally, hybrid roles have the flexibility to work from anywhere for up to 4 weeks per year. #Hybrid The expected base pay range for this position in the San Francisco area is $144,000 - $180,000. Salary ranges are dependent on a variety of factors, including qualifications, experience and geographic location. Range is not inclusive of potential equity offering, bonus or benefits. Your recruiter can share more information about the salary range specific to your working location and other factors during the hiring process. Total compensation is dependent on a variety of factors, including qualifications, experience, and geographic location. Your recruiter can share more information about the salary range specific to your working location and other factors during the hiring process.

Posted 2 weeks ago

Sr. Director MSR Pricing Valuation & Risk-logo
Sr. Director MSR Pricing Valuation & Risk
NewrezFort Washington, PA
Exceed the expectations of our residential mortgage borrowers & business partners through superior service, simple processes, and effective communications. We deliver on this mission by empowering our employees by encouraging and recognizing superior performance and innovative solutions, by promoting teamwork and divisional cooperation. Primary Function This role is responsible for directing the modeling and valuation of Mortgage Servicing Rights (MSR) cash flows, incorporating voluntary and involuntary prepayment rates, market interest rates, servicing discount rates and other cash flow assumptions. This role will also be responsible for the risk analytics and profile of the organization taking both P&L and cash impacts into consideration over a variety of horizon scenarios. This candidate will need to coordinate with business partners such as Information Technology, Finance, Accounting and Servicing by providing data and information. Additionally, the candidate will be required to ensure the valuation maintains compliance with policies, procedures, and regulatory requirements, working with both internal and external audit and compliance. Principal Duties Manage the development, testing and deployment of proprietary and third-party models for Mortgage Servicing Rights (MSR's). Work with third party brokers and other sellers of MSR's to prepare timely valuation assessments for Investment Committee consideration. Mapping of loan level data and running cash flow models to produce valuation reports. Produce reports, market research and yield tables to be used by the Investment Committee and others to ensure the appropriate pricing for existing and newly originated MSR portfolios. Produce monthly asset and liability attribute analysis and similar reporting as requested. Produce adverse scenario, assumption review and prepayment analysis. Provide robust reporting supporting the behavioral models and cash flows over various time horizons and collateral cohorts. Research and obtain information on current trends and developments in mortgage modeling and mortgage markets to ensure BSI methodologies are best practice and in line with other market participants. Responsible for maintaining and developing policies and procedures related to assigned business responsibilities. Performs related duties as assigned by management. Other duties as directed Education and Experience Requirements Bachelor's degree in finance, accounting, or related field is required. 10-15 years of industry experience within a highly analytical role is required. 10 + years' experience with Mortgage Servicing Rights or other mortgage modeling and cash flow experience. Knowledge, Skill, and Ability Requirements Extensive knowledge of mortgage loans and mortgage servicing rights. Attention to detail, high level of accuracy and ability to review self-created work. Excellent oral and written communication skills. Excellent computer skills, especially in MS Excel. Comfortable performing research and analysis. Ability to work within strict deadlines. Teamwork orientation. Maintain high degree of confidentiality. Demonstrated business acumen with the ability to work and communicate with all levels of an organization. Able to work independently with minimal supervision. Additional Information: While this description is intended to be an accurate reflection of the position's requirements, it in no way implies/states that these are the only job responsibilities. Management reserves the right to modify, add or remove duties and request other duties, as necessary. All employees are required to have smart phones that meet Company security standards with the ability to install apps such as Okta Verify and Microsoft Authenticator. Employment will be contingent on this requirement. Company Benefits: Newrez is a great place to work but we are only as strong as our greatest asset, our employees, so we believe in rewarding them! Medical, dental, and vision insurance Health Savings Account with employer contribution 401(k) Retirement plan with employer match Paid Maternity Leave/Parental Bonding Leave Pet insurance Adoption Assistance Tuition reimbursement Employee Loan Program The Newrez Employee Emergency and Disaster Fund is a new program to support our team members Newrez NOW: Our Corporate Social Responsibility program, Newrez NOW, empowers employees to become leaders in their communities through a robust program that includes volunteering, philanthropy, nonprofit grants, and more 1 Volunteer Time Off (VTO) day, company-paid volunteer day where all eligible employees may participate in a volunteer event with a nonprofit of their choice Employee Matching Gifts Program: We will match monetary employee donations to eligible non-profit organizations, dollar-for-dollar, up to $1,000 per employee Newrez Grants Program: Newrez hosts a giving portal where we provide employees an abundance of resources to search for an opportunity to donate their time or monetary contributions Equal Employment Opportunity We're proud to be an equal opportunity employer- and celebrate our employees' differences, including race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, and Veteran status. Different makes us better. CA Privacy Policy CA Notice at Collection

Posted 30+ days ago

Manager, Business Risk And Controls (Supporting Commercial Payments)-logo
Manager, Business Risk And Controls (Supporting Commercial Payments)
Keybank National AssociationAlbany, NY
Location: 4910 Tiedeman Road- Brooklyn, Ohio 44144 ABOUT THE JOB (JOB BRIEF) Manages a team of Risk Analysts who assist several assigned line(s) of business with the identification, measurement, and management of risk; development and implementation of sustainable controls; and development or maintenance of effective risk management policies and programs, reporting, training and testing to fulfill strategic objectives while operating within defined risk appetite. Provides risk, control and compliance consultation / advice, in conjunction with the second line of defense, on current and emerging risks impacting assigned line(s) of business; promotes accountability for the awareness and management of risk; and coordinates the management and escalation of issues. Engages and consults with corporate risk management partners across risk disciplines to develop and implement consistent risk management standards and processes across the lines of business. ESSENTIAL JOB FUNCTIONS Specific essential job functions include the following: Provide direction and oversight for the completion of the quarterly risk profile including collecting of information, drafting content, identifying key risk topics and points of interest, facilitating review within line of business and corporate risk management, along with obtaining senior executive approval. Provide overall direction and guidance on the development and implementation of the risk and control self-assessments and related risk profiles, including risk, control, test and risk metric design in accordance with corporate standards. Provide guidance and support to the line of business to better understand, own, proactively identify, measure, and manage risk, and integrate risk mitigation into their strategic decisions and management activities. Monitor quarterly assessments of testing, control effectiveness, residual risk, risk metrics and encourage proactive identification of weaknesses and/or control gaps, while providing sound recommendations to address control gaps. Monitor and provide guidance on findings, remediation plans, and exception requests, escalating risks and issues outside of risk appetite, as applicable. Provide guidance with implementation of risk management policies, programs and procedures by participating in projects, reviewing documentation, and/or ensuring engagement of appropriate stakeholders to fully implement requirements. Support/Lead the management of internal audits and external exams, as applicable. Coordinate pre-regulatory exam preparation activities; collect and track information requests; facilitate responses to findings; validate remediation plans are appropriate, resolved timely, and corrective actions implemented prior to closure; along with providing periodic updates to management. Build and sustain positive working relationships with corporate risk management and line of business executives, managers and teams, while developing an understanding of the business and strategic objectives. Strengthen the first line of defense by ensuring sound business practices, processes, procedures, persons, and technology exist to manage risk within the corporate appetite. Actively engage with line of business and corporate risk management partners to understand and assess risks across lines of business and standardize risk management processes and reporting. REQUIRED QUALIFICATIONS Risk Management- Knowledge of processes, tools and techniques for assessing and controlling an organization's exposure to risks of various kinds; ability to apply knowledge of risk management appropriately to diverse situations. Effective Communications- Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors. Business Process Design- Knowledge of business process design; ability to develop appropriate techniques to re-examine key processes and focus on optimizing organizational performance. Decision Making and Critical Thinking- Knowledge of the decision-making process and associated tools and techniques; ability to accurately analyze situations and reach productive decisions based on informed judgment. Cross-Team Integration- Understanding of the importance of inter-team collaboration in breaking down silos and achieving business results; ability to lead employees from various functions to communicate, coordinate work across divisions, and collaborate in solving problems as one team. Managing Multiple Priorities- Knowledge of effective self-management practices; ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation. Accuracy and Attention to Detail- Understanding the necessity and value of accuracy; ability to complete tasks with high levels of precision. Internal Controls- Knowledge of concept, methods, and processes of internal control; ability to create, implement, evaluate and enhance processes in internal controls. Risk & Control Self-Assessment (RCSA)- Knowledge of risk and control self-assessment (RCSA); ability to assess, clarify, and appraise significant risks inherent in investment activities as well as to ensure that internal controls, policies, and procedures are accurate and adequate. Audit and Compliance Function- Knowledge of major responsibilities and tasks of Audit and Compliance (A&C) function; ability to manage the operation of A&C function in various business environment. Regulatory Environment- Financial Services- Knowledge of regulatory environment; ability to help an organization comply with regulations at the federal, state and local level and follow the organization specific policies and guidelines, affecting business practices. Strategic Thinking- Knowledge of the importance of "big picture" thinking and planning; ability to apply organizational acumen and competitiveness to identify and maintain focus on key success factors for the organization. Team Management- Knowledge of effective team building techniques; ability to form and manage effective teams. Key has implemented a role-based Mobile by Design approach to our employee workspaces, dedicating space to those whose roles require specific workspaces, while providing flexible options for roles which are less dependent on assigned workspaces and can be performed effectively in a mobile environment. As a result, this role may be mobile or home based, which means you may work either at a home office or in a Key facility to perform your job duties. Preferred location is Brooklyn, OH or Amherst, NY. If you are located near Brooklyn, OH, Amherst, NY, or other major KeyBank office locations you will work partially from the office location as designated by your management team. COMPENSATION AND BENEFITS This position is eligible to earn a base salary in the range of $85,000.00 to $135,000.00 annually depending on location and job-related factors such as level of experience. Compensation for this role also includes eligibility for short-term incentive compensation and deferred incentive compensation subject to individual and company performance. Please click here for a list of benefits for which this position is eligible. Job Posting Expiration Date: 06/19/2025 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.

Posted 5 days ago

Associate Counsel, Litigation & Risk-logo
Associate Counsel, Litigation & Risk
LyftNew York, NY
At Lyft, our purpose is to serve and connect. We aim to achieve this by cultivating a work environment where all team members belong and have the opportunity to thrive. Lyft is looking for a bright, energetic, and self-motivated attorney with at least 4 years of litigation experience to join our Legal Team. The successful candidate will be entrepreneurial and comfortable working in an ambiguous, quickly-changing, and sometimes chaotic environment, with a high workload. You will actively oversee litigation, and also partner with and provide legal guidance to departments such as Claims, Risk, Safety & Customer Care, Policy, and Communications to help craft solutions to the novel legal challenges Lyft faces every day. Responsibilities: Primary responsibility - meaning, hands-on work, not just supervising outside counsel - for legal matters, with an emphasis on personal injury cases. Collaborate closely with fellow Legal Team members to develop and implement litigation strategy with an eye toward impact on Lyft's broader business objectives. Proactively approach all aspects of litigation, including discovery, motion practice, witness preparation, and trial and appellate strategies. Analyze litigation matters to effectively participate in decisions related to resolution strategy and demonstrate an ability to understand, interpret, and apply current law and regulations to Lyft's current and prospective products and services. Efficient management of outside counsel, including tactical guidance, staffing, case management, budgeting, and alignment with Lyft's broader legal strategy. Provide guidance to management on litigation matters. Provide sound legal advice cross-functionally to other teams. Maintain effective communication with insurance carriers and/or other third parties. Experience: 4+ years practicing law at a leading law firm or in-house. J.D. from a top-tier law school. Member of a state bar in good standing. Preference is given to candidates with prior in-house experience and experience advising technology clients as outside counsel. Preference is given to a candidate with experience litigating in NYC courts. Excellent problem-solving capabilities, judgment, communication (written and verbal) and interpersonal skills. Ability to operate autonomously while being a team player who brings a positive attitude to the workplace. Comfortable operating in a fast-paced, rapidly-evolving workplace. Ability to think quickly on your feet, convey grace under pressure, and simultaneously manage complex workloads, multiple client demands, and shifting priorities. Be a resourceful self-starter and have a passion for results. Embody Lyft's culture, and operate with high standards and ethics. An understanding of the transportation and ridesharing industries, as well as the sharing economy in general. Benefits: Great medical, dental, and vision insurance options with additional programs available when enrolled Mental health benefits Family building benefits Child care and pet benefits 401(k) plan to help save for your future In addition to 12 observed holidays, salaried team members have discretionary paid time off, hourly team members have 15 days paid time off 18 weeks of paid parental leave. Biological, adoptive, and foster parents are all eligible Subsidized commuter benefits Lyft Pink- Lyft team members get an exclusive opportunity to test new benefits of our Ridership Program Lyft is an equal opportunity employer committed to an inclusive workplace that fosters belonging. All qualified applicants will receive consideration for employment without regards to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, age, genetic information, or any other basis prohibited by law. We also consider qualified applicants with criminal histories consistent with applicable federal, state and local law. Lyft highly values having employees working in-office to foster a collaborative work environment and company culture. This role will be in-office on a hybrid schedule- Team Members will be expected to work in the office 3 days per week on Mondays, Wednesdays, and Thursdays. Lyft considers working in the office at least 3 days per week to be an essential function of this hybrid role. Your recruiter can share more information about the various in-office perks Lyft offers. Additionally, hybrid roles have the flexibility to work from anywhere for up to 4 weeks per year. #Hybrid The expected base pay range for this position in the New York City area is $144,000 - $180,000. Salary ranges are dependent on a variety of factors, including qualifications, experience and geographic location. Range is not inclusive of potential equity offering, bonus or benefits. Your recruiter can share more information about the salary range specific to your working location and other factors during the hiring process. Total compensation is dependent on a variety of factors, including qualifications, experience, and geographic location. Your recruiter can share more information about the salary range specific to your working location and other factors during the hiring process.

Posted 2 weeks ago

Investment Banking Analyst, Financial Institutions Group (Fig) & Risk Advisory - New York-logo
Investment Banking Analyst, Financial Institutions Group (Fig) & Risk Advisory - New York
MoelisNew York, NY
We are passionate about our business and our culture, and are seeking individuals with that same drive. We are currently seeking an experienced Analyst to join our Financial Institutions Group (FIG) and Risk Advisory practice in New York. Moelis Analysts are expected to assume significant levels of responsibility requiring intellectual curiosity, motivation and analytical aptitude. Day-to-day responsibilities of an Analyst include: financial analysis and modeling, company and industry research, preparing client presentations and interacting with senior bankers and clients. Primary Responsibilities: Supports senior managers in origination activities including (but not limited to): preparing historical and projected financial statements, provide analysis of financial implications of mergers and acquisitions and conducting public & private valuation analysis for major corporations Involved in execution activities, including basic responsibilities such as data gathering, analysis and material preparation, as well as taking responsibility for managing standard processes such as preparing deal documentation Builds and applies valuation models based on financial research & analysis including comparable company analysis, discounted cash flow analysis and comparable acquisitions analysis Prepares analytical materials to support necessary credit, compliance, engagement committee and balance sheet approvals Conducts corporate operations reviews, portfolio analytic reviews and prepare risk/return valuations Gathers and processes market share data and shareholder and investor profile Required Skills & Experience: Results driven and able to perform well under pressure and against tight deadlines Strong analytical and numerical skills that put you at ease with financial data Proven team player who is able to effectively interact with a wide variety of internal groups and clients Strong multi-tasking skills Strong Microsoft Office suite (Excel a must) and financial reporting skills Education: Undergraduate degree; focus in finance, business, accounting, economics, mathematics is preferred Estimated Salary Range: $110,000-$135,000 We are an Equal Opportunity Employer. Applicants are considered for employment opportunities without regard to race, age, religion, color, sex (including pregnancy and gender identity), parental status, national origin, marital status, veteran status, sexual orientation, political affiliation, citizenship status, genetic information (including family medical history), disability (in compliance with the Americans with Disabilities Act and any other applicable law), or any other characteristic or status protected under any applicable US, state or other law. This policy applies to all terms and conditions of employment, including recruitment and hiring, appraisal systems, promotions, and training.

Posted 1 week ago

Program Manager - Construction Project Risk (Insurance)-logo
Program Manager - Construction Project Risk (Insurance)
Marsh & McLennan Companies, Inc.Houston, TX
Are you ready to shape the future of risk management in the construction industry? At Marsh, a leader in risk management, we are seeking a talented individual to join our dynamic team. This role will be based in Dallas, TX, Houston, TX, or Austin, TX, and offers a hybrid work environment with a requirement of working at least three days a week in the office. About the Role: As a trusted program risk manager, you will provide tailored advice and solutions to clients regarding program management while managing an account load and acting as a liaison between various Marsh resources and clients. You will collaborate with the administration of the program alongside loss control and claims advocates, partner with Risk Practices for business placement, interact with insurers for documentation, and support account retention and growth through program management efforts. We will count on you to: Be a key member of the project risk team, assisting owners, developers, and contractors with wrap-up program (OCIP/CCIP/Rolling) design and project administration for large local and national construction projects. Execute Marsh project-specific casualty solutions, including multi-site and rolling wrap-up programs, acting as an advocate and advisor for clients. Engage contractors and subcontractors directly to facilitate participation in clients' wrap-up programs and work closely with Project Administrators for smooth execution. Facilitate carrier audits and program close-outs while collaborating with other advisory and placement colleagues as needed. What you need to have: 3+ years of experience in insurance, specifically wrap/construction insurance and OCIP/CCIP experience. Proficiency in Microsoft Word, Excel, and PowerPoint. P&C license required or ability to obtain within 90 days of hire. Excellent communication skills (verbal and written). What makes you stand out: Bachelor's degree. Technical product line experience preferred. Highly organized with the ability to prioritize tasks based on urgency. Managerial experience. Why join our team: We help you be your best through professional development opportunities, interesting work, and supportive leaders. We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have an impact on colleagues, clients, and communities. Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being. #LI-JG3 Marsh, a business of Marsh McLennan (NYSE: MMC), is the world's top insurance broker and risk advisor. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit marsh.com, or follow on LinkedIn and X. Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com. Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one "anchor day" per week on which their full team will be together in person.

Posted 2 weeks ago

Governance, Risk, And Compliance Manager Or Senior Manager - Public Sector With State Government And Higher Ed. Focus-logo
Governance, Risk, And Compliance Manager Or Senior Manager - Public Sector With State Government And Higher Ed. Focus
WeaverAustin, 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's Governance, Risk and Compliance (GRC) team is looking for a dynamic, experienced Manager or Senior Manager to join our growing Public Sector practice. The ideal candidate will have depth in providing internal audit, compliance and consulting to state agencies, regional governmental organizations, public healthcare and/or higher education institutions. This position will focus on serving clients in the Austin, TX market as wells as supporting growth of our Public Sector practice nationally. Client projects will include: Risk assessments designed to identify critical client risks, processes and areas for in-depth internal audits Risk based, value-oriented internal and compliance audits Consultative engagements to reengineer client processes to mitigate risks and increase efficiency and effectiveness of operations Performance audits or organizational operations In additional to technical expertise, the ideal candidate will be skilled at building and maintaining client relationships, will have experience in meeting with executive management, and delivering audit reports to audit committees and boards. Candidates should have experience in fostering relationships within the local team and have experience supporting direct reports in career and professional development. They work closely with department leadership and play a key role in business development, engagement economics, presentations to key stakeholders, and meeting client expectations. This individual will be provided opportunities to represent Weaver in the local and national public sector market and helping develop new business opportunities. To be successful in this role, the following qualifications are required: Bachelor's degree in Accounting, Finance, Business Management, Public Administration, or a related field CPA, CIA or other relevant certification 5-7+ years serving in a client service role, organizational experience in internal audit or compliance, or consulting experience Advanced understanding of governmental business environments at the state, public healthcare, and/or higher education levels and the associated compliance and risk requirements Advanced understanding of compliance, internal audit, risk, COSO internal control framework, IIA Global Audit standards, and GAGAS yellow-book related requirements Advanced ability to perform government related research and interpret statutes and regulations for federal, state, and local entities Advanced professional writing skills and executive presence and communication ability to the Executive and Board level Strong project management, independent thinking, and decision-making skills Strong relationship management and practice development skills Strong experience with building and providing presentations and briefings to senior management and boards is preferred Experience in managing, mentoring and developing staff Additionally, the following qualifications are preferred: Master's degree in Accounting, Finance, Public Policy, Public Administration or a related field is preferred, relevant industry experience will be taken into consideration Experience supervising 2 to 5 or more individuals and proven ability to manage and develop staff Extensive internal audit or consulting experience with a variety of industries and types of audits for government agencies and entities Ability to attract and service new clients and expand services to existing clients Involvement in professional organizations, such as IIA, AHIA, ALGA, AICPA, etc. 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), a 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 L&D 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. WeaverLEAD We are committed to investing in the strength of our team. That is why we have created an internal leadership coaching program to train leaders to support other leaders at every level of the organization. The goal of WeaverLEAD is to inspire the growth and development of our leaders by: Leaning into the experience of exploring new ideas for each individual's growth as a leader. Engaging the coaching mindset at work with new ways of thinking about challenges and opportunities. Adapting to the transformation that takes place as a result of participating in the program. Developing yourself and others with coaching competencies to create a firm-wide culture of coaching. 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. #LI-Hybrid

Posted 30+ days ago

Senior Data Engineer, Risk Technology-logo
Senior Data Engineer, Risk Technology
ION GroupNew York, NY
The Role We are seeking a skilled and experienced Data Engineer to join our innovative team. The ideal candidate will possess expertise in data engineering technologies, experience with market and credit counterparty risk platforms , and a solid understanding of the financial services sector. If you thrive in a collaborative, agile environment and excel at building scalable, high-performance data platforms, we'd love to hear from you. Responsibilities: Analyze, design, code, test, configure, and modify software for the functional delivery of platforms and solutions using programming languages and development methodologies. Design, develop, test, debug, and implement platforms, solutions, software tools, and utilities to ensure acceptable performance and service levels. Build and manage automated delivery pipelines for platforms and solutions using source control, infrastructure as code, and continuous integration practices. Implement monitoring, alerting, logging, and tracing to ensure the durability, availability, and performance of platforms and solutions. Collaborate with the Data Warehouse Architect to ensure successful platform strategies. Design and optimize scalable data pipelines using technologies like Airflow, Snowflake, and AWS cloud services. Work closely with stakeholders to ensure platforms meet both business and technical requirements. Produce technical documentation, including testing, training, and delivery artifacts. Requirements: 8+ years of experience delivering data-centric platforms with large datasets, fast SLAs, and high data quality standards. Proven experience with market and credit counterparty risk platforms (mandatory). Advanced proficiency in Python. Strong experience with AWS, Airflow, and Snowflake. Comfortable working in an agile delivery environment. Self-sufficient in a CI/CD environment, with hands-on experience automating deployments. Proven ability to contribute as an individual, including reviewing pull requests and ensuring quality code. Experience troubleshooting and debugging simple to complex issues. Strong interpersonal and organizational skills, with the ability to work collaboratively. We are hiring across multiple levels for this job. The base salary range across different levels are: Mid to Senior level - $140,000 - $210,000 Placement within the range provided above is based on the individual's relevant experience and skills for the role and level. We are hiring across multiple levels for this job. Base salary is only one component of our total compensation package. Employees may be eligible for a discretionary bonus, which is determined upon company and individual performance. Salary range disclosure as required by S9427A when hiring in New York. Lab49/ION is committed to maintaining a supportive and inclusive environment for people with diverse backgrounds and experiences. We respect the varied identities, abilities, cultures, and traditions of the individuals who comprise our organization and recognize the value that different backgrounds and points of view bring to our business. Lab49/ION adheres to an equal employment opportunity policy that prohibits discriminatory practices or harassment against applicants or employees based on any legally impermissible factor.

Posted 30+ days ago

Associate Risk Analyst-logo
Associate Risk Analyst
Repay Holdings CorporationTempe, AZ
ABOUT REPAY REPAY ("Realtime Electronic Payments" / NASDAQ TICKER: RPAY) is an established and fast-growing publicly traded financial technology and payment processing company headquartered in Atlanta, Georgia, with offices across the country. REPAY enables its customers to accept payments anytime, anywhere, and through any channel while providing a secure, seamless, and enjoyable payment experience for the end consumers. REPAY offers a comprehensive suite of electronic payment and funding solutions, including debit and credit card processing, ACH processing, Instant Funding, and electronic bill payment systems with full IVR, text, and mobile capabilities. The scalability of its products allows merchants of all sizes to add an instant arsenal of intelligent payment technology solutions to their businesses without significant development costs or infrastructure investments. POSITION OVERVIEW The Associate Risk Analyst will be a resource for both the Management team as well as other Analysts. The ideal candidate will be a detail-oriented, self-starter who will be responsible for supporting the efforts of REPAY's Risk team. Tasks include coordinating, preparing, and reviewing merchant specific reporting, examining merchant processing behavior against established benchmarks to identify escalations and organizing/prioritizing tasks for identified department initiatives. The candidate should be comfortable working independently for many hours at a time with minimal distraction. In addition, the candidate should have a familiarity with the payment processing industry as well as experience in Chargebacks and Risk Review for debit and/or credit card processing. Position will have no direct reports. Some travel may be required. ESSENTIAL JOB FUNCTIONS Monitor transactional, batch, authorization and chargeback activity for merchant portfolio(s) and examine for anomalies Escalate risk concerns and make recommendations for resolution to Risk Management Identify trending behavior and take swift action to define, document and (if necessary) prevent behavior from negative impact to business because of fraud or negligence Communicate with merchants via email and phone to resolve risk-related questions or to clarify questionable activity Assisting with completing due diligence on merchant risk behaviors when requested Maintain existing projects as needed/requested Recommend efficiencies in reporting as identified/requested Facilitate internal department tasks/communications Accept/prioritize incoming projects from various contacts within Risk department Adapt to changes within department as needed Participate in webinars or on-site classes to enhance existing knowledge and stay abreast of industry-specific changes ROLE DISTINGUISHING RESPONSIBILITIES Chargeback Management Full card product(s) risk review for applicable US/CAN portfolios Canadian settlement verification/ACH Returns Domestic ACH returns Incoming/Outgoing Risk Cases QUALIFYING EXPERIENCE 1+ years' experience in payments processing 1+ years' experience in Risk background 2+ years' experience in data entry Strong proficiency with Excel to include (e.g., pivot tables, v-lookups) Communicate effectively (written and verbally) with internal and external associates Excellent organizational, analytical skills and note taking skills Must be able to adhere to and meet given task deadlines Must maintain a high level of accuracy in performance in a high-speed environment Must have a demonstrated ability to work independently Familiarity with CRM systems and practices Proficiency with Microsoft applications Bachelor's Degree preferred or equivalent work experience WHY JOIN REPAY.… BECAUSE CULTURE IS EVERYTHING GROWTH & PEOPLE-CENTERED LEADERSHIP As the industry-leading financial technology provider in the Consumer Finance and Business to Business spaces, we continue to set the standard for application development and delivery. In 2019, REPAY became a public company listed on the Nasdaq Stock Market (RPAY). For the past three consecutive years, we have placed on the ACG Atlanta Georgia Fast 40, a list recognizing the top 40 fastest-growing middle-market companies in Georgia. REPAY's leadership empowers each team member to make a difference and stretch to their fullest potential. Our dedication to frequent, transparent communication is shown with companywide meetings where our leaders share company vision and encourage employees to ask questions. FUN WORK ENVIRONMENT & GREAT TEAMS We offer it all: business to casual dress, great snacks & beverages, and open-air collaborative team settings. REPAY has been certified as a Great Place to Work company for 2017, 2018, 2019, 2020, 2021, and 2022. The REPAY team is fun, smart, collaborative, and truly enjoys working together. Making a difference in our local communities - we support several philanthropic initiatives every year to give back to our local communities. We are self-driven, motivated professionals who do not require micro-management to ensure we produce high quality and timely work. INNOVATION & EDUCATION We create highly sophisticated payment processing applications and are always pushing the boundaries of what is possible. We are constantly revolutionizing the industry by building on new ideas from clients and employees. We provide the resources necessary to ensure new innovations can develop quickly and with quality. We encourage continuing education, including professional conferences and events. PUTTING OUR PEOPLE FIRST We believe our people are the best, and we care immensely about their success. We offer a comprehensive benefits package which includes 100% coverage of employee healthcare premiums and several free benefits, including life insurance, disability insurance, and work-life balance resources. All benefits go into effect day one. Our employees' futures are important to us, which is why we have a 401(k)-employer match and and an Employee Stock Purchase Plan. REPAY employees are eligible to participate in our Annual Bonus Program. This bonus award reflects excellent performance of individual contributions and goals achieved during the past year. REPAY's core values are Excellence, Passion, Innovation, Respect, and Integrity. REPAY is an Equal Opportunity Employer and we promote a company culture where diversity, equity and inclusion are central. We are committed to build our teams and grow a company in which employees can succeed, regardless of race, color, national origin, sex, sexual orientation, gender identity or expression, transgender status, pregnancy, religion, age (40 and over), disability, service in the uniformed services, protected veteran status, genetic information, or any other classification protected by federal, state or local law. Celebrating our diverse backgrounds, views and beliefs allows us to embrace what makes us unique and continue to innovate and push the boundaries of what is possible. We are interested in every qualified candidate who is eligible to work in the United States. This position is not eligible for hire in California. Additionally, we are not able to sponsor visas.

Posted 4 weeks ago

Risk Analyst-logo
Risk Analyst
MossFort Lauderdale, FL
COMPANY OVERVIEW Moss is a national privately held construction firm providing innovative solutions resulting in award-winning projects. With regional offices across the United States, Moss focuses on construction management, solar EPC, and design-build. The company's diverse portfolio encompasses a wide range of sectors, including luxury high-rise residential, landmark mixed-use developments, hospitality, K-12 and higher education, justice, solar energy and battery storage, and sports. Moss is ranked by Engineering News-Record as the nation's top solar contractor and one of the top 50 general contractors. Moss prides itself on a strong entrepreneurial culture that honors safety, quality, client engagement, and employee development. Its employees consistently rank Moss as one of the best places to work. POSITION SCOPE AND ORGANIZATIONAL IMPACT Moss' Risk Analyst role supports the Senior Risk Manager by performing essential duties relating to corporate insurance, risk accounting, and general administration as required. The successful candidate will demonstrate a positive, team-oriented attitude and the desire to grow and learn with a leading construction firm. ESSENTIAL JOB DUTIES AND RESPONSIBILITIES Review prime contracts, subcontracts, purchase orders, and related documents to identify and assess risk exposure Provide recommendations and redlines to mitigate contractual risk Coordinate with legal counsel and project managers to finalize contract language Coordinate the request, issuance, and tracking of P&P bonds from surety Maintain accurate records of all active bonds and ensure bond requirements are met per contract terms Conduct regular audits of project files to ensure completeness, accuracy, and compliance with internal policies Verify the presence and validity of required insurance certificates, bonding documents, and insurance policies Develop and improve internal risk management procedures and controls Educate and train project teams on risk-related protocols, contract compliance, and documentation requirements Assist with reporting and handling of builder's risk claims Work closely with project managers, estimators, legal, and finance teams to ensure risk-related issues are identified and addressed early in the project lifecycle Maintain strong documentation and communication of findings and recommendations Travel to project sites when required Perform other duties as assigned EDUCATION AND WORK EXPERIENCE Bachelor's degree required 3-5 years of insurance or risk management experience with a construction firm, insurance brokerage, or insurance company Hands-on experience redlining construction contracts and subcontracts Familiarity with performance and payment bond requirements and administration Strong verbal and written communication skills required Proficiency with Microsoft Excel and Word Required Experience with a Contractor Controlled Insurance Program (CCIP) a plus JOB TITLE: RISK ANALYST JOB LOCATION: FORT LAUDERDALE, FL CLASSIFICATION: FULL TIME - EXEMPT - SALARIED REPORTS TO: SENIOR RISK MANAGER Moss is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Posted 1 week ago

Customer Success Manager (Spanish Speaker) - Governance, Risk & Compliance (Grc) Success-logo
Customer Success Manager (Spanish Speaker) - Governance, Risk & Compliance (Grc) Success
WorkivaNew York City, NY
Workiva Customer Success Managers (CSM) are a critical part of our customer-facing team. CSMs serve as the primary point of contact for customers, managing the entire customer lifecycle by focusing on business outcomes; and identifying opportunities for growth within their named accounts post-sale. As a CSM, your primary mission will be to maximize our customers return on investment (ROI) in the Workiva Platform. You will develop and maintain close relationships with management, product adoption sponsors, and/or key stakeholders throughout the customer lifecycle. You will work closely with Workiva's Services team, Support team, Marketing team, and Sales team to drive adoption by ensuring customers are effectively onboarded, trained, and supported throughout the customer journey. What You'll Do Drive customer adoption of Workiva solutions Ensure continuous ROI to your customers Consult on best practices, workflows, and management business reviews Develop multi-purpose relationships throughout customer organizations Identify risks within named accounts & take appropriate actions to manage and/or escalate to an efficient resolution Ensure all customers are continuously working toward key milestones of the Customer Journey using customer-facing Success Plans Advocate for customers internally by providing continuous feedback to Workiva's Sales, Services, Marketing, Product, & Engineering teams Work with Sales to understand the details of upcoming renewals Teach customers how to use the Workiva Platform Use customer management tools to track customer communication, issues, and metrics What You'll Need Minimum Qualifications Undergraduate degree or equivalent combination of experience and education in a related field; an advanced degree may be considered in lieu of professional experience 2 years of related experience (Customer Success, Customer Service, Account Management or Sales) Fluency in Spanish and English Preferred Qualifications Experience supporting a SaaS application preferred Deep commitment to customer success - not just satisfaction Ability to understand complex problems and explain the source of those problems simply Strong communication and presentation skills with a high level of comfort in delivering consultative recommendations Self-starter with strong time management and prioritization skills Travel Requirements & Working Conditions Willingness to travel up to 10% for team and corporate meetings, fostering relationships and representing company interests Reliable internet access for any period of time working remotely, as we embrace flexible work arrangements How You'll Be Rewarded Salary range in the US: $57,000.00 - $91,000.00 A discretionary bonus typically paid annually Restricted Stock Units granted at time of hire 401(k) match and comprehensive employee benefits package The salary range represents the low and high end of the salary range for this job in the US. Minimums and maximums may vary based on location. The actual salary offer will carefully consider a wide range of factors, including your skills, qualifications, experience and other relevant factors. Employment decisions are made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other protected characteristic. Workiva is committed to working with and providing reasonable accommodations to applicants with disabilities. To request assistance with the application process, please email talentacquisition@workiva.com. Workiva employees are required to undergo comprehensive security and privacy training tailored to their roles, ensuring adherence to company policies and regulatory standards. Workiva supports employees in working where they work best - either from an office or remotely from any location within their country of employment. #LI-JW1

Posted 1 week ago

Risk Modeling Services Life - Actuarial Manager-logo
Risk Modeling Services Life - Actuarial Manager
PwCNew York, NY
Industry/Sector 82200 Life Insurance Specialism Actuarial Services Management Level Manager Job Description & Summary A career in our Risk Modeling Services practice will provide you with the opportunity to contribute general insurance advice and consulting services to clients such as insurers, banks, regulators, and third party administrators. You'll provide advice covering solvency, economic capital, risk management, mergers and acquisitions, company restructuring and risk control, financial modelling, underwriting, new legislation, and the efficiency of claims or reporting processes. Simply put, you might help analyse the impact that new regulation will have on an insurance company's balance sheet or you could be revising businesses' projections and making sure they have adequate reserves. Our team helps insurers address new financial reporting requirements by assessing the financial and business impacts of regulations, building implementation plans, and implementing relevant requirements, particularly across areas of financial reporting change. To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future. As a Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to: Develop new skills outside of comfort zone. Act to resolve issues which prevent the team working effectively. Coach others, recognise their strengths, and encourage them to take ownership of their personal development. Analyse complex ideas or proposals and build a range of meaningful recommendations. Use multiple sources of information including broader stakeholder views to develop solutions and recommendations. Address sub-standard work or work that does not meet firm's/client's expectations. Use data and insights to inform conclusions and support decision-making. Develop a point of view on key global trends, and how they impact clients. Manage a variety of viewpoints to build consensus and create positive outcomes for all parties. Simplify complex messages, highlighting and summarising key points. Uphold the firm's code of ethics and business conduct. The Opportunity As part of the Actuarial Life Services team you are expected to direct efforts to identify and address client needs, focusing on life and non-life industry and regulatory developments. As a Manager you are expected to lead teams and manage client accounts, focusing on strategic planning and mentoring junior staff. You are accountable for maintaining project success and upholding rigorous standards. Enhancing your leadership style, you motivate, develop and inspire others to deliver quality. You are responsible for coaching, leveraging team member's unique strengths, and managing performance to deliver on client expectations. With your growing knowledge of how business works, you play an important role in identifying opportunities that contribute to the success of our Firm. You are expected to lead with integrity and authenticity, articulating our purpose and principles in a meaningful way. You embrace technology and innovation to enhance your delivery and encourage others to do the same. Responsibilities Identify and address client needs in life and non-life industry Lead teams and manage client accounts Mentor junior staff and maintain premium standards Support regulatory developments and initiatives Manage risks and maintain project success Develop and implement strategic initiatives Foster a culture of continuous improvement Embrace technology and innovation in risk management What You Must Have Bachelor's Degree in Actuarial Science, Statistics, Mathematical Statistics, Applied Mathematics, Mathematics, Economics 5 years of experience Certification(s) Required: Associateship of the Society of Actuaries (ASA) What Sets You Apart Certification(s) Preferred: Fellowship of the Society of Actuaries (FSA) Technical actuarial subject matter specialization Developing and sustaining broad client relationships Preparing and presenting complex written and verbal documents Defining resource requirements and project workflow Using spreadsheets, database, and actuarial software Leading teams to generate a vision and motivate members Writing, communicating, and presenting cogently Travel Requirements Up to 20% Job Posting End Date Learn more about how we work: https://pwc.to/how-we-work PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines The salary range for this position is: $82,500 - $291,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

Posted 1 week ago

Risk / Insurance / License Specialist-logo
Risk / Insurance / License Specialist
Harbor Retirement AssociatesVero Beach, FL
The Risk/Insurance/License Specialist reports to the Chief Financial Officer and is mainly responsible for coordinating license renewal for communities and managing insurance claims with our various carriers. Essential Functions: Manage filing and storage of HRA agreements and legal documents Track and ensure compliance with company/community licenses, state/municipal regulatory follow up, and business registrations within various states. Coordinate and follow up related to various insurance and workers compensation claims/renewals. Non-Essential Functions: Leads by example exhibiting the CORE Values while maintaining a good attitude Ideal candidate will be extremely efficient, intelligent, and detail oriented Encourages teamwork and promotes company philosophy Is prompt and able to perform the required duties of the position on a regular, predictable basis Qualifications/Skills/Educational Requirements: Minimum of two years-experience in a healthcare or real estate legal department or law firm Excellent organizational skills, strong oral and written communication skills, and will be able to work in a high paced, timeline driven corporate office setting Experience using Microsoft Office and Outlook software. Basic typing skills required Able to communicate effectively with all levels of management, associates, residents, family members, state regulatory agencies, attorneys, and outside contacts Knowledge of or ability to become familiar with current Federal and State laws pertaining to assisted living and/or memory care communities Must meet all state health requirements Able to make independent decisions Able to multi task and hit multiple deadlines Must possess a passion to work with and around senior citizens

Posted 3 weeks ago

FRM Risk Analyst (Finance/Product)-logo
FRM Risk Analyst (Finance/Product)
AegonBaltimore, MD
Job Family Financial Risk About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests. Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment - one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there. Who We Are We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life. Today, we're part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them. We're empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good - for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms. What We Do Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs. Transamerica employs nearly 7,000 people. It's part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide. * For more information, visit transamerica.com. Job Description Summary Aegon's Corporate Center Financial Risk Management (FRM) is looking for a Risk Analyst. This role supports critical processes and systems in liability modeling, valuation and reporting through risk-neutral valuation and derivative pricing. The role involves using, developing, and maintaining key financial and market risk models used across the Aegon Group, including Transamerica. The financial data and derived calculations are used in IFRS and Solvency II reporting. This is a multi-disciplinary role responsible for maintaining high-quality service to meet internal customer goals, fulfilling business requirements, and participating in system enhancements across FRM's domain. Job Description Responsibilities: Produce and validate economic scenarios using Group's ESGs. Provide deliverables related to economic, market consistent valuation within the Economic Framework, IFRS, Solvency II and other regulatory frameworks. Collaborate with cross-functional stakeholders to integrate financial market data systems and services within Aegon/Transamerica. Support customer relationships through regular communication, proactively improving services, anticipating changing requirements, and providing consultative support. Enhance automation for system maintenance, revisions, validation, and analytics, primarily through Python & SQL coding. Call upon academic and professional preparation, along with the resources of the team to research solutions to financial risk problems, implement operationally sound solutions, and deliver excellence to our customers. Adhere to technical and governance controls in accordance with the internal control framework and systems development life cycle (SDLC) using Agile design principles (e.g., standups, release scheduling). Other duties and responsibilities as assigned in support of FRM. Ensure data quality by performing daily financial data validation activities. Qualifications: Requires a bachelor's degree in mathematics, actuarial science, statistics, finance, computer science, or related field. Practical experience in an object-oriented programming language, i.e., Python, C++, Java. Strong attention to detail. Must demonstrate solid understanding of investment and finance concepts and be able to creatively apply them in solving analytical problems in the business setting. Comprehensive in evaluating requirements, defining testing, and reviewing changes to address potential issues before they have significant adverse impact. Must demonstrate excellent verbal and written communication skills. Preferred Qualifications: 2 or more years of relevant experience. Should have an understanding of financial markets. Advanced programming knowledge in Python and git. Hands-on experience with Agile SDLC. Working Conditions: Hybrid employees will need to work at a Company office location at times (Cedar Rapids, IA or Baltimore, MD) and a remote work location (typically their home) at times. Compensation: The Salary for this position generally ranges between $63,000 - $69,000 annually. Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law. Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company's discretion. This job description is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation in order to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request. What We Offer For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees. Compensation Benefits Competitive Pay Bonus for Eligible Employees Benefits Package Pension Plan 401k Match Employee Stock Purchase Plan Tuition Reimbursement Disability Insurance Medical Insurance Dental Insurance Vision Insurance Employee Discounts Career Training & Development Opportunities Health and Work/Life Balance Benefits Paid Time Off starting at 160 hours annually for employees in their first year of service. Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays). Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars Parental Leave - fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child. Adoption Assistance Employee Assistance Program College Coach Program Back-Up Care Program PTO for Volunteer Hours Employee Matching Gifts Program Employee Resource Groups Inclusion and Diversity Programs Employee Recognition Program Referral Bonus Programs Inclusion & Diversity We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We're thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women. To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all. Giving Back We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work. Transamerica's Parent Company Aegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 23.9 million people across the globe. * It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity. As of December 31, 2023

Posted 2 weeks ago

Risk Modeling Services Life - Actuarial Manager-logo
Risk Modeling Services Life - Actuarial Manager
PwCOrlando, FL
Industry/Sector 82200 Life Insurance Specialism Actuarial Services Management Level Manager Job Description & Summary A career in our Risk Modeling Services practice will provide you with the opportunity to contribute general insurance advice and consulting services to clients such as insurers, banks, regulators, and third party administrators. You'll provide advice covering solvency, economic capital, risk management, mergers and acquisitions, company restructuring and risk control, financial modelling, underwriting, new legislation, and the efficiency of claims or reporting processes. Simply put, you might help analyse the impact that new regulation will have on an insurance company's balance sheet or you could be revising businesses' projections and making sure they have adequate reserves. Our team helps insurers address new financial reporting requirements by assessing the financial and business impacts of regulations, building implementation plans, and implementing relevant requirements, particularly across areas of financial reporting change. To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future. As a Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to: Develop new skills outside of comfort zone. Act to resolve issues which prevent the team working effectively. Coach others, recognise their strengths, and encourage them to take ownership of their personal development. Analyse complex ideas or proposals and build a range of meaningful recommendations. Use multiple sources of information including broader stakeholder views to develop solutions and recommendations. Address sub-standard work or work that does not meet firm's/client's expectations. Use data and insights to inform conclusions and support decision-making. Develop a point of view on key global trends, and how they impact clients. Manage a variety of viewpoints to build consensus and create positive outcomes for all parties. Simplify complex messages, highlighting and summarising key points. Uphold the firm's code of ethics and business conduct. The Opportunity As part of the Actuarial Life Services team you are expected to direct efforts to identify and address client needs, focusing on life and non-life industry and regulatory developments. As a Manager you are expected to lead teams and manage client accounts, focusing on strategic planning and mentoring junior staff. You are accountable for maintaining project success and upholding rigorous standards. Enhancing your leadership style, you motivate, develop and inspire others to deliver quality. You are responsible for coaching, leveraging team member's unique strengths, and managing performance to deliver on client expectations. With your growing knowledge of how business works, you play an important role in identifying opportunities that contribute to the success of our Firm. You are expected to lead with integrity and authenticity, articulating our purpose and principles in a meaningful way. You embrace technology and innovation to enhance your delivery and encourage others to do the same. Responsibilities Identify and address client needs in life and non-life industry Lead teams and manage client accounts Mentor junior staff and maintain premium standards Support regulatory developments and initiatives Manage risks and maintain project success Develop and implement strategic initiatives Foster a culture of continuous improvement Embrace technology and innovation in risk management What You Must Have Bachelor's Degree in Actuarial Science, Statistics, Mathematical Statistics, Applied Mathematics, Mathematics, Economics 5 years of experience Certification(s) Required: Associateship of the Society of Actuaries (ASA) What Sets You Apart Certification(s) Preferred: Fellowship of the Society of Actuaries (FSA) Technical actuarial subject matter specialization Developing and sustaining broad client relationships Preparing and presenting complex written and verbal documents Defining resource requirements and project workflow Using spreadsheets, database, and actuarial software Leading teams to generate a vision and motivate members Writing, communicating, and presenting cogently Travel Requirements Up to 20% Job Posting End Date Learn more about how we work: https://pwc.to/how-we-work PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines The salary range for this position is: $82,500 - $291,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

Posted 1 week ago

Sr Principal, Governance, Risk, And Compliance Specialist-logo
Sr Principal, Governance, Risk, And Compliance Specialist
Ingram Micro.Irvine, CA
Accelerate your career. Join the organization that's driving the world's technology and shape the future. Ingram Micro is a leading technology company for the global information technology ecosystem. With the ability to reach nearly 90% of the global population, we play a vital role in the worldwide IT sales channel, bringing products and services from technology manufacturers and cloud providers to business-to-business technology experts. Our market reach, diverse solutions and services portfolio, and digital platform Ingram Micro Xvantage set us apart. Learn more at www.ingrammicro.com Come join our team where you'll make technology happen in surprising ways. Let's shape tomorrow - it'll be a fun journey! Summary: Ingram Micro is looking for a Sr Principal consultant for the Governance, Risk, and Compliance (GRC) organization. This position is responsible for creating and maintaining a cybersecurity governance framework, managing risk through an enterprise risk register, tracking remediation for identified risk, and creating and maintaining an effective third-party risk management program (planning, due diligence, contract, transition, on-going monitoring, and exit). The position will also be responsible for performing compliance reviews, developing detail audit/compliance programs, executing audit/compliance programs steps, analyzing results and communicating results to the senior management. This position will work closely with business leaders and managers to ensure awareness and understanding of third-party risk program requirements and associated risk within their portfolios. The ideal candidate will have a background in contract language, contract management, vendor management, vendor negotiations, risk management, and internal audit. The role: Develop, implement, and maintain cybersecurity governance frameworks, policies, and procedures. Lead the enterprise risk management process, including maintaining the risk register, facilitating risk assessments, and tracking remediation efforts Design and manage an effective Third-Party Risk Management (TPRM) program, including due diligence, contracting, onboarding, monitoring, and offboarding. Conduct compliance and audit reviews in accordance with regulatory frameworks such as SOX, SOC 1, SOC 2, NIST CSF, PCI DSS/PIN/P2PE, ISO 27001, and SWIFT. Develop audit and compliance testing procedures and communicate findings and recommendations to senior management. Collaborate with legal, procurement, IT, and business leaders to ensure awareness and understanding of risk program requirements and responsibilities. Complete required PCI-related training and serves as the subject matter expert (SME) for PCI DSS/PIN/P2PE, advising stakeholders on compliance strategies, risks, and security best practices. Provide expert guidance on vendor contracts, contract language, and risk-related clauses to minimize exposure. Monitor changes in the regulatory environment and recommend updates to compliance and risk strategies accordingly. Support the execution of internal and external audits, including preparation, evidence gathering, and remediation follow-up. What you bring to the role: Possesses a highly specialized level of technical expertise or business acumen. Extensive breadth and depth of knowledge arrived through exposure to emerging technical advancements or complex business situations. 4 Year College Degree in a related field (Management Information Systems, Computer Science, Business Management, Finance, Engineering, etc.) required Minimum 10 years functional experience including a minimum of 7 years relevant work experience in information security, risk management, internal IT audit, technical writing, or information security governance Demonstrated knowledge and experience with PCI compliance requirements and implementation. Current PCI-QSA certification preferred (will consider former QSA) Experienced in applying and interpreting various IT audit and compliance frameworks, including but not limited to SOX, SOC 1, SOC 2, ISO 27001, PCI DSS, FedRAMP, and HITRUST HITRUST Proven ability to develop and execute audit and compliance programs. Experience with third-party risk management, contract reviews, and vendor risk assessments. Technical leader with an understanding of cloud technologies, API systems, infrastructure, network, and mobile security. Ability to work in complex environments effectively, independently, and collaboratively within a team environment. Relevant certifications such as CISA, CFE, CISSP, CRISC, or CIA are a plus. The ideal candidate will also have one or more of the following skills and/or qualifications: Cybersecurity risk management experience Experience managing a risk register Experience managing the risk exception process Experience creating remediation plans for cyber risks Experience creating presentations for all types of audiences Advanced verbal and written communication skills Technical writing experience Internal or external audit experience with ITGCs Experience developing and maintaining an Information Security Policy Confidence and tact to challenge and negotiate responses to risk assessment questionnaires. Confidence and tact to negotiate contract language (related to cybersecurity) with third parties (including attorneys). Demonstrate advanced understanding of information security controls related to vendor risk management and related standards Identify and evaluate vendor technology risks, controls which mitigate risks, and opportunities for control improvement Understand overall vendor risk management processes, perform vendor/third party due diligence review and prepare related reporting Ability to prioritize workload and adhere to deadlines Independent & self-motivated Strong oral and written communication skills, with the ability to convey complex information to senior executives #LI-RT1 #LI-Hybrid The typical base pay range for this role across the U.S. is USD $152,200.00 - $258,700.00 per year. The ranges above reflect the potential annual base pay across the U.S. for all roles; the applicable base pay range will depend on the candidate's primary work location, pay grade, and variable compensation plan. Individual base pay within each range depends on various factors, in addition to primary work location, such as complexity and responsibility of role, job duties/requirements, and relevant experience and skills. Base pay ranges are reviewed and typically updated each year. Offers are made within the base pay range applicable at the time of hire. New hires starting base pay generally falls in the bottom half (between the minimum and midpoint) of a pay range. At Ingram Micro certain roles are eligible for additional rewards, including merit increases, annual bonus or sales incentives and long-term incentives. These awards are allocated based on position level and individual performance. U.S.-based employees have access to healthcare benefits, paid time off, parental leave, a 401(k) plan and company match, short-term and long-term disability coverage, basic life insurance, and wellbeing benefits, among others. This is not a complete listing of the job duties. It's a representation of the things you will be doing, and you may not perform all these duties. Please be prepared to pass a drug test and successfully pass a pre-employment (post offer) background check. Ingram Micro Inc. is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran status, or any other protected category under applicable law.

Posted 30+ days ago

Baker Tilly Virchow Krause, LLP logo
Risk Advisory Services Principal - Health Care Focus
Baker Tilly Virchow Krause, LLPNew York, NY
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Job Description

Overview

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.

Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.

Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.

Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.

Job Description:

Responsibilities

Are you interested in joining one of the fastest growing public accounting firms?

Are you interested in being part of a National Practice in a premier Risk Services Practice?

If yes, consider joining Baker Tilly (BT) as a Risk Advisory Services Principal. Our Risk Advisory practice provides a full spectrum of services to help our clients assess their risks, develop strategies to compete in an ever-changing business environment, and achieve their goals and objectives. All of this is accomplished through deep industry knowledge of risk, governance, internal audit, compliance, IT, and cybersecurity best practices.

As one of the fastest growing firms in the nation, BT has the ability to provide you with an amazing ownership experience working with some of the most entrepreneurial principals in our field. If you are invigorated by these exciting challenges, then this could be the right opportunity for you!

What you'll do:

  • Provide leadership, management and strategic direction with a focus on providing an exceptional client service experience, an environment where associates can learn and grow and financial success obtained through growth and sound fiscal decision making

  • Translate firm vision and strategy into an actionable business plan, provide specific objectives to be accomplished and monitor progress

  • Team with marketing to develop sales and marketing plans, investigate and pursue areas for expansion of services within existing client base while also pursuing new clients, actively participate in proposals

  • Coordinate firm resources to ensure the best products and services are provided to clients

  • Ensure your team members are provided with meaningful training and development opportunities, are appropriately challenged by increasingly complex work, are presented with timely and thoughtful feedback and are positively recognized for their efforts

  • Oversee the profitability of the practice to include effective utilization of personnel, appropriate rates for services provided, timely collection of fees

  • Work closely with client executives and management teams to understand their businesses and assist in identifying and managing financial and operational risks within their business systems to ensure technology risks are managed:

  • Develop in-depth knowledge of clients' businesses and industries by having direct client interaction while working on multiple aspects of an engagement

  • Think independently and strategically about your clients' business, systems and risks providing recommendations for business and process improvements based upon knowledge gained relative to the client's operations, processes and business objectives

  • Provide strategic business advice to clients by assisting in the implementation of new processes and controls that address key risks

  • Assess, manage and optimize business risk across a wide range of areas, including operational audit, enterprise risk management (ERM) and SOX compliance

  • Review clients' processes and controls against industry frameworks, identifying gaps in design and execution, and communicating issues and recommendations to clients

  • Be responsible for significant new business development, including identifying, sourcing, pursuing, and winning risk advisory opportunities at large health systems in the PA, NJ, and NY region

  • Produce comprehensive executive summaries and final reports for delivery to the client, documenting and reviewing engagement work papers in accordance with industry-accepted internal audit methodologies

  • Act as a valued business advisor, build relationships and communicate effectively with the client to provide superior client service

  • Lead professional and effective presentations to internal and external audiences

Qualifications

Strong candidates are recognized industry experts with well-rounded experience working with risk services, specifically:

  • Bachelor's Degree in Accounting, Accounting Information Systems, or related program

  • CPA or CIA designation(s) required

  • Twelve (12)+ year(s) experience with risk advisory, internal/external audit, business process reengineering, and/or internal controls, with internal audit experience in the health care and or hospital setting

  • Seven (7)+ year(s) of supervisory experience, mentoring and counseling associates

  • Successful track record of building and growing a Risk Advisory practice, including building a team, a client base and managing revenue

  • Proven track record of new business development in the healthcare industry in the PA, NJ, NY region

  • Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects.

  • Ability to travel as needed for client engagements