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Baldwin Group ColleagueBethesda, Maryland
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. JOB DESCRIPTION SUMMARY: The mission is to be an integral part of the Commercial Lines team and partner with Advisors, Directors Risk Management, Client Service Specialists and others in the agency to deliver a high level of service to our commercial 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: Maintain client files in Agency Management System accurately and consistently; responsible for proper documentation of files and proper communication to all in accordance with company workflows, procedures, and best practices. Compose professional business correspondence via letter, email, and/or other means Capable for performing accounting/math related functions including invoicing, premium allocation, and other tasks as necessary. Monitor claims as outlined by agency procedures. Communicate claims information to others in the agency and maintain up-to-date claims information in the system. Provide guidance and assistance to the insured in coordination with claims. Interact with others effectively by utilizing good communications skills, cooperating purposefully, providing information and guidance, as needed, to achieve the goals of the company. Attend client meetings with the Advisor or Director Risk Management, when requested Assist co-workers in responding to client inquiries or processing work, when needed Manage the day-to-day activities of client accounts including, but not limited to policy review, changes and updates, contract review for certificates processing, preparing renewal documents, marketing and negotiating insurance programs, filing surplus lines, review leases, and financial statements related to the client’s insurance. Assists client inquiries via telephone and email, relaying information and follow up for timely service to the insured. Counsel and advise client on coverage and exposure, recommending and placing additional coverage, as needed. Actively seeks out referrals from the current client base to solicit for new business prospects; follows up to generate new business using prospect database and automation system. Cultivates strong relationships with insurance company partners is responsible for knowing carrier requirements and attributes. Looks for opportunities to improve the firm, business segment and processes. Brings issues and discrepancies to the attention of appropriate leadership. KNOWLEDGE, SKILLS & ABILITIES: Demonstrates effective presentation skills through both verbal and written communications. Intermediate to advanced knowledge of Microsoft Word, Excel, PowerPoint, and Outlook and ability to learn any other appropriate insurance company and firm software programs. Demonstrates the firm’s core values, exuding behavior that is aligned with the corporate culture. EDUCATION & EXPERIENCE: Obtain and maintain a state insurance license(s), as required by the State Department of Insurance to provide risk management consulting or risk transfer solutions as necessary in states where the firm functions (or be willing and able to obtain all required licenses within the first 90 days of employment). 3+ years of experience in a Commercial Account Manager role. OTHER: Fast paced, multi-tasking environment. Travel as required. 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. #LI-JL1 #LI-HYBRID 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 1 week ago

Airwallex logo
AirwallexSan Francisco, California
About Airwallex Airwallex is the only unified payments and financial platform for global businesses. Powered by our unique combination of proprietary infrastructure and software, we empower over 150,000 businesses worldwide – including Brex, Rippling, Navan, Qantas, SHEIN and many more – with fully integrated solutions to manage everything from business accounts, payments, spend management and treasury, to embedded finance at a global scale. Proudly founded in Melbourne, we have a team of over 1,800 of the brightest and most innovative people in tech across 26 offices around the globe. Valued at US$6.2 billion and backed by world-leading investors including Visa, Airtree, Blackbird, Sequoia, DST Global, Greenoaks, Salesforce Ventures, Lone Pine, and Square Peg, Airwallex is leading the charge in building the global payments and financial platform of the future. If you’re ready to do the most ambitious work of your career, join us. Attributes We Value We hire successful builders with founder-like energy who want real impact, accelerated learning, and true ownership. You bring strong role-related expertise and sharp thinking, and you’re motivated by our mission and operating principles . You move fast with good judgment, dig deep with curiosity, and make decisions from first principles, balancing speed and rigor. You're humble and collaborative; turn zero‑to‑one ideas into real products, and you “get stuff done” end-to-end. You use AI to work smarter and solve problems faster. Here, you’ll tackle complex, high‑visibility problems with exceptional teammates and grow your career as we build the future of global banking. If that sounds like you, let’s build what’s next. About the team The Operations team at Airwallex ensures the smooth and efficient functioning of our services and processes. We focus on optimizing workflows, improving operational efficiency, and delivering exceptional customer support. By streamlining operations and implementing best practices, we help drive the company's growth and maintain high service standards. Our team is dedicated to providing a seamless experience for our customers and supporting Airwallex’s mission to empower businesses globally. What you’ll do As the Risk Manager, Consumer Fraud Risk Operations, you will independently work on real time risk engine optimization initiatives to enhance merchant transaction success rate and reduce merchant’s risk level globally. You will be working within a team environment to serve as a credible partner that makes sound decisions and provides support to team members. Working towards understanding Industry risk idiosyncrasies and providing feedback to model makers and product managers, you will be one of key stakeholders to improve our merchant’s risk performance. This role is located in San Francisco CA. Responsibilities: Optimize risk engine rules based on assessment of Airwallex’s merchant fraud & dispute pattern and commercial’s feedback Partner with cross-functional team to monitor risk engine performance and continue to enhance rules’ efficiency and accuracy Support merchant new product launch or sale event by providing best-in-class risk support Work with merchants on fraud or chargeback solutions and leverage the knowledge to provide guidance towards the risk performance improvement plans Provide suggestions on current real time risk control products, policies, and processes in order to improve the risk prevention and operational effectiveness Envisioning and presenting AWX real-time risk solutions to internal and external partners to build up AWX’s risk brand Who you are We're looking for people who meet the minimum requirements for this role. The preferred qualifications are great to have, but are not mandatory. Minimum qualifications: At least 3-5 years of experience in fraud risk function with experience in payment industry Strong data mindset and analytical skills where SQL is a must and Python is preferred Deep understanding of acquiring real time risk controls and has strong ability to identify the risk and remediation actions Experience in problem-solving, including the ability to recognize non-obvious patterns and out-of-the-box thinking Has strong project management skills for improving rules, models and products Ability to work independently in a fast-paced and rapidly changing environment Skills to communicate key risk indicators with non-risk-colleagues are essential Preferred qualifications: Proficient in Mandarin Willingness to shift to support merchant sale event Equal opportunity Airwallex is proud to be an equal opportunity employer. We value diversity and anyone seeking employment at Airwallex is considered based on merit, qualifications, competence and talent. We don’t regard color, religion, race, national origin, sexual orientation, ancestry, citizenship, sex, marital or family status, disability, gender, or any other legally protected status when making our hiring decisions. If you have a disability or special need that requires accommodation, please let us know. Airwallex does not accept unsolicited resumes from search firms/recruiters. Airwallex will not pay any fees to search firms/recruiters if a candidate is submitted by a search firm/recruiter unless an agreement has been entered into with respect to specific open position(s). Search firms/recruiters submitting resumes to Airwallex on an unsolicited basis shall be deemed to accept this condition, regardless of any other provision to the contrary. If you are approached by someone claiming to represent Airwallex, please verify with our team.

Posted 30+ days ago

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Mizuho Securities USANew York, New York
Mizuho is seeking an exceptional analyst to join our interest rate and foreign exchange solutions and advisory team to work with senior bankers and sales and trading professionals to deliver best in class service to our clients. The derivatives risk solutions team specializes in foreign exchange and interest rate products which are tailored to our corporate and private equity clients. In this role, you will gain insight into our global investment bank and experience a client focused, entrepreneurial environment. Job Description: By joining our team, you will be given the opportunity to be a part of a leading business in Fixed Income and Foreign Exchange sales to corporate clients across our fixed income, banking, and currency businesses. The Team: The Derivatives Risk Solutions Americas team is a collection of salespeople and structurers dedicated to advising global corporations and financial sponsors on interest rate and foreign exchange products. The team works with global corporate and financial sponsor treasury teams to recommend and execute FX and rates products. Responsibilities Successful candidates will provide support to senior sales team in the structuring and marketing of interest rate & currency derivative strategies to the team’s clients You will perform company and market research to identify current trends & opportunities You’ll be responsible for modeling, structuring, and pricing derivative products You will help create market commentary on interest rates and foreign exchange markets Qualifications: Ideal candidate will have a BA in Finance, Business, Economics, Math, Statistics or other related major You’ll demonstrate strong communication and interpersonal skills You’ll have a high level of proficiency in Microsoft Excel, PowerPoint You’ll be adaptable, and work both independently and as part of a team If you’re familiar with Bloomberg, that’s a plus The expected base salary ranges from $100,000- $150,000. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications and licenses obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus. #LI-Onsite Other requirements Mizuho has in place a hybrid working program, with varying opportunities for remote work depending on the nature of the role, needs of your department, as well as local laws and regulatory obligations. Roles in some of our departments have greater in-office requirements that will be communicated to you as part of the recruitment process . Company Overview Mizuho Financial Group, Inc. is the 15th largest bank in the world as measured by total assets of ~$2 trillion. Mizuho's 60,000 employees worldwide offer comprehensive financial services to clients in 35 countries and 800 offices throughout the Americas, EMEA and Asia. Mizuho Americas is a leading provider of corporate and investment banking services to clients in the US, Canada, and Latin America. Through its acquisition of Greenhill​, Mizuho provides M&A, restructuring and private capital advisory capabilities across Americas, Europe and Asia. Mizuho Americas employs approximately 3,500 professionals, and its capabilities span corporate and investment banking, capital markets, equity and fixed income sales & trading, derivatives, FX, custody and research. Visit www.mizuhoamericas.com .​​ Mizuho Americas offers a competitive total rewards package. We are an EEO/AA Employer - M/F/Disability/Veteran. We participate in the E-Verify program. We maintain a drug-free workplace and reserve the right to require pre- and post-hire drug testing as permitted by applicable law.

Posted 30+ days ago

Mountain America Credit Union logo
Mountain America Credit UnionSandy, Utah
Please reference the schedule and minimum qualifications listed below before applying. If you need assistance with filling out our application form or during any phase of the application, interview, or employment process, please notify our Human Resources Team at 801-366-6947 option 1 or email macurecruiting@macu.com and every reasonable effort will be made to accommodate your needs in a timely manner. Job Summary Manage daily workflow of internal audit department. Administer all internal audit functions as well as lead and perform audits of credit risk and lending functions throughout the credit union. Job Description LOCATION Mountain America Center - Hybrid: 9800 S Monroe StSandy, UT 84070 SCHEDULE *This is a Hybrid Schedule- this team is in office 3 days a week (Tuesday, Wednesday, and Thursday) with 2 days remote (Monday and Friday) To be effective, an individual must be able to perform each job duty successfully. Assist the Director in conducting organizational audit risk assessment for purposes of developing the Credit risk annual audit plan. Manage and lead Credit audits throughout the credit union. Evaluates compliance with credit union policies, procedures, and sound lending practices. Manages daily workflow of senior and staff auditors to ensure audit schedule is maintained. Evaluates efficiency and effectiveness of team and consults with Director to continuously improve audit processes. Performs detailed review of work papers prepared by team for adherence to department procedures and the Institute of Internal Auditors (IIA) standards. Provides appropriate feedback, as necessary. Prepares internal audit reports in adherence to department procedures and the IIA standards. Assists Director in developing, maintaining, and distributing monthly internal audit status reports for distribution to Executive Management, Supervisory Committee, and Board of Directors. Performs other duties as assigned. KNOWLEDGE, SKILLS, and ABILITIES The requirements listed are representative of the knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions. Experience 8+ years of experience in an internal audit role within the financial services industry including at least two years in an internal audit managerial capacity. Knowledge of industry, markets and regulations relevant to auditing Credit risk and lending processes. Familiarity with regulatory credit risk requirements and application of such guidance Experience in credit risk management and financial statement analysis Prior experience with Big 4 accounting firm preferred. Education 4-year degree in a finance, accounting, or quantitative discipline, or related field. Graduate degree in a related subject preferred. Licenses, Certificates, Registrations One of the following professional certifications is required: CIA, CPA, CFA Computer/Office Equipment Skills Advanced level skill for Microsoft Office (Outlook, Word, PowerPoint, Excel), especially Excel. Knowledge of computer assisted audit techniques preferred. Experience with data analysis software, such as ACL, IDEA, and/or Picalo, preferred. Managerial Responsibility Has supervisory/managerial responsibilities that are direct or through work leaders or assistants, typically with a subordinate group of 2 to 4 employees. Estimates personnel needs and assigns work to meet these needs. Supervises, coordinates and reviews the work of assigned staff. Recommends candidates for employment, conducts performance evaluations and salary reviews for assigned staff, and applies company policy. Includes senior department heads without staff and assistant manager. Interpersonal Skills A significant level of trust and diplomacy is required, in addition to normal courtesy and tact. Work involves extensive personal contact with others and is usually of a personal or sensitive nature. Work may involve motivating or influencing others. Outside contacts become important and fostering sound relationships with other entities (companies and/or individuals) becomes necessary and often requires the ability to influence and/or sell ideas or services to others. Language Skills Ability to communicate effectively and courteously. Strong written communication skills required. Other Skills and Abilities Understanding of financial institution operations and transactions. Understanding of basic accounting principles. Ability to understand regulations. Ability to recognize and analyze problems, improprieties, and opportunities for improvement. PHYSICAL ABILITIES / WORKING CONDITIONS Physical Demands Ability to sit, talk and hear consistently Ability to stand, walk, and use hands to handle or reach occasionally Vision Requirements Close vision (clear vision at 20 inches or less) Distance vision (clear vision at 20 feet or more) Weight Lifted or Force Exerted Ability to lift up to 25 pounds occasionally may need to lift up to 50 pounds. Environmental There are no unusual environmental factors (such as a typical office) Noise Environment Moderate noise (business office with computers and printers, light traffic) This Job is not eligible to be performed in Colorado or Connecticut, either remotely or in-person. #LI-PN1 Mountain America Credit Union is an EEO/AA/ADA/Veterans employer.

Posted 3 weeks ago

Pacific Life Insurance Company logo
Pacific Life Insurance CompanyNewport Beach, California
Job Description: Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own. We’re actively seeking a talented Sr Operational Risk Consultant to join our Operational Risk & Resilience (OR&R) team in Newport Beach, CA. Relocation Assistance may be provided. As a Sr Operational Risk Consultant you’ll move Pacific Life, and your career, forward by supporting our 1st line of Defense business owners in managing their risk in support of achieving their objectives . You will fill an existing role in the Enterprise Functions division. Your colleagues will include other Services Leads and fellow Capability Leads carrying responsibilities out in line with OR&R service delivery model. This position will report into the AVP, O&R Service Lead supporting Enterprise Functions. How you’ll help us move forward Lead and Influence: Drive key risk initiatives with the 1Line around activities like issue management, operational events, RCSAs for critical business processes and second-line reviews that directly impact our operational resilience. Collaborate Across Teams: Partner with stakeholders in business and IT to evolve our Operational Risk & Resilience Framework. Be a Trusted Expert: Provide guidance on a wide range of risk domains—operational, IT, cyber, third-party, data governance, and more. Stay Ahead of the Curve: Monitor emerging risks and regulatory trends, translating them into actionable strategies. Create Transparency to Drive Accountability: Deliver clear, compelling risk insights and metrics to senior leaders and governance committees. Champion Risk Culture: Foster a mindset of continuous improvement and proactive risk awareness across the organization. Support Strategic Initiatives: Play a key role in transformation efforts, crisis planning, business continuity, and vendor resilience. What experience you bring A bachelor’s degree and 7–10 years of experience in risk management, with a strong background in Operational and IT risk. Proven success in a 2nd Line of Defense role, with the ability to influence and guide business partners. Deep knowledge of risk frameworks, tools, and methodologies like COBIT 2019, ORX and others. Proficiency with risk management tools such as RSA Archer or similar risk management tools, MS Visio, and Excel. Excellent communication skills with the ability to influence and build consensus across technical and non-technical stakeholders. Strong analytical, problem-solving, and strategic thinking skills to turn complex risk data into business-aligned decisions. What makes you stand out Industry certifications like CISSP, CRISC, CISA, or SANS credentials are preferred but not required. Background in insurance or financial services, especially in shared services or enterprise functions. A track record of driving cross-functional collaboration and embedding risk culture. Experience delivering projects in a regulatory risk, auditable, compliance and control environment. You can be who you are. People come first here. We’re committed to an inclusive workforce. Learn more about how we create a welcoming work environment at www.pacificlife.com . What’s life like at Pacific Life? Visit Instagram.com/lifeatpacificlife. #LI-KP1 Base Pay Range: The base pay range noted represents the company’s good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay. $134,280.00 - $164,120.00 Your Benefits Start Day 1 Your wellbeing is important to Pacific Life, and we’re committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we’ve got you covered. Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off Paid Parental Leave as well as an Adoption Assistance Program Competitive 401k savings plan with company match and an additional contribution regardless of participation EEO Statement: Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.

Posted 3 weeks ago

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Rsm Us LlpIrvine, California
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You’ll find an environment that inspires and empowers you to thrive both personally and professionally. There’s no one like you and that’s why there’s nowhere like RSM. As a Risk Consulting Intern at RSM, you will work with various sized businesses spanning industries like manufacturing, real estate, construction, financial institution, not-for-profit, healthcare, and private equity. Interns will also receive hands-on client experience with direct access to business owners and executive management. At the start of your internship, you will be assigned a “Performance Advisor", who will aid in your development throughout the internship experience. Our clients depend upon effective risk management and internal audit services in order to achieve their business objective s. Technology Risk Consulting “TRC” serves middle market leaders globally to help transform their technology risk management a nd assurance capabilities, so they are aligned to the key risks and strategies of their organization. TRC professi onals utilize their background in accounting, business and Information Technology to provide, including: Understanding clients' needs and expectations, their business and industry, accounting and control systems, employees and company values Assist clients on the design and optimization of controls utilizing a general knowledge of business processes, accounting, and information technologies. Use problem solving and critical thinking skills to quickly identify internal control deficiencies, evaluate their risk implications, and draw the appropriate conclusions to best advise our clients Assist in creating internal control documentation to support client engagements Engage with client leadership on strategies to antici pate emerging technology risks Examples of commonly performed TRC projects include: Sarbanes-Oxley ( SOX )/regulatory and compliance engagements for application and IT controls System and Controls (SOC) reporting and other controls opinion services Information Technology controls testing in support of financial statement audits Technical IT controls review I nternal audits over ERP systems, IT security, and other IT systems To learn more about “a day in the life of a Risk Consultant” check out this video ! Internship & Program Requirements: 90 credit hours completed Working towards B.A. / B.S. degree or equivalent from accredited university There are 2 different types of individuals that we look to hire into this team: Major in Accounting and/or related degrees Major in Information Systems and/or related degrees Minimum 3.0 GPA preferred Travel to assigned client locations may be required. Must have access to and ability to arrange for use of reliable modes of transportation to those locations Excellent written and verbal communication skills Strong multi-tasking and project management skills Ability to work as an effective member of a team Must possess a high degree of integrity and professionalism Certification or working towards certification as a CPA, CISA, or CIA, preferred not required At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life’s demands, while also maintaining your ability to serve clients. Learn more about our total rewards at https://rsmus.com/careers/working-at-rsm/benefits . All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status ; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at 800-274-3978 or send us an email at careers@rsmus.com . RSM does not intend to hire entry-level candidates who require sponsorship now or in the future. This includes individuals who will one day request or require RSM to file or complete immigration-related forms or prepare letters on their behalf in order for them to obtain or continue their work authorization. RSM will consider for employment qualified applicants with arrest or conviction records in accordance with the requirements of applicable law, including but not limited to, the California Fair Chance Act, the Los Angeles Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the San Francisco Fair Chance Ordinance. For additional information regarding RSM’s background check process, including information about job duties that necessitate the use of one or more types of background checks, click here . At RSM, an employee’s pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range. Compensation Range: $35 - $41 per hour

Posted 2 weeks ago

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Enact Mortgage Insurance CorporationRaleigh, North Carolina
At Enact, we understand that there’s no place like home. That’s why we bring our deep expertise, insightful offerings, and extra mile service to work every day to help lenders put more people in homes and keep them there. We’re looking for a Senior Risk Modeling Manager in Raleigh, NC to join us in fulfilling our mission, while utilizing our values of excellence, improvement, and connection. In this role, you will provide insights and expertise in model development and quantitative analysis of insurance and credit risk across structured and unstructured insurance opportunities within Enact Re, our Bermuda-domiciled business unit. Reporting directly to the Chief Risk Officer of Enact Re, you are responsible for helping Enact succeed in its long-term growth strategy. Success in this role requires a blend of strong analytical skills, financial acumen, insurance and credit risk modeling expertise, and effective communication. LOCATION Enact Headquarters, Raleigh, NC – Hybrid Schedule YOUR RESPONSIBILITIES Development of qualitative and quantitative assessments for both existing and new business opportunities using internal and external models, analytical tools, and ratings models. Use statistical techniques to analyze and model performance datasets, ratings migration, and economic trends that impact the Company’s exposures and their performance. Analyze, critique, monitor, and expand upon risk models leveraged within the business and validate that these models are fit for use under Enact’s Model Risk Framework. Analyze stochastic modeling frameworks and interpret their corresponding probability distributions. Perform stress testing across multiple collateral and transaction types that considers correlation between exposures while adhering to internal and regulatory standards. Develop quantitative assessments, including scenario analysis, sensitivity analysis, and what-if analysis of risk exposures and provide guidance to support capital management strategies and underwriting limits. Summarize and present analysis of expected performance and financials to both technical and non-technical stakeholders. Document the risks, limitations, and appropriate confidence in a set of analytical results. Collaborate with various internal stakeholders including teams in Risk, Finance, Operations, and IT to gather necessary data for modeling and monitoring that promotes understanding of models and their results. Provide oversight and guidance of transaction analysis and underwriting on new opportunities. Provide support in developing management and Board level reporting along with required regulatory filings, including the Company’s Commercial Insurer Solvency Self-Assessment (CISSA). Engage external parties and in independent research to learn industry standard techniques and promote innovative approaches to improve the existing suite of risk models. YOUR QUALIFICATIONS Bachelor’s degree or equivalent in actuarial science, statistics, financial mathematics, or a related field 7+ years of quantitative experience working with performance data and building risk models Knowledge of stochastic modeling concepts and application Experience working with capital modeling, financial cashflows and financial metrics Experience with economic, regulatory, and rating agency capital frameworks Experience developing, testing, and documenting quantitative frameworks and risk models Exceptional quantitative, analytical, and organizational skills Ability to take independent ownership of projects including the evaluation, conclusion, and presentation of findings Strong communication, presentation, and collaboration skills that allow for collaboration and at all levels within the organization, including senior management Ability to challenge and influence in a collaborative way PREFERRED QUALIFICATIONS Advanced degree preferred Proficiency in data manipulation and analysis via SQL and Excel or a programming language such as Python, R, or SAS Experience in developing risk frameworks, underwriting guidance, and pricing strategies Experience with structured credit both in single name and portfolio form COMPANY Enact Holdings, Inc. (Nasdaq: ACT), operating primarily through its wholly owned subsidiaries, is a leading publicly traded U.S. private mortgage insurance provider, offering borrower-centric products that enable lenders and other partners across the U.S. to help people responsibly achieve and maintain the dream of homeownership. By empowering customers and their borrowers, Enact seeks to positively impact the lives of those in the communities in which it serves in a sustainable way. Headquartered in Raleigh, North Carolina, we play an active role in supporting a healthier Triangle community. We also support our colleagues’ philanthropic efforts in their home communities across the U.S. Enact values all perspectives, characteristics and experiences, along with providing a positive and inclusive culture for employees to grow and succeed. We strive to create an environment where employees can bring their full, authentic selves to work to help each other and their customers. We are proud to be an equal opportunity employer and all hiring decisions are based on merit, qualifications, and business needs. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. WHY WORK AT ENACT We bring innovative thinking to the situations at hand We seek out and incorporate diverse views to strengthen our outcomes We work on challenging and rewarding projects We offer competitive benefits: Hybrid work schedule (shared in-office days Tues/Wed/Thurs) Generous Time Off 40 Hours of Volunteer Time Off Tuition Reimbursement and Student Loan Repayment Paid Family Leave and Flexible Spending Accounts 401k with up to 5% employer match Fitness and Emotional Wellness Reimbursements Onsite Gym

Posted 30+ days ago

Minnkota Power Cooperative logo
Minnkota Power CooperativeGrand Forks, North Dakota
Minnkota Power Cooperative Internal Controls and Risk Analyst I Minnkota Power Cooperative is seeking applicants for an Internal Controls and Risk Analyst I in our Legal department at our headquarters in Grand Forks, North Dakota. The Internal Controls and Risk Analyst I is responsible for performing comprehensive reviews of the organization’s processes, systems, and operations to detect potential risk areas and determine compliance with all applicable directives, standards and regulations. This position also supports the organization’s business insurance and claims management portfolio. The Internal Controls and Risk Analyst I works both independently and with others. The pay range for this position begins at $72,677 per year. Appropriate compensation will be determined based on a candidate's skills, education, and any previous relevant experience. Essential Responsibilities Perform comprehensive reviews Plan and execute internal reviews according to the annual audit plan Analyze and assess the effectiveness of controls, risk management, and processes within the organization Analyze data and information to identify potential issues Provide recommendations and guidance on how to address control weaknesses, deficient standards and process inefficiencies Prepare and present reports that accurately reflect review results and document a follow-up process Communicate review results Assist Subject Matter Experts (SMEs) in the development, implementation, and modification of policies, procedures, programs, guidelines, and solutions Collaborate with SMEs to ensure documentation and programs meet all applicable directives, standards and regulations Assist in making recommendations for modifying policies and procedures based on review analysis Monitor reviews and audits (internal and external) Document key review and audit information Follow up with responsible parties to determine recommendation progress on completed reviews/audits Conduct follow up reviews Complete contract audits Perform contract audits as requested Insurance Maintain insurance records and documentation Analyze insurance policies Submit and manage claims Potential for interfacing with agents, brokers or adjusters Organizational Competencies · Safety · Integrity · Teamwork · Innovation · Reliability Job Competencies · Approachability · Learning on the Fly · Organizing · Process Management · Written Communications Goals and Objectives An employee filling this role is expected to meet changing and unique goals and objectives, as established by their supervisor, related to the broader area in which the employee is assigned. Job Qualification Standards Education and Training Position requires a bachelor’s degree in Accounting, Finance, Business, Risk Management, or related field Proven knowledge of auditing standards and procedures, laws, rules and regulations Experience in legal, medical, or financial settings with demonstrated experience in regulatory compliance would be beneficial Computer proficiency in operating a personal computer and standard business applications including Microsoft Office suite, databases, and other related applications Must maintain a valid driver’s license Experience This is an entry level position. Utility industry experience is not necessary. Physical and Mental Demands The physical demands and work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of the position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Physical demands: While performing the duties of this position, the incumbent is primarily required to sit, stand, walk, stoop, bend and frequently utilize a keyboard/computer. Specific vision abilities include close vision, peripheral vision, depth perception and the ability to adjust focus. Mental demands: While performing the duties of this position, the incumbent will be required to problem solve, read, write and analyze data, work under schedules and deadline pressure, present information to others, work independently with minimal direction, work with others as a team player, and use discretion and judgment for confidential or sensitive projects/issues. Work Environment: While performing the duties of this position, the employee is normally exposed to an open office (cubicle) environment indoors, but will travel outdoors to multiple locations dependent on work. Benefits Minnkota Power Cooperative supports employees through a strong total compensation package that includes a competitive pay and benefits package, along with career growth opportunities. The cooperative offers: Medical insurance Dental insurance Vision insurance 401(k) Pension plan Life insurance and AD&D Disability insurance Paid leave: Holidays and floating holidays, Vacation, Sick leave Employee Assistance Program Flexible Spending Accounts for dependent care Educational assistance Membership in select professional organizations

Posted 30+ days ago

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Ankura Consulting GroupDallas, Texas
Ankura is a team of excellence founded on innovation and growth. Practice Overview: This position supports the Ankura Risk, Forensics & Compliance Business Group - one of six practices focused on client delivery services across the Firm. Role Overview: Ankura’s Forensics practice provides clients with our expertise in Investigations, Accounting Advisory, Litigation, Arbitration, and Disputes, which includes: Forensic Accounting and Financial Investigations . Accounting, Fraud, and Independent Fact-Finding Investigations . Ponzi Schemes, Whistleblower, Embezzlement, and Kickback Matters . Forensic Accounting and Reconstruction of Books and Records . Purchase Price Disputes . Commercial Litigation . Damages Analysis . Expert Services . Responsibilities: An ideal candidate should have an interest in forensic accounting, investigations, litigation consulting, and the other related areas described above. Responsibilities will include applying technical accounting, forensic accounting, and analytical skills to various client situations. As an intern, Ankura will provide you with the opportunity to experience a variety of projects working collaboratively on small, diverse teams with skilled, intelligent, driven, and successful individuals. Ankura is focused on hiring people that will serve as the foundation of a growing firm dedicated to its people and culture while delivering high-quality service to our clients. Responsibilities will include, but are not limited to, the following: Applying accounting, financial, and analytical skills to various client issues, such as: detailed analysis of transactional data, underlying books and records, and financial statements; tracing of flow of funds; calculations of damages in complex disputes; review of revenue recognition procedures; etc. Assist with designing and implementing analysis, investigation, and project-specific workplans . Developing and performing analyses to assess complex fact patterns and preparing reports and schedules summarizing findings for review by senior colleagues and clients . Documenting and maintaining detailed workpaper records that reflect assumptions, information sources, and methodologies and procedures underlying all analytical tasks . Ensuring delivery of high-quality work product and deliverables within established timeframes and budgets . Performing day-to-day client engagement activities, including interaction with internal Ankura team members and other stakeholders involved in the engagement and developing productive working relationships with colleagues and clients . Contributing to the overall success of the firm by participating in pitches, proposals, internal and external networking events, marketing the firm externally to prospective clients, and corporate social responsibility events . Requirements: A Bachelor’s Degree or Master’s Degree in Accounting , Finance, or related field with an expected graduation date between December 2025 and June 2026 Applicants should have an interest to pursue a CPA license or other advanced certifications upon graduation and completion of state requirements. Ability to work well independently, as well as collaboratively with colleagues. Possess strong team-oriented personality characteristics: hard-working, thoughtful, and collaborative, with a positive outlook and confidence. Ability to adapt quickly in handling multiple, evolving tasks and/or engagements, and re-prioritized Possess excellent communication (verbal and written), computer, and organizational skills, plus strong quantitative and qualitative analytical, mathematical, and research skills. deadlines in an always-changing environment. Highly motivated, eager to learn, willing to travel as needed, and able to motivate others. Technical accounting, financial, and economic skills, along with familiarity and knowledge of application of SEC rules, regulations, and disclosures. Understanding of and experience with application and/or research of U.S. Generally Accepted Accounting Principles (“U.S. GAAP”) and/or generally accepting auditing standards (“GAAS”). Proficient with PC environments and related software, including Microsoft Office applications, specifically advanced skills in Microsoft Excel. Please note that this role requires permanent authorization to work in the U.S. ( i.e. U.S. citizen or permanent resident). Internships and full-time University Associate roles are not eligible for U.S. immigration sponsorship, work visa or any other temporary work authorization ( i.e. OPT, CPT). Ankura is required to include a reasonable estimate of the compensation range for this role. This compensation range is specific to the said markets and considers a broad range of factors including but not limited to skill sets, experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled . The range does not include additional benefits outside of salary. At Ankura, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each role. A reasonable estimate of the current base pay range is between $50,000 to $120,000; this range is not a promise of a particular wage . Ankura is an Affirmative Action and Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against based on disability. Equal Employment Opportunity Posters, if you have a disability and believe you need a reasonable accommodation to search for a job opening, submit an online application, or participate in an interview/assessment, please email accommodations@ankura.com or call toll-free +1.312-583-2122. This email and phone number are created exclusively to assist disabled job seekers whose disability prevents them from being able to apply online. Only messages left for this purpose will be returned. Messages left for other purposes, such as following up on an application or technical issues unrelated to a disability, will not receive a response.

Posted 1 week ago

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Available Staff PositionsAtwater, California
The Administrative Assistant provides administrative support to the Risk Management and Legal Services team for Golden Valley Health Centers. Under the direct supervision of the Director, Risk Management, the Administrative Assistant’s duties include administrative and project based work, assists in answering department calls, type’s documents, and supports the department teams. Administrative Assistant should project a professional image through personal and phone interaction. This position will work at our Atwater Administration Site- Schedule is Monday- Friday, 8:00am- 5:00pm Compensation: $24.31 - $26.02 an hour Golden Valley Health Centers offers excellent benefits including Medical: (0 Deductible / $2,000 Individual; $4,000 Family Out-of-Pocket Max), excellent PPO coverages; Dental; Vision; Pet Insurance, 403(b) with match, FSA plans, gym discounts, and so much more! Essential Duties and Responsibilities Demonstrates effective communication and problem-solving skills. Administer and perform administrative and clerical support. Prioritize and manage multiple projects simultaneously, follow through on issues in a timely manner. Prepare and copy meeting materials. Record minutes for meetings. Provide general administrative support to the Team with an emphasis on being responsive, professional, and accurate. Performs administrative and office support activities. Duties may include fielding telephone calls, word processing, creating spreadsheets and presentations, and filing. Maintain user database for risk and accreditation computer applications. Prepare correspondence, reports, other written materials for department team. Keep up-to-date files of all correspondence (incoming and outgoing) and all memos. Keep up-to date files of contractual agreements. Keep Rolodex/ computerized contacts list of frequently used telephone numbers. Maintain the appointment schedule for the Joint Commission Readiness Program/Tracers by planning and scheduling meetings, conferences, teleconferences, and travel. Assist in meeting scheduling and logistics to include conference phones, projector and food as needed. Operate copy machine – including duplicating forms to replenish stock. Receive incoming department mail and distribute. Be sure out-going department mail is taken to the mailroom for processing. Screen patient calls to department and decide who can best address their needs. Whenever possible, answer general-type questions. Handle confidential information and matters of discretion in a professional manner. Assist in responding to grievances and complaints and update database. All other duties as assigned. Physical Demands Ability to lift up to 30 pounds. Moving, lifting or transferring materials/supplies may involve lifting or pushing greater than 30 pounds, should be done with assistance as appropriate. Must be able to hear staff on the phone and those who are served in-person, and speak clearly in order to communicate information to clients and staff. Must be able to have vision that is adequate to read memos, a computer screen, personnel forms and clinical and administrative documents. Must have high manual dexterity. Must be able to reach above the shoulder level to work, must be able to bend, squat and sit, stand, stoop, crouch, reach, kneel, twist/turn, finger and feel. Work Environment The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. The noise level in the work environment is usually average. Education/Experience Requirements Minimum Qualifications Knowledge of Microsoft Office Proficient (Word, Excel, Access, PowerPoint). Pleasant telephone personality. Extensive software skills. Internet research abilities. Strong communication skills. Excellent organizational skills. Excellent grammar and proofreading skills. Ability to type at least 50 wpm. Valid CA Driver’s License, acceptable driving record, reliable transportation and vehicle insurance. Education/Experience High School graduate or equivalent required. Associate of Arts or similar degree is preferred. A minimum of three (3) years’ administrative experience through increasingly responsible experience in the executive level administrative support.

Posted 3 days ago

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RSMChicago, Illinois
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You’ll find an environment that inspires and empowers you to thrive both personally and professionally. There’s no one like you and that’s why there’s nowhere like RSM. Responsibilities: Draw upon your demonstrated technical, industry and risk advisory knowledge to become a trusted advisor to our clients within the Commercial sector; incorporate consideration for emerging risks, trends, and concepts into client service Own management level relationships, and interact with C-suite group. Drive collaboration with external stakeholders Lead risk assessment management interviews and development of internal audit plan Perform review of the deliverables including process narratives/flowcharts, risks and control gaps, suggested remediation and process improvement Lead formal closing meetings with clients to share and confirm deliverables Maintain overall responsibility for engagement economics and manage expectations around billing, monitoring, and collections Demonstrate effective delegation strategies by managing multiple clients, projects, and teams simultaneously with the goal of overseeing a book of business Business Development Participate in relevant industry associations and events to develop and/or maintain industry focus and relationships Build, maintain, and utilize your internal network to address issues timely and add value to client relationships; begin cultivating an external network with the goal of generating new business opportunities for the firm Assist in writing, developing and delivering thought leadership internally and externally Communicate effectively with prospects, assess needs, and develop clear and accurate project parameters including scoping descriptions, delivery plans, and budgets Contribute to pursuits through development of proposals and other materials Required Qualifications: Bachelor’s or Master’s Degree in business, accounting or related discipline Minimum of 5 years of experience in audit, internal audit or related internal control positions Job relevant certification ( e.g. CPA, CIA) Preferred Qualifications: Experience leading project based work with milestones and workflow driven by objectives and defined timelines Experience supporting clients within the manufacturing industry. Proficiency in professional writing, spreadsheet, and presentation creation tools Able to work within tight deadlines and take responsibility for getting the job done in a timely manner Ability to travel to meet client needs and work collaboratively with others in-person and remotely Openness to workday flexibility, agility, remote work environment, leveraging new tools Effective communication skills, both verbally and in writing Effective time management and prioritization skills Established experience in multiple industries or subject-matter expertise in one specific industry Demonstrated success in high pressure scenarios At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life’s demands, while also maintaining your ability to serve clients. Learn more about our total rewards at https://rsmus.com/careers/working-at-rsm/benefits . All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status ; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at 800-274-3978 or send us an email at careers@rsmus.com . RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate. RSM will consider for employment qualified applicants with arrest or conviction records in accordance with the requirements of applicable law, including but not limited to, the California Fair Chance Act, the Los Angeles Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the San Francisco Fair Chance Ordinance. For additional information regarding RSM’s background check process, including information about job duties that necessitate the use of one or more types of background checks, click here . At RSM, an employee’s pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range. Compensation Range: $101,000 - $203,000 Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.

Posted 3 days ago

PricewaterhouseCoopers logo
PricewaterhouseCoopersCharlotte, New York
Industry/Sector Banking and Capital Markets Specialism Financial Risk Management Level Senior Associate Job Description & Summary A career in our Balance Sheet Management practice, within Financial Risk and Regulatory services, will provide you with the opportunity to help business leaders embed a proactive and dynamic risk management capability and mind set into their corporate business practices. From strategy through to implementation, we help put in place people, processes and technology so they can leverage financial risk management to identify new opportunities and pursue success as smoothly, systematically and sustainably as possible in the face of changing markets, technologies and competition. Our team provides our clients with gap assessments as well as design and implement processes to facilitate asset and liability management, funding and liquidity planning and stress testing, and capital management. You’ll help build tools that enable our clients to efficiently utilise capital and liquidity resources, consistent with regulatory expectations. To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future. As a Senior Associate, 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: Use feedback and reflection to develop self awareness, personal strengths and address development areas. Delegate to others to provide stretch opportunities, coaching them to deliver results. Demonstrate critical thinking and the ability to bring order to unstructured problems. Use a broad range of tools and techniques to extract insights from current industry or sector trends. Review your work and that of others for quality, accuracy and relevance. Know how and when to use tools available for a given situation and can explain the reasons for this choice. Seek and embrace opportunities which give exposure to different situations, environments and perspectives. Use straightforward communication, in a structured way, when influencing and connecting with others. Able to read situations and modify behavior to build quality relationships. Uphold the firm's code of ethics and business conduct. As a member of the Risk & Regulatory Advisory team, you will advise financial institutions on a broad range of credit risk management topics including, organization and governance; credit process optimization; risk rating model design, build and implementation; and Current Expected Credit Losses (CECL) process and tools. You will work on a team evaluating, designing, and implementing credit risk strategies to support our clients in addressing key market challenges focused on credit risk. Job Requirements and Preferences : Basic Qualifications : Minimum Degree Required : Bachelor Degree Minimum Years of Experience : 3 year(s) Preferred Qualifications : Degree Preferred : Master Degree Preferred Fields of Study : Business Administration/Management, Mathematics, Statistics, Finance, Accounting, Economics Preferred Knowledge/Skills : Demonstrates a thorough level of abilities and/or a proven record of success in how to lead or facilitate relevant project management or client consultations in the areas of credit-related activities and credit risk management, preferably in some combination of the following areas: Collaborating and/or playing a significant role in commercial and retail lending and credit process redesign initiatives, such as streamlining credit approval processes (including artificial intelligence), better aligning deal team execution and delivery to client segmentation schemes, implementing credit process redesign initiatives (e.g., target operating model for credit lifecycle), redesigning risk management organization or functional responsibilities, enhancing loan review processes, and/or enhancing loss mitigation/recovery processes; Familiarity with conducting credit risk processes, performing underwriting, credit analysis and assigning risk ratings (e.g., single, and dual risk rating frameworks), writing and reviewing risk management policies and procedures, 1st and 2nd line of defense experience; Developing, applying, and validating commercial and retail credit risk methodologies including obligor and facility risk rating (e.g., PD, LGD, EAD) models, pricing models, etc.; Creating and executing design and application of commercial and retail credit risk reporting and analytics in a financial services organization; Possessing knowledge of Allowance for Credit Losses, including methodology, models, and US GAAP requirements under Current Expected Credit Losses (CECL) and knowledge of IFRS 9; Selecting, implementing and/or using commercial and retail credit risk workflow, analytic tools - e.g., Moody's, S&P, nCino, and/or, reporting technologies. Possessing familiarity with commercial and retail credit regulatory guidance covering CECL, credit risk review systems, underwriting/annual reviews; and, Possessing completion of a formal credit training program. Demonstrates a thorough level of abilities and/or a proven record of success with designing and implementing process improvement solutions, leveraging PC applications including MS Office (Word, Excel, Access, PowerPoint), where applicable, including: Leveraging know-how of a wide range of commercial and retail loan types, including C&I, CRE, ABL, Leasing, Project Finance, Leveraged Lending, fund financing, etc.; Operating successfully as both an individual contributor and team member, identifying and addressing client needs. Preparing, coordinating, and delivering complex written and verbal materials to clients and senior management (e.g., PPT presentations, summary reports/ memos, oral presentations); Collaborating with teams to create a proven atmosphere of trust, seeking diverse views to encourage improvement and innovation, and coaching staff, including providing timely meaningful written and verbal feedback; Identifying and addressing client needs by building and maintaining trust (e.g., client relationship management); Considering cross-cultural differences, seeking diverse views to encourage improvement and innovation, and fostering a global mindset for the team; Demonstrating experience in working with and managing on-shore and off-shore teams; Demonstrating thorough ability to communicate project goals and objectives, project status and deliverables, building consensus and presenting standard industry practices/point of view effectively; and, Keeping leadership informed of progress and issues. Travel Requirements Up to 60% Job Posting End Date Learn more about how we work: https://pwc.to/how-we-work PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy. As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. The salary range for this position is: $77,000 - $202,000, 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 30+ days ago

Higginbotham logo
HigginbothamDallas, Texas
Position Summary: The Account Manager will assist the Higginbotham Arizona Insurance Company Captive team with pure captive analysis, submissions, policy marketing/placement, and presentations, along with related tasks. This is a collaborative role, requiring the candidate to both take initiative on individual tasks and also work collaboratively with internal and external stakeholders. Essential Tasks: Provides prompt, accurate and courteous service to our clients, producers and company personnel, while offering a high level of support in obtaining, maintaining, expanding and servicing our commercial accounts. Collectively or independently plans, designs and implements appropriate insurance programs for clients that coincide with agency guidelines. Maintains knowledge of new developments or changes with various carriers and new Federal/State laws that may affect how our clients conduct business; consults, informs and educates clients about coverage, exclusions and exposures: documents electronic filing accordingly Provides technical support to Producers (coverage-wise, with proposal, suspense items, etc.) to help clients and reach agency’s business goals Investigates, initiates and prepares necessary proposals and applications, submits them to appropriate insureds and carriers, obtains clients’ signatures on all applications, follows up to ensure timely responses, all in conjunction with Producer Prepares summaries of insurance schedules and proposals for account review Remarkets, contacts clients and follows up in conjunction with producers, renews policies by agency standards Consults, informs and educates audit procedures to clients. Set priorities and manages workflow to ensure efficient, timely and accurate processing of transactions and other responsibilities. Represents the agency in conjunction with producers in handling complaints, arbitrating disputes, or resolving grievances; facilitates a productive and amicable working relationship between clients and producers; develops and maintains a positive relationship and rapport with each insurance carrier to satisfy our clients’ needs and facilitate the processing of business. Core Competencies: Ability to Analyze and Solve Problems : Skill in recognizing challenges, exploring options, and implementing effective solutions in a timely manner Attention to Detail : A strong focus on completing tasks and projects accurately and thoroughly Communication Skills : Capable of expressing ideas clearly in both verbal and written forms and engaging with various audiences Timely Task Completion : Ability to finish tasks and projects efficiently, managing resources and priorities effectively Team Collaboration : Willingness to work together with others, promoting teamwork and supporting shared goals Client Focus : Dedication to understanding and addressing the needs of clients and stakeholders to ensure their satisfaction Dependability : Acknowledgment of the importance of being present and punctual. Creative Thinkin g: Openness to suggesting new ideas and methods to improve processes and outcome Organizational Skills : Capability to prioritize tasks and manage multiple projects simultaneously Adaptability : Willingness to adjust to changing situations and priorities, showing resilience in a dynamic work environment Experience and Education: 3-5 years of Commercial P&C Insurance experience preferred Licensing and Credentials: Active General Lines or Property & Casualty License (company will help candidate obtain licensure if needed) Location: Dallas/Fort Worth metroplex preferred, individual can work fully remote a majority of the time. In office meetings with coworkers and clients required approximately 25% of the time. Systems: Proficient with Microsoft Excel, Word, PowerPoint, and Outlook (job requires heavy Excel use) Applied Epic experience preferred, but knowledge of similar Account Management System (AMS) is acceptable Physical Requirements: Ability to lift 25 pounds Repeated use of sight to read documents and computer screens Repeated use of hearing and speech to communicate on telephone and in person Repetitive hand movements, such as keyboarding, writing, 10-key Perks & Benefits: Generous employee benefits package which includes a robust wellness program Employee Ownership Opportunities Career progression opportunity – the potential for growth within the company Walking, bending, sitting, reaching and stretching in all directions Notice to Recruiters and Staffing Agencies: To protect the interests of all parties, Higginbotham Insurance Agency, Inc., and our partners, will not accept unsolicited potential placements from any source other than directly from the candidate or a vendor partner under MSA with Higginbotham. Please do not contact or send unsolicited potential placements to our team members.

Posted 30+ days ago

SEI logo
SEINashville, Tennessee
WHO WE LOOK FOR An SEI-er is a master communicator and active listener who understands how to navigate an audience. Self-aware, almost to a fault, SEI-ers keenly understand how to adjust their support and problem solving based on the situation. Following a logical, fact-based approach, SEI-ers possess the superior ability to see correlations others may not, ask the right questions and drive solutions. As super-connectors, they connect not only people, but data, trends and experiences. Mature, humble, and genuine, SEI-ers frequently go above and beyond for both their clients and their colleagues. SEI-ers are ethical and trustworthy individuals who consistently and repeatedly follow through, and hold true to their values in difficult situations. SEI-ers have an insatiable curiosity and love to learn. These individuals are commonly tech savvy and early adopters. Their passion for learning is infectious and excites others. As every project is different, an SEI-er must be adaptable and comfortable with unexpected situations. SEI-ers define ambition differently. They are authentic, low-maintenance individuals who truly enjoy one another- they like to hang out with colleagues outside of work, collaborate and hold one another accountable. SEI-ers enjoy working with genuine, thoughtful folks who want to steer clear of the traditional grind and share the joy of day-to-day life and activities with colleagues, friends, and family. WHAT WE DO Our Security, Risk and Compliance consultants work with clients at all levels of the organization, from the C-suite to the shop floor, helping them to deliver on their most strategic initiatives. We’re known for making realistic, data-driven decisions that deliver value in tangible ways to our clients. Our clients ask for us on projects that require a superior combination of technical and business capabilities, people and management skills, and a collaborative mindset. We excel in understanding complex programs and strategic initiatives and breaking them into actionable pieces. We are actively looking for professionals in the following areas: Compliance Information Security Risk Management Data Privacy The ideal candidate’s experience may include but is not limited to the following: Management or participation in Cybersecurity, Information Security, Risk, Compliance and/or Data Privacy Programs or Projects Sample projects/programs could include but are not limited to: Compliance framework mapping and implementation, Regulatory mapping and implementation Audit, risk or regulatory remediation management, Readiness for new laws and regulations, Risk, Compliance or Information Security risk reporting and monitoring Creation of roadmaps to mature or advance Risk, Compliance or Information Security Strategies/Programs/Controls Design and enablement of cyber controls functions and processes Change management related to regulatory adoption or compliance changes Audit or certification readiness Familiarity or direct experience with GRC/Cybersecurity solutions, tools and technologies Control design or maturation for high-demand technical areas such as ERP, Identity and Access Management, Business Continuity and Resiliency, Cloud Knowledge of and/or application of industry specific regulations, laws, and standards such as the EU-GDPR, CCPA/CPRA, HIPAA, PCI Knowledge of and/or application of compliance and security frameworks and standards such as COSO, NIST, ISO Management of regulatory, internal or external audits, or experience as an auditor Projects or roles requiring coordination across lines of defense working with technical, business, compliance, risk and audit teams to deliver solutions Work or projects with military or federal government agencies in Risk, Compliance or Information Security/Cyber Security sectors Certifications: CIPP, CRCM, CRM, ARM, CISSP, CISM QUALIFICATIONS Required- Alignment to our core values: Excellence, Participation, Integrity, and Collaboration Hungry, Humble, Smart Demonstrated business and technology acumen Strong written and verbal communication skills Understanding and experience solving real business problems Proven track record of delivering results Experience working with and/or leading a team Ability to work across industries, roles, functions & technologies Authorization for permanent employment in the United States (this position is not eligible for immigration sponsorship) Preferred- Bachelor’s degree 8+ years professional experience Experience across our service offerings Systems Evolution, Inc. (SEI) is an equal opportunity employer (EOE) and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law

Posted 30+ days ago

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Wings FinancialApple Valley, Minnesota
PRIMARY PURPOSE: Responsible for the strategic execution and end-to-end support of Wings Credit Union’s enterprise Operational Risk Management (ORM) programs as the second line of defense, specifically to enable the Credit Union to effectively identify, monitor, measure and control its operational risk profile. This role will reside within the Operational Risk team which is part of the broader Enterprise Risk Management function. This team leads all aspects of the governance of the operational risk management program and drives consistent use of the ORM framework by leading stakeholders through process mapping, risk assessments and control identification, risk rating, control assessment/testing, risk reporting. ESSENTIAL FUNCTIONS include the following (other duties as assigned): Facilitate risk and control self-assessment (RCSA) across multiple business units, providing advice and guidance to risk owners in the first line of defense (FLOD) and subject matter experts through the RCSA lifecycle. Ensure accurate and timely completion of risk assessment and control documentation activities. Participate in risk and control review activities to ensure understanding of the impacted processes and controls, and to provide feedback on identified potential risks or issues. Maintain appropriate knowledge of and stay current on emerging operational risks, including laws and regulations, guidance, and other legal and regulatory developments, and how they apply to the Credit Union. Provide support for risk decisions and conclusions with high-quality work product and documentation. Facilitate end-to-end issue management process, including identification, vetting, tracking, validation of remediation, and quarterly reporting of issues; engaging stakeholders as needed. Leads or participates in the development, implementation, and management of business continuity plans with stakeholders at all levels of the Credit Union. Leads or participates in department projects and continuous improvement activities that increase efficiency and effectiveness. Identifies opportunities for improvement and develops solutions to problems in processes that may span beyond the scope of own team`s responsibilities. Manages the assigned ORM workflows in the Credit Union’s Governance, Risk and Compliance (GRC) platform. Develop and implement training and coaching material supporting Wings’ ORM framework. Evaluate FLOD’s adherence to the Credit Union ORM policies for activities such as risk and control self-assessments, issue management, root-cause analysis, business continuity, reporting and monitoring. EDUCATION, EXPERIENCE AND SKILLS: Bachelor's degree, Degree in Business Administration, Economics, Finance, Auditing, Law or related field or equivalent combination of training, education, and experience. 5+ years of applicable financial services industry experience. 5+ years of experience in financial institution operational risk management, specifically in areas such as compliance, consumer protection, business continuity, legal, audit and/or regulatory examination. Advanced knowledge of applicable laws, regulations, financial services, and regulatory trends that impact the Credit Union. Advanced understanding of the credit union business operations, products/services, systems, and associated risks/controls. Advanced understanding of the three lines model. Proven understanding of GRC management tools and/or platforms preferred. Demonstrated excellent capabilities in written and oral communications of complex thematic reporting, ability to influence and guide others at various levels of the organization. Proven strategic thinker and creative problem solver with the ability to analyze and synthesize sophisticated issues and identify common themes and solutions. Strong project management and time management skills with an ability to independently lead a project through to completion. Attention to detail and accuracy in all business results. Ability to navigate ambiguous situations, drive decision making, manage change, and learn quickly in a multifaceted business environment. Experience with standard methodologies for data management, reporting, and presentations to support ongoing operational risk activities. Ability to work with limited supervision, manage time, prioritize, and multitask. Applicable certifications preferred. Pay Range: $88k-$104k plus 15% annual target bonus. The estimated hiring range is the budgeted amount for this position. Final offers are based on various factors, including skill set, experience, location, qualifications and other job-related reasons. BENEFITS: Generous 401(k) match 401k Discretionary Profit Sharing Health Insurance Dental Insurance Vision Insurance Life Insurance Short Term and Long Term Disability Health Savings Account with company contribution Employee Assistance Program Paid Vacation, Sick, Floating Holidays and Volunteer Time Off Paid Holidays Tuition Reimbursement Paid Parental Leave

Posted 2 weeks ago

Protiviti logo
ProtivitiChicago, Illinois
JOB REQUISITION Chicago- Risk & Compliance- Lender Due Diligence (Financial Services) Manager LOCATION CHICAGO ADDITIONAL LOCATION(S) JOB DESCRIPTION You Belong Here The Protiviti Career provides opportunity to learn, inspire, and advance within a collaborative and inclusive culture. We hire curious individuals for whom learning is a passion. We lean into our mission: We Care. We Collaborate. We Deliver. At every level, we champion leaders who live our values of integrity, inclusion, innovation, and commitment to success . Imagining our work as a journey, we believe integrity guides our way, inclusion moves us forward together, innovation creates new destinations, and our commitment to success empowers us to deliver on our vision to be the most trusted global consulting firm. Where We Need You Protiviti is looking for a Risk & Compliance Manager to join our growing Lender Due Diligence team. Protiviti’s Financial Services practice is widely recognized as a leading provider of consulting services across the three lines of defense for financial institutions. We empower our clients to be more effective and efficient in a way that is risk-sensitive, regulatory compliant, well controlled, and enabled by leading technologies . What You Can Expect As a Manager, you’ll partner with our clients to identify and manage risk. You'll develop strategies to solve complex business problems using new ways of thinking, and devise solutions to support your clients' needs through using the latest tools and methods. You’ll develop lasting relationships with client personnel and further these relationships through quality product delivery. You’ll foster a network within the business community and serve as an ambassador of Protiviti in the market. You will also be a mentor and provide performance development to teams as you oversee the successful completion of project work plans. By focusing on clients and engagements in the financial services industry, you’ll partner with highly regulated clients and deepen your expertise in financial services regulations . What Will Help You Be Successful You enjoy help our clients to address key credit risks and concerns by performing reviews of the “target” company (our client’s customer) and the assets that are part of a lending transaction (collectively, the “deal”). You are motivated to learn and interested in all things related to Lender Due Diligence/reviews , including the latest trends and developments. You are passionate about building relationships with clients and providing exceptional experiences. You have an inherent interest in project management and team leadership. You promote a positive team culture that fosters open communication among all engagement team members. You create development opportunities for others, including participating in the creation and rollout of training, and ways for your team to improve our clients and communities. You have interest in contributing to the preparation of client proposals and strategies to win new business. You excel at identifying opportunities to integrate product solutions and resources to improve client service capabilities. You have interest in working with a diverse portfolio of clients across the Financial Services industr y . Do Your Talents Include the Following? Demonstrated experience with: Strong auditing experience in the areas of credit risk and the related processes, controls, and reporting for different asset classes. Prior lender due diligence experience, especially for securitization conduit and/or warehouse facilities, is a plus. Prior securitization/structured finance experience in any of the various asset classes (ABS, RMBS, CMBS, CLO) with ABS or CLO experience being the most preferred. General financial accounting background and experience. K nowledge of receivables (loans, trade, etc.) accounting and transaction processing . P erform ing an agreed-upon set of procedures which may include the evaluation of collateral , the target company’s processes, reporting capabilities and quality of data associated with those assets. Evaluating, summarizing, organizing, and interpreting data. Ability to work successfully in a fast-paced, client service focused, consultative work environment and contribute to the engagement team’s success. Establishing and cultivating business relationships and a professional network, including with senior executives. Successfully pursuing business development opportunities and identifying and implementing strategies to obtain new work or clientele. Ability to translate and communicate Lender Due Diligence issues to client personnel, including executives. Leadership and direct supervisory experience of teams including conducting performance appraisals, mentoring and coaching, oversight and review of work, coordination across teams, and understanding how to motivate. Your Educational and Professional Qualifications Bachelor’s degree in a relevant discipline . 5 + years working in working in internal audit, consulting, assurance services, or related field, either in professional services or industry. Proficiency in Microsoft Office suite applications with specific emphasis on Word, Excel and PowerPoint. Secondary emphasis on Visio and Access. Professional Certification such as CPA, CIA, FR M, or similar strongly preferred . Our Hybrid Workplace Protiviti practices a hybrid model, which is a combination of working in person with a purpose and working remotely. This model creates meaningful experiences for our people and our clients while offering a flexible environment. The ratio of remote to in-person requirements vary by client, project, team, and other business factors. Our people work both in-person in local Protiviti offices and on client sites, which can include local or out-of-state travel based on our projects and client requests and commitments . #LI-Hybrid Protiviti is not registered to hire or employ personnel in the following states – West Virginia, Alaska. Starting salary is based on a full-time equivalent schedule. Placement in the range is dependent upon experience, skills and geographic work location. Below is the salary range for this job. $112,000.00 - $178,000.00 Our annual bonus plan provides eligible employees additional cash and/or discretionary stock compensation opportunities. Below is the bonus target opportunity for this job. 12% The total cash range is estimated from the sum of the base salary range plus the bonus target opportunity. Below is the estimated total cash range for this job. $125,440.00 - $199,360.00 Employees are eligible for medical, dental, and vision coverages, FSA and HSA healthcare accounts, life and accident insurance, adoption and fertility assistance, paid parental leave up to 10 weeks, and short/long term disability. We offer eligible employees a company 401(k) savings and investment plan with an employer match of 50% on the first 6% of your contributions. We provide Choice Time Off (CTO) for vacation, personal needs, and sick time. The amount of (CTO) varies based on years of service. New hires receive up to 20 days of CTO per calendar year. Protiviti also recognizes up to 11 paid holidays each calendar year. Learn more about the variety of rewards we offer at Protiviti at https://www.protiviti.com/sites/default/files/2025-01/2025_u.s._benefit_highlights.pdf . Any benefits outlined are part of our reward offerings for full-time employees in the U.S. Your Open Enrollment materials, insurance contracts, plan documents and Summary Plan Descriptions together comprise the official plan document which legally governs the administration of your benefit plans. Protiviti reserves the right to terminate or amend your benefit plans in any way and at any time. Protiviti is an Equal Opportunity Employer. M/F/Disability/Veteran As part of Protiviti’s employment process, any offer of employment is contingent upon successful completion of a background check. Protiviti is committed to being an equal employment employer offering opportunities to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to apply for a position, please contact us by sending an email to HRSolutions@roberthalf.com or call 1.855.744.6947 for assistance. In your email please include the following: The specific accommodation requested to complete the employment application. The location(s) (city, state) to which you would like to apply. For positions located in San Francisco, CA: Protiviti will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. For positions located in Los Angeles County, CA: Protiviti will consider for employment qualified applicants with arrest or conviction records in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. Protiviti is not registered to hire or employ personnel in the following states – West Virginia, Alaska. Protiviti is not licensed or registered as a public accounting firm and does not issue opinions on financial statements or offer attestation services. JOB LOCATION IL PRO CHICAGO

Posted 3 weeks ago

Protiviti logo
ProtivitiMinneapolis, Minnesota
JOB REQUISITION Minneapolis Risk and Compliance Intern - 2026 LOCATION MINNEAPOLIS ADDITIONAL LOCATION(S) JOB DESCRIPTION Are You Ready to Live Something Different with Protiviti? The Protiviti career provides an opportunity to learn, impact, and advance within a collaborative and inclusive culture. We hire curious individuals for whom learning is a passion. By teaming with our clients, we solve the business challenges a dynamic world presents and discover and implement innovative business solutions. We lean into our mission: We Care. We Collaborate. We Deliver. At every level, we champion leaders who live our values. Imagining our work as a journey, integrity guides our way, inclusion moves us forward together, innovation creates new destinations, and our commitment to success empowers us to deliver on our vision to be the most trusted global consulting firm. Are you inspired to make a difference? You've come to the right place. POSITION HIGHLIGHTS Risk and Compliance interns work with Protiviti’s clients, who are typically among the world’s leading companies. As an intern, you collaborate with the team to deliver client solutions for complex business problems these organizations face. Experience tells us that our future leaders need to be both knowledgeable and deep in an area of expertise but also versatile, having a broad range of capabilities and skill sets to solve today’s complex business problems. That’s why we focus on developing resources across our business, so you gain experience in different industries, grow your technical capabilities, and gain leadership qualities that will ensure your future success. Our culture is grounded in empowerment, teamwork, and problem-solving. At all career levels, we encourage innovation, seeking your ideas and insights. Our people care about one another; they coach, guide, and help each team member to be their very best. When you join our team, you will participate in Liftoff with Protiviti, our award-winning onboarding live-virtual experience with gamification embedded in the delivery. You will also attend The Intern Challenge, an experiential learning course that will help you transition successfully into your role as an intern. Protiviti’s internship is an innovative experience designed to take you on a journey to immerse you in our unique business and culture. Through our internship, you may work across various industries and engage in internal initiatives, all of which will fuel your curiosity, uncover hidden strengths, and prepare you for your career. During the internship, you will get a preview of Foundations, Protiviti’s innovative entry-level full-time career opportunity, which provides you with experiences and learning opportunities in business operations, consulting, data, relationship building, technology, and innovation. With each project, you receive hands-on training in a nurturing environment and interact with leaders across our practice. Talent Managers will assign specific project experiences that support career growth, your skills, and the needs of the business. A network of advisors will help you navigate challenges and celebrate milestones. There are opportunities to join committees, participate in employee network groups, enjoy social, civic, and networking activities to aid in building meaningful relationships across the firm and in the community. Risk and Compliance interns gain knowledge in core business processes relating to banking, insurance, and asset management. Consultants will work within internal control frameworks, risk frameworks and regulator, compliance methodologies. Throughout Risk & Compliance projects, interns will help develop key deliverables, including process flows, work programs, reports, and control summaries. As a Risk and Compliance intern, you review transactions to provide process improvement recommendations. Risk and Compliance interns will work within various segments, including but not limited to financial crime and anti-money laundering, risk management, credit services, regulatory compliance and consumer protection, and analytics. Meaningful onboarding. Impactful training. Foundational learning. These experiences define Protiviti’s award-winning internship – an experience that builds upon your skills and knowledge and enables you to thrive professionally. QUALIFICATIONS Degree : Bachelor’s or Master’s degree in a relevant discipline (e.g., Accounting, Data Analytics, Economics, Finance, Management, Applied Math, Mathematics, and Statistics) Visa Status : All applicants applying for U.S. job openings need authorization to work in the United States for Protiviti without sponsorship now or in the future Graduation Status : Must be within one year of final graduation at the time of internship Technical Skills Desired of an entry-level Risk and Compliance Consultant : Advanced verbal and written communication skills, including documentation of findings and recommendations Ability to apply critical thinking skills and innovation to client engagements across various industries A foundation of core business processes Interest related to banking, insurance, and asset management Experience in tools such as Microsoft products (particularly Project, Access, Excel, PowerPoint, Word, and Power BI) and Tableau WHAT MAKES YOU SUCCESSFUL Strong academic background Working in teams, as well as independently Being creative and analytical Passionate about evaluating, synthesizing, organizing, and interpreting data and information Possessing excellent leadership, communication, and interpersonal skills Ability to self-motivate and take responsibility for personal growth and development Desiring to learn and a receptiveness to feedback and mentoring Displaying an interest in risk and compliance processes and objectives Drive towards obtaining professional certifications OUR HYBRID WORKPLAC E Protiviti practices a hybrid model, which is a combination of working in person with a purpose and working remotely. This model creates meaningful experiences for our people and our clients while offering a flexible environment. The ratio of remote to in-person requirements vary by client, project, team, and other business factors. Our people work both in-person in local Protiviti offices and on client sites, which can include local or out-of-state travel based on our projects and client requests and commitments. Interns do not accrue company paid time off (Choice Time Off), and we expect that interns will be available to complete work in the designated location during business hours for the entire duration of the Internship. APPLICATION PROCESS Apply at www.protiviti.com/careers . Note: Students may apply for only one location or solution. Duplicate applications will not be accepted. Applicants must be 18 years of age at the time of the internship to be considered. T he hourly rate for this position is below. $28/hr-$38/hr Interns participate in a variety of professional development opportunities and are eligible for paid holidays that occur within the duration of the internship, Protiviti’s 401(k) plan, Employee Assistance Program, Matching Gifts Program, and various discounts through PerkSpot. Protiviti is an Equal Opportunity Employer. M/F/Disability/Veteran As part of Protiviti’s employment process, any offer of employment is contingent upon successful completion of a background check. Protiviti is committed to being an equal employment employer offering opportunities to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to apply for a position, please contact us by sending an email to HRSolutions@roberthalf.com or call 1.855.744.6947 for assistance. In your email please include the following: The specific accommodation requested to complete the employment application. The location(s) (city, state) to which you would like to apply. For positions located in San Francisco, CA: Protiviti will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. For positions located in Los Angeles County, CA: Protiviti will consider for employment qualified applicants with arrest or conviction records in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. Protiviti is not registered to hire or employ personnel in the following states – West Virginia, Alaska. Protiviti is not licensed or registered as a public accounting firm and does not issue opinions on financial statements or offer attestation services. JOB LOCATION MN PRO MINNEAPOLIS

Posted 1 week ago

F logo
FoundSan Francisco, New York
About Found The self-employed workforce is a rapidly growing, resilient, and colorful 60 million Americans. But self-employment comes with its own set of challenges: navigating taxes, accounting, bookkeeping, and business banking are just a few. That’s where we come in. Found is building tools that give self-employed people the security and peace of mind that has historically only been possible at big corporations. We’re a business bank account that automates taxes and expense tracking because we believe small business owners should spend more time doing what they love and less time on their business finances. We’re looking for kind, resourceful, and passionate people to join us in building the safety net for self-employment. Our team is looking for a Risk Operations Lead as we prepare to quickly grow our customer base. As a member of the Risk Operations team, you will perform detailed analysis of high-risk transactions via real-time queues to identify prohibited activity across our product suite, flagging and making decisions on those accounts, and communicating with account holders. Day to day, you will: Manage team of Risk Operations agents responsible for handling customer disputes and reviewing accounts flagged for review for potential fraud or other suspicious behavior Communicate with customers who have filed dispute reports, review and evaluate documentation received from customers, and make decisions on dispute validity on escalated dispute claims. Flag accounts with prohibited activity, review and make decisions on flagged accounts, and develop parameters for account reviews. Collaborate with our Product team to establish product and internal tooling improvements as needed, and collaborate with our Compliance team to flag account activity that needs to be reported to FinCEN. Establish parameters for opening new accounts based on fraud score and history. Communicate with users who are unverified due to a KYC issue, and conduct Enhanced Due Diligence (EDD) reviews including ID verification submissions and additional documentation provided by customers. Monitor risk losses and other KPIs from transaction disputes and canceled deposits, monitor fraud flagging and review metrics for accuracy, and identify opportunities to improve flagging and review criteria. To thrive in this role, you have: 5+ years experience in risk operations or compliance-related roles, with recent hands-on experience in the day-to-day function of risk operations. 3+ years of experience managing risk operation teams end to end. The ability to spot trends and react quickly to them by establishing new processes or pulling in relevant team members. Excellent written and verbal communication skills, both with customers, fellow employees, and external partners The ability to problem-solve and prioritize tasks in time-sensitive or high-pressure situations. Experience or interest in financial services, accounting, taxes, and/or self-employment. A self-starter approach to learning. Experience problem-solving in a fast-paced growth environment. You may also have: Experience with Zendesk, SQL, and Asana (or other project management tools). Previous startup experience or demonstrated technical initiative on previous projects. The ability to effectively communicate with technical and non-technical partners. Compensation at Found The anticipated salary range for this role is $126,000 - $187,000. The salary range listed represents the low and high end of the anticipated salary range for this position across all US locations. Within the range, individual pay is determined by several factors including job-related skills, experience, and relevant education or training. Our competitive base salary is just a piece of Found’s total compensation package. Found offers a generous benefits package to all employees see our list below or check out found.com/careers to learn more! About You Found is built by a team that comes from a variety of backgrounds and experiences, and we firmly believe that diversity, equity, and inclusion are crucial to our success. As we grow, we’re searching for passionate and motivated team members who are excited to bring their skill set to the team and are ready to learn from others. If you are looking for a role where you will have the opportunity to make a meaningful contribution and great impact, we would love to hear from you! Perks & Benefits of Found 401K, FSA, and Commuter Benefits: We offer all employees access to tax-efficient benefit options alongside competitive base compensation. Paid parental leave: Found supports employees through all stages of life, which is why new parents employed by Found qualify for 16 weeks of flexible parental leave. Health benefits: Comprehensive medical, dental, and vision benefits and are always 100% covered for employees, 90% covered for dependents. Work anywhere: We have Found offices in SF and NYC. For team members who work outside those cities, Found also supports fully remote working. Meaningful equity: Everyone on our team should feel and act like an owner, which is why Found offers industry-competitive equity to all of our employees. Flexible vacation policy: Vacations, appointments, mental health days- take the time you need, whenever you need to with our flexible time-off policy To learn more about our benefits or the team please go to found.com/careers.

Posted 30+ days ago

Compeer Financial logo
Compeer FinancialBloomington, Minnesota
Empowered to live. Inspired to work. Compeer Financial is a member-owned cooperative located in Illinois, Minnesota and Wisconsin. We bring together team members with a variety of backgrounds and experiences to help provide financial services to support agriculture and rural communities. Join us in a culture that not only promotes meaningful work and professional development, but provides a flexible, hybrid work environment and excellent benefits, which empower you to thrive both personally and professionally. How we support you: Hybrid model – up to 50% work from home Flexible schedules including ample flexibility in the summer months Up to 9% towards 401k (3% fixed Compeer contribution plus up to 6% match) Benefits: medical, dental, vision, HSA/FSA, life & AD&D insurance, short-term and long-term disability, wellness program & EAP Vacation, sick leave, holidays/floating holidays, parental leave, and volunteer paid time off Learning and development programs Mentorship programs Cross-functional committee opportunities (i.e. Inclusion Council, emerging professional groups, etc.) Professional membership/certification reimbursement and more! Casual/seasonal & intern team members are not eligible for benefits except for state-mandated programs. To learn more about Compeer Financial visit www.compeer.com/careers . Where you will work: This position offers a hybrid work option up to 50% remote and is open to any Compeer office location in Illinois . The contributions you will make: This position is responsible for the management and servicing of high-risk asset portfolios across an assigned region or territory . E valuate s , underwrite s and makes credit decisions for commercial, traditional, investor, and consumer loan requests originated by Compeer team members and decides if the characteristics of the credit package present an acceptable level of credit risk for the organization . Provides relationship based financial solutions for farmers, investors, and rural consumers in area of expertise within delegated authority. M ay be assigned a specific industry or subject matter on which to focus . A typical day: Analyzes financial and supporting information submitted for formal and informal lending and servicing requests. Identifies, communicates, and assists in the collection of financial information required to process lending and servicing requests. Approves, declines, or escalates credit decision to higher authority levels as required. Effectively communicates the credit decision, terms, conditions, and findings through a formal narrative write-up. Establishes loan conditions and closing requirements for approved actions. Partners with team members to provide credit counsel and financial solution options for clients. Determines how to structure credits to meet internal lending requirements, client expectations, and the organizations growth objectives . Meets with clients to provide quantitative assessments of financial performance in relation to internal lending standards . The skills and experience we prefer you have: Bachelor’s degree in agriculture, finance, accounting, or related field; o r an equivalent combination of education and experience sufficient to perform the essential functions of the job . Experience in agriculture and business/finance . Oral and written communication skills sufficient to discuss a variety of job-related topics and effectively communicate complex topics to a variety of audiences. S k ill in analyzing information to formulate logical and objective conclusions. Skill in utilizing Word/Excel/PowerPoint/Outlook to increase efficiency and/or effectiveness. Solid k nowledge of loan analysis and sound credit administration principles. Skill in negotiating acceptable and favorable terms and conditions related to loan collections. Solid k nowledge of Borrower Rights related to loan servicing. How we will take care of you: Our job titles may span more than one career level (associate, senior, principal, etc.). The actual title and base pay offered is dependent upon many factors, such as: training, transferable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future. This role is eligible for variable compensation and other benefits. #IND100 Base Pay $62,700 - $111,400 USD Compeer Financial is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law. Must be authorized to work for any employer in the United States. Compeer is unable to sponsor or take over sponsorship of an employment visa at this time. Click here to view federal employment laws applicable for applicants.

Posted 2 weeks ago

CrossCountry Consulting logo
CrossCountry ConsultingSan Francisco, CA
By joining our rapidly growing Risk Advisory practice you will serve as a trusted partner to our clients. You’ll bring your first-hand experience, unique perspectives, and functional knowledge to deliver tailored integrated solutions that help our clients solve today's challenges and set the foundation for future success. As a Director at CrossCountry Consulting you will be responsible for a mix of client delivery, business development, leading teams and developing junior team members, as well as serving as a member of CrossCountry’s leadership team. In this role you will drive delivery and growth across a range of technology risk areas: IT controls; IT governance, risk, and compliance; cybersecurity; cloud; and emerging technologies. What You'll Do: Client Delivery: Supervise and provide an extensive array of services in IT Governance, Risk, and Compliance (IT GRC), IT Controls Optimization, Cybersecurity, Cloud, and Emerging Technology to both new and existing clients Provide senior account and project-level leadership that ensures exceptional delivery quality, exceeds client expectations, nurtures client relationships, and creates expansion opportunities Deliver high-quality consulting services by taking personal ownership of client engagements, ensuring that deliverables are practical and impactful Share technical expertise by authoring thought leadership materials such as case studies, white papers, and learning materials, and represent CrossCountry at industry events Practice Leadership: Manage client engagements, maintaining strong relationships with senior client personnel and ensuring high-quality deliverables and client satisfaction. Mentor team members by coaching colleagues, providing regular ongoing feedback and annual performance reviews, and helping project teams resolve multi-faceted issues. Actively contribute to talent acquisition and retention efforts, participating in attracting, interviewing, and hiring top talent who embody our core values. Support the practice’s strategic direction by proactively monitoring industry trends, identifying emerging opportunities, and evaluating potential impacts. Business Development (~35%) Identify and lead business development opportunities to win new clients and expand services at existing clients. Market a full range of services to prospective clients including using your existing relationships to generate new opportunities. Support market opportunities identified by business developers or other leaders within CrossCountry with client delivery or sector specific expertise. Foster a culture of growth and business development, serving as a thought leader in the market. What You'll Bring: 12 + years advising public companies on one or more of the following: IT strategy and governance, IT risk assessment, IT audit, cybersecurity, cloud computing, privacy and data protection, systems pre- and post-implementation reviews, third-party risk management, systems development life cycle controls assessment, data analytics, disaster recovery, IT regulatory compliance, and/or IT project risk management Professional services experience in a client-facing role at an accounting or consulting firm Experience mentoring and developing junior team members and helping project teams resolve multi-faceted issues Proven record of building and developing strong client relationships with C-level executives Travel: Willingness to travel domestically up to 20%-30% (varies by client). Availability to work on client site or in office 3 days a week, with 2 days remote (hybrid environment) Education: Bachelor’s degree (or higher) in Accounting, Business, Finance, Information Systems, or other technical disciplines; Master’s degree or post graduate degree from a college or university is preferred For applicants located in San Francisco, CA and Seattle, WA CrossCountry Consulting is required to include an estimate of the compensation range for this role. The following range takes into account a wide range of factors including but not limited to skills, experience, education, licenses, certifications, business needs, and internal equity. An estimate of the current range is $169,000 - $344,000 per year + annual bonus + additional benefits. For applicants located in San Francisco, CA and Seattle, WA CrossCountry Consulting is required to include an estimate of the compensation range for this role. The following range takes into account a wide range of factors including but not limited to skills, experience, education, licenses, certifications, business needs, and internal equity. An estimate of the current range is $169,000 - $344,000 per year + annual bonus + additional benefits. #LI-CH1 #LI-Hybrid

Posted 30+ days ago

B logo

Client Manager, Commercial Risk - IAS Mid-Atlantic

Baldwin Group ColleagueBethesda, Maryland

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Job Description

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.

JOB DESCRIPTION SUMMARY:

  • The mission is to be an integral part of the Commercial Lines team and partner with Advisors, Directors Risk Management, Client Service Specialists and others in the agency to deliver a high level of service to our commercial 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:

  • Maintain client files in Agency Management System accurately and consistently; responsible for proper documentation of files and proper communication to all in accordance with company workflows, procedures, and best practices.
  • Compose professional business correspondence via letter, email, and/or other means
  • Capable for performing accounting/math related functions including invoicing, premium allocation, and other tasks as necessary.
  • Monitor claims as outlined by agency procedures. Communicate claims information to others in the agency and maintain up-to-date claims information in the system. Provide guidance and assistance to the insured in coordination with claims.
  • Interact with others effectively by utilizing good communications skills, cooperating purposefully, providing information and guidance, as needed, to achieve the goals of the company.
  • Attend client meetings with the Advisor or Director Risk Management, when requested
  • Assist co-workers in responding to client inquiries or processing work, when needed
  • Manage the day-to-day activities of client accounts including, but not limited to policy review, changes and updates, contract review for certificates processing, preparing renewal documents, marketing and negotiating insurance programs, filing surplus lines, review leases, and financial statements related to the client’s insurance.
  • Assists client inquiries via telephone and email, relaying information and follow up for timely service to the insured.
  • Counsel and advise client on coverage and exposure, recommending and placing additional coverage, as needed.
  • Actively seeks out referrals from the current client base to solicit for new business prospects; follows up to generate new business using prospect database and automation system.
  • Cultivates strong relationships with insurance company partners is responsible for knowing carrier requirements and attributes.
  • Looks for opportunities to improve the firm, business segment and processes. Brings issues and discrepancies to the attention of appropriate leadership.

KNOWLEDGE, SKILLS & ABILITIES:

  • Demonstrates effective presentation skills through both verbal and written communications.
  • Intermediate to advanced knowledge of Microsoft Word, Excel, PowerPoint, and Outlook and ability to learn any other appropriate insurance company and firm software programs.
  • Demonstrates the firm’s core values, exuding behavior that is aligned with the corporate culture.

EDUCATION & EXPERIENCE:

  • Obtain and maintain a state insurance license(s), as required by the State Department of Insurance to provide risk management consulting or risk transfer solutions as necessary in states where the firm functions (or be willing and able to obtain all required licenses within the first 90 days of employment).
  • 3+ years of experience in a Commercial Account Manager role.

OTHER:

  • Fast paced, multi-tasking environment.
  • Travel as required.

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.

#LI-JL1

#LI-HYBRID

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.

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