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Internal Controls & Business Risk Manager-logo
Baker Tilly Virchow Krause, LLPFrisco, TX
Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: Are you interested in joining one of the fastest growing consulting and accounting firms in the country? Would you like the ability to join a highly dynamic team focused on providing exceptional client service in the areas of risk and advisory? If yes, consider joining Baker Tilly (BT) as an Internal Controls & Business Risk Manager! Our Risk Advisory practice provides a full spectrum of services to help our clients assess their risks, develop strategies to compete in an ever-changing business environment, and achieve their goals and objectives. All of this is accomplished through deep industry knowledge of risk, governance, internal audit, compliance, IT, and cybersecurity best practices. As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development. Does this describe you? You want to continue to expand your work experiences and hone your skills as a comprehensive risk professional in the areas of compliance, enterprise risk management, governance, internal controls, and data analytics. You crave the opportunity to be part of a fast growing, entrepreneurial risk consulting practice where your hard work and creativity will be rewarded You do your best work when you are part of a talented, down-to-earth team that thrives in collaboration and truly enjoys working together You feel valued when you are provided the resources and support to continually sharpen your technical skills and build your career now, for tomorrow What you will do: Serve as core team member on complex client engagements, including SOX readiness, co-sourcings/outsourcings, program optimization and internal controls workstreams for ERP implementations, Provide guidance on SOX risk assessments and scoping analyses to facilitate the development of an effective testing program. Manage SOX-readiness activities related to design and implementation of internal controls over financial reporting. Lead controls workstreams for ERP implementations as strategic opportunity to increase efficiency and effectiveness of internal control programs. Facilitate control walkthroughs and oversee test of design and operating effectiveness across multiple clients. Identify opportunities to embed automated controls in business processes and optimize internal control environments Coordinate SOX program testing with key client stakeholders and external audit teams. Evaluate control deficiencies, perform root cause analysis and co-develop management remediation actions. Provide support and guidance to management as part of remediation efforts Establish project plans and coordinate the overall work effort of engagement teams; anticipate risks and issues and proactively take actions to address. Provide periodic status updates to and engage with key stakeholders to prepare insight management and board / audit committee presentations. Collaborate with IT controls professionals to understand how IT controls and IT dependencies factor into a client's overall SOX program and ensure the audit testing program and control deficiency evaluation process reflect appropriate consideration of risk. Mentor and develop junior team members on fundamental concepts of SOX compliance including but not limited to: Understanding a client's business process to identify business risks and associated controls Identifying IT dependencies within a client's business process Evaluating the design and implementation of key financial controls Developing appropriately tailored testing procedures Identifying and evaluating control deficiencies Project management and effective communication Work closely with client executives and management teams to understand their businesses and assist in identifying and managing financial and operational risks within their business processes and systems. Develop in-depth knowledge of clients' businesses and industries by having direct client interaction while working on multiple aspects of an engagement Think independently and strategically about your clients' business, systems and risks providing recommendations for business and process improvements based upon knowledge gained relative to the client's operations, processes and business objectives Provide strategic business advice to clients by assisting in the implementation of new processes and controls that address key risks Assess, manage and optimize business risk across a wide range of areas, including internal audit, enterprise risk management (ERM) and SOX compliance Review clients' processes and controls against industry frameworks, identifying gaps in design and execution, and communicating issues and recommendations to clients Manage the development of audit programs and the execution of internal audits and internal control assessments across a range of risk areas, coordinating closely with subject matter resources, as appropriate Draft comprehensive executive summaries and final reports for delivery to the client, documenting and reviewing engagement work papers in accordance with industry-accepted internal audit methodologies Act as a valued business advisor, build relationships and communicate effectively with the client to provide superior client service Facilitate professional and effective presentations to internal and external audiences Continue to develop your knowledge and experience working with a variety of technology environments, platforms, applications and tools/utilities Assist with managing client engagement staffing, billings/collections, and ensure client profitability targets are met Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients and the community Take lead roles in practice development initiatives, including those related to branding and marketing (thought leadership, webinars, conferences, etc.) and capability build (training, methodology, tools/enablers, etc.) Invest in your professional development individually and through participation in firm wide learning and development programs Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals Enjoy friendships, social activities and team outings that encourage a work-life balance Successful candidates will have: Bachelor's degree in accounting, finance or a related program CPA, CIA or CISA certifications (s) required 5+ year(s) experience with internal audit, previous experience leading SOX engagements required Experience as a client serving professional for a large national consulting firm desired Familiarity with major ERP systems such as Oracle, SAP, Netsuite, MS Dynamics,etc. Familiarity applying PCAOB auditing standards and other control frameworks such as COSO. Excellent analytical, technical and problem-solving skills, with strong attention to detail Exceptional verbal and written communication, collaboration, and time management skills The compensation range for this role is $116,730 to $221,300. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location. #LI-SB2 #LI-hybrid

Posted 30+ days ago

W
Wellington Management Company, LLPBoston, MA
About Us Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients. About the Role THE POSITION Wellington is seeking a Portfolio Construction Analyst to work with the Portfolio Architecture team within Global Risk and Analytics (GRA). The Analyst will collaborate with GRA colleagues, portfolio managers, and IT professionals to develop quantitative methodologies for portfolio construction, addressing real-time requests and building scalable portfolio optimization capabilities. The Portfolio Architecture team works to help investment teams successfully adopt quantitative approaches to portfolio construction and achieve superior risk adjusted return through rigorous, empirically grounded methods. They deliver portfolio construction solutions by managing strategies and by offering investors quantitative portfolio optimization solutions both through self-service software and consultative support. This role will contribute to both channels. This role aims to provide best-in-class capabilities for portfolio construction. The Analyst is expected to become an expert in quantitative techniques, reading research literature on asset pricing and investing, independently implementing new methodologies, and conducting practical research to enhance portfolio construction for Wellington clients. While this is not a software developer role, a significant fraction of the Analyst's work will manifest in developing algorithms and infrastructure for portfolio optimization. The ideal candidate will have strong analytical and organizational skills, thrive in a team environment, quickly learn new analytical applications and investment products, and develop specialized knowledge in quantitative portfolio construction. Key responsibilities for this role include: Developing methodologies and workflows for tax efficient trading of active equity ETFs; Extending algorithms and GUI functionality for portfolio optimization within GRA's Python optimization libraries; Participating in the team's daily portfolio management and rebalancing workflows; Developing methodologies for helping portfolio managers align views on expected return with quantitative techniques for position sizing; Developing effective scalable approaches to implementing consistent active positions across multiple accounts with differing client guidelines and benchmarks; and Implementing portfolio optimization algorithms that encompass flexible approaches to modeling risk and return objectives, practical market frictions (e.g., transactions costs, liquidity limits) and associated workflows within Wellington's portfolio management software and trading operations. QUALIFICATIONS Advanced degree (Masters or PhD level) in finance, econometrics, quantitative field (math, statistics, physics, electrical engineering, operations research) Understanding of asset pricing and basic portfolio construction paradigms Understanding of convex optimization and heuristics for non-convex optimization Strong technical background for prototyping and implementing, in code, optimizations and calculations relevant to programming skills (Python, R, SQL) Ability to think abstractly about complex mathematical problems, algorithms, and systems design 0-5 years of experience working in the asset management or closely related industry Ability to conduct independent research in a collaborative team environment Capable of taking responsibility for independent projects with limited supervision Grace under pressure, ability to adapt Humility, natural curiosity Not sure you meet 100% of our qualifications? That's ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds. As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law. If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at GMWTalentOperations@wellington.com. At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry. We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is: USD 80,000 - 180,000 This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process. Base salary is only one component of Wellington's total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time) We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.

Posted 1 week ago

Claims & Risk Manager-logo
Brown & Brown, INC.Tacoma, WA
Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking a Claims and Risk Manager to join our growing team in Tacoma, WA! The Claims and Risk Manager develops and implements comprehensive risk management strategies, advocates for clients throughout the claims process, and collaborates with internal teams and external partners to ensure effective, compliant, and client-focused service delivery. How You Will Contribute: Develop and maintain relationships with clients and carriers through phone calls, personal meetings, seminars, newsletters, etc. Prepare professional reports, exposure analysis and claim and risk management service plans Advocate for the client during the claims process coordinate claim reviews Facilitate services with team members and other service providers Communicate with team members regarding activities and progress on service plans Consult with clients, team members, and service providers to develop and implement effective risk management policies and programs Exercise considerable discretion and independent judgment Maintain current knowledge of legislation and technical updates and advise clients of regulatory changes and compliance issues Attend training sessions, courses, etc. to maintain up-to-date skills and licensing requirements Conduct an appropriate level of confidentiality of information processed Other duties or special projects may be assigned Licenses and Certifications: Adjusters License and Property & Casualty License (preferred) Skills & Experience to Be Successful: Bachelor's Degree (BA/BS) 2+ years of experience in Claims & Risk Management Basic knowledge and understanding or property & casualty coverage, current legislation, rules, and laws Experience with Microsoft Windows AMS360 & Zywave experience (preferred) Excellent customer service and interpersonal skills #LI-AFZ Pay Range $75k - $110k Annual The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for the role. Teammate Benefits & Total Well-Being We go beyond standard benefits, focusing on the total well-being of our teammates, including: Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more. Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations. The Power To Be Yourself As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, "The Power to Be Yourself".

Posted 30+ days ago

Compliance Risk Consultant - Business Banking-logo
US BankIrvine, CA
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job Description SUMMARY As the First Line of Defense (FLOD) for Consumer and Business Banking (CBB), the CBB Compliance Team collaborates with business units, risk teams, and SLOD partners to manage and control risks. The Team's primary responsibility is to serve as subject matter experts with a strong understanding of Business Banking products, processes, risks, and controls. Objectives are achieved by regularly assessing and ensuring compliance with relevant risks and controls. RESPONSIBILITIES Partners with their assigned Line of Business, other Risk/Compliance/Audit (RCA) professionals to create, implement, maintain, review, or oversee an effective compliance risk management framework Participates in projects and/or activities that ensure compliance with applicable federal, state, and local laws and regulations Identifies gaps and inform solutions that minimize losses resulting from inadequate internal processes, systems, or human errors Identifies, responds, and/or escalates risks as appropriate Serves as a functional liaison between the Line of Business and the Lines of Defense REQUIRED 6+ years of applicable experience Bachelor's degree or equivalent work experience PREFERRED Consumer Compliance expertise in Business Banking (e.g., TCPA, CAN-SPAM, ECOA, CRA, FCRA, HMDA, Fair Lending, Reserve Requirements, Funds Availability) Considerable knowledge of applicable laws, regulations, financial services, and regulatory trends that impact their assigned line of business Considerable understanding of the business line's operations, products/services, systems, and associated risks/controls Thorough knowledge of Risk/Compliance/Audit competencies Strong analytical, process facilitation and project management skills Effective presentation, interpersonal, written, and verbal communication skills Effective relationship building and negotiation skills Proficient computer navigation skills using a variety of software packages, including Microsoft Office applications and word processing, spreadsheets, databases, and presentations Applicable professional certifications CRCM preferred Utilize compliance and fair lending / UDAAP knowledge to provide effective support competencies to adequately assess risk in support of Business Banking initiatives and product initiatives (PRISMs) Expertise utilizing compliance risk and control self-assessments (ECRAs) Knowledge of Third-Party Risk Assessment (TPRMs) Review policies, procedures, and marketing materials This position offers a hybrid/flexible schedule which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days. If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): Healthcare (medical, dental, vision) Basic term and optional term life insurance Short-term and long-term disability Pregnancy disability and parental leave 401(k) and employer-funded retirement plan Paid vacation (from two to five weeks depending on salary grade and tenure) Up to 11 paid holiday opportunities Adoption assistance Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $105,400.00 - $124,000.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.

Posted 3 weeks ago

Internal Audit & Risk Advisory Manager-logo
EisneramperLafayette, LA
Job Description At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you need to succeed and the autonomy to reach your goals. EisnerAmper is seeking a Consulting Internal Audit Manager to join our Risk & Compliance Services practice. Focusing on Internal Audit, Internal Controls and Regulatory Compliance. We are seeking someone who thrives in a growing environment and providing clients with exceptional services. Note: this is a hybrid role, which would require an occasional travel/commute to either an EA office or a client site. What it Means to Work for EisnerAmper: You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry You will have the flexibility to manage your days in support of our commitment to work/life balance You will join a culture that has received multiple top "Places to Work" awards We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions We understand that embracing our differences is what unites us as a team and strengthens our foundation Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work What Work You Will be Responsible For: Oversee internal audit and risk management engagements within the Risk and Compliance Services practice Project manage SOX 404 engagements including conducting walkthroughs, designing and leading internal control testing with periodic status updates to client's management Prepare scoping and risk assessments or Internal Audit universe using a risk base methodology Prepare Audit Committee presentations and attend Audit Committee meetings, when necessary Lead other types of consulting engagements such as Internal Audit Co-Sourcing/Outsourcing, SOX Management Assist, Risk Assessments, Segregation of Duties Reviews, Internal Controls Reviews, and Special Projects as necessary Maintain client relationship and tailor the engagement to meet the client's needs and expectation Demonstrate and apply multi-tasking skills, teamwork and responsibility with engagement team members, and use current technology and tools to enhance the effectiveness of deliverables and services Maintain overall responsibility for the profitability of engagements within their client portfolio, track budget to actual results Manage multiple client engagements simultaneously, while also working on internal initiatives and proposal opportunities Supervise, train, and mentor staff and seniors Seek and offers developmental feedback; provide positive as well as constructive feedback on an ongoing basis in real time, both verbal and written Demonstrate knowledge and experience through ability to identify and solve issues with the client and Partner Review work from both big picture and detail perspectives, and work product requires little to no updates from senior colleagues after submission Take full ownership of the client relationship, beyond the lifecycle of the current project Anticipate changing demands for resources and staffing, removing barriers when necessary Proactively discuss business issues/ideas to build external network Lead creation of external and internal 'thought leadership' content to raise firm visibility May be required to travel to and work from different company and client locations. Basic Qualifications: Professional Certification, such as CIA or CPA required Bachelor's degree in relevant discipline (e.g., Accounting, Auditing, or Related Field) required 5+ years working in internal audit, consulting, advisory services, or a related field, either in professional services or combination professional service organization/industry 3+ years management experience Preferred/Desired Qualifications: Non-financial services industry experience Firm understanding of accounting and audit experience EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state, or local law. About our Risk & Compliance (RSC) Team: Specializing in services such as risk advisory, technology risk and digital transformation, RCS employees aren't just passionate about technology, but we see it as our driving force for innovation and forward thinking. We're committed to serving as advocates to our clients, enabling them to navigate, transform, secure, and maintain processes, controls, and digital solutions they need to reach their unique goals. Whether it's complying with a new regulatory requirement or automating controls within a process, providing peace of mind for those "what's next" moments is our mantra and unique promise to clients. Risk & Compliance Services employees are encouraged to think like an owner when supporting clients. Through this entrepreneurial and business-first mindset, we're pushed to take a step outside of our comfort zones and deliver solutions that both create a lasting business impact for our clients and allow us to grow as professionals. Our core values of trust, integrity and accountability allow us to act as strategic innovators. Because when we build trust with each other, we can bring new ideas to the table and execute them without fear of failure. About EisnerAmper: EisnerAmper is one of the largest accounting, tax, and business advisory firms, with approximately 450 partners and 4,500 employees across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow. Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers, and investors who serve these clients. Should you need any accommodations to complete this application please email: talentacquisition@eisneramper.com. #LI-IN1 Preferred Location: Baton Rouge

Posted 30+ days ago

Hr/Risk Assistant-logo
Xperience Restaurant GroupCypress, CA
Join the XRG Team: Where Passion for Hospitality Meets Limitless Opportunities! At Xperience Restaurant Group (XRG), our foundation is built on the unwavering dedication of team members who exude a relentless passion for hospitality. We have set our standards high, never settling for anything less than the extraordinary, because at XRG, we believe in delivering not just meals but unforgettable eXperiences. If you're one of those individuals, we invite you to join our XRG Team! Why XRG? Here's a Taste of What We Offer: Competitive Pay and Partner Perks: Your hard work deserves recognition. Our generous bonus structure(s) through the Profit for Partners Program add an extra layer of reward to your hard work. We believe in rewarding excellence. Compensation range: $20.00-$21.00/hour depending on experience. Unique Culture: Our Core Values set us apart, making the XRG culture truly unmatched. Join the #XRGFam and eXperience the difference. Comprehensive Benefits: Medical, Dental, Vision, and 401(k) match* - because your well-being matters. Company-Paid Life Insurance: We've got you covered. Career Growth Opportunities: We thrive on promoting from within, fostering #XperienceRealGrowth for every team member. Professional Development Reimbursement Program: Invest in your future with our tuition reimbursement program. Employee Referral Program: Share the joy of being part of the XRG team with others. Safety & Compliance Incentives: Your well-being is our priority. Benefit from our Safety and Compliance Incentive Program as we maintain a secure and compliant work environment. Free Food: Enjoy monthly Meal Card allowances to use at any of our locations/brands. Time Off: Recharge and rejuvenate with paid vacation time. Your well-deserved breaks are essential to your productivity and overall happiness. Sick Time: Offered in eligible states (CA, CO, AZ, MA, MD, WA, NY, NV, IL), we've got you covered with paid sick leave. Financial Well-Being: Exclusive Credit Union Benefits, including Checking/Savings, Loans, and Financial Education. Partner Perks: Unlock discounted rates on theme parks, travel, apparel, sports tickets, and more! Life Beyond Work: Embrace additional benefits such as pet insurance, legal services, and much more! Join XRG, where every team member is a valued part of our journey. Discover a workplace that goes beyond expectations, a place where your passion meets endless possibilities. Certified Top Workplaces- 5 years running! PURPOSE To support the Risk Management department in the timely and accurate handling of workplace injury claims by maintaining organized records, coordinating with internal and external partners, and ensuring compliance with company policies. This role plays a key part in promoting a safe work environment by reviewing incident footage, tracking return-to-work efforts, and assisting with safety-related initiatives. . DUTIES & RESPONSIBILITIES Review surveillance reports and footage to assess consistency with reported injuries and work restrictions. Review and archive videos related to reported accidents. Assist with tracking and reporting workplace injury claims. Help gather and organize documentation for claims investigations. Follow up with clinics and employees to collect work status reports and verify any job restrictions. Maintain accurate records of lost workdays, modified duty, and return-to-work plans. Support communication with third-party claims adjusters and internal teams. Ensure all information is handled confidentially and in compliance with company policies. Assist with safety program tracking and help promote a safe work environment. Assists and/ or completes additional tasks as assigned QUALIFICATIONS & SKILLS Ability to provide professional and respectful customer service to internal and external partners. Awareness of workplace safety standards and regulations (e.g., OSHA, Cal-OSHA). Willingness to learn about how risk management and safety programs operate in a business setting. Strong organizational and research skills to support investigations and documentation. Ability to follow procedures and support program goals under supervision. Basic understanding of confidentiality and compliance with laws and company policies. Proficient in using computers to manage records and reports. Familiarity with restaurant or hospitality environments is a plus, but not required. Excellent verbal and written communication Ability to speak and write fluently in Spanish is required Demonstrated working knowledge and implementation of Cal-OSHA, OSHA and safety programs is a plus Ability to apply good judgment when responding to officials and investigating safety issues Self-motivated with the ability to take the initiative Strong analytical and problem-solving skills Ability to partner with others to achieve results Excellent organization and time management skills Proficiency in Microsoft Office applications Valid Driver's License WORKING CONDITIONS The working conditions described below are representative of those a team member encounters while performing the essential duties and responsibilities of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential duties and responsibilities of this job. Small to medium office or shared workspace Work varied shifts to include days, nights, weekends and holidays PHYSICAL REQUIREMENTS The physical demands described below are representative of those that must be met by a team member to successfully perform the essential duties and responsibilities of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions. Ability to sit for long periods of time Ability to use hands to handle, control, or feel objects, tools, or controls. Ability to repeat the same movements for long periods of time Ability to understand the speech of another person Ability to speak clearly so listeners can understand DISCLAIMER This job description is a summary of duties, which you as a HR/Risk Assistant are expected to perform in your normal course of work. It is by no means an all-inclusive list but is merely a broad guide of expected duties. You should understand that a job description is neither complete nor permanent; it can be modified at any time with or without notice.

Posted 2 weeks ago

Credit Risk And Analytics Manager, Sr-logo
Huntington Bancshares IncAddison, TX
Description Huntington National Bank is seeking a Credit Risk and Analytics Senior Manager within the Credit Administration function (Second Line of Defense). This role provides independent oversight and analytical insight across a broad and dynamic portfolio suite, including: Consumer Lending (secured/unsecured) Auto Finance Residential Mortgage Credit Card Recreational Vehicle / Marine Lending Regional Business Banking (up to $50MM annual revenue / $25MM credit exposure, conventional & SBA) FinTech Partnerships (digital originations, embedded finance, alternative underwriting) Portfolio Acquisitions (purchased loan portfolios, digital or bulk whole-loan acquisitions) The senior manager will help ensure sound credit practices, maintain regulatory alignment, and support risk-aware innovation. Key Responsibilities: Credit Risk Oversight: Provide second-line effective challenge on all end-to-end lending functions (e.g., underwriting strategies, credit policy changes, and risk-adjusted returns) across all assigned portfolios Assess and review risk profiles of loan acquisitions, FinTech originations, and non-core purchase channels Evaluate growth, optimization, and innovation proposals (e.g., Fintech partnerships, SBA lending, portfolio acquisition strategy) for alignment with risk appetite Assess collections, bankruptcy, asset management, credit bureau management, and recovery activities to ensure appropriate support and resources for lending strategies Portfolio Monitoring & Analytics: Conduct performance monitoring for expected loss vs actual losses, delinquencies, vintage analysis, utilization trends, and early warning indicators across all portfolio segments Support segmentation analysis by originator (e.g., branch, dealer, FinTech, purchased portfolios) Produce actionable insights to mitigate concentration risks and deteriorating segments Support portfolio concentration, lending strategy, and limits activities Build credit risk and optimization strategies using advanced analytics, models, and adaptive control platforms (e.g., agentic AI, credit card authorization, line management, collections) Governance & Credit Policy: Assist in writing, reviewing, and maintaining credit policy, risk standards, and governance documentation Serve as member and prepare risk presentations for internal committees (Business Unit Credit Committees, Executive Risk Committees) and regulatory reviews Maintain oversight of policy exceptions, overrides, and decision authority structures across products (e.g., delegated lending authority) Model Risk & Controls: Provide model oversight activities for origination and behavioral scorecards, pricing models, and third-party decisioning tools Evaluate override activity and backtesting of models used in portfolio acquisitions or FinTech programs Collaborate with Model Risk Management and Audit on control compliance and validation schedules Cross-Functional Leadership: Partner with Business Unit Leadership, Enterprise Risk, Product, Model Risk, Compliance, Operations, Legal, Finance, and Technology to ensure integrated risk coverage Participate in due diligence, risk integration, and onboarding of acquired loan portfolios or FinTech partners or other merger & acquisition activities Provide risk insights during regulatory exams, audits, and strategic reviews Other duties as assigned Required Qualifications: Bachelor's degree in Finance, Economics, Analytics, Engineering, Statistics, or related field 8 years of experience in credit risk, portfolio analytics, or second-line credit oversight (title commensurate with experience) Familiarity with at least three of the following: consumer lending, auto/RV/marine, mortgage, small business, card, FinTech partnerships, or portfolio acquisitions Proficiency with tools such as SQL, SAS, Python, R, and Tableau or Power BI Working knowledge of OCC/Federal Reserve/FDIC regulatory requirements, FFIEC, model risk (SR 11-7), and CECL/Basel risk frameworks Excellent communication skills with experience presenting complex credit issues to senior and executive leadership Preferred Qualifications: Master's Degree or equivalent (e.g., MBA, Analytics, Graduate School of Banking) Deep line of business experience, second line credit risk oversight Knowledge of SBA SOP and dealer-based finance channels Experience in loan portfolio acquisition due diligence or integration Expertise in model development, artificial intelligence, emerging technologies/fintech #LI-ML1 Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Compensation Range: 102,000 - 208,000 Annual Salary The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

Posted 1 week ago

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

Posted 30+ days ago

Operational Risk Manager (Technology)-logo
Russell InvestmentsSeattle, WA
Business Unit: Compliance, Risk and Internal Audit Salary Range: $110,000 USD - $155,000 USD Specific compensation will be based on candidate's experience, skills, qualifications, commercial considerations, and other job-related factors permitted by law. At Russell Investments, salary is just one part of our compensation package. Our total rewards approach includes an annual performance bonus (subject to eligibility criteria) in addition to participation in our competitive benefits programs including healthcare, retirement, vacation, and wellbeing programs. Job Description: Every day, we seek to improve financial security for people. As part of our ongoing efforts to strengthen our risk management practices, we are seeking a talented and motivated individual to join our team as an Information Technology (IT) Risk Manager. Joining the Operational Risk team means you will be a part of a passionate and supportive team that believes what we do matters to our clients and investors. This individual will work closely with IT, Risk Management and Compliance teams to maintain effective Governance, Risk and Compliance (GRC) frameworks that align with our business objectives and comply with industry regulations and standards. The role involves identifying, assessing, and mitigating risks to our organization, managing compliance with legal and regulatory requirements, and ensuring that our policies and procedures meet best practices. This individual will be responsible for developing and implementing various IT governance controls. The ideal candidate will have a strong information technology and risk management background and experience in compliance management and regulatory requirements. Location: Must be able to work in person at either our Seattle or New York office. Your Core Responsibilities: Conduct IT related risk assessments. Perform risk reviews of the IT control framework. Provide direction and guidance in the development, implementation, and communication of IT risk related policies and standards. Work closely with IT teams to provide guidance on risk mitigation techniques, security controls, and incident response procedures. Collaborate with other members of the IT team and business stakeholders to identify areas for improvement and implement solutions to enhance IT controls and compliance. Develop, implement, and mature IT GRC strategies and procedures to ensure adherence to regulatory requirements and industry best practices. Facilitate internal and external audits to assess the effectiveness of IT controls and risk management processes. Actively engage in end-to-end risk remediation planning, resolution, and monitoring activities. Monitor and analyze emerging IT threats and industry trends to continuously improve risk management strategies. Collaborate with the Head of IT to align IT risk management initiatives with the overall IT strategy and organizational goals. Prepare and present IT risk reports to senior management and the Board of Directors. Your Expertise: Bachelor's degree in Information Systems, Information Technology, Risk Management, or a related field. Advanced degrees and certifications (e.g., CISA, CRISC, CISSP) are a plus. 3-5 years of experience working in IT Risk Management, Audit or Operational Risk with IT focus. Strong understanding of IT infrastructure, systems, and applications, as well as associated risks and vulnerabilities. Strong understanding of internal control design effectiveness. Knowledge of industry best practices and frameworks such as NIST Cybersecurity Framework (e.g., ISO/IEC 27001, and COBIT). Familiarity with IT regulatory requirements and standards (e.g., GDPR, HIPAA, SOX). Excellent communication and leadership skills, with the ability to effectively manage and motivate a team. Excellent analytical and problem-solving skills, with the ability to assess complex situations and recommend effective solutions. Strong communication and interpersonal skills to work effectively with stakeholders at all levels of the organization. Ability to work independently and collaboratively as part of a team, driving results in a fast-paced and dynamic environment. This role is not eligible for employment-based immigration sponsorship. Applicants must be legally authorized to work in the United States without employer sponsorship, now or in the future. Equal Employment Opportunity Russell Investments is committed to providing equal employment opportunities for all associates and employment applicants regardless of race, religion, ancestry, creed, color, gender (including gender identity which refers to a person's actual or perceived sex, and includes self-image, appearance, behavior or expression, whether or not different from that traditionally associated with a person's biological sex), age, national origin, citizenship status, disability, medical condition, military status, veteran status, marital status, sexual orientation, past or present unemployment status , or any other characteristic protected by law.

Posted 30+ days ago

B
BRP Group, Inc.Orlando, FL
The Advisor, Commercial Risk sells new accounts and renews existing accounts in keeping with firm and individual goals. Advisors build and maintain relationships with clients, prospects, the service team, insurance company partners, and centers of influence while identifying and soliciting sales prospects. PRIMARY RESPONSIBILITIES: Presents proposals in a professional manner, reviewing coverages in detail to ensure understanding. Communicates with clients, prospects, insurance company partners, and service team in an articulate and effective manner. Finalizes the sale and collects necessary documents, applications, etc., and briefs the service team on the policy sale. Develops prospects by becoming involved in community affiliations, attending insurance company partner hosted seminars, building and maintaining relationships with industry contacts, engaging in networking events and through referrals from current accounts. Develops information and recommendations for prospective accounts, presents proposals and adheres to firm policies and procedures for writing a new account. Maintains a concern for accuracy, timeliness and completion when interacting with current and prospective clients, the Firm, and Insurance Company Partners, to minimize potential for errors and omissions claims while demonstrating strong organizational skills with a high attention to detail. Maintains understanding and knowledge of the insurance industry and underwriting criteria for insurance company partners represented by the firm to effectively communicate to all involved. Positively represents the firm in the community and with our insurance company partners. Performs other functions as assigned by leadership. Looks for opportunities to improve the firm, business segment, and processes. Brings issues and discrepancies to the attention of appropriate leadership. Is expected to meet monthly new business goals. EDUCATION AND EXPERIENCE REQUIREMENTS: Certification(s): None required; None preferred License(s): Maintains a Property & Casualty license as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment required; Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment preferred KNOWLEDGE, SKILLS, AND ABILITIES REQUIRED: Demonstrates the organization's core values, exuding behavior that is aligned with the firm's culture TECHNICAL, COMPUTER, AND SYSTEM-SPECIFIC SKILLS REQUIRED: Intermediate to advanced knowledge of Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) Ability to learn any other appropriate program or software system used by the firm as necessary OTHER REQUIREMENTS: None SPECIAL WORKING CONDITIONS: Fast paced multi-tasking environment Travel as needed 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 accommodations to applicants and colleagues who need them for medical or religious reasons. EEOC (STATEMENT): BRP is an equal employment opportunity firm and strives to comply with all laws prohibiting discrimination based on race, color, religion, age, sex (including sexual orientation and gender identity), national origin or ancestry, disability, military status, marital status, and any other category protected by federal, state, or local laws. All such discrimination is unlawful, and all persons involved in the operations of the firm are prohibited from engaging in this conduct. #LI-JG1 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 3 weeks ago

Financial Credit Risk, Senior Manager-logo
PwCCharlotte, NC
Industry/Sector Banking and Capital Markets Specialism Financial Risk Management Level Senior Manager Job Description & Summary At PwC, our people in risk and compliance focus on maintaining regulatory compliance and managing risks for clients, providing advice, and solutions. They help organisations navigate complex regulatory landscapes and enhance their internal controls to mitigate risks effectively. In treasury risk management at PwC, you will focus on assessing and mitigating financial risks for clients, assisting in effective cash management and liquidity, and optimising capital allocation strategies. You will provide advice in risk analysis, hedging strategies, and regulatory compliance to help clients navigate the complexities of treasury operations. Growing as a strategic advisor, you leverage your influence, expertise, and network to deliver quality results. You motivate and coach others, coming together to solve complex problems. As you increase in autonomy, you apply sound judgment, recognising when to take action and when to escalate. You are expected to solve through complexity, ask thoughtful questions, and clearly communicate how things fit together. Your ability to develop and sustain high performing, diverse, and inclusive teams, and your commitment to excellence, contributes to the success of our Firm. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Craft and convey clear, impactful and engaging messages that tell a holistic story. Apply systems thinking to identify underlying problems and/or opportunities. Validate outcomes with clients, share alternative perspectives, and act on client feedback. Direct the team through complexity, demonstrating composure through ambiguous, challenging and uncertain situations. Deepen and evolve your expertise with a focus on staying relevant. Initiate open and honest coaching conversations at all levels. Make difficult decisions and take action to resolve issues hindering team effectiveness. Model and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements. 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; credit regulatory assessments; 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. Job Requirements and Preferences: Basic Qualifications: Minimum Degree Required: Bachelor Degree Minimum Years of Experience: 8 year(s) Preferred Qualifications: Degree Preferred: Master Degree Preferred Fields of Study: Business Administration/Management, Statistics, Mathematics, Finance, Economics, Accounting Preferred Knowledge/Skills: Demonstrates extensive-level 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: Leading 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; Managing 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; Demonstrating 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 extensive-level 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); Supervising teams to create a strong 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: $124,000 - $280,000, 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

T
Truist Financial CorporationAtlanta, GA
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Provide first line of defense risk expertise for highly complex business unit segments assigned in the execution of enterprise risk and operational risk programs. Collaborate with leadership, second line of defense program owners and other applicable areas of the bank to develop a framework and execute on risk program deliverables for non-control-based risk programs that pertain to the business unit. Facilitate Business Unit Risk Committee reporting and facilitation to drive appropriate risk governance within business unit activities. Coordinate exam management as appropriate and regulatory interaction for business unit in partnership with risk advisors and the business owners. Job Description ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. Provide first line of defense risk expertise for highly complex business unit segments assigned in the execution of enterprise risk and operational risk programs Lead the creation and facilitation of Business Unit Risk Committee and other governance related activities. Lead the business and risk advisors in regulatory interactions through routine continuous monitoring activity or formal exams. Coordinate the execution of non-control-based risk programs for the business unit. Partner with the 2LOD risk program teams and the Enterprise Control & Change Office to drive consistency in risk execution within business unit. Lead the execution of risk reporting needs within the business unit for risk execution activities where reporting is not provided by the Enterprise Control & Change Office or 2LOD risk programs. QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Bachelor's degree in business, Finance or science/academic field, or equivalent education and related training or experience. 8+ years of progressive related experience in risk or audit functions supporting risk execution and governance activities Strong facilitation and coordination skills to partner with various stakeholders on governance documentation High attention to detail and ability to think critically and strategically, multi-task, and drive change. Excellent organizational, interpersonal, communication, facilitation, and negotiation skills. Strong meeting management, conflict management, and executive presentation skills. Results-oriented and demonstrated ability to work under difficult time constraints and required delivery dates. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products. Ability to travel, occasionally overnight. Preferred Qualifications: MBA or advanced degree. Business Intelligence Certification/Experience (e.g. PowerBI, Tableau, Alteryx, etc.) Advanced risk certifications with focus on operational and regulatory areas of the financial services/banking industry Management Consulting experience. Ability to think critically and strategically, with a bias for action to drive change Commitment to driving a strong team culture and work from the primary office locations four days a week. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify

Posted 30+ days ago

Risk Adjustment Actuarial Business Analyst II-logo
CareBridgeHanover, MD
Risk Adjustment Actuarial Business Analyst II On-Site Requirement: Hybrid 1; This role requires associates to be in-office 1 - 2 days per week, fostering collaboration and connectivity, while providing flexibility to support productivity and work-life balance. This approach combines structured office engagement with the autonomy of virtual work, promoting a dynamic and adaptable workplace. Alternate locations may be considered if candidates reside within a commuting distance from an office. Please note that per our policy on hybrid/virtual work, candidates not within a reasonable commuting distance from the posting location(s) will not be considered for employment, unless an accommodation is granted as required by law. The Risk Adjustment Actuarial Business Analyst II is responsible for completing projects and performing complex actuarial studies related to risk adjustment analytics in both the Medicaid and Medicare Advantage lines of business. How You Will Make an Impact Primary duties may include, but are not limited to: Analyzes and develops SAS and SQL programming to support Medicaid and Medicare Advantage risk adjustment initiatives. Performs data mining and data-driven analyses to evaluate historical program performance and to inform current operating decisions. Prepares management reports for risk adjustment related projects. Collects and documents reporting and programming requirements from internal and external requestors to ensure that the team is meeting reporting needs and facilitates seamless data transfer. Develops ad hoc risk adjustment reports using SAS and SQL as needed. Attends and actively participates in internal risk adjustment analytics and risk adjustment operations meetings. Participates in peer-to-peer review process to reduce report writing errors and rework. Minimum Requirements: Requires a BA/BS in Mathematics, Statistics or related field and minimum of 3 years related experience in an actuarial environment performing financial reporting, rate development, evaluation of risk contingencies and trend projections; or any combination of education and experience, which would provide an equivalent background. Experience specific to group insurance or health insurance environments or graduate level related education may also be used to offset some years of experience. Preferred Skills, Capabilities, and Experiences: 1 year or more of risk adjustment analytics experience for government programs. Proficiency in SAS and SQL or experience using other programming languages and an aptitude and desire to learn these programming languages quickly. Proven written and verbal communication skills in a collaborative environment. For candidates working in person or virtually in the below location(s), the salary* range for this specific position is $71,136 to $134,784 annually. Locations: Colorado, Illinois, New Jersey, Maryland, Minnesota, and New York In addition to your salary, Elevance Health offers benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). The salary offered for this specific position is based on a number of legitimate, non-discriminatory factors set by the Company. The Company is fully committed to ensuring equal pay opportunities for equal work regardless of gender, race, or any other category protected by federal, state, and local pay equity laws. The salary range is the range Elevance Health in good faith believes is the range of possible compensation for this role at the time of this posting. This range may be modified in the future and actual compensation may vary from posting based on geographic location, work experience, education and/or skill level. Even within the range, the actual compensation will vary depending on the above factors as well as market/business considerations. No amount is considered to be wages or compensation until such amount is earned, vested, and determinable under the terms and conditions of the applicable policies and plans. The amount and availability of any bonus, commission, benefits, or any other form of compensation and benefits that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law. Please be advised that Elevance Health only accepts resumes for compensation from agencies that have a signed agreement with Elevance Health. Any unsolicited resumes, including those submitted to hiring managers, are deemed to be the property of Elevance Health. Who We Are Elevance Health is a health company dedicated to improving lives and communities - and making healthcare simpler. We are a Fortune 25 company with a longstanding history in the healthcare industry, looking for leaders at all levels of the organization who are passionate about making an impact on our members and the communities we serve. How We Work At Elevance Health, we are creating a culture that is designed to advance our strategy but will also lead to personal and professional growth for our associates. Our values and behaviors are the root of our culture. They are how we achieve our strategy, power our business outcomes and drive our shared success - for our consumers, our associates, our communities and our business. We offer a range of market-competitive total rewards that include merit increases, paid holidays, Paid Time Off, and incentive bonus programs (unless covered by a collective bargaining agreement), medical, dental, vision, short and long term disability benefits, 401(k) +match, stock purchase plan, life insurance, wellness programs and financial education resources, to name a few. Elevance Health operates in a Hybrid Workforce Strategy. Unless specified as primarily virtual by the hiring manager, associates are required to work at an Elevance Health location at least once per week, and potentially several times per week. Specific requirements and expectations for time onsite will be discussed as part of the hiring process. The health of our associates and communities is a top priority for Elevance Health. We require all new candidates in certain patient/member-facing roles to become vaccinated against COVID-19 and Influenza. If you are not vaccinated, your offer will be rescinded unless you provide an acceptable explanation. Elevance Health will also follow all relevant federal, state and local laws. Elevance Health is an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to age, citizenship status, color, creed, disability, ethnicity, genetic information, gender (including gender identity and gender expression), marital status, national origin, race, religion, sex, sexual orientation, veteran status or any other status or condition protected by applicable federal, state, or local laws. Applicants who require accommodation to participate in the job application process may contact elevancehealthjobssupport@elevancehealth.com for assistance. Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state, and local laws, including, but not limited to, the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act.

Posted 3 weeks ago

Risk Governance & Reporting Director-logo
Pacific LifeNewport Beach, CA
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 Director, Risk Governance & Reporting to join the Risk Management team in Newport Beach, CA. As Director, Risk Governance & Reporting, you'll move Pacific Life, and your career, forward by supporting the development of the enterprise risk management framework and enhancing our financial risk governance and reporting capabilities. You will fill a new role in the risk management team, working alongside fellow risk professionals and interacting with many stakeholders across a broad range of functions. How you'll help move us forward: Be a key contributor in the development and maintenance of enterprise-wide financial risk policies and frameworks Partner with 1st and 2nd line teams to ensure financial risk policies and standards are effectively documented, communicated, and integrated consistently across the organization Support the production of materials used to regularly inform the Company's senior management, risk committees, and board of directors on the enterprise risk profile and risk management frameworks Lead the Company's annual Own Risk and Solvency Assessment (ORSA) by partnering with key risk stakeholders across the enterprise Provide effective review and challenge of aggregate risk results in the context of the Company's financial risk appetite limits The experience you bring: 10+ years of relevant experience in the life insurance or reinsurance industry Fellow of the Society of Actuaries (FSA), Chartered Financial Analyst (CFA), or other relevant professional qualification Demonstrated understanding of various insurance and reinsurance product types across multiple accounting and solvency frameworks Ability and confidence to provide robust challenge to colleagues, including senior management, and a willingness to challenge the status quo Ability to communicate complex concepts and information to a variety of internal and external stakeholders (management, regulators, board, staff) What makes you stand out: Familiarity with capital frameworks and financial reporting standards Prior experience in enterprise risk management or cross-divisional function Knowledge and awareness of global insurance regulations 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-AJ1 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. $198,810.00 - $242,990.00 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 30+ days ago

Sales And Risk Consultant - Private Client Services-logo
Clark InsuranceSalt Lake City, UT
Company: Marsh McLennan Agency Description: Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. More than 11,000 of the industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can thrive as a(n) Sales and Risk Consultant at Marsh McLennan Agency (MMA). MMA provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 200 offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh McLennan (NYSE: MMC). A day in the life. SRC gathers current coverage information from prospect and evaluates and analyzes data Prepare comprehensive risk evaluation to include product and service requirements Delivers individual advice including advantages and disadvantages of the various options Makes recommendations during a one on one with prospects and clients This role requires some travel Works with Business Development Executives and Client Advisors as appropriate to grow and expand referral sources Incorporates and regularly practices techniques introduced through Sales Training to continuously enhance skills and related performance Updates Sales system in an accurate and timely manner Ensures regulatory requirements are met and complies with internal policies and procedures Reviews and interprets carrier contract language to deliver optimal client coverage recommendations Our future colleague. We'd love to meet you if your professional track record includes these skills: 4 years of directly related business development/client service experience. Successful Sales and Risk Consultant experience with high net worth clients essential P&C licensed and personal lines insurance experience necessary These additional qualifications are a plus, but not required to apply: Bachelor's degree strongly preferred. We know there are excellent candidates who might not check all of these boxes. Don't be shy. If you're close, we'd be very interested in meeting you. Valuable benefits. We value and respect the impact our colleagues make every day both inside and outside our organization. We've built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work. Some benefits included in this role are: Generous time off, including personal and volunteering Tuition reimbursement and professional development opportunities Charitable contribution match programs Stock purchase opportunities Inclusive Culture Competitive compensation To learn more about a career at MMA, check us out online: http://marshmma.com/careers or flip through our recruiting brochure: https://bit.ly/3Qpcjmw Follow us on social media to meet our colleagues and see what makes us tick: https://www.instagram.com/lifeatmma/ https://www.facebook.com/LifeatMMA https://www.linkedin.com/company/marsh-mclennan-agency/ We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other wellbeing programs as well as employee assistance programs. Who you are is who we are. We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams. Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers. #LI-Hybrid #MMAPCSN The applicable base salary range for this role is $65,900 to $122,700. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.

Posted 30+ days ago

B
BRP Group, Inc.Tampa, FL
The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management. The Sr. Client Manager assists in the coordination of carrier relationships on behalf of the company by leading the service team on large accounts as assigned, including coordinating key services and developing the initial placement/renewal strategy. PRIMARY RESPONSIBILITIES: Performs all Account Manager responsibilities as well as: Manage day-to-day activities of client accounts including, but not limited to, policy review, changes and updates, contract reviews, preparing renewal documents, marketing and negotiating insurance programs, and financial statements related to the client's insurance. Maintain client files in AMS accurately and consistently; responsible for proper documentation of files and proper communication to all in accordance with company workflows, procedures, and best practices. Assists in establishing and maintaining appropriate carrier relationships. Performs marketing activities for large accounts as assigned. Prepares risk maps or peer reviewing risk maps for assigned accounts. Coordinates service delivery including developing initial placement/renewal strategy. Completes special projects. Looks for opportunities to improve the firm, business segment and processes. Brings issues and discrepancies to appropriate leadership. When requested, serves as a mentor to new colleagues. KNOWLEDGE, SKILLS & ABILITIES: Possesses strong technical knowledge of general insurance market conditions and specific insurance carrier underwriting appetites. Can analyze complex risk exposures, existing insurance coverages and develop appropriate recommendations for clients and prospects. Exhibits excellent client service and problem-solving skills. Possesses intermediate to advanced knowledge of Microsoft Word, Excel, PowerPoint, and Outlook and the ability to learn any other appropriate insurance company and firm software programs. EDUCATION & EXPERIENCE: A Bachelor's degree is preferred, and either has, or is working towards, a professional insurance designation. Must possess at least five years' experience and demonstrated proficiency in Account Management. License(s): Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment required Demonstrates effective presentation skills through verbal and written communications. Demonstrates the organization's core values, exuding behavior that is aligned with corporate culture. OTHER: Fast paced multi-tasking environment Some travel may be required. #LI-NS1 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. 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 30+ days ago

Medicare Risk Adjustment Advanced Analytics Consultant-logo
CareBridgeNew Hyde Park, NY
Medicare Risk Adjustment Advanced Analytics Consultant On-Site Requirement: Hybrid 1; This role requires associates to be in-office 1 - 2 days per week, fostering collaboration and connectivity, while providing flexibility to support productivity and work-life balance. This approach combines structured office engagement with the autonomy of virtual work, promoting a dynamic and adaptable workplace. Alternate locations may be considered if candidates reside within a commuting distance from an office. Please note that per our policy on hybrid/virtual work, candidates not within a reasonable commuting distance from the posting location(s) will not be considered for employment, unless an accommodation is granted as required by law. The Medicare Risk Adjustment Advanced Analytics Consultant is responsible for employing advanced analytics to gain critical insights into Medicare and ACA risk adjustment performance, retrospective and prospective risk adjustment initiatives, operational effectiveness and efficiencies, provider performance, and population health. This role will consult with business leaders and internal partners to apply the insights to drive risk adjustment program innovation and enhancement, to target the right members for the right service, to measure program outcomes, and to support information-based strategic decision making. How You Will Make an Impact Primary duties may include, but are not limited to: Provides analytical insights to support business solution development for Medicare and ACA risk adjustment initiatives. Analyzes and develops SAS and SQL programming to support Medicare and ACA risk adjustment programs Performs data mining and data-driven analyses to evaluate historical program performance and to inform current operating decisions. Participates in peer-to-peer review process to reduce report writing errors and rework. Assists in training of actuarial trainees, analysts, and specialists. Consults on all considerations related to designing and executing tests or pilot programs. Contributes to the design of new program/initiative based on test/pilot outcomes. Develops targeting criteria or customer segmentation based on analytical insights, clinical inputs, product design and operations considerations. Develops predictive models and other tools that help target the right members. Develops methodology to measure clinical, utilization and financial outcomes of a program/initiative. Conducts in-depth research to address challenging issues in measuring outcomes. Minimum Requirements: Requires MS, MA, or PhD with concentration in a quantitative discipline such as Mathematics, Statistics, Economics, Epidemiology, Engineering, Computer Science or Operations Research and a minimum of 5 years' experience in related health care analytics; or any combination of education and experience which would provide an equivalent background. Preferred Skills, Capabilities, & Experiences: Advanced expertise with SAS or equivalent analytical tools and comprehensive experience with Teradata, SQL, or equivalent database tools strongly preferred. 5+ years of risk adjustment analytics experience for government programs. Proven written and verbal communication skills in a collaborative environment. Comfortable with sharing complex ideas or findings with senior leaders. For candidates working in person or virtually in the below location(s), the salary* range for this specific position is $103,664 to $196,416 annually. Locations: Colorado, Illinois, New Jersey, Maryland, Minnesota, and New York In addition to your salary, Elevance Health offers benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). The salary offered for this specific position is based on a number of legitimate, non-discriminatory factors set by the Company. The Company is fully committed to ensuring equal pay opportunities for equal work regardless of gender, race, or any other category protected by federal, state, and local pay equity laws. The salary range is the range Elevance Health in good faith believes is the range of possible compensation for this role at the time of this posting. This range may be modified in the future and actual compensation may vary from posting based on geographic location, work experience, education and/or skill level. Even within the range, the actual compensation will vary depending on the above factors as well as market/business considerations. No amount is considered to be wages or compensation until such amount is earned, vested, and determinable under the terms and conditions of the applicable policies and plans. The amount and availability of any bonus, commission, benefits, or any other form of compensation and benefits that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law. Please be advised that Elevance Health only accepts resumes for compensation from agencies that have a signed agreement with Elevance Health. Any unsolicited resumes, including those submitted to hiring managers, are deemed to be the property of Elevance Health. Who We Are Elevance Health is a health company dedicated to improving lives and communities - and making healthcare simpler. We are a Fortune 25 company with a longstanding history in the healthcare industry, looking for leaders at all levels of the organization who are passionate about making an impact on our members and the communities we serve. How We Work At Elevance Health, we are creating a culture that is designed to advance our strategy but will also lead to personal and professional growth for our associates. Our values and behaviors are the root of our culture. They are how we achieve our strategy, power our business outcomes and drive our shared success - for our consumers, our associates, our communities and our business. We offer a range of market-competitive total rewards that include merit increases, paid holidays, Paid Time Off, and incentive bonus programs (unless covered by a collective bargaining agreement), medical, dental, vision, short and long term disability benefits, 401(k) +match, stock purchase plan, life insurance, wellness programs and financial education resources, to name a few. Elevance Health operates in a Hybrid Workforce Strategy. Unless specified as primarily virtual by the hiring manager, associates are required to work at an Elevance Health location at least once per week, and potentially several times per week. Specific requirements and expectations for time onsite will be discussed as part of the hiring process. The health of our associates and communities is a top priority for Elevance Health. We require all new candidates in certain patient/member-facing roles to become vaccinated against COVID-19 and Influenza. If you are not vaccinated, your offer will be rescinded unless you provide an acceptable explanation. Elevance Health will also follow all relevant federal, state and local laws. Elevance Health is an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to age, citizenship status, color, creed, disability, ethnicity, genetic information, gender (including gender identity and gender expression), marital status, national origin, race, religion, sex, sexual orientation, veteran status or any other status or condition protected by applicable federal, state, or local laws. Applicants who require accommodation to participate in the job application process may contact elevancehealthjobssupport@elevancehealth.com for assistance. Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state, and local laws, including, but not limited to, the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act.

Posted 3 weeks ago

B
BRP Group, Inc.Holmdel, NJ
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. The starting pay is $75,000- $85,000 annually. Salary is negotiable upon time of hire. #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 30+ days ago

C
Capital Bancorp, Inc.Rockville, MD
About Us Capital Bank N.A. is headquartered in Maryland and has been serving our communities since 1999. We stand as a publicly traded company (NASDAQ: CBNK) with over $3 billion in assets. We offer commercial and consumer banking services to clients in Maryland, DC, and Northern Virginia, alongside two nation-wide lending brands; Capital Bank Home Loans and OpenSky, a credit card division that offers and services credit cards across all states. Our personalized approach to banking, paired with cutting-edge technology solutions and a comprehensive suite of products and services, fuels our growth, and enables us to support our customers at every stage in their financial journey. Come join a bank where our employees thrive and are engaged in meaningful work. For the last 5 out of 6 years, Capital Bank was named one of the "Best Banks to Work For" in the U.S. by American Banker. Position Purpose The ERM (Enterprise Risk Management) Risk Officer is a key contributor within the Bank's Second Line of Defense Enterprise Risk Management Program. The Risk Officer will be responsible for assisting with the development and maintenance of the company's risk-based programs, working closely with business partners throughout the company to document, assess, and report on the current risk and control environment. The Risk Officer will also support responsibilities of the company's New Product & Services program. This includes managing the New Product & Services requirements, coordination across 1st Line and 2nd Line teams, supporting risk assessment activities, and coordinating committee meeting materials. The Risk Officer is accountable for promoting the culture of the ERM program and assisting the Risk Management organization in driving this culture throughout the company. This role will work across the organization to ensure effective communication and collaboration with business stakeholders. Position Responsibilities Prepare materials and gather data for Risk Assessment activities, support the development of Operational Risk program components, & coordinate the oversight of the New Product Approval program execution Facilitate effective risk management governance for ERM initiatives, which may include quality assurance, conducting risk assessments and control evaluations, and defining test work Work with business units to provide risk management expertise and consultation for projects and initiatives Coordination and execution of the company's policy management program Evaluate the adequacy of policies and procedures to identify control weaknesses Identify and assess enterprise and emerging risk issues and support the assignment of risk ratings consistent with established program standards Collaborate with applicable stakeholders to gather management action plans that effectively remediate identified issues Develop reporting to create transparency and prioritize risk-mitigating activities across the organization and communicate assessment results to senior management Lead development of Risk Management reporting requirements which provide senior leadership and Board Members visibility to key initiatives, activities, and events Develop materials and facilitate enterprise risk training programs for business partners. Experience with Model Risk Management program requirements a plus Understand and Adhere to all Corporate Policies to include but not limited to the Code of Conduct Advise and assist the business with execution of new product risk assessments of new products and services. This includes, as appropriate, collection of documents and analysis, risk assessment questionnaires and other information to support evaluation of risks associated with potential new products and/or services Serve as a subject matter expert and liaison for the various lines of business, answering questions, providing instruction and offering effective challenge of the risk assessment process. Oversight of program execution to ensure periodic reviews and ongoing monitoring tasks are completed as required Escalate issues identified through risk assessments to ensure awareness and evaluate the adequacy of remediation plans Track inventory and timing of new product and services projects, including progress and timing of reviews, coordination of materials, and oversight of follow-up items and remediation plan progress Offer suggestions for program improvements and enhancements Minimum Education & Experience 5+ years in Enterprise Risk Management and/or Operational Risk Management within the Financial Services industry, either as an employee or third-party external risk manager or any combination thereof Office of the Comptroller of the Currency regulated financial institution experience preferred but not required and experience with the Federal Reserve and their Risk Management program expectation a bonus Bachelor's degree in accounting, finance, business administration, or related field required Master's degree in Accounting, Business Administration, or related field a bonus Active industry relevant certifications a bonus Mastery subject matter expertise in COSO, NIST, and FFIEC risk management frameworks desired Experience in partnering with first and second line of defense teams on executing an enterprise risk assessment program Technical Knowledge and Skills FFIEC and SEC regulations COSO, CoBIT, FFIEC, NIST, ITIL, and ISO frameworks All applicable banking laws, rules, and regulations All applicable mortgage banking laws, rules, and regulations All applicable credit card laws, rules, and regulations Master proficiency in Excel including the creation of pivot tables and risk metrics Proficiency in all other Microsoft Office suite of applications Excellent oral and written communication skills Working Arrangements Open to 100% remote candidates. Compensation: Base Salary Range: $75,000 - $115,000 annually. Final determination of where you are at in the salary range is based on numerous factors such as relevant experience, skill set, education, and ability to meet qualifications within the job description. Additional Compensation: This role will include a yearly annual target bonus based on individual performance. Why Join Us? Join a growing company with a culture that fosters an entrepreneurial spirit Comprehensive benefits package including Medical, Dental, Vision, Company Paid Life Insurance, Disability Insurance, and more! Company Contributions to your 401k- Regardless of your contribution Employee Perks: Paid Parental Leave, Employee Recognition Program, Leadership Program, Tuition Reimbursement Program, Employee Bank Checking Account, and much more! Generous Paid Time Off and Paid Holidays- Including Paid Charity Hours to support volunteer opportunities Supporting Businesses. Helping People. Strengthening Communities. Capital Bank, N.A. is an Affirmative Action, E-Verify, and Equal Opportunity Employer.

Posted 2 weeks ago

Senior Business Analyst (Credit Risk)-logo
KoalafiArlington, VA
At Koalafi, we believe in a world where no one has to put an important purchase on hold. That's why we're making it easier for more people to pay for big purchases over time. Retailers across the country rely on us to offer flexible lease-to-own financing to their non-prime consumers, while increasing sales and strengthening customer loyalty. Their 2M+ customers love us because we provide a flexible way for them to make payments and give them an opportunity to improve their credit. Our 200+ Koalafi teammates enjoy inspiring and challenging work that accelerates their careers. Interested in learning more about how we're transforming the financing experience and joining our team? What You'll Do: At Koalafi, we use data-driven insights to inform business, product, and underwriting decisions. This position is responsible for supporting the business by providing analysis, reporting, and recommendations to the team, and by assisting in driving the implementation of strategic business initiatives. You will have the unique opportunity to grow alongside the company and help shape the future direction of the business. In this role, you will: Monitor portfolio risk and recommend changes to credit policy strategy Perform in-depth analysis on complex datasets to generate actionable insights Present results to leadership and influence to adopt recommendations Support with regular reports, ad hoc data requests and analysis, transaction analysis, and special inquires as requested Create queries as needed to problem solve and answer internal and external customer questions Drive research and analysis that powers our strategy, operational, financial, and business development decision-making Develop business plans, including gathering requirements for transformational projects within our new product line Produce financial models and NPV analyses Deliver great results for the business with a customer focus in mind About You (Qualifications) Bachelor's degree in a quantitative field (finance, economics, mathematics, engineering, etc.) 2-5 years of analyst experience in consumer lending or credit risk 1+ years at a fast-moving start-up preferred Proficiency in Python and SQL or similar language Experience using Logistic Regression and/or GBM models preferred Willingness to learn new tools/technologies Ability to communicate with data in written and verbal contexts Exceptional attention to detail and problem-solving skills Desire to work in a fast-paced, dynamic entrepreneurial environment Location Requirement: This position requires regular in-person attendance at one of our two office locations (Richmond, VA or Arlington, VA). Candidates must already be located within a commutable distance to either location, as relocation assistance is not available at this time. Why choose Koalafi: A career at Koalafi means opportunities to tackle exciting challenges every single day. We take pride in a culture of innovation, trust, and ownership. You'll get outside your comfort zone, build meaningful relationships, and most of all, take charge of projects that ultimately help people get the things they need most. Benefits: At Koalafi, you will have a direct impact on our products and help shape the company's success. We offer competitive compensation & benefits packages to keep you at your best: Comprehensive medical, dental, and vision coverage 20 PTO days + 11 paid holidays 401(k) retirement with company matching Student Loan & Tuition Reimbursement Commuter assistance Parental leave (maternal + paternal) Inclusion and Associate Engagement Programs Who we are & what we value: We focus on what's most important We set clear expectations and deliver We embrace challenges to reach our full potential We ask, "How can this be better?" We move fast together

Posted 4 weeks ago

Baker Tilly Virchow Krause, LLP logo

Internal Controls & Business Risk Manager

Baker Tilly Virchow Krause, LLPFrisco, TX

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Job Description

Overview

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

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

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

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

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

Job Description:

Are you interested in joining one of the fastest growing consulting and accounting firms in the country?

Would you like the ability to join a highly dynamic team focused on providing exceptional client service in the areas of risk and advisory?

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

As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development.

Does this describe you?

  • You want to continue to expand your work experiences and hone your skills as a comprehensive risk professional in the areas of compliance, enterprise risk management, governance, internal controls, and data analytics.
  • You crave the opportunity to be part of a fast growing, entrepreneurial risk consulting practice where your hard work and creativity will be rewarded
  • You do your best work when you are part of a talented, down-to-earth team that thrives in collaboration and truly enjoys working together
  • You feel valued when you are provided the resources and support to continually sharpen your technical skills and build your career now, for tomorrow

What you will do:

  • Serve as core team member on complex client engagements, including SOX readiness, co-sourcings/outsourcings, program optimization and internal controls workstreams for ERP implementations,

  • Provide guidance on SOX risk assessments and scoping analyses to facilitate the development of an effective testing program.

  • Manage SOX-readiness activities related to design and implementation of internal controls over financial reporting.

  • Lead controls workstreams for ERP implementations as strategic opportunity to increase efficiency and effectiveness of internal control programs.

  • Facilitate control walkthroughs and oversee test of design and operating effectiveness across multiple clients.

  • Identify opportunities to embed automated controls in business processes and optimize internal control environments

  • Coordinate SOX program testing with key client stakeholders and external audit teams.

  • Evaluate control deficiencies, perform root cause analysis and co-develop management remediation actions.

  • Provide support and guidance to management as part of remediation efforts

  • Establish project plans and coordinate the overall work effort of engagement teams; anticipate risks and issues and proactively take actions to address.

  • Provide periodic status updates to and engage with key stakeholders to prepare insight management and board / audit committee presentations.

  • Collaborate with IT controls professionals to understand how IT controls and IT dependencies factor into a client's overall SOX program and ensure the audit testing program and control deficiency evaluation process reflect appropriate consideration of risk.

  • Mentor and develop junior team members on fundamental concepts of SOX compliance including but not limited to:

  • Understanding a client's business process to identify business risks and associated controls

  • Identifying IT dependencies within a client's business process

  • Evaluating the design and implementation of key financial controls

  • Developing appropriately tailored testing procedures

  • Identifying and evaluating control deficiencies

  • Project management and effective communication

  • Work closely with client executives and management teams to understand their businesses and assist in identifying and managing financial and operational risks within their business processes and systems.

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

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

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

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

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

  • Manage the development of audit programs and the execution of internal audits and internal control assessments across a range of risk areas, coordinating closely with subject matter resources, as appropriate

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

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

  • Facilitate professional and effective presentations to internal and external audiences

  • Continue to develop your knowledge and experience working with a variety of technology environments, platforms, applications and tools/utilities

  • Assist with managing client engagement staffing, billings/collections, and ensure client profitability targets are met

  • Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients and the community

  • Take lead roles in practice development initiatives, including those related to branding and marketing (thought leadership, webinars, conferences, etc.) and capability build (training, methodology, tools/enablers, etc.)

  • Invest in your professional development individually and through participation in firm wide learning and development programs

  • Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals

  • Enjoy friendships, social activities and team outings that encourage a work-life balance

Successful candidates will have:

  • Bachelor's degree in accounting, finance or a related program
  • CPA, CIA or CISA certifications (s) required
  • 5+ year(s) experience with internal audit, previous experience leading SOX engagements required
  • Experience as a client serving professional for a large national consulting firm desired
  • Familiarity with major ERP systems such as Oracle, SAP, Netsuite, MS Dynamics,etc.
  • Familiarity applying PCAOB auditing standards and other control frameworks such as COSO.
  • Excellent analytical, technical and problem-solving skills, with strong attention to detail
  • Exceptional verbal and written communication, collaboration, and time management skills

The compensation range for this role is $116,730 to $221,300. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.

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