Collecting information
Organizing data
Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 30 markets throughout the United States, as well as an office in London. The Wealth Management Analyst will work with our Private Advisor team members who work with high-net-worth clients. Series 7 & 66 preferred, and if not, willing to obtain.. Experience with eMoney financial planning software a plus.. Experience with Bloomberg BNA tax planner a plus
Join to apply for the Americas Payroll Admin role at MSCI Inc. The Americas Payroll Team, part of the Finance Department, is responsible for a seamless semi-monthly payroll process across the US, Mexico, Canada, and Brazil, as well as general ledger entries during monthly closing.. Skills and Experience 5+ years of professional experience in payroll or payroll accounting. Strong technical skills in MS Excel and desktop applications. Experience working in an international, multicultural environment. Bachelor’s degree in Finance or Accounting (preferred)
Our SelectLeaders client is a registered investment advisor with more than $20 billion of assets under management through long-term private equity investments in real estate operating companies (REOCs) throughout the United States.. They maintain a mission-driven business model with an established track record of strong performance that incorporates elements of venture capital, private equity, and real estate investment management.. Monitor macroeconomic, sector, and regulatory trends to identify impact on investment portfolio.. Contribute to ongoing and special research related to space market fundamentals and macroeconomic trends.. Technological interest and aptitude, including knowledge of Argus Enterprise and Excel.
Our SelectLeaders client is a registered investment advisor with more than $20 billion of assets under management through long-term private equity investments in real estate operating companies (REOCs) throughout the United States. They maintain a mission-driven business model with an established track record of strong performance that incorporates elements of venture capital, private equity, and real estate investment management. Monitor macroeconomic, sector, and regulatory trends to identify impact on investment portfolio. Contribute to ongoing and special research related to space market fundamentals and macroeconomic trends.. Technological interest and aptitude, including knowledge of Argus Enterprise and Excel
Our SelectLeaders client is a registered investment advisor with more than $20 billion of assets under management through long-term private equity investments in real estate operating companies (REOCs) throughout the United States.. They maintain a mission-driven business model with an established track record of strong performance that incorporates elements of venture capital, private equity, and real estate investment management.. Monitor macroeconomic, sector, and regulatory trends to identify impact on investment portfolio.. Contribute to ongoing and special research related to space market fundamentals and macroeconomic trends.. Director, Data Operations, Business Intelligence and Analytics
If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment.. Client Engagement :Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking. Licensing :State Life & Health, SIE, Series 7, Series 66. Professional Growth :encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (CFP), Chartered Financial Consultant (ChFC) and Equitable Advisors’ own Credentialed Holistic Financial Coach program. Join us to be part of a workplace culture dedicated to social impact and community engagement.
Mondelez Global LLC is seeking a Director & Senior Counsel, M&A Competition & Global Law. The role requires substantive antitrust and merger control experience to provide legal analysis, advice, and support for global merger, acquisition, divestiture, and joint venture (“M&A”) transactions while also offering growth and development opportunities across numerous global legal practices areas.. As a member of the legal M&A and Global Law team, advise Mondelez and its subsidiaries on U.S. and global merger control and antitrust & competition law matters and have the opportunity to develop legal experience, skills and expertise in global law areas such as well-being/food regulatory law and legal strategy, artificial intelligence (AI), supply chain, marketing, and licensing.. Strong work ethic, excellent writing skills, and a demonstrated ability to communicate effectively with a non-legal audience, including business leaders and functional partners in Corporate Development, Tax, Accounting, Finance, HR, IT, Compliance and Treasury.. Previous in-house employment as a global competition and/or merger control lawyer with a multi-national corporate legal department.. cookies, Ritz, Wheat Thins and Triscuit crackers, and Swedish Fish and Sour Patch Kids confectionery products —are close at hand for our consumers across the country.
A fully remote work environment, complemented by semi-annual company trips to build connections. Oversee daily accounting operations, including sales tax, accounts payable, accounts receivable, general ledger, and financial reporting. Manage corporate funds, including deposits, payroll, and benefits, ensuring proper coding and categorization. Maintain and review schedules for deferred revenue, accruals, prepaids, and fixed assets. Experience working with Avalara (e.g., Sales & Use Tax)
IFA/CB needs motivated and hardworking professionals to maximize the impact of new federal funding and to better deliver existing financial products and services throughout the State of Illinois (the “State”). The Associate Legal Counsel assists the General Counsel in performing and managing the legal affairs of the IFA/CB, with a particular focus on supporting financial assistance (grants, loans, and public financing) transactions and operational compliance. The Associate Legal Counsel will have responsibility for supporting compliance with state and federal laws applicable to the operation of a public agency (i.e., a body politic and corporate under the laws of Illinois), including reviewing and responding to Freedom of Information Act requests, supporting compliance with the Open Meetings Act, developing and reviewing legislation and administrative rules, and assisting with IFA/CB procurements. Duties also include, but are not limited to, supporting IFA/CB product and program development, assisting with negotiating loan transactions and closings, providing support for review and posting of notices required under the Tax Equity and Fiscal Responsibility Act of 1982 (“TEFRA”), assessing proposed grant/loan projects for compliance with relevant federal grant terms and conditions, and assisting with risk management. This position will also entail some work supporting IFA/CB’s human resources and audit functions.
In this dynamic and rapidly growing organization, you will play a critical role in driving continuous process improvement, enhancing controls, and advancing automation through system modifications within the accounting function.. As a leader within the Parts & Leasing division, you will manage and oversee the effective preparation, analysis, and reporting within the accounting department, including impacts to accounts payable and receivable, ensuring accurate and timely close processes that meet monthly and annual deadlines.. Duties and Responsibilities: Provide strategic leadership and oversight of all accounting functions related to the Parts & Leasing business, serving as a trusted advisor and business partner to the CAO, CFO, Parts & Leasing business team (including executive leadership) and teams across Accounting, FP&A, Tax, IT, and Treasury.. Collaborate with the accounts payable team to enhance the processes and upgrade the controls around the processing and approval of invoices and payment facilitation.. Certified Public Accountant (CPA) designation.
Our Disputes and Investigations practice provides case assessment, complex financial modeling, valuation analysis, damages formulation, investigative services, forensic accounting and expert witness testimony in a variety of financial and legal matters.. The ideal candidate will possess experience with valuation, forensic accounting, financial investigations, due diligence procedures and analysis.. Serve as project lead in expert analysis in the areas of finance, forensic accounting, investigation, valuation, or other relevant fields and deliver written and quantitative work product. 10 years of financial analysis, expert services, valuation, forensic accounting, or other relevant experience. Provide expert analysis in the areas of finance, accounting, valuation, or other relevant fields and deliver written and quantitative work product
Performance Improvement (non-M&A): focused on value creation opportunities across the G&A platform, including enterprise-wide organizational design, hire-to-retire process improvement, HR technology improvement, and cost savings opportunities related to compensation and benefits programs.. Work with FTI’s Transactions teams on carve-out and integration engagements, focusing on the establishment and/or merging of HR functions, compensation and benefits platforms, providing PMO oversight across the various key HR workstreams, including Day 1 readiness, SPA & TSAs, employee transition & offer letters, HR target operating model, retention, severance/RIFs, payroll / HCM, compensation and benefit plans, and employee communications.. 7+ Years relevant post-graduate experience in HR Consulting and/or Actuarial Experienceto include HR due diligence, carve-outs, HR integrations, HR performance improvement or actuarial experience with an accounting or HR consulting firm.. Experience with HR operations, organizational design, employee benefits, compensation programs, pensions, post-retirement medical, health and welfare plans, workforce analytics, and HR department infrastructure.. Family care benefits, including back-up child/elder care
Wealth Management Associate - IL, Oak Brook (5183) ( 250000AV ). If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment.. Licensing :State Life & Health, SIE, Series 7, Series 66. Professional Growth :encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (CFP), Chartered Financial Consultant (ChFC) and Equitable Advisors’ own Credentialed Holistic Financial Coach program. Join us to be part of a workplace culture dedicated to social impact and community engagement.
The candidate will be a member of our Corporate, Project & Infrastructure Finance group and will be responsible for evaluating transactions across various sectors, including general corporates, power, renewable energy, and infrastructure.. 5+ years of experience performing credit analysis with exposure to Power, Energy and Renewable Finance companies/projects in a rating agency, buy-side, credit research, banking, or other similar environments.. Strong academic background with a degree in finance, economics or management, MBA or CFA a plus.. Kroll Bond Rating Agency, LLC (KBRA) is a full-service credit rating agency registered with the U.S. Securities and Exchange Commission as an NRSRO. Kroll Bond Rating Agency Europe Limited is registered as a CRA with the European Securities and Markets Authority.. Kroll Bond Rating Agency UK Limited is registered as a CRA with the UK Financial Conduct Authority pursuant to the Temporary Registration Regime.
Our Diversity, Equity, and Inclusion (DEI) initiatives thrive from opportunities to participate in activities such as employee resource groups to our much-anticipated celebration of cultures and accomplishments at the annual Diversity Summit.. Social impact and community engagement prosper through our programs such as “1,000 Hours of Giving Back” sponsored by our Women’s Network and “Equitable Excellence” providing 200 college scholarships annually.. Our entry-level training curriculum is designed to empower you with the skills and tools needed for success: client relationship management, product knowledge, sales techniques, market development, role play, and access to a full suite of remote-work technology solutions.. We encourage pursuit of professional designations including CERTIFIED FINANCIAL PLANNER (CFP) professional and Chartered Financial Consultant (ChFC).. We will sponsor your pursuit of FINRA Series 7 and 66 registrations which must be passed prior to onboarding.
Working at the intersection of sponsors and management teams across every stage of the investment lifecycle, our team provides hands-on, execution-oriented support to elevate the office of the CFO.. Turnaround & Restructuring Our nationally recognized turnaround, restructuring and advisory team serves companies and their stakeholders across a wide spectrum of industries and sizes, with a focus on the middle market.. We are actively recruiting Turnaround & Restructuring professionals to join our team.. You will provide extensive financial and operational support on client engagements across a variety of industries and markets; utilize experience and on-the-job training to successfully deliver reports, models, work product, and advice that helps guide the direction and decisions related to client turnaround and/or restructuring objectives.. This role will be based in our Chicago office and is a hybrid role with the flexibility to work remotely 2 days a week.
The ideal candidate is proactive, detail-oriented, and solutions-driven, with a passion for continuous improvement, data integrity, and developing high-performing teams.. Bachelor’s degree in Accounting, Finance, or a related field required; CPA and/or CMA certification strongly preferred.. Minimum of 3 years of progressive experience in accounting, with a strong preference for candidates with settlement operations or fintech industry exposure.. Advanced proficiency in Excel (e.g., pivot tables, lookups, macros) and a strong working knowledge of ERP systems (NetSuite preferred).. Familiarity with close management tools (e.g., FloQast), collaboration platforms (e.g., Microsoft Teams), and document management tools (e.g., SharePoint).
The Vice President, Compliance Business Partner is a key leader on the Compliance team and serves as the main point of contact between the Compliance team and the business teams, including the Commercial, Purchasing and Business Development, Revenue Cycle Management, Ambulatory Infusion Center, Naven Health and acquired business teams.. Serve as a subject matter expert in health care compliance including, but not limited to FWA, Medicare & Medicaid billing requirements, and interactions with healthcare professionals.. Support the Compliance Officer with M&A compliance activities including due diligence, risk assessment, mitigation plans, and integration management.. Proven leadership in a healthcare compliance function, with understanding of regulations like Anti-Kickback Statute, Stark Law, HIPAA, and Medicare/Medicaid requirements.. Juris Doctor (JD) degree from an accredited law school.
Powerful data platforms to help you make more informed decisions, from choosing the right aircraft to tracking your maintenance, inventory, and MRO projects.. Objective insights and independent technical advice from a global team of technical advisors and ASaccredited appraisers for virtually any business jet, turboprop or helicopter.. As a leader within the Parts & Leasing division, you will manage and oversee the effective preparation, analysis, and reporting within the accounting department, including impacts to accounts payable and receivable, ensuring accurate and timely close processes that meet monthly and annual deadlines.. Provide strategic leadership and oversight of all accounting functions related to the Parts & Leasing business, serving as a trusted advisor and business partner to the CAO, CFO, Parts & Leasing business team (including executive leadership) and teams across Accounting, FP&A, Tax, IT, and Treasury.. Certified Public Accountant (CPA) designation.
The Association of Retail and Consumer Professionals (ARC) is the parent organization of the Category Management Association (CMA), the Shopper Insights Management Association (SIMA), the Health and Wellness Community (HWC), and the Space Planning Community (SPACE).. We are seeking a dynamic and driven Program Manager, Training & Development to help take our training support, processes, and member usage to the next level.. Ensures training tools including the training catalog and website are updated as new courses are released and old courses are retired, this includes the aesthetics of how the courses are displayed within LMS.. is the parent organization of the Category Management Association (CMA), the Shopper Insights Management Association (SIMA), the Retail Dieticians Business Alliance (RDBA), and the Space Planning Association (SPA).. provides a full range of video production to internal and external clients out of our film studio in Minneapolis.