15 Advisory Services jobs in Dallas
Healthcare Financial Advisory Services Associate (Nationwide)
Posted 9 days ago
Job Viewed
Job Description
Health systems, hospitals and medical clinics are under immense pressure to improve clinical outcomes and reduce the cost of providing patient care. Investing in new partnerships, clinical services and technology is not enough to create meaningful and substantive change. To succeed long-term, healthcare organizations must empower leaders, clinicians, employees, affiliates and communities to build cultures that foster innovation to achieve the best outcomes for patients.
Joining the Huron team means you'll help our clients evolve and adapt to the rapidly changing healthcare environment and optimize existing business operations, improve clinical outcomes, create a more consumer-centric healthcare experience, and drive physician, patient and employee engagement across the enterprise.
Join our team as the expert you are now and create your future.
When healthcare systems and provider organizations are managing escalating financial stress, Huron recognizes the response must be urgent and direct. Huron's industry-leading Healthcare Financial Advisory Services team works with healthcare leaders to prevent financial management missteps and prioritize business decisions that reset the financial trajectory of their organizations. Huron assists clients through improved planning, operations and managing through crises. Solutions tailored to a variety of situations:
-Business and financial planning, projections and scenario analyses
-Interim management/strategy execution
-Business assessments & due diligence
-Restructuring & turnaround
-Executive/Board advisory
-CFO support solutions
-Liquidity forecasting and management
-Working capital management
-Valuations
-FP&A assistance for profit improvement
Healthcare Financial Advisory Associates play a key role in addressing clients' needs and driving the team's progress on a day-to-day basis. As an Associate, you will:
+ Fully own a project workstream by independently defining and breaking down problems, structuring a problem-solving approach, and prioritizing analysis to deliver under time constraints
+ Gather, analyze and synthesize primary and secondary research data and derive key implications for the client
+ Develop and prepare high-quality client-ready slides or other written communications to convey the insights and recommendations developed
+ Work collaboratively with a team to diagnose the clients' needs and develop recommendations
+ Contribute to firm growth by supporting internal development efforts, including proposal and business development activities, as well as mentoring and professionally developing junior team members.
**Required**
+ Seeking candidates with at least 2 years of consulting experience in financial advisory for healthcare providers clients, including health systems and hospital/acute care organizations
+ The ideal candidate will possess expertise in the healthcare provider space and demonstrate a comprehensive understanding of healthcare financial and capital planning
+ Demonstrated ability to lead complex workstreams with strong project and client management skills, strategic thinking, and helping clients assess their problems
+ Analyze and evaluate financial statements (including income statement, balance sheet and cash flow statement)
+ Ability to simplify and translate complicated corporate finance concepts and analyses into clear suggestions for senior management
+ Deep financial modeling, quantitative skills, and ability to identify key operational performance drivers
+ Experienced in thoughtful financial analysis capabilities, including valuation, pro-forma financial modeling and discounted cash flow methodologies
+ Demonstrate proficiency with: cash flow management, liquidity management, healthcare accounting, financial reporting (monthly operating reports, statements & schedules), operational improvement and overhead analysis, and pitchbook preparation
+ BS/BA degree in Accounting, Finance or Economics preferred
+ Willingness to travel up to 50% of the time
+ Candidates may live anywhere in the contiguous US
The estimated base salary range for this job is $120,000 - $60,000. The range represents a good faith estimate of the range that Huron reasonably expects to pay for this job at the time of the job posting. The actual salary paid to an individual will vary based on multiple factors, including but not limited to specific skills or certifications, years of experience, market changes, and required travel. This job is also eligible to participate in Huron's annual incentive compensation program, which reflects Huron's pay for performance philosophy. Inclusive of annual incentive compensation opportunity, the total estimated compensation range for this job is 134,400 - 160,000. The job is also eligible to participate in Huron's benefit plans which include medical, dental and vision coverage and other wellness programs. The salary range information provided is in accordance with applicable state and local laws regarding salary transparency that are currently in effect and may be implemented in the future.
#LI-JD1 #LI-Remote
**Position Level**
Associate
**Country**
United States of America
At Huron, we're redefining what a consulting organization can be. We go beyond advice to deliver results that last. We inherit our client's challenges as if they were our own. We help them transform for the future. We advocate. We make a difference. And we intelligently, passionately, relentlessly do great work.together.
Are you the kind of person who stands ready to jump in, roll up your sleeves and transform ideas into action? Then come discover Huron.
Whether you have years of experience or come right out of college, we invite you to explore our many opportunities. Find out how you can use your talents and develop your skills to make an impact immediately. Learn about how our culture and values provide you with the kind of environment that invites new ideas and innovation. Come see how we collaborate with each other in a culture of learning, coaching, diversity and inclusion. And hear about our unwavering commitment to make a difference in partnership with our clients, shareholders, communities and colleagues.
Huron Consulting Group offers a competitive compensation and benefits package including medical, dental, and vision coverage to employees and dependents; a 401(k) plan with a generous employer match; an employee stock purchase plan; a generous Paid Time Off policy; and paid parental leave and adoption assistance. Our Wellness Program supports employee total well-being by providing free annual health screenings and coaching, bank at work, and on-site workshops, as well as ongoing programs recognizing major events in the lives of our employees throughout the year. All benefits and programs are subject to applicable eligibility requirements.
Huron is fully committed to providing equal employment opportunity to job applicants and employees in recruitment, hiring, employment, compensation, benefits, promotions, transfers, training, and all other terms and conditions of employment. Huron will not discriminate on the basis of age, race, color, gender, marital status, sexual orientation, gender identity, pregnancy, national origin, religion, veteran status, physical or mental disability, genetic information, creed, citizenship or any other status protected by laws or regulations in the locations where we do business. We endeavor to maintain a drug-free workplace.
Healthcare Financial Advisory Services Manager (Nationwide)
Posted 9 days ago
Job Viewed
Job Description
Health systems, hospitals and medical clinics are under immense pressure to improve clinical outcomes and reduce the cost of providing patient care. Investing in new partnerships, clinical services and technology is not enough to create meaningful and substantive change. To succeed long-term, healthcare organizations must empower leaders, clinicians, employees, affiliates and communities to build cultures that foster innovation to achieve the best outcomes for patients.
Joining the Huron team means you'll help our clients evolve and adapt to the rapidly changing healthcare environment and optimize existing business operations, improve clinical outcomes, create a more consumer-centric healthcare experience, and drive physician, patient and employee engagement across the enterprise.
Join our team as the expert you are now and create your future.
When healthcare organizations are managing escalating financial stress, Huron recognizes the response must be urgent and direct. Huron's industry-leading Healthcare Financial Advisory Services team works with healthcare leaders to prevent financial management missteps and prioritize business decisions that reset the financial trajectory of their organizations. Huron assists clients through improved planning, operations and managing through crises. Solutions tailored to a variety of situations:
-Business and financial planning, projections and scenario analyses
-Interim management/strategy execution
-Business assessments & due diligence
-Restructuring & turnaround
-Executive/Board advisory
-CFO support solutions
-Liquidity forecasting and management
-Working capital management
-Valuations
-FP&A assistance for profit improvement
Managers play a vibrant, integral role at Huron. Their invaluable knowledge reflects in the projects they manage, and the teams they lead. Known for being politically savvy, they build long-standing partnerships with clients, while collaborating with colleagues to solve their most important challenges. In fact, they shape and deliver results that seamlessly align with client goals, visions and missions. Remarkably versatile, our Managers also spend significant time mentoring junior staff on the engagement team-where they tirelessly share expertise as well as feedback and encouragement. This benefits Huron profoundly as it promotes a culture of respect, unity, collaboration, and personal achievement. Our environment inspires and rewards growth.
As a Manager, you have the unique ability to specialize in certain areas that showcase and employ your areas of expertise while you pursue your "career vision." Huron is big enough to offer the opportunity and exposure you need for your career growth-but small enough to give you individual attention for your professional development. Every associate adds to who we are as an organization-and the more you evolve, the more we do. An exciting career experience awaits you: It's intense. it's analytically rigorous. it's practical. it's entrepreneurial. it's intellectually stimulating-and most definitely-it's career-defining. It's the Huron Way
**Required**
+ Seeking candidates with a minimum of 6 years of total experience with prior or current experience in consulting with a focus on financial advisory with healthcare providers
+ The ideal candidate will possess expertise in the specified fields and demonstrate a comprehensive understanding of financial and capital planning within the healthcare provider industry
+ Analyze and evaluate financial statements (including income statement, balance sheet and cash flow statement)
+ Simplify and translate complicated corporate finance concepts and analyses into clear suggestions for senior management
+ Deep financial modeling, quantitative skills, and ability to identify key operational performance drivers
+ Experienced in thoughtful financial analysis capabilities, including valuation, pro-forma financial modeling and discounted cash flow methodologies
+ Demonstrate proficiency with: cash flow forecasts, 3-Statement modeling, financial reporting (monthly operating reports, statements & schedules), operational improvement and overhead analysis, and pitchbook preparation
+ Ability to lead engagements with strong project and client management skills, and to think strategically and help clients assess their problems
+ BS/BA degree in Accounting, Finance or Economics
+ Excellent oral and written communication skills
+ Team focused; supportive and accountable to colleagues
+ Self-motivated; ability to take initiative on assigned project components
+ Advanced skillset in Microsoft Office Tools
+ Willingness to travel up to 50% of the time
+ Candidates may live anywhere in the contiguous US
Preferred:
+ MBA or advanced degree preferred
+ Have or working toward one or more of the following certifications: CPA, CIRA, CTP, CFA, CDB
The estimated base salary range for this job is **$165,000 - $15,000** . The range represents a good faith estimate of the range that Huron reasonably expects to pay for this job at the time of the job posting. The actual salary paid to an individual will vary based on multiple factors, including but not limited to specific skills or certifications, years of experience, market changes, and required travel. This job is also eligible to participate in Huron's annual incentive compensation program, which reflects Huron's pay for performance philosophy. Inclusive of annual incentive compensation opportunity, the total estimated compensation range for this job is ** 189,750 - 268,750** . The job is also eligible to participate in Huron's benefit plans which include medical, dental and vision coverage and other wellness programs. The salary range information provided is in accordance with applicable state and local laws regarding salary transparency that are currently in effect and may be implemented in the future.
#LI-JD1 #LI-Remote
**Position Level**
Manager
**Country**
United States of America
At Huron, we're redefining what a consulting organization can be. We go beyond advice to deliver results that last. We inherit our client's challenges as if they were our own. We help them transform for the future. We advocate. We make a difference. And we intelligently, passionately, relentlessly do great work.together.
Are you the kind of person who stands ready to jump in, roll up your sleeves and transform ideas into action? Then come discover Huron.
Whether you have years of experience or come right out of college, we invite you to explore our many opportunities. Find out how you can use your talents and develop your skills to make an impact immediately. Learn about how our culture and values provide you with the kind of environment that invites new ideas and innovation. Come see how we collaborate with each other in a culture of learning, coaching, diversity and inclusion. And hear about our unwavering commitment to make a difference in partnership with our clients, shareholders, communities and colleagues.
Huron Consulting Group offers a competitive compensation and benefits package including medical, dental, and vision coverage to employees and dependents; a 401(k) plan with a generous employer match; an employee stock purchase plan; a generous Paid Time Off policy; and paid parental leave and adoption assistance. Our Wellness Program supports employee total well-being by providing free annual health screenings and coaching, bank at work, and on-site workshops, as well as ongoing programs recognizing major events in the lives of our employees throughout the year. All benefits and programs are subject to applicable eligibility requirements.
Huron is fully committed to providing equal employment opportunity to job applicants and employees in recruitment, hiring, employment, compensation, benefits, promotions, transfers, training, and all other terms and conditions of employment. Huron will not discriminate on the basis of age, race, color, gender, marital status, sexual orientation, gender identity, pregnancy, national origin, religion, veteran status, physical or mental disability, genetic information, creed, citizenship or any other status protected by laws or regulations in the locations where we do business. We endeavor to maintain a drug-free workplace.
Financial Accounting Advisory Services - IPO and SPAC Advisory Manager
Posted 3 days ago
Job Viewed
Job Description
At EY, we're all in to shape your future with confidence.
We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.
**Financial Accounting Advisory Services - IPO and SPAC Advisory Manager**
**The opportunity** ** **
Our IPO and SPAC Advisory practice provides IPO and private capital issuers and SPAC targets with transaction perspectives, insights and advice as they evaluate and execute capital markets transactions.
As a transaction advisory Manager, you will be a vital member of the team advising our clients on navigating transformational capital markets transactions. Our work starts early in the transaction cycle as we help our clients prepare to transition to the public markets and for their interactions with Wall Street and other key service providers around a prospective transaction. Our responsibilities include: developing and aligning key stakeholders around the company's equity story / investor messaging and company and transaction models, underwriting syndicate strategy and financial advisor selection support, transaction and fee precedent analysis, perspectives on transaction structuring, valuation, marketing and pricing strategies, and general capital markets transaction management alongside our dedicated project management practice.
**Your key responsibilities**
+ Advising clients on strategic financing opportunities and transaction management
+ Preparing and delivering compelling presentations and analyses
+ Researching, reviewing and analyzing precedent transactions
+ Being a flexible and energetic part of a dynamic team helping companies achieve transformative capital markets transactions
**Skills and attributes for success**
+ Advise companies regarding strategic transaction alternatives.
+ Provide expert, tailored advice to C-suite executives seeking independent views ahead of negotiations or key decisions
+ Supervise, coach and mentor other team members in preparing compelling presentations and related materials for clients and business development.
+ Contribute to business development, client solution and team development initiatives.
**To qualify for the role you must have**
+ A bachelor's degree
+ 2-4 years of recent experience in the Equity Capital Markets group at a major investment bank
+ Existing Series 7 and/or 79 plus Series 63 securities licenses (in good standing).
+ Strong experience evaluating and executing financing transactions.
+ Established networking skills, including excellent interpersonal and relationship-building skills with the ability to develop and maintain relationships at all levels of an organization.
+ The ability and willingness to travel and work in excess of standard hours and locations as needed.
**What we look for**
We're interested in talented professionals with the ability to visualize our clients' goals and think creatively to facilitate them. If you have an entrepreneurial spirit, and a genuine passion for taking on new challenges, this role is for you.
**What we offer you**
At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more .
+ We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $250,000 to $300,000. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
+ Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
**Are you ready to shape your future with confidence? Apply today.**
EY accepts applications for this position on an on-going basis.
For those living in California, please click here for additional information.
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
**EY | Building a better working world**
EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.
Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.
EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.
EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.
EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at .
Family Office Advisory Services - Manager
Posted 3 days ago
Job Viewed
Job Description
At EY, we're all in to shape your future with confidence.
We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.
**The opportunity**
Family Office Advisory Services is a growing practice within the organization, and you'll see that growth reflected in your career. With a diverse portfolio of interesting and challenging work, you'll make an impact on some complex family offices in the world. You'll be part of a growing global team, acting as a key point of contact for a wide range of clients and colleagues. This is an opportunity for cross-border and cross-functional teaming. In return, you can expect plenty of support designed with your own personal skills and experience. EY is a dynamic place to develop your professional leadership and business acumen.
**Your key responsibilities**
Family Office Advisory Services is unique in that you will be tasked with supporting the legacy of the family by protecting, improving and growing the family's financial, social and human capital. You will review family office current governance, operations and technology systems, decisions and processes through interviews of key personnel, external advisors and family members. You will become a trusted advisor to your clients and a role model for our people across multiple teams, making this a great place to develop a diverse network of collaborative colleagues. Whatever you find yourself doing, you'll personally coach and develop a highly trained team, all while handling activities with a focus on quality and commercial value.
**Skills and attributes for success**
To qualify for this role, you must have
+ A bachelor's degree in Business, Accounting, Finance or a related field, supported by project management, operations, technology and implementation experience
+ One of the following, CPA, LLM or J.D. (must be an active member of the bar), Project Management Professional (Six Sigma, Lean or equivalent certification).
+ Minimum of 5 years of work experience in professional service organization
+ Experience working with family-owned businesses
+ Management or operational experience in the investment management, private banking or fund administration industry
+ An understanding of financial, estate and wealth planning
+ An understanding of portfolio management processes, including asset allocation, portfolio rebalancing, fund and security operations, risk and performance reporting
+ Business process and leading technology consulting experience
+ Excellent collaboration and negotiation skills, and the confidence to challenge senior colleagues and stakeholders from a diverse range of backgrounds
+ Ability to travel approximately 50% of the time
Ideally, you'll also have:
+ A proven record in working with individuals and their investments
+ Financial software systems experience especially with requirements definition, systems selection and implementation
+ A proven record in a professional services environment
+ An entrepreneurial spirit
+ Ability to work independently as well as in a team environment
+ Experience in coaching and mentoring junior colleagues
+ Strong analytical skills and attention to detail
+ The ability to adapt your work style to work with both internal and client team members
+ Developing solutions by leveraging technology
+ Inquisitive mind and well-developed listening skills
+ Understands business operations within small office environment
+ The ability to translate complex data from a range of sources into client-ready insights and deliverables
+ The ability to build effective long-term relationships with our clients, understanding their unique needs to provide a tailored service
+ Manage, coach and develop a team of professionals, reviewing work and helping to confirm they have the knowledge, tools and opportunities they need to excel
+ The ability to identify and react to risks and opportunities to improve our services and processes
**What we look for**
+ We're interested in intellectually curious people, with the ability to adjust to change and thrive in a constantly evolving environment. You'll need to be someone who is capable of asking the tough questions, and independently driving their own career and learning initiatives. You'll also need excellent organizational skills and a proven record of multitasking and working effectively across multiple projects. So, if you're ready to contribute your big ideas and make a measurable difference right from the start, this role is for you.
**What we offer you**
At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more .
+ We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $106,500 to $95,100. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is 127,700 to 221,700. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
+ Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.
+ Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
**Are you ready to shape your future with confidence? Apply today.**
EY accepts applications for this position on an on-going basis.
For those living in California, please click here for additional information.
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
**EY | Building a better working world**
EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.
Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.
EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.
EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.
EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at .
Lead IT Auditor, Assurance & Advisory Services
Posted 9 days ago
Job Viewed
Job Description
Birmingham, Alabama, Chicago, Illinois, Dallas, Texas, P&C-E Laurel-McAllen-TX
**Details**
_Kemper is one of the nation's leading specialized insurers. Our success is a direct reflection of the talented and diverse people who make a positive difference in the lives of our customers every day. We believe a high-performing culture, valuable opportunities for personal development and professional challenge, and a healthy work-life balance can be highly motivating and productive. Kemper's products and services are making a real difference to our customers, who have unique and evolving needs. By joining our team, you are helping to provide an experience to our stakeholders that delivers on our promises._
**Position Summary:**
Kemper is seeking a talented IT Lead Auditor , Assurance & Advisory Services to join our Internal Audit team. Internal Audit plays a key role in helping Kemper achieve its strategic intent, including nurturing and developing future leaders. Our vision is for Internal Audit to provide continuous assurance to senior management and the board on the effectiveness of governance, risk management, and controls through a culture that embraces innovation, analytics, automation, and credible challenge. Internal Audit roles offer significant exposure to multiple areas of our business and all levels of senior management and provide opportunities to identify issues and help make measurable improvements to the Company.
As an IT Lead Auditor, you will lead and execute comprehensive assurance and advisory engagements with a focus on information technology (IT), cybersecurity, and information security (IS) risks, ensuring procedures address relevant control areas. Supervise the execution of engagements, mentors team members, and partners with business leaders to assess risk and recommend process enhancements that strengthen controls.
**Essential Duties and Responsibilities**
+ Leads and performs end-to-end IT, IS, and cybersecurity assurance and advisory engagements, ensuring adherence to internal policies, regulatory expectations, and IT risk frameworks.
+ Assesses the effectiveness of technology-related controls, IT governance practices, and cybersecurity risk management strategies to identify issues and recommend enhancements.
+ Develops clear and actionable findings and collaborates with stakeholders to drive remediation; drafts high-quality reports for A&A leadership review.
+ Monitors business efforts to resolve identified issues and assesses the effectiveness of corrective actions through follow-up reviews.
+ Provides coaching and direction to engagement team members, supporting professional growth and development of the A&A team.
+ Begins establishing and fostering relationships with key client contacts.
+ Stays current on industry regulations, regulatory changes, and industry trends.
+ Participates in departmental initiatives to improve audit processes.
**Qualifications**
**Education** : Bachelor's degree in Accounting, Finance, Information Systems, Computer Science, or related field required; Master's degree preferred.
**Experience** :
+ 4+ years of experience in audit, risk management, IT, cybersecurity, or related field.
+ Preferred audit or risk management background within the Financial Services or Insurance industries.
**Skills:**
+ Strong understanding of IT auditing practices, IS frameworks, and IT/IS risks and controls.
+ Ability to supervise IT, IS, and Cyber Security engagements and mentor others in evaluating technology risks.
+ Effective organizational, analytic and communication skills.
+ Working knowledge of IT, IS, and Cyber Security control environments.
+ Proficient in audit management software, data analytic tools, and Microsoft Office Suite (Excel, Word, PowerPoint).
**Certifications** : One or more of the following preferred: CPA, CIA, CISA, CFE, CFA
**Physical Requirements**
+ Ability to travel up to 20% of the time.
**Please note:** this position is not remote, can be located in one of our offices located in Chicago, IL; St. Louis, MO; Birmingham, AL; Dallas, TX; McAllen, TX - hybrid schedule
The range for this position is $77,100-128,500. When determining candidate offers, we consider experience, skills, education, certifications, and geographic location among other factors. This job is eligible for an annual discretionary bonus and Kemper benefits (Medical, Dental, Vision, PTO, 401k, etc.)
_Kemper is proud to be an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, disability status or any other status protected by the laws or regulations in the locations where we operate. We are committed to supporting diversity and equality across our organization and we work diligently to maintain a workplace free from discrimination. Kemper is focused on expanding our Diversity, Equity and Inclusion efforts to align with our vision, mission, and guiding principles. Kemper does not accept unsolicited resumes through or from search firms or staffing agencies. All unsolicited resumes will be considered the property of Kemper and Kemper will not be obligated to pay a placement fee._
_Kemper will never request personal information, such as your social security number or banking information, via text or email. Additionally, Kemper does not use external messaging applications like WireApp or Skype to communicate with candidates. If you receive such a message, delete it._
**Kemper at a Glance**
The Kemper family of companies is one of the nation's leading specialized insurers. With approximately $13 billion in assets, Kemper is improving the world of insurance by providing affordable and easy-to-use personalized solutions to individuals, families and businesses through its Kemper Auto and Kemper Life brands. Kemper serves over 4.7 million policies, is represented by approximately 24,000 agents and brokers, and has approximately 7,500 associates dedicated to meeting the ever-changing needs of its customers. Learn more at Kemper.com .
*Alliance United Insurance Company is not rated.
_We value diversity and strive to be an employer of choice. An Equal Opportunity Employer, M/F/D/V_
**Our employees enjoy great benefits:**
- Qualify for your choice of health and dental plans within your first month.
- Save for your future with robust 401(k) match, Health Spending Accounts and various retirement plans.
- Learn and Grow with our Tuition Assistance Program, paid certifications and continuing education programs.
- Contribute to your community through United Way and volunteer programs.
- Balance your life with generous paid time off and business casual dress.
- Get employee discounts for shopping, dining and travel through Kemper Perks.
Head of Cyber Advisory Services SpearTip
Posted 16 days ago
Job Viewed
Job Description
SpearTip is the cyber business of Zurich Resilience Solutions. The business provides Advisory, Managed Security and Incident Response services to companies of any size. We are seeking a dynamic and commercially driven **Head of Cyber Advisory** to lead our cyber advisory unit. This role is ideal for a consultative professional, with deep cybersecurity expertise and experience in growing a business. You will be responsible for shaping our advisory offerings, leading a high-performing team, and expanding our footprint in the market.
**Key Responsibilities:**
+ Lead and evolve the Cyber Advisory practice, aligning services with market demand and emerging threats
+ Develop and execute a commercial strategy to grow revenue and our client base
+ Evolve the service portfolio, adapting the service, pricing and delivery to the needs of SpearTip's target customers
+ Build and maintain trusted relationships with key clients, acting as a senior advisor on cybersecurity matters, capture and elaborate customer feedback
+ Oversee delivery of high-quality advisory engagements, ensuring technical excellence and business relevance
+ Manage team and performance by metrics
+ Collaborate with sales, marketing, and product teams to position offerings and support go-to-market initiatives
+ Collaborate with marketing on the development of thought leadership and publications
+ Represent the firm at industry events, conferences, and thought leadership forums
+ Mentor and develop team members, fostering a culture of innovation, accountability, and continuous improvement
+ Develop synergies with leaders of other profit center to create a cohesive and unique value proposition for SpearTip's clients
**Basic Qualifications:**
+ Bachelors Degree and 8 or more years of experience in the Risk Engineering areaOR
+ High School Diploma or Equivalent and 10 or more years of experience in the Risk Engineering area
**Preferred Qualifications:**
+ Proven experience in cybersecurity consulting or advisory, ideally in a leadership role
+ Strong commercial acumen with a track record of driving revenue growth
+ Deep understanding of cyber risk, governance, compliance, and emerging technologies
+ Exceptional communication and stakeholder management skills
+ Ability to lead cross-functional teams and manage complex client engagements
+ Relevant certifications (e.g., CISSP, CISM, CISA) are a plus
+ Bachelor's degree with 15 years of relevant work experience
**What We Offer**
+ A leadership role in a fast-growing, mission-driven organization
+ Competitive compensation and performance-based incentives
+ Opportunities for professional development and industry recognition
+ A collaborative culture that values innovation and impact
At Zurich, compensation for roles is influenced by a variety of factors, including but not limited to the specific office location, role, skill set, and level of experience. In compliance with local laws, Zurich commits to providing a fair and reasonable compensation range for each role. For more information about our Total Rewards, please clickhere ( . Additional rewards may encompass short-term incentive bonuses and merit increases. We encourage candidates with salary expectations beyond the provided range to apply as they will be considered based on their experience, skills, and education.The compensation indicated represents a nationwide market range and has not been adjusted for geographic differentials pertaining to the location where the position may be filled. The proposed salary range for this position is $130,000.00 - $205,000.00, with short-term incentive bonus eligibility set at 20%.
As an insurance company, Zurich is subject to 18 U.S. Code § 1033.
A future with Zurich. What can go right when you apply at Zurich?
Now is the time to move forward and make a difference. At Zurich, we want you to share your unique perspectives, experiences and ideas so we can grow and drive sustainable change together. As part of a leading global organization, Zurich North America has over 150 years of experience managing risk and supporting resilience. Today, Zurich North America is a leading provider of commercial property-casualty insurance solutions and a wide range of risk management products and services for businesses and individuals. We serve more than 25 industries, from agriculture to technology, and we insure 90% of the Fortune 500®. Our growth strategy is not limited to our business. As an employer, we strive to provide ongoing career development opportunities, and we foster an environment where voices are diverse, behaviors are inclusive, actions drive equity, and our people feel a sense of belonging. Be a part of the next evolution of the insurance industry. Join us in building a brighter future for our colleagues, our customers and the communities we serve. Zurich maintains a comprehensive employee benefits package for employees as well as eligible dependents and competitive compensation. Please clickhere ( to learn more.
Zurich in North America is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.
Zurich does not accept unsolicited resumes from search firms or employment agencies. Any unsolicited resume will become the property of Zurich American Insurance. If you are a preferred vendor, please use our Recruiting Agency Portal for resume submission.
Location(s): AM - Texas Virtual Office, AM - Atlanta, AM - Schaumburg, AM - New York, AM - Dallas, AM - Chicago, AM - Parsippany, AM - San Francisco, AM - Houston, AM - Philadelphia, AM - Los Angeles, AM - Rocky Hill, AM - Boston, AM - Illinois Virtual Office, AM - Seattle, AM - Minnesota Virtual Office, AM - New Jersey Virtual Office, AM - New York Virtual Office, AM - Arizona Virtual Office, AM - California Virtual Office, AM - Florida Virtual Office, AM - Ohio Virtual Office, AM - Pennsylvania Virtual Office, AM - Sacramento, AM - Colorado Virtual Office, AM - Connecticut Virtual Office, AM - Indiana Virtual Office, AM - Michigan Virtual Office, AM - Georgia Virtual Office, AM - Maryland Virtual Office, AM - Massachusetts Virt. Office, AM - Nevada Virtual Office, AM - North Carolina Virt. Office, AM - Tennessee Virtual Office, AM - Delaware Virtual Office, AM - South Carolina Virt. Office, AM - Virginia Virtual Office, AM - Charlotte, AM - Fresno, AM - New Hampshire Virt. Office, AM - Washington DC, AM - San Diego, AM - Jersey City, AM - Washington DC Virt. Office, AM - Austin, AM - Cleveland, AM - Detroit, AM - Grand Rapids, AM - Indianapolis, AM - Las Vegas, AM - Nashville, AM - Cincinnati, AM - Colorado Springs, AM - Columbus, AM - Ft. Lauderdale, AM - Hartford, AM - Baltimore, AM - Concord, AM - Memphis, AM - Miami, AM - Raleigh, AM - San Bernardino
Remote Working: Yes
Schedule: Full Time
Employment Sponsorship Offered: No
Linkedin Recruiter Tag: #LI-RA1 #LI-DIRECTOR #LI-REMOTE
EOE Disability / Veterans
Deals - Capital Markets Accounting Advisory Services - Manager
Posted 19 days ago
Job Viewed
Job Description
**Industry/Sector:** Not Applicable
**Time Type:** Full time
**Travel Requirements:** Up to 60%
At PwC, our people in deals focus on providing strategic advice and support to clients in areas such as mergers and acquisitions, divestitures, and restructuring. They help clients navigate complex transactions and maximise value in their business deals.
In capital markets accounting advisory services at PwC, you will focus on providing strategic guidance on a broad range of technical accounting, financial reporting, transaction structures and capital markets topics. You will advise clients on complex accounting advisory and financial reporting issues around deals (both public and private) and other transformational business events that may impact an organisation's value.
Enhancing your leadership style, you motivate, develop and inspire others to deliver quality. You are responsible for coaching, leveraging team member's unique strengths, and managing performance to deliver on client expectations. With your growing knowledge of how business works, you play an important role in identifying opportunities that contribute to the success of our Firm. You are expected to lead with integrity and authenticity, articulating our purpose and values in a meaningful way. You embrace technology and innovation to enhance your delivery and encourage others to do the same.
Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:
+ Analyse and identify the linkages and interactions between the component parts of an entire system.
+ Take ownership of projects, ensuring their successful planning, budgeting, execution, and completion.
+ Partner with team leadership to ensure collective ownership of quality, timelines, and deliverables.
+ Develop skills outside your comfort zone, and encourage others to do the same.
+ Effectively mentor others.
+ Use the review of work as an opportunity to deepen the expertise of team members.
+ Address conflicts or issues, engaging in difficult conversations with clients, team members and other stakeholders, escalating where appropriate.
+ Uphold 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.
The Opportunity
As part of the Capital Markets Accounting Advisory Services Generalist team you are expected to advise multi-national, publicly-traded companies & private equity firms on a broad range of technical accounting, financial reporting, & capital markets topics. As a Manager you are responsible for leading teams and managing client accounts, focusing on strategic planning and mentoring junior staff. You are accountable for project success and maintaining top standards. Enhancing your leadership style, you motivate, develop and inspire others to deliver quality. You are responsible for coaching, leveraging team member's unique strengths, and managing performance to deliver on client expectations. With your growing knowledge of how business works, you play an important role in identifying opportunities that contribute to the success of our Firm. You are expected to lead with integrity and authenticity, articulating our purpose and principles in a meaningful way. You embrace technology and innovation to enhance your delivery and encourage others to do the same.
Responsibilities
- Advise on technical accounting and financial reporting
- Lead teams and manage client accounts
- Focus on strategic planning and mentoring junior staff
- Maintain project success and uphold standards
- Motivate, develop, and inspire team members
- Coach and leverage team members' strengths
- Identify opportunities that contribute to the firm's success
- Embrace technology and innovation
What You Must Have
- Bachelor's Degree in Accounting
- 5 years of experience
- CPA License. International hires are required to hold the equivalent accounting certification in the selected individual's home country. Hires from a PwC affiliate firm need to meet the credential requirements for a PwC US manager in that PwC affiliate firm.
What Sets You Apart
- Advising multi-national companies on technical accounting
- Experience with IPOs, debt offerings, private placements
- Experience with acquisitions, alliances, post-deal accounting
- Experience with restructurings, restatements, bankruptcies
- Experience with GAAP conversions and accounting complexity
- Managing teams in a professional services firm
- Innovating through new and existing technologies
- Working with large, complex data sets
- Utilizing digitization tools to enhance engagements
Learn more about how we work: 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: 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: $99,000 - $232,000, 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:
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Dallas Technology Audit & Financial Advisory (Financial Services) Senior Consultant
Posted 1 day ago
Job Viewed
Job Description
Dallas Technology Audit & Financial Advisory (Financial Services) Senior Consultant
LOCATION
DALLAS
ADDITIONAL LOCATION(S)
JOB DESCRIPTION
You Belong Here
The Protiviti Career provides opportunity to learn, inspire, and advance within a collaborative and inclusive culture . We hire curious individuals for whom learning is a passion. We lean into our mission: We Care. We Collaborate. We Deliver. At every level, we champion leaders who live our values of integrity, inclusion, innovation, and commitment to success . Imagining our work as a journey, we believe integrity guides our way, inclusion moves us forward together, innovation creates new destinations, and our commitment to success empowers us to deliver on our vision to be the most trusted global consulting firm .
Where We Need You:
Protiviti is looking for a Technology Audit & Advisory Senior Consultant to join our growing Financial Services team.
Protiviti's Financial Services practice is widely recognized as a leading provider of consulting services across the three lines of defense for financial institutions. We empower our clients to be more effective and efficient in a way that is risk-sensitive, regulatory compliant, well controlled, and enabled by leading technologies.
What You Can Expect:
As a Senior Consultant, you will be a mentor, trainer, and coach to Interns and Consultants a s you facilitate the successful completion of project work plans. You'll identify areas of risk and opportunities to increase efficiency. You'll strengthen relationship s and deepen your abilities to communicate, gain trust, and network with client personnel and professional associates. At the direction of M anagers, you may accept responsibility for decision-making in areas including establishing project scope and work plans, project staffing, preparation of deliverables , and application of methodologies. By focusing on clients and engagements in the financial services industry, you'll partner with highly regulated clients and deepen your understanding of financial services regulations.
At Protiviti, Technology Audit & Advisory focuses on:
+ Helping clients better manage risks associated with their use of technology, to protect and lead enterprise value.
+ Innovation: new ways of thinking and new ways of doing.
+ Technology enablement: analytics, automation and other new tools and methods.
+ Staying current: building skills in all areas of evolving technology.
Senior Consultants in Technology Audit & Advisory work with clients to assess, identify risk, advise, and consult on different technology related topics, including:
+ IT General Controls (ITGC)
+ IT Frameworks
+ Cybersecurity
+ Cloud Audit
+ Data Governance & Privacy
+ Enterprise Applications
+ Technology Resilience
+ Disaster Recovery
+ IT SOX
+ Analytics
+ Emerging Technologies
+ Control programs
+ Technology Enablement
What Will Help You Be Successful:
+ You enjoy identifying areas of business and technology risk, and opportunities to improve efficiency , increase performance, and help clients better utilize all technologies.
+ You are motivated to learn and interested in all things related to data and technology, including the latest trends and developments.
+ You are passionate about build ing relationships with clients and providing clients with exceptional experiences.
+ You have an inherent interest in project management and team leadership.
+ You c ontribute to a positive team culture that fosters open communication among all engagement team members.
+ You create development opportunities for others and ways for your team to improve our clients and communities.
+ You have i nterest in working with a diverse portfolio of clients across the financial services industry.
Do Your Talents Include the Following?
+ Experience with or understanding of:
+ IT audit methodologies and developing necessary audit deliverables, including process flows, work programs, audit reports, and control summaries.
+ Commonly used internal control frameworks, including COBIT, ISO 27001, NIST CSF, CIS, ITIL, etc.
+ Sarbanes-Oxley Act provisions and methodologies for achieving compliance, in particular the technology implications and requirements.
+ Financial services industry regulations.
+ Exposure to and/or interest in:
+ The latest trends and developments in data and technology, including high-growth topics of cybersecurity, cloud, data governance, privacy, analytics, enterprise applications (e.g., SAP, Oracle, Workday, Salesforce, Microsoft Dynamics etc.), disaster recovery, systems development methodologies etc.
+ Analytics and technology enablement (automation, AI/ML etc.).
+ Evaluating, summarizing, organizing, and interpreting data.
+ Establishing and cultivating business relationships and a professional network.
+ Ability to translate and communicate technology topics and audit issues to client personnel, including executives.
+ Supervisory experience of teams including mentoring, oversight and review of work, coordination across teams, and understanding how to motivate.
+ Experience performing documentation of findings and summarizing recommendations.
Your Educational and Professional Qualifications:
+ Bachelor's degree in a relevant discipline ( e.g., Accounting, Finance, Information Technology, Cybersecurity, or b usiness- r elated f ield).
+ 2 + years working in internal audit, consulting, assurance services, risk and control programs, or related field, either in professional services or within the financial services industry.
+ Proficiency in Microsoft Office suite applications with specific emphasis on Word, Excel and PowerPoint. Secondary emphasis on Visio and Access.
+ Proficiency in PowerBI , Tableau, Alteryx, SQL, Python, and/or RPA Solutions a plus .
+ Professional c ertification such as CIA, CRMA, CISA, CISM, CISSP, or similar preferred.
Our Hybrid Workplace
Protiviti practices a hybrid model, which is a combination of working in person with a purpose and working remotely. This model creates meaningful experiences for our people and our clients while offering a flexible environment. The ratio of remote to in-person requirements varies by client, project, team, and other business factors. Our people work both in-person in local Protiviti offices and on client sites, which can include local or out-of-state travel based on our projects and client requests and commitments .
#LI-Hybrid
Protiviti is not registered to hire or employ personnel in the following states - West Virginia, Alaska.
Starting salary is based on a full-time equivalent schedule. Placement in the range is dependent upon experience, skills and geographic work location. Below is the salary range for this job.
$90,000.00 - $34,000.00
Our annual bonus plan provides eligible employees additional cash and/or discretionary stock compensation opportunities. Below is the bonus target opportunity for this job.
10%
The total cash range is estimated from the sum of the base salary range plus the bonus target opportunity. Below is the estimated total cash range for this job.
99,000.00 - 147,400.00
Employees are eligible for medical, dental, and vision coverages, FSA and HSA healthcare accounts, life and accident insurance, adoption and fertility assistance, paid parental leave up to 10 weeks, and short/long term disability. We offer eligible employees a company 401(k) savings and investment plan with an employer match of 50% on the first 6% of your contributions. We provide Choice Time Off (CTO) for vacation, personal needs, and sick time. The amount of (CTO) varies based on years of service. New hires receive up to 20 days of CTO per calendar year. Protiviti also recognizes up to 11 paid holidays each calendar year. Learn more about the variety of rewards we offer at Protiviti at .
Any benefits outlined are part of our reward offerings for full-time employees in the U.S. Your Open Enrollment materials, insurance contracts, plan documents and Summary Plan Descriptions together comprise the official plan document which legally governs the administration of your benefit plans. Protiviti reserves the right to terminate or amend your benefit plans in any way and at any time.
Protiviti is an Equal Opportunity Employer. M/F/Disability/Veteran
As part of Protiviti's employment process, any offer of employment is contingent upon successful completion of a background check.
Protiviti is committed to being an equal employment employer offering opportunities to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to apply for a position, please contact us by sending an email to or call for assistance.
In your email please include the following:
+ The specific accommodation requested to complete the employment application.
+ The location(s) (city, state) to which you would like to apply.
For positions located in San Francisco, CA: Protiviti will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance.
For positions located in Los Angeles County, CA: Protiviti will consider for employment qualified applicants with arrest or conviction records in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.
Protiviti is not registered to hire or employ personnel in the following states - West Virginia, Alaska.
Protiviti is not licensed or registered as a public accounting firm and does not issue opinions on financial statements or offer attestation services.
JOB LOCATION
TX PRO DALLAS
Protiviti ( ( ) is a global consulting firm that delivers deep expertise, objective insights, a tailored approach and unparalleled collaboration to help leaders confidently face the future. Protiviti and our independent and locally owned Member Firms provide clients with consulting and managed solutions in finance, technology, operations, data, analytics, digital, legal, HR, governance, risk and internal audit through our network of more than 85 offices in over 25 countries.
Named to the 2025 Fortune 100 Best Companies to Work For® ( list, Protiviti has served more than 80 percent of Fortune 100 and nearly 80 percent of Fortune 500 companies. Protiviti is a wholly owned subsidiary of Robert Half (NYSE: RHI ( ). Founded in 1948, Robert Half is a member of the S&P 500 index.
Click HERE ( to receive insights to life at Protiviti and be among the first to hear about new career opportunities that align with your areas of interest.
Dallas Internal Audit & Financial Advisory (Financial Services - Trust Audits) Manager
Posted 1 day ago
Job Viewed
Job Description
Dallas Internal Audit & Financial Advisory (Financial Services - Trust Audits) Manager
LOCATION
DALLAS
ADDITIONAL LOCATION(S)
JOB DESCRIPTION
You Belong Here
The Protiviti Career provides opportunity to learn, inspire, and advance within a collaborative and inclusive culture . We hire curious individuals for whom learning is a passion. We lean into our mission: We Care. We Collaborate. We Deliver. At every level, we champion leaders who live our values of integrity, inclusion, innovation, and commitment to success . Imagining our work as a journey, we believe integrity guides our way, inclusion moves us forward together, innovation creates new destinations, and our commitment to success empowers us to deliver on our vision to be the most trusted global consulting firm .
Where We Need You:
Protiviti is looking for an Internal Audit & Financial Advisory Manager focused on Trust Auditing to join our growing Financial Services team.
Protiviti's Financial Services practice is widely recognized as a leading provider of consulting services across the three lines of defense for financial institutions. We empower our clients to be more effective and efficient in a way that is risk-sensitive, regulatory compliant, well controlled, and enabled by leading technologies.
What You Can Expect:
As a M anager , you'll partner with our clients to solve complex business problems and provide impactful advice and solutions. You'll develop lasting relationships with client personnel and further these relationships through quality product delivery. You'll foster a network within the business community and serve as an ambassador of Protiviti in the market. You will also be a mentor, trainer, and coach to Consultants and Senior Consultants as you facilitate the successful completion of project work plans. By focusing on clients and engagements in the financial services industry, you'll partner with highly regulated clients and deepen your expertise in financial services regulations.
What Will Help You Be Successful:
+ You enjoy identifying areas of business and process risk, and opportunities to improve efficiency, increase performance, and help clients manage risk.
+ You are motivated to learn and interested in all things related to internal audit and business process es , including the latest trends and developments.
+ You are passionate about build ing relationships with clients and providing exceptional experiences.
+ You have an inherent interest in project management and team leadership.
+ You promote a positive team culture that fosters open communication among all engagement team members.
+ You create development opportunities for others, including participating in the creation and rollout of training, and ways for your team to improve our clients and communities.
+ You have interest in participating in the preparation of client proposals and strategies to win new business.
+ You have i nterest in working with a diverse portfolio of clients across the financial services industry.
Do Your Talents Include the Following?
Demonstrated experience with :
+ Conducting risk-based audits of trust accounts, fiduciary activities, and internal controls to ensure compliance with federal and state banking regulations.
Ensuring adherence to applicable U.S. banking laws and trust-related regulations, including:
+ 12 CFR Part 9 - Fiduciary Activities of National Banks
+ Regulation 9 (Reg 9) - Office of the Comptroller of the Currency (OCC) fiduciary standards
+ Bank Secrecy Act (BSA) & Anti-Money Laundering (AML) requirements related to trust accounts
+ Dodd-Frank Act provisions related to financial oversight and consumer protection
+ ERISA (Employee Retirement Income Security Act) for employee benefit trust accounts
+ Uniform Prudent Investor Act (UPIA) and Uniform Trust Code (UTC) for trust management best practices
+ Sarbanes-Oxley Act (SOX) Section 404 - Internal control compliance for publicly traded institutions
+ Evaluat ing the adequacy and effectiveness of internal controls related to trust operations and fiduciary risk management.
+ Conduct ing financial and operational audits to ensure trust accounts are managed in accordance with fiduciary standards and accounting frameworks (GAAP, CIFRS, etc.).
+ Assess ing financial reporting processes and validat ing compliance with CIFRS and other relevant accounting standards.
+ Identify ing audit findings, regulatory compliance risks, and operational inefficiencies, and provide recommendations for corrective action.
+ Prepar ing detailed audit reports with clear and concise findings, recommendations, and risk assessments.
+ Monitor ing regulatory changes affecting trust operations and recommend necessary adjustments to internal policies.
+ Assist ing in the development and execution of the annual audit plan.
+ Evaluating, summarizing, organizing, and interpreting data.
+ Establishing and cultivating business relationships and a professional network, including with senior executives.
+ Ability to translate and communicate risk topics and audit issues to client personnel, including executives.
+ Leadership and direct supervisory experience of teams including conducting performance appraisals, mentoring and coaching, oversight and review of work, coordination across teams, and understanding how to motivate .
Your Educational and Professional Qualifications:
+ Bachelor's degree in a relevant discipline ( e.g., Accounting, Finance, or b usiness- r elated f ield).
+ 5 + years working in trust auditing , consulting, or related field, either in professional services or within the financial services industry.
+ Proficiency in Microsoft Office suite applications with specific emphasis on Word, Excel and PowerPoint. Secondary emphasis on Visio and Access.
+ Professional Certification such as CIFRS , CIA , or similar strongly preferred.
Our Hybrid Workplace
Protiviti practices a hybrid model, which is a combination of working in person with a purpose and working remotely. This model creates meaningful experiences for our people and our clients while offering a flexible environment. The ratio of remote to in-person requirements varies by client, project, team, and other business factors. Our people work both in-person in local Protiviti offices and on client sites, which can include local or out-of-state travel based on our projects and client requests and commitments .
Protiviti is not registered to hire or employ personnel in the following states - West Virginia, Alaska
#LI-Hybrid
Starting salary is based on a full-time equivalent schedule. Placement in the range is dependent upon experience, skills and geographic work location. Below is the salary range for this job.
$104,000.00 - $66,000.00
Our annual bonus plan provides eligible employees additional cash and/or discretionary stock compensation opportunities. Below is the bonus target opportunity for this job.
12%
The total cash range is estimated from the sum of the base salary range plus the bonus target opportunity. Below is the estimated total cash range for this job.
116,480.00 - 185,920.00
Employees are eligible for medical, dental, and vision coverages, FSA and HSA healthcare accounts, life and accident insurance, adoption and fertility assistance, paid parental leave up to 10 weeks, and short/long term disability. We offer eligible employees a company 401(k) savings and investment plan with an employer match of 50% on the first 6% of your contributions. We provide Choice Time Off (CTO) for vacation, personal needs, and sick time. The amount of (CTO) varies based on years of service. New hires receive up to 20 days of CTO per calendar year. Protiviti also recognizes up to 11 paid holidays each calendar year. Learn more about the variety of rewards we offer at Protiviti at .
Any benefits outlined are part of our reward offerings for full-time employees in the U.S. Your Open Enrollment materials, insurance contracts, plan documents and Summary Plan Descriptions together comprise the official plan document which legally governs the administration of your benefit plans. Protiviti reserves the right to terminate or amend your benefit plans in any way and at any time.
Protiviti is an Equal Opportunity Employer. M/F/Disability/Veteran
As part of Protiviti's employment process, any offer of employment is contingent upon successful completion of a background check.
Protiviti is committed to being an equal employment employer offering opportunities to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to apply for a position, please contact us by sending an email to or call for assistance.
In your email please include the following:
+ The specific accommodation requested to complete the employment application.
+ The location(s) (city, state) to which you would like to apply.
For positions located in San Francisco, CA: Protiviti will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance.
For positions located in Los Angeles County, CA: Protiviti will consider for employment qualified applicants with arrest or conviction records in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.
Protiviti is not registered to hire or employ personnel in the following states - West Virginia, Alaska.
Protiviti is not licensed or registered as a public accounting firm and does not issue opinions on financial statements or offer attestation services.
JOB LOCATION
TX PRO DALLAS
Protiviti ( ( ) is a global consulting firm that delivers deep expertise, objective insights, a tailored approach and unparalleled collaboration to help leaders confidently face the future. Protiviti and our independent and locally owned Member Firms provide clients with consulting and managed solutions in finance, technology, operations, data, analytics, digital, legal, HR, governance, risk and internal audit through our network of more than 85 offices in over 25 countries.
Named to the 2025 Fortune 100 Best Companies to Work For® ( list, Protiviti has served more than 80 percent of Fortune 100 and nearly 80 percent of Fortune 500 companies. Protiviti is a wholly owned subsidiary of Robert Half (NYSE: RHI ( ). Founded in 1948, Robert Half is a member of the S&P 500 index.
Click HERE ( to receive insights to life at Protiviti and be among the first to hear about new career opportunities that align with your areas of interest.
Dallas Internal Audit and Financial Advisory Intern - 2026
Posted 1 day ago
Job Viewed
Job Description
Dallas Internal Audit and Financial Advisory Intern - 2026
LOCATION
DALLAS
ADDITIONAL LOCATION(S)
JOB DESCRIPTION
Are You Ready to Live Something Different with Protiviti?
The Protiviti career provides an opportunity to learn, impact, and advance within a collaborative and inclusive culture. We hire curious individuals for whom learning is a passion. By teaming with our clients, we solve the business challenges a dynamic world presents and discover and implement innovative business solutions. We lean into our mission: We Care. We Collaborate. We Deliver.
At every level, we champion leaders who live our values. Imagining our work as a journey, integrity guides our way, inclusion moves us forward together, innovation creates new destinations, and our commitment to success empowers us to deliver on our vision to be the most trusted global consulting firm.
Are you inspired to make a difference?
You've come to the right place.
POSITION HIGHLIGHTS
Internal Audit and Financial Advisory interns work with Protiviti's clients, who are typically among the world's leading companies. As an intern, you collaborate with the team to deliver client solutions for complex business problems these organizations face. Experience tells us that our future leaders need to be both knowledgeable and deep in an area of expertise but also versatile, having a broad range of capabilities and skill sets to solve today's complex business problems. That's why we focus on developing interns across our business, so you gain experience in different industries, grow your technical capabilities, and gain leadership qualities that will ensure your future success.
Our culture is grounded in empowerment, teamwork, and problem-solving. At all career levels, we encourage innovation, seeking your ideas and insights. Our people care about one another; they coach, guide, and help each team member to be their very best.
When you join our team, you will participate in Liftoff with Protiviti, our award-winning onboarding live-virtual experience with gamification embedded in the delivery. You will also attend The Intern Challenge, an experiential learning course that will help you transition successfully into your role as an intern.
Protiviti's internship is an innovative experience designed to take you on a journey to immerse you in our unique business and culture. Through our internship, you may work across various industries and engage in internal initiatives, all of which will fuel your curiosity, uncover hidden strengths, and prepare you for your career. During the internship, you will get a preview of Foundations, Protiviti's innovative entry-level full-time career opportunity, which provides you with experiences and learning opportunities in business operations, consulting, data, relationship building, technology, and innovation.
With each project, you receive hands-on training in a nurturing environment and interact with leaders across our practice. Talent Managers will assign specific project experiences that support career growth, your skills, and the needs of the business. A network of advisors will help you navigate challenges and celebrate milestones. There are opportunities to join committees, participate in employee network groups, and enjoy social, civic, and networking activities to aid in building meaningful relationships across the firm and in the community.
Internal Audit and Financial Advisory interns are hired into one of the three solution segments, including:
+ Business Process Audit and Advisory: Helps companies become more innovative and explore their business processes, identify and mitigate emerging risks, develop creative solutions to complex business challenges, and encourage best practices to enhance business functions. Process Auditors provide confidence to leaders that their organizations can meet the demands of changing environments. Managing risk, monitoring and testing controls, enhancing security, and improving corporate governance are core internal audit services.
+ Technology Audit and Advisory: Helps companies evaluate their ability to protect information assets through testing and evaluating current company processes. This includes security protocols, development processes, and continued information availability to authorized parties. Technology Auditors are involved in assessing and advising on virtually every aspect of how an organization uses technology to protect and enhance enterprise value- controls & regulatory compliance, security, privacy, software development, disaster recovery, technology governance, business intelligence, and many others.
+ Internal Audit Strategy and Technology Enablement: Focuses on defining, designing, developing, testing, and deploying technical solutions that drive increased effectiveness and efficiencies in audit, risk, control, and compliance domains. This includes leveraging artificial intelligence, advanced analytics and automation technologies such as Alteryx, Tableau, MS Power Platform, MS SQL, Python, and R. Professionals in this segment possess a solid understanding of software development best practices and documentation standards. They work closely with cross-functional teams to identify business needs and requirements, actively research the latest trends in technology, and pursue relevant professional certifications to stay ahead in the field.
Meaningful onboarding. Impactful training. Foundational learning. These experiences define Protiviti's award-winning internship - an experience that builds upon your skills and knowledge and enables you to thrive professionally.
QUALIFICATIONS
+ Degree: Bachelor's or Master's degree in a relevant discipline ( e.g., Accounting, Finance, Information Systems, Information Technology, Management Information Systems, Computer Science, Data Science, or related fields)
+ Visa Status: All applicants applying for U.S. job openings need authorization to work in the United States for Protiviti without sponsorship now or in the future
+ Graduation Status: Must be within one year of final graduation at the time of internship
+ Technical Skills Desired of an entry-level Internal Audit and Financial Advisory Consultant:
+ Advanced verbal and written communication skills, including documentation of findings and recommendations
+ Ability to apply critical thinking skills and innovation to client engagements across various industries
+ A foundation in core business processes
+ Strong interest in internal audit processes, including the use of emerging technologies, understanding frameworks, and achieving audit objectives. Skilled in responsibly handling and analyzing data and information in various formats to uncover valuable insights and draw actionable conclusions.
+ Experience with modern tools and technologies, including Microsoft Office Suite, data visualization tools like Power BI and Tableau
+ Understanding of software development best practices and methodologies, particularly Agile
+ Proficiency or interest in advanced analytics and automation technologies (e.g., Alteryx, MS Power Platform, Python)
WHAT MAKES YOU SUCCESSFUL
+ Strong academic background
+ Working in teams, as well as independently
+ Being creative and analytical
+ Passionate about evaluating, synthesizing, organizing, and interpreting data and information
+ Possessing excellent leadership, communication, and interpersonal skills
+ Ability to self-motivate and take responsibility for personal growth and development
+ Desiring to learn and a receptiveness to feedback and mentoring
+ Displaying an interest in technology or business operations
+ Drive towards obtaining professional certifications including, but not limited to, the CPA, CIA, CISA, and certifications related to advanced analytics and automation (e.g., Alteryx, Azure Data, MS Power Platform)
OUR HYBRID WORKPLACE
Protiviti practices a hybrid model, which is a combination of working in person with a purpose and working remotely. This model creates meaningful experiences for our people and our clients while offering a flexible environment. The ratio of remote to in-person requirements vary by client, project, team, and other business factors. Our people work both in-person in local Protiviti offices and on client sites, which can include local or out-of-state travel based on our projects and client requests and commitments. Interns do not accrue company paid time off (Choice Time Off), and we expect that interns will be available to complete work in the designated location during business hours for the entire duration of the Internship.
APPLICATION PROCESS
Apply at .
Note: Students may apply for only one location or solution. Duplicate applications will not be accepted. Applicants must be 18 years of age at the time of the internship to be considered.
#DNI-LI
T he hourly rate for this position is below.
$28/hr-$38/hr
Interns participate in a variety of professional development opportunities and are eligible for paid holidays that occur within the duration of the internship, Protiviti's 401(k) plan, Employee Assistance Program, Matching Gifts Program, and various discounts through PerkSpot.
Protiviti is an Equal Opportunity Employer. M/F/Disability/Veteran
As part of Protiviti's employment process, any offer of employment is contingent upon successful completion of a background check.
Protiviti is committed to being an equal employment employer offering opportunities to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to apply for a position, please contact us by sending an email to or call for assistance.
In your email please include the following:
+ The specific accommodation requested to complete the employment application.
+ The location(s) (city, state) to which you would like to apply.
For positions located in San Francisco, CA: Protiviti will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance.
For positions located in Los Angeles County, CA: Protiviti will consider for employment qualified applicants with arrest or conviction records in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.
Protiviti is not registered to hire or employ personnel in the following states - West Virginia, Alaska.
Protiviti is not licensed or registered as a public accounting firm and does not issue opinions on financial statements or offer attestation services.
JOB LOCATION
TX PRO DALLAS
Protiviti ( ( ) is a global consulting firm that delivers deep expertise, objective insights, a tailored approach and unparalleled collaboration to help leaders confidently face the future. Protiviti and our independent and locally owned Member Firms provide clients with consulting and managed solutions in finance, technology, operations, data, analytics, digital, legal, HR, governance, risk and internal audit through our network of more than 85 offices in over 25 countries.
Named to the 2025 Fortune 100 Best Companies to Work For® ( list, Protiviti has served more than 80 percent of Fortune 100 and nearly 80 percent of Fortune 500 companies. Protiviti is a wholly owned subsidiary of Robert Half (NYSE: RHI ( ). Founded in 1948, Robert Half is a member of the S&P 500 index.
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