Financial Services - Global Compliance and Reporting - Real Estate - Tax Senior

35275 Birmingham, Alabama Ernst & Young Oman

Posted 3 days ago

Job Viewed

Tap Again To Close

Job Description

Location: Anywhere in country.

At EY, were all in to shape your future with confidence.

Well 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.

EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing, and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team!

Our Real Estate Tax Practice is comprised of a dedicated team of tax professionals strategically positioned across the country providing top notch tax consulting services to our clients. As a senior in our practice, you'll work on multiple tax engagements and will contribute to the delivery of quality tax planning and compliance services for our real estate industry clients. In return, you can expect the support of some of the most engaging colleagues around, as well as plenty of opportunities to progress your career.

The opportunity

Our tax function is constantly evolving, and it's here you'll find everything you need to grow as we do. It's all about taking on new skills and responsibilities as they arise and making the most of our dedicated mentors and training programs.

Your key responsibilities

Your main priority will be providing first-level reviews of tax returns, all while constantly keeping in touch with our clients. You'll be looking at, and analyzing complex tax issues and structures, so everything will come down to producing outstanding work. And with plenty of variety, it's certain that you'll always have innovative ideas and processes to keep you focused.

Skills and attributes for success

  • Analyzing an evolving portfolio of complex tax operations to provide meaningful business insights

  • Learning and researching current market trends, to maintain your credibility as a trusted advisor

  • Building client relationships and demonstrating your knowledge of the real estate, hospitality and construction industry.

  • Developing clear, intelligent plans and approaches to improve our clients' tax activities

To qualify for the role, you must have

  • A bachelor's degree in Accounting, Finance, Business or a related discipline

  • A CPA certification or be a member of a state bar.

  • CPA required for advancement

  • A minimum of 3 years relevant experience

  • Knowledge in a broad range of real estate tax technical and transaction skills, including partnership taxation, REIT taxation and qualification, partnership allocations, tax compliance, due diligence, acquisition/disposition planning and structuring.

  • A proven record of excellence in a professional services or tax organization

  • Technical writing and research experience in a tax context

  • The ability to prioritize when working on multiple complex projects

  • Influencing skills, and the confidence to question existing processes

  • Willingness to travel as needed, and working in a balanced hybrid environment

What we look for

We're interested in people with initiative who are not afraid to speak up, with a genuine desire to make things better across the business. You'll need strong software skills and the ability to handle complex data from multiple sources. If you're ready to further build on your reputation as a professional advisor, this role is for you.

What we offer you

At EY, well develop you with future-focused skills and equip you with world-class experiences. Well 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 youll 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 $80,700 to $33,300. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is 96,800 to 151,600. 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, youll decide how much vacation time you need based on your own personal circumstances. Youll 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 EYs Talent Shared Services Team (TSS) or email the TSS at .

#J-18808-Ljbffr
View Now

Senior Financial Analyst - Medical Professional Liability

35275 Birmingham, Alabama ProAssurance

Posted today

Job Viewed

Tap Again To Close

Job Description

An exciting opportunity exists to join the ProAssurance family of companies!

Our mission is powerful and simple: We protect others. Choosing a place to apply your talents is an important decision for anyone. You have plenty of options. Why choose ProAssurance?

At ProAssurance, we sell a pledge, and that pledge is delivered by our team members. We are seeking individuals who value integrity, leadership, relationships, and enthusiasm-and want to build their career with a great company where they can be their authentic self and feel valued, recognized, and rewarded for their contributions. ProAssurance specializes in healthcare professional liability, products liability for medical technology and life sciences, legal professional liability, and workers' compensation insurance. We are an industry-leading specialty insurer, with job opportunities in much of the contiguous United States.

This position supports our medical professional liability line of business and reports to an office 2 days per week. Birmingham AL is preferred, but we may consider qualified candidates who are located near other office locations.

The position is primarily responsible for supporting the Finance needs of the Specialty P&C Segment, including strategic planning initiatives, routine forecasting, periodic analysis, and preparation of financial presentations with little supervision. This position conducts comprehensive data and trend analysis using the appropriate data sources and models and presents results in written visual and/or oral form to a variety of audiences.

What you'll do:

25% - Support for the Segment's strategic and planning initiatives:
  • Develop and maintain the company's financial analysis model; assist senior management in evaluating the financial implications of business decisions and new opportunities to create and integrate process automation.
  • Collect information, assist in financial analysis, and provide recommendations to senior management.
  • Prepare re-forecasts for current year and future year income statement projections.
  • Assist in the development of the operating expense budget, planning, and other financial requirements.
  • Interact with cost center managers and proactively work to meet deadlines and ensure quality data outcomes.
25% - Periodic analysis:
  • Including Analyses the impact of premium assumptions, reinsurance terms, and marketing changes as they impact the financial condition of the company.
  • Prepare regular analysis of actual versus budget related to premiums, losses, underwriting expenses, and other income.
  • Assist with regulatory requests.
20% - Financial presentation preparation:
  • Assist in preparation of financial presentations for use by members of senior management for company committee meetings, internal management meetings, and other meetings as needed.
  • Prepare or assist with preparation of a variety of financial reports or portions of financial reports based on assigned basis of accounting or audience (GAAP, SAP, management).
20% - Collaborate with corporate financial system administrator to implement improvements to the ledger and reporting and budgeting software. Responsible for maintaining the actual and forecast data within the database, population of budget workbooks, data recalculations, and data interfaces. Provide budget software support to various lines of business.

10% - May prepare journal entries with appropriate supporting documentation including transactions, reconciliations, and account maintenance. Special projects as directed.

What we're looking for:
  • Degree in accounting/finance with a minimum of five years' experience in an analytical role.
  • A good understanding of insurance accounting principles as well as a general understanding of reinsurance principles would be a plus.
  • Certified Public Accountant (CPA), Certified Management Accountant (CMA) or Certified Financial Analyst (CFA) a plus.
  • Advanced skills in Microsoft Outlook, Excel, and Word required. Significant work in general ledger software is a plus.
  • Ability to inter-relate the various components of the company, i.e. claims, premium, marketing, etc., to effectively develop and manage the dynamic financial analysis model. The ability to see the big picture is a must.
  • Superior written and oral communication skills required. Must be able to prepare and present high quality written communications for executive, regulatory, and other critical audiences.
  • Excellent organization and interpersonal skills required.
  • Must be able to work independently as well as effectively work with others.
  • Independently manages time to complete tasks and projects by setting due dates.
  • Acts as a business partner with respect to requests for financial information by considering data integrity, confidentiality, and needs of the party requesting the information.
  • Conforms with, and abides by all regulations, policies, work procedures, and instructions.

#LI-Hybrid

We are committed to providing a dynamic and inclusive environment where everyone can do their best work and grow personally and professionally.

For that reason, we partner with The Predictive Index (PI) - an organization equally committed to improving the working lives of people, to help us hire the best talent by providing additional insight about one's work style.

The position you applied to requires completion of two assessments prior to being scheduled to interview with a hiring manager. A Talent Acquisition team member may review your application and contact you before the assessment is complete. These assessments are Behavioral and Cognitive (internal candidates will only receive the Behavioral assessment), and each assessment takes less than 12 minutes to complete.

After submitting your application, you will receive two emails from The Predictive Index inviting you to complete each of these assessments (please check your SPAM or Junk email folder if you do not see these emails in your inbox).

Position Salary Range
$74,713.00 - $123,289.00The salary range displayed represents the entirety of the pay grade for this position. Most candidates will start in the bottom half of the range. Factors that may be used to determine your actual salary include your specific skills, how many years of experience you have, your location and comparison to other team members already in this role.

Build your career with us and enjoy access to a best-in-class benefits program.
View Now

Senior Financial Analyst-APD (Hybrid)

35275 Birmingham, Alabama Protective Life

Posted today

Job Viewed

Tap Again To Close

Job Description

GAAP Financial Projections - Develop APD's long-term financial forecasting including, perform budget to actual analysis. Statutory Financial Projections-Develop financial forecasts base on statutory financial principles. Financial Analysis -- Support Financial Analyst, Financial, Analyst, Senior, Technology, Insurance

View Now

Financial Analyst 2 4P/327

35275 Birmingham, Alabama 4P Consulting Inc

Posted today

Job Viewed

Tap Again To Close

Job Description

Financial Analyst 2

Location: Birmingham, AL
Contract- 1 Year

Client- Alabama Power

Job Summary:

We are seeking a skilled Financial Analyst to support our Customer Solutions team by providing key financial planning, analysis, and reporting. The ideal candidate will possess strong analytical abilities, financial modeling skills, and experience in forecasting and budgeting. This role will collaborate with management to influence strategic decisions and improve financial performance through data-driven insights.

Key Responsibilities:
  • Gather and consolidate financial data including budgets and income statement forecasts

  • Build and support financial models for forecasting and business planning

  • Perform cost analysis and report on spending trends

  • Analyze financial data using KPIs and provide actionable recommendations

  • Research accounting issues and ensure compliance with internal controls

  • Produce sophisticated reports on financial status, risk, and variance analysis

  • Conduct comparative and statistical analyses using spreadsheets and financial software

  • Support business case preparation and evaluate new and existing projections

  • Consult with leadership on financial strategy and long-term planning

  • Drive process improvement initiatives to enhance financial operations

Qualifications & Requirements:
  • Bachelor's degree in Accounting, Finance, or a related field

  • 510 years of experience in financial planning, modeling, analysis, and budgeting

  • Proven working experience as a Financial Analyst

  • Proficiency with MS Office (especially Excel), financial software, and databases

  • Strong understanding of corporate finance, forecasting, and risk assessment

  • Excellent verbal and written communication skills

  • Experience with internal controls, auditing, and compliance

  • Ability to present complex data in a clear and actionable format

Preferred Skills:
  • Hands-on experience with statistical analysis and packages

  • Outstanding presentation and stakeholder engagement capabilities

  • Ability to manage multiple priorities and deliver results in a deadline-driven environment


#J-18808-Ljbffr
View Now

Financial Advisor

35275 Birmingham, Alabama Pinnacle Bank

Posted today

Job Viewed

Tap Again To Close

Job Description

Join to apply for the Financial Advisor role at Pinnacle Bank

1 day ago Be among the first 25 applicants

Join to apply for the Financial Advisor role at Pinnacle Bank

At Pinnacle, our goal is to create an atmosphere where people become fully engaged, enjoy what they're doing and be successful. We work to ensure that every associate embraces what makes Pinnacle different and unique. For us, it starts with hiring the right people.

  • We hire like-minded individuals who share our values of Integrity, Fairness, Learning, Results, Partnership, Balance, and Discipline.
  • We hire experienced professionals who understand the industry and provide effective advice.
  • We hire candidates who demonstrate a passion for client service. People who understand that distinctive service is more than smiling and being friendly its about creating a client experience that is unmatched.

But attracting the right people is only half the battle. We have to ensure that every associate understands their actions affects the outcomes of the firm. Our Position Descriptions are not designed to list every aspect of a position but to serve as a general overview.

Summary Of Position

A Financial Advisor should demonstrate commitment to delivering distinctive service. The position is responsible for managing a portfolio of existing Firm clients and development of new business through aggressive solicitation of identified qualified prospects. Through this process, become the primary financial advisor for a portfolio of clients which would include business entities, business owners, and individuals who are consistent with Pinnacles market segmentation.

Primary Responsibilities

  • Provide distinctive service to clients and prospects, in person and over the telephone. Respond to client inquiries and satisfactorily resolve issues client issues. Support firm-wide achievement of the three-ring standard (all phones answered by a live person within three rings).
  • Administer and manage client loan portfolio consistent with the Firms credit policies while meeting the financial needs of clients.
  • Provide a full array of loan products designed to meet the financing needs of clients. Includes but not limited to Working Capital Lines of Credit, Term Loans for equipment or building, Home Equity Lines of Credit, Residential Mortgages, and other miscellaneous consumer loans.
  • Meet all designated Pinnacle standards for appropriate risk rating; credit soundness thresholds; and critical action items as represented in KPI reports.
  • Analyze credit worthiness of a potential borrower and recommend either approval or denial of the request.
  • Develop and manage business relationships with emphasis upon prudent growth and ongoing credit quality.
  • Negotiate credit extensions. Work with clients on the structure and terms under which credit would be extended to include collateral requirements, repayment terms, pricing, and covenants required for extension of loans.
  • Approve loans under approved authority limits.
  • Ensure compliance with the Firms credit policies and regulations for all loans under his/her responsibility.
  • Provide deposit products including but not limited to Demand Deposit Accounts, Money market Accounts, Savings Accounts, and CDs.
  • Cross-sell all appropriate financial products including but not limited to Depository Accounts, Treasury management, and Investment Products.
  • Optimize/recommend appropriate tailored solutions to client needs and provide various services designed to assist client in management of overall financial planning.
  • Manage small investment portfolios for clients and be conversant about investment and ready to refer to brokerages business to the Investment department.
  • Solicit new personal and business banking relationships. Proactively solicit new business relationships through prospects and referral requests and pursue personal banking relationships of assigned Board of Directors and requesting referrals from Board members.
  • Develop and maintain product knowledge of all loan and depository products designed for small business and affluent individual markets, as well as personal knowledge of market. Further expand knowledge to add value to client with regard to Investment needs and estate planning.
  • Participate in developmental and training activities as well as projects as directed by management.
  • Meet all the clients financial needs, both business and personal, and refers clients to other specialty areas such as Trust, Investments, Insurance, Treasury Management, etc. as appropriate.
  • Assist other team members as needed to ensure delivery of distinctive service.
  • Perform other related duties and responsibilities as assigned.

Description Of Experience, Education, And Training

  • College degree is preferred finance or business-related field.
  • 10 years experience in banking/financial services.
  • Knowledge of consumer and commercial banking products.
  • Strong knowledge base relative to consumer and commercial loan documents.
  • Knowledge of compliance and federal banking regulations.
  • Proficient in Microsoft Office (Word, Excel, and PowerPoint) or related software.

Description Of Capabilites, Physical Requirements, And Abilities

  • Excellent interpersonal skills, including verbal and written communication skills.
  • Effective analytical and mathematical reasoning skills with a strong attention to detail.
  • Ability to work independently and prioritize daily tasks.
  • Ability to work in a fast-paced environment and work well under pressure with a high degree of accuracy.
  • Flexibility and ability to multi-task.
  • Excellent client service skills. Tact and diplomacy in dealing with both clients and associates.
  • The physical activities of this job include but are not limited to the ability to stand and sit for prolonged periods of time, use of manual dexterity, verbal communication, visual acuity, repetitive motion, and the ability to hear. Often long periods of mental concentration are required. Other activities are the ability to bend, climb, balance, stoop, kneel, crouch, reach, walk, push, pull, lift, and grasp.

POSITION STATUS: EXEMPT

DATE: 06.09.2015

Pinnacle is an Equal Opportunity and Affirmative Action Employer committed to supporting a culture of inclusivity that builds a diverse workforce so we can support the many different communities we serve. All otherwise qualified associates and applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender expression and/or identity, national origin, age (40 and over), genetic information, disability, protected military or veteran status, pregnancy or pregnancy-related conditions, or other status protected by law. Seniority level
  • Seniority level Mid-Senior level
Employment type
  • Employment type Full-time
Job function
  • Job function Finance and Sales
  • Industries Banking

Referrals increase your chances of interviewing at Pinnacle Bank by 2x

Sign in to set job alerts for Financial Advisor roles. Financial Advisor Trainee (Birmingham, AL) Senior Financial Strategist Family Office College Financial Representative, Internship Program

Birmingham, AL $100,500.00-$29,650.00 1 week ago

Merrill Financial Solutions Advisor - Greater Alabama Market

Birmingham, AL 50,000.00- 125,000.00 3 days ago

Merrill Financial Solutions Advisor - Greater Alabama Market

Hoover, AL 50,000.00- 125,000.00 3 days ago

Birmingham, AL 175,000.00- 250,000.00 1 week ago

DIRECTOR-ADMINISTRATION AND FISCAL AFFAIRS Senior Home Lending Advisor - Birmingham AL Branches

Were unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

#J-18808-Ljbffr
View Now

Specialized Corporate Senior Credit Officer - Financial Services Group (FSG)

35275 Birmingham, Alabama Regions Bank

Posted today

Job Viewed

Tap Again To Close

Job Description

Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.

Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.

Job Description:

At Regions, the Specialized Corporate Senior Credit Officer (SCO) is accountable for the credit quality (past dues, NPA, Criticized assets, Net Losses, Exceptions, etc.), profitability and growth of the total business loan portfolio in the assigned Specialized LOB/Industry Vertical. The Specialized Corporate Senior Credit Officer ensures and is responsible for execution of sound risk management practices as part of the 2nd Line of Defense. The position will be assigned to one of the specialized industries teams, such as Health Care, Tech & Defense, Transportation & Logistics, Financial Services, Energy, etc. The Specialized Corporate Senior Credit Officer serves as a subject matter expert and internal resource for Corporate Bank lending transactions where Senior Credit Officer approval is required and ensures sound risk management practices are applied to all related transactions. The position reports to a Corporate Bank Credit Division Manager.

Primary Responsibilities

  • Responsible for the overall creditworthiness of loan transactions within the assigned Specialized LOB/Industry vertical portfolio
  • Manages the Specialized LOB/Industry verticals credit exposure to ensure adherence to Regions Risk Appetite Statement and to all asset quality, diversification, and exposure parameters
  • Reports to Credit Division Executive and Executive management (when needed) and is accountable for the quality and profitability (return relative to risk) of the Specialized LOB/Industry verticals loan portfolios
  • Serves as Policy Author to relevant policies under the Senior Credit Officers purview and routinely provides input to credit policy group(s) on revisions/amendments to existing standards, documentation requirements, and underwriting guidance
  • Prepares a quarterly Credit Officer Summary Report discussing the risk, trends, and priority activities within the specialty group
  • Partners with multiple Corporate Banking Group lines of business to improve efficiency, effectiveness, productivity and/or control throughout the Credit/Underwriting process
  • Serves as an additional trainer/mentor for the respective Credit Products and Coverage teams to provide training and coaching to ensure consistent, sound underwriting practices
  • Serves as a member of or project lead for various ad-hoc projects as needed

This position is exempt from timekeeping requirements under the Fair Labor Standards act and is not eligible for overtime pay.

This position is incentive eligible.

Requirements

  • Bachelors degree in related field
  • Ten+ (10+) years of related experience
  • Deep sector/industry knowledge

Preferences

  • Completion of a formal Credit Training Program

Skills and Competencies

  • Excellent communication skills
  • Excellent organizational and time management skills
  • Excellent analytical and quantitative skills
  • Excellent verbal, written communication, and organizational skills
  • Skilled in applicable computer software

This position will support Financial Services Group and Asset Securitization experience is a positive for this role.

Position Type

Full time

Compensation Details

Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.

The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.

Job Range Target:

Minimum:

$233,347.95 USD

Median:

$279,820.00 USD

Incentive Pay Plans:

This role is eligible to participate in the annual discretionary incentive plan. Employees are eligible to receive a discretionary award based on individual, business, and/or company performance.Opportunity to participate in the Long Term Incentive Plan.

Benefits Information

Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.

  • Paid Vacation/Sick Time
  • 401K with Company Match
  • Medical, Dental and Vision Benefits
  • Disability Benefits
  • Health Savings Account
  • Flexible Spending Account
  • Life Insurance
  • Parental Leave
  • Employee Assistance Program
  • Associate Volunteer Program

Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions benefits, please click or copy the link below to your browser.


Location Details Atlanta Midtown Location: Atlanta, Georgia

Equal Opportunity Employer/including Disabled/Veterans

Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.

#J-18808-Ljbffr
View Now

Financial Services-Wealth and Asset Management - Tax Senior-EDGE client aligned

35275 Birmingham, Alabama Ernst & Young Oman

Posted today

Job Viewed

Tap Again To Close

Job Description

Location: Anywhere in country.

At EY, were all in to shape your future with confidence.

Well 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.

EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management and Insurance. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing, and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team!

Our Financial Services EY EDGE practice is made up of a team of professionals providing dedicated tax technical services to both US and global clients. EDGE stands for Exceptional Delivery and Growth Engine because this team operates in a technical environment with deep process and service delivery experience that distinguishes EY in the marketplace.

The opportunity

EY's FSO EDGE Wealth and Asset Management (WAM) practice provides comprehensive and specialized tax assistance tailored to the unique needs of the asset management industry. You will work alongside our practice office professionals who are knowledgeable and experienced with varied and specialized facets of hedge fund, private equity fund and mutual fund taxation, including fund and organizational structuring, tax minimization planning, on-call advice, and tax compliance.

Your key responsibilities

A senior analyst in FSO EDGE WAM will be responsible for delivering tax compliance and consulting work for clients. The objective is to work alongside practice office professional serving clients, based on their time demands, as one team.

Responsibilities include

  • Support new and existing client relationships

  • Provide compliance and consulting delivery services to meet deadlines for client deliverables

  • Prepare or detail review complex financial closings, tax compliance filings and other tax related processes or tasks

  • Compile and/or evaluate moderately complex data, computations, documentation and various tax and accounting technologies

  • Responsible for Service Quality across identified aspects of delivery. Understand opportunity risk in relation to our Scope of Services

  • Develop, document, and gain cross functional alignment on processes to support processes and internal teams

  • Demonstrate deep technical excellence in specific offerings and broaden technical skills across capabilities

  • Maintain internal network by providing technical assistance to others within EY in area of expertise

  • Provide professional direction and day-to-day supervision to staff members

  • Review and evaluate the work of staff members to ensure accuracy, completeness, and compliance with relevant tax laws and regulations

  • Provide effective leadership, formal and informal feedback, and coaching to staff

Skills and attributes for success

  • Experience identifying tax related issues and developing recommended solutions via research and/or position development

  • Experience interacting with clients on a regular basis in the delivery of services

  • Experience managing team members delivering tax consulting and compliance projects for clients

  • Demonstrate a significant degree of independent judgment to identify potential issues and opportunities for tax planning and provide appropriate recommendations

  • Ability to break down tax projects into manageable components, analyze relevant information, and formulate client-centric solutions that comply with relevant laws and regulations

  • Ability to manage multiple work assignments and deadlines simultaneously

  • Demonstrate a high level of professional ethics and integrity while managing sensitive or confidential client information

To qualify for the role you must have

  • Bachelors degree in Accounting, Finance, Business Administration, Tax, Law, or Economics

  • A minimum of 2-3 years of relevant tax experience or equivalent experience in the financial services industry

  • Broad exposure to federal income taxation and exposure to state and local tax

  • Excellent teaming, leadership, organizational, and verbal/written communication skills

Ideally, you'll also have

  • Familiarity with the financial services industry

  • Certified Public Accountant (CPA), Enrolled Agent (EA) or licensed attorney

What we look for

Were interested in tax professionals with a genuine interest in providing outstanding services to some of the worlds most influential people. Working with people from all backgrounds, from executives and entrepreneurs to investors and families, youll use your experience and status as a trusted advisor to maintain and further our reputation for excellence.

What we offer you

At EY, well develop you with future-focused skills and equip you with world-class experiences. Well 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 youll 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 $76,000 to $25,300. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is 91,100 to 142,400. 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, youll decide how much vacation time you need based on your own personal circumstances. Youll 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 EYs Talent Shared Services Team (TSS) or email the TSS at .

#J-18808-Ljbffr
View Now
Be The First To Know

About the latest Banking finance Jobs in Moody !

Infrastructure Architect Sr., Cloud Financial Management

35275 Birmingham, Alabama PNC Bank Corp.

Posted today

Job Viewed

Tap Again To Close

Job Description

Position Overview

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success.

This position is primarily based in a location within PNC's footprint. Responsibilities require time in the office or in a field on a regular basis. Some responsibilities can be performed remotely. Additional locations may be considered.

As an Infrastructure Architect Sr. - Cloud Financial Management you will collaborate with various teams to analyze to understand cloud usage patterns and identify areas for cost efficiency, cloud costs, identify optimization opportunities, determine variance cause and provide transparency into results. This role combines expertise in cloud services, financial management, and operational efficiency to ensure that cloud spending is optimized, cost-effective, and aligned with business objectives.

Responsibilities:

• Oversee the overall Cloud FinOps strategy for cloud resources, ensuring that the organization optimizes cloud spending.

• Continuously monitor cloud spending trends and provide recommendations on cost reduction opportunities.

• Manage cloud billing, including tracking usage patterns, analyzing cost reports, and ensuring accurate billing reconciliation.

• Develop and maintain financial forecasting models for cloud costs, helping the organization predict future cloud expenses based on current usage patterns and anticipated growth.

• Provide visibility into cloud expenses across business units and departments, ensuring that costs are allocated correctly (e.g., showback or chargeback models)

• Implement cost allocation strategies (e.g., using tags, cost centers, or business units) to assign cloud expenses to the appropriate teams or departments.

• Ensure transparency in cloud usage by providing accurate and timely financial reports to key stakeholders, including executives, finance teams, and department leads.

• Set up cloud financial dashboards that provide real-time visibility into costs, resource usage, and trends.

• Develop financial reports and dashboards that track cloud spending.

• Monitor key performance indicators (KPIs) for cloud financial management, such as cloud cost trends, cost savings from optimization efforts, and cloud spending vs. budget.

• Implement automation tools for tracking and reporting cloud usage and costs, helping streamline financial processes.

• Use Cloud FinOps principles and tools (e.g., Apptio) to automate the financial management of cloud resources and provide real-time cost analysis.

• Set up automated alerts for unexpected cost spikes, ensuring prompt action to prevent budget overruns.

• Collaborate with technical teams (cloud architects, engineers, and operations) to understand cloud usage patterns, requirements, and growth projections.

• Establish governance frameworks to ensure that cloud financial practices comply with internal financial policies, as well as external regulatory requirements.

Skills/Experience:

• In-depth knowledge of cloud providers (AWS, Azure, & Google Cloud) and their pricing models, services, and billing structures.

• Strong understanding of financial modeling, cost allocation, forecasting, and budgeting, with experience managing cloud budgets and optimizing spending.

• Experience in implementing FinOps principles (cloud financial operations) to optimize cloud costs and foster collaboration between finance, operations, and engineering teams.

• Familiarity with cloud financial management tools such as Apptio.

• Experience with automation frameworks and tools that help optimize cloud financial management processes.

• Understanding of cloud infrastructure, services, and best practices to collaborate effectively with technical teams and identify areas for cost optimization.

Technology :

• Cloud Cost Management Tools such as Apptio

• Cloud Platforms: AWS, Azure, & Google Cloud

• Financial Modeling and Reporting Tools: Tableau, Power BI, Excel

Certifications Preferred:

• Cloud FinOps Certified Practitioner

• AWS Certified Cloud Practitioner

• Microsoft Certified Azure Fundamentals

PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.

Job Description

  • Defines design patterns for a company's common technology architecture structure.

  • Develops and monitors the organization's technology architecture and plays a leading role in the vision and development of the company's future technology.

  • Ensures infrastructure designs and upgrades are made in accordance with established standards, patterns, policies, procedures and software licensing agreements.

  • Identifies and establishes best practices for technology architecture, while providing expert advice on core infrastructure initiatives.

  • Interprets technology requirements; designs technology architecture and drives the adoption.

PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:

  • Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.

  • Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.

Qualifications

Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.

Preferred Skills

Competitive Advantages, Customer Solutions, Design, Enterprise Architecture Framework, Machine Learning, Risk Assessments, Technical Knowledge

Competencies

Accuracy and Attention to Detail, Application Design, Architecture, Architecture Modeling, Hardware Infrastructure, ITIL (Information Technology Infrastructure Library), Planning: Tactical, Strategic, Platform Architecture, Problem Solving, Systems Software Infrastructure, The Open Group Architecture Framework (TOGAF)

Work Experience

Roles at this level typically require a university / college degree. Higher level education such as a Masters degree, PhD, or certifications is desirable. Industry relevant experience is typically 8+ years. Specific certifications are often required. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

Education

Bachelors

Certifications

No Required Certification(s)

Licenses

No Required License(s)

Pay Transparency

Base Salary: $80,000.00 – $185,150.00

Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance.

Application Window

Generally, this opening is expected to be posted for two business days from 03/18/2025, although it may be longer with business discretion.

Benefits

PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.

In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.

To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards ( .

Disability Accommodations Statement

If an accommodation is required to participate in the application process, please contact us via email at . Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-#-# and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.

At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.

Equal Employment Opportunity (EEO)

PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.

This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.

California Residents

Refer to the California Consumer Privacy Act Privacy Notice ( to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

View Now

Financial Analyst

35275 Birmingham, Alabama Mississippi Power

Posted 1 day ago

Job Viewed

Tap Again To Close

Job Description

Financial Analyst

JOB SUMMARY

The financial analyst will provide budgeting and analytical support to Southern Company Services (SCS) organizations and Southern Company affiliates by ensuring the timely and accurate review of financial transactions and the reporting of those transactions to various levels of management. This position will coordinate the timely and accurate data gathering and analysis of the periodic cost projections of the organization and projects they support and provide counsel and planning to various levels of management regarding the findings of various analyses as needed, will assist organization in meeting corporate and business unit goals and objectives, and will establish and maintain effective relationships and communication both within SCS Budgeting and Reporting and with our business partners.

MAJOR JOB RESPONSIBILITIES:

  • Develop and communicate budgets and financial reporting for the SCS Departments and Major Projects

  • Ability to analyze data and effectively communicate SCS Business Unit financial status

  • Coordinate annual budget preparation and communications

  • Prepare and communicate monthly variance reporting and comprehensive analysis for budget, actual, and projection information

  • Provide guidance to managers regarding GAAP and Southern Company accounting policies

  • Ensure compliance with internal controls and make recommendations regarding needed changes and efficiency improvements

  • Provide guidance on accounting policies and activities to non-financial managers

  • Consolidate reporting for roll up and management reporting for both SCS Departments and/or Major Projects

  • Gather data and analyze periodic cost projections and budget data

  • Participate in special projects by gathering information and providing analysis

  • Establish and maintain effective relationships and communications with business unit and project managers.

  • Strong organization skills are a must.

JOB REQUIREMENTS:

Education:

  • Bachelors Degree in Business, Accounting, Finance, or related business field required

  • CPA, CMA or MBA/other advanced degree preferred

Experience:

  • 4+ years experience in accounting, finance, or business administration required

  • Utility accounting experience is preferred

  • Experience in accounting, cost management and reporting

  • Demonstrated experience with Oracle Cloud ERP, OACS, Oracle Planning, and PowerPlan is preferred

  • Strong experience in Microsoft Office Products (Excel, Power Point, and Access) highly desired

  • Capital and O&M budgeting experience desired

  • Project cost tracking experience desired

  • Experience coordinating multiple business units requests and ensure goals and objectives are met

Knowledge, Skills, and Abilities

  • Detail-oriented with strong initiative-taking critical thinking skills, and excellent follow through

  • Proficient analytical and problem-solving skills

  • Demonstrate organizational and planning skills

  • Knowledge of utility and regulatory accounting standards and GAAP principles desired

  • Knowledge of data management and retrieval techniques with strong technical skills

  • Conceptual thinker and ability to quickly understand our Accounting System, POET Codes and be able to understand and report cost drivers

  • Ability to multi-task and adapt to a changing environment

  • Ability to coordinate activities of multiple people and pull the end result together as one deliverable

  • Ability to pull disparate pieces of information together to form one consolidated and concise report

  • Strong interpersonal skills to effectively interact with accounting, auditing, various non-financial functional areas, and varying levels of staff and management

  • Ability to operate in a matrix organization and communicate clearly with people at various levels including upper management

  • Effective oral and written communication skills

  • Demonstrate personal ownership and initiative

  • Anticipate and proactively communicate financial impacts of business unit decisions

  • Demonstrate sound business judgment in decision making

  • Other attributes include proactive, team player, and strategic thinker

  • Knowledge of Enterprise Foundations principles preferred

  • Understanding various views of SCS data and ability to translate and communicate appropriately to various audiences

  • Thorough understanding of techniques and methods for accounting, budgeting, cost tracking, financial projections, and interrelationships with affiliate accounting and budgeting functions

About Southern Company

Southern Company (NYSE: SO ) is a leading energy provider serving 9 million customers across the Southeast and beyond through its family of companies. Providing clean, safe, reliable and affordable energy with excellent service is our mission. The company has electric operating companies in three states, natural gas distribution companies in four states, a competitive generation company, a leading distributed energy solutions provider with national capabilities, a fiber optics network and telecommunications services. Through an industry-leading commitment to innovation, resilience and sustainability, we are taking action to meet customers' and communities' needs while advancing our goal of net-zero greenhouse gas emissions by 2050. Our uncompromising values ensure we put the needs of those we serve at the center of everything we do and are the key to our sustained success. We are transforming energy into economic, environmental and social progress for tomorrow. Our corporate culture has been recognized by a variety of organizations, earning the company awards and recognitions that reflect Our Values and dedication to service. To learn more, visit .

Southern Company invests in the well-being of its employees and their families through a comprehensive total rewards strategy that includes competitive base salary, annual incentive awards for eligible employees and health, welfare and retirement benefits designed to support physical, financial, and emotional/social well-being. This position may also be eligible for additional compensation, such as an incentive program, with the amount of any bonus/awards subject to the terms and conditions of the applicable incentive plan(s). A summary of the benefits offered for this position can be found here . Additional and specific details about total compensation and bene?ts will also be provided during the hiring process.

Southern Company is an equal opportunity employer where an applicant's qualifications are considered without regard to race, color, religion, sex, national origin, age, disability, veteran status, genetic information, sexual orientation, gender identity or expression, or any other basis prohibited by law.

Job Identification: 13609

Job Category: Finance

Job Schedule: Full time

Company: Southern Company Services

#J-18808-Ljbffr
View Now

Financial Analyst 2

35275 Birmingham, Alabama DoverStaffing, Inc

Posted 2 days ago

Job Viewed

Tap Again To Close

Job Description

Job Opportunity At Dover Staffing Agency

Why Join Dover Staffing Agency? At Dover Staffing Agency, we don't just place talentwe elevate careers. When you partner with us, you gain more than a job. You gain a trusted advocate, a career strategist, and a team that's invested in your long-term success.

Personalized Career Support: We match you with roles that align with your goals, skills, and values.

View Now
 

Nearby Locations

Other Jobs Near Me

Industry

  1. request_quote Accounting
  2. work Administrative
  3. eco Agriculture Forestry
  4. smart_toy AI & Emerging Technologies
  5. school Apprenticeships & Trainee
  6. apartment Architecture
  7. palette Arts & Entertainment
  8. directions_car Automotive
  9. flight_takeoff Aviation
  10. account_balance Banking & Finance
  11. local_florist Beauty & Wellness
  12. restaurant Catering
  13. volunteer_activism Charity & Voluntary
  14. science Chemical Engineering
  15. child_friendly Childcare
  16. foundation Civil Engineering
  17. clean_hands Cleaning & Sanitation
  18. diversity_3 Community & Social Care
  19. construction Construction
  20. brush Creative & Digital
  21. currency_bitcoin Crypto & Blockchain
  22. support_agent Customer Service & Helpdesk
  23. medical_services Dental
  24. medical_services Driving & Transport
  25. medical_services E Commerce & Social Media
  26. school Education & Teaching
  27. electrical_services Electrical Engineering
  28. bolt Energy
  29. local_mall Fmcg
  30. gavel Government & Non Profit
  31. emoji_events Graduate
  32. health_and_safety Healthcare
  33. beach_access Hospitality & Tourism
  34. groups Human Resources
  35. precision_manufacturing Industrial Engineering
  36. security Information Security
  37. handyman Installation & Maintenance
  38. policy Insurance
  39. code IT & Software
  40. gavel Legal
  41. sports_soccer Leisure & Sports
  42. inventory_2 Logistics & Warehousing
  43. supervisor_account Management
  44. supervisor_account Management Consultancy
  45. supervisor_account Manufacturing & Production
  46. campaign Marketing
  47. build Mechanical Engineering
  48. perm_media Media & PR
  49. local_hospital Medical
  50. local_hospital Military & Public Safety
  51. local_hospital Mining
  52. medical_services Nursing
  53. local_gas_station Oil & Gas
  54. biotech Pharmaceutical
  55. checklist_rtl Project Management
  56. shopping_bag Purchasing
  57. home_work Real Estate
  58. person_search Recruitment Consultancy
  59. store Retail
  60. point_of_sale Sales
  61. science Scientific Research & Development
  62. wifi Telecoms
  63. psychology Therapy
  64. pets Veterinary
View All Banking & Finance Jobs View All Jobs in Moody