509 Banking Operations jobs in Plymouth

**Job Overview**
Fairview are looking for a Patient Finacial Services Representative to join our team! This is a fully remote position approved for a **1.0 FTE** (80 hours per pay period) on the day shift.
This position is responsible for billing and collection of accounts receivable for inpatient and outpatient accounts, ensures expected payment is collected and accounts are fully resolved, and resolves complex customer service issues. This position understands the importance of evaluating and securing all appropriate financial resources for patients to ensure proper adjudication.
**Responsibilites:**
+ Intentionally prevents untimely revenue shortfalls by taking action to resolve financial transactions appropriately and effectively to ensure collection of expected payment; escalates issues when appropriate.
+ Completes daily work assignment timely and accurately in accordance with the identified productivity and quality standards set forth by the organization.
+ Proactively looks for continuous process improvements involving people and technologies through tracking, trending, and providing feedback.
+ Accelerates business outcomes by identifying ways to fully resolve accounts through single-touch resolution when possible.
+ Understands revenue cycle and the importance of evaluating and securing all appropriate reimbursements from insurance or patients.
+ Contacts payers via portal or provider service center to facilitate timely and accurate resolution of accounts.
+ Responsible for processing external correspondence in a timely and efficient manner.
+ Ensures internal correspondence is clearly and professionally communicated and processed expeditiously.
+ Responsible for verification of insurance and/or patient demographics.
+ Understands expected payment amounts and Epic expected payment calculations to appropriately adjust accounts.
+ Educates patients and/or guarantors of patient liability when appropriate.
+ Understands and complies with all relevant laws, regulations, payer and internal policies, procedures, and standards, and applies this understanding through daily work
**Preferred Qualifications**
+ 1 year Medical billing office setting experience
+ MS Office experience
+ Insurance/follow up experience
+ Coordination of benefits experience
+ Epic, Brightree, Billing Bridge, or comparable software account experience
**Benefit Overview**
Fairview offers a generous benefit package including but not limited to medical, dental, vision plans, life insurance, short-term and long-term disability insurance, PTO and Sick and Safe Time, tuition reimbursement, retirement, early access to earned wages, and more! Please follow this link for additional information: Disclaimer**
An individual's pay rate within the posted range may be determined by various factors, including skills, knowledge, relevant education, experience, and market conditions. Additionally, our organization prioritizes pay equity and considers internal team equity when making any offer. Hiring at the maximum of the range is not typical. If your role is eligible for a sign-on bonus, the bonus program that is approved and in place at the time of offer, is what will be honored.
**EEO Statement**
EEO/Vet/Disabled: All qualified applicants will receive consideration without regard to any lawfully protected status

Financial Services Manager - Regulatory & Financial Risk
Our Deloitte Regulatory, Risk & Forensic team helps client leaders translate multifaceted risk and an evolving regulatory environment into defensible actions that strengthen, protect, and transform their organizations. Join our team and use advanced data, AI, and emerging technologies with industry insights to help clients bring clarity from complexity and accelerate their path to value creation.
Recruiting for this role ends on November 30, 2025
Work You'll Do
As a Manager, you will have opportunities to:
+ Learn how to identify, evaluate, and prioritize business, operational, regulatory, and technology risks as well as risk mitigation strategies for our clients
+ Understand the impact of key technology trends and workforce changes impacting our clients through engagement with innovative and emergent technologies, including cloud computing, big data and analytics, process automation, artificial intelligence / machine learning, and other digital strategies
+ Manage the development of client deliverables or for internal business needs
+ Serve on workstreams for complex projects, liaise with client counterparts, and actively participate in discussions on project management and work delivery needs
+ Manage project teams in providing recommendations to improve or transform processes to gain efficiencies or scale or reduce risk for our clients
+ Manage internal business development initiatives and sales opportunities, including the creation of external-facing industry perspectives, lead generation materials, or sales proposals
+ Produce quality work products independently and collectively with team members throughout development lifecycle from initial conception to implementation
+ Engage with industry participants on market trends, competitive activities, and topic-specific discussions impacting the industry, potentially including with clients, industry consortiums, or trade groups or committees
The Team
Our Regulatory & Financial Risk offering supports clients' regulatory and compliance needs, balancing risk and regulatory requirements with enhancing business value and optimizing outcomes. We deliver enhanced value through strategic transformation, end-to-end implementation, and a focus on business-as-usual sustainability across processes, controls, and data & analytic infrastructures.
Qualifications
Candidates will have exceptional records of professional achievement, experience working in a relevant financial services industry sector, and a demonstrated capacity and enthusiasm for self-paced development. Candidates will be expected to motivate others, build constructive relationships with clients and colleagues, and work both independently and as part of a team. Successful candidates will demonstrate an aptitude for complex problem-solving and analytical skills and the ability to communicate complex ideas clearly and persuasively across a variety of strategic, operational, technological, and risk management matters.
Required Qualifications
+ Bachelor's degree
+ 7+ years of experience working in the financial services or consulting industry related to one or more of the following Financial Services industries: consumer or corporate banking, investment banking or capital markets, investment management, wealth management, trust company, insurance provider, or related service provider
+ Strong relationship management skills, particularly the ability to build constructive and productive working relationships with clients and among Deloitte practitioners
+ Experience with business transformation, regulatory remediation or change management initiatives as a result of strategic, regulatory, risk-related, technological, or operational evolutions
+ Strong project / program management skills, particularly possessing a strong work ethic, a commitment to excellence in work product delivery, and the ability to independently manage multiple priorities and deadlines
+ Strong oral and written communication skills, including the ability to lead business proposal development and sales presentations
+ Knowledge of a range of financial services business models, products, and services particular to the applicable industry
+ Experience in banking, digital assets or capital markets
+ Ability to travel up to 50%, based on the work you do and the clients and industries/sectors you serve
+ Limited immigration sponsorship may be available
Preferred Qualifications
+ Experience with business transformation, regulatory remediation or change management initiatives as a result of strategic, regulatory, risk-related, technological, or operational evolutions
+ Direct working experience related to product management, regulatory compliance, risk management or controls oversight
+ Direct working experience at a financial services regulator (e.g., OCC, FRB)
+ Direct working experience developing bank licensing applications and their related business plans
+ Direct working experience using, implementing, or supporting systems related to any of the following topics: trading, operations, lending, core banking platforms, compliance monitoring, regulatory reporting, risk or case management, or data management
+ Direct working experience related to any of the following topics: process design, mapping, or development; workflow development; user acceptance testing; data mapping, management, migration, or visualization / analytics; system configuration and testing; status monitoring and issue resolution
+ Experience in translating risk requirements to user stories to drive new product and system launches
+ Advanced proficiency with Microsoft Office products, particularly Microsoft PowerPoint, Excel, and Visio
The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $144,200-$265,600.
Information for applicants with a need for accommodation: om/us/en/pages/careers/articles/join-deloitte-assistance-for-disabled-applicants.html
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.

Business Development Executive - Financial Services
Avanade seeks a Business Development Executive, at Senior Manager level, who is a deal hunter, deal maker, originator and self-starter who can develop and win new business in a complex consulting environment with sophisticated technology solutions. For this role, we are looking for people with experience in net new sales where you are selling digital transformation and consulting services (e.g. cloud implementation, business applications integration, etc.) to Financial Services accounts.
Come join us
Are you the one who isn't afraid to break the mold and who gets passionate about the power of digital to transform organizations and ways of working? Because we are building teams of people like that to help our clients unlock the power they need now and own what is next. Together we do what matters.
What you'll do
* You will be responsible for identifying high potential transformation deals, leading, and running many of the entire sales cycles.
* You will drive new and incremental revenue by prospecting, acquiring, and developing new and fast-growing business with direct clients in your area of expertise.
* You will also work closely with partners driving new business.
* You will build a pipeline for growth and closing business, including statements of work and contracts.
* You will interact with Avanade's, new and current clients, gain referrals from them, and form strong trust relationships that open doors and close deals.
* You will maintain an extensive knowledge of current market conditions, contending offerings and current penetration of services and solutions.
Required skills and experiences
* 10+ years of experience selling across multiple Microsoft Solution areas (Apps & Infra, Modern Workplace, Biz Apps and Data & AI), including consulting engagements.
* Prior consultative sales experience at a Big Four firm or Microsoft partner.
* Experience in solution selling within the Financial Services (Banking) industry.
* Proven capability to operate effectively within complex, matrixed organizations.
* Demonstrated success in consistently exceeding $10M in annual individual revenue goals.
* Expertise in negotiation and acting as a trusted advisor.
* Proficient in account planning and pipeline management.
* Proven customer interface and presentation skills.
* Ability to leverage networks to increase influence.
About you
Characteristics that can spell success for this role
* You are a team leader, deal hunter, deal idea maker, deal originator within Financial Services accounts.
* You identify with being a self-aware, self-starter who develops and wins new business in a complex consulting environment with sophisticated technology solutions.
* You love to work collaboratively with energy, drive and dedication to overcome obstacles to achieve your goals.
* You take ownership and encourage others to make a positive impact.
* You have superb interpersonal skills and can establish strong relationships.
* You anticipate and neutralize obstacles and objections.
* You are a skillful influencer of internal and external resources.
Enjoy your career
* Some of the best things about working at Avanade:
* Opportunity to work for Microsoft's Global Alliance Partner of the Year (14 years in a row), with exceptional development and training (minimum 80 hours per year for training and paid certifications)
* Real-time access to technical and skilled resources globally
* Dedicated career advisor to encourage your growth
* Engaged and helpful coworkers genuinely interested in you
Find out more about some of our benefits
(1) Employee Benefits at Avanade | Avanade
A great place to work
As you bring your skills and abilities to Avanade, you'll get distinctive experiences, limitless learning, and ambitious growth in return. As we continue to build our diverse and inclusive culture, we become even more innovative and creative, helping us better serve our clients and communities. You'll join a community of smart, supportive collaborators to lift, mentor, and guide you, and to lean on your expertise. You get a company purpose-built for business-critical, leading-edge technology solutions, committed to improving the way humans work, interact, and live. It's all here, so take a closer look!
We work hard to provide an inclusive, diverse culture with a deep sense of belonging for all our employees. (2) Visit our Inclusion & Diversity page
Create a future for our people that focuses on: - Expanding your thinking - Experimenting courageously - Learning and pivoting
Inspire greatness in our people by: - Empowering every voice - Encouraging boldness - Celebrating progress
Accelerate the impact of our people by: - Amazing the client - Prioritizing what matters - Acting as one
Learn more
To learn more about Avanade check out these links:
(3) LinkedIn
(4) Inside Avanade Blog
(5) Avanade Careers
Compensation for roles at Avanade varies depending on a wide array of factors including but not limited to the role, skill set and level of experience?As required by local law, Avanade provides a reasonable base salary range of compensation for roles that may be hired throughout North America, as set forth below:
Base Salary Range: $20,000 - 142,500 + competitive pay mix
References
Visible links
1. work hard to provide an inclusive, diverse culture with a deep sense of belonging for all our employees. Avanade believes that all persons are entitled to equal employment opportunities, and we do not discriminate against our employees, applicants, or job seekers because of their race, color, gender, religion, national origin, disability, veteran status, age, marital status, sexual orientation, genetic information, gender identity, or any other protect group status as defined by law.

**Job Description**
Are you a sales pro looking to excel in an exciting, large-scale arena? Oracle is a market leader in Cloud ERP because we connect thousands of companies with enterprise products they can trust. This is your opportunity to use your experience with ERP/ERM/CX Sales & Service/HCM to make a big splash in your career.
We're looking for an Industry Sales Executive to provide expertise in finance and budgeting solutions tied to Oracle's suite of products. Using your knowledge of ERP, HCM and CX, you'll work alongside Oracle's best sales executives to solve sophisticated customer problems and translate customer requirements into technical solutions.
By selling our software/solutions, you'll play a crucial role in driving the continued success of Oracle's Enterprise Applications in North America. If you're ready to bring your sales skills to the forefront of ERP, come and join us!
**About Oracle ERP, HCM and CX**
Oracle's outstanding suite of products-including Oracle Cloud Enterprise Resource Management (ERP), Enterprise Performance Management (EPM), and Supply Chain Management (SCM), Customer Experience in Sales and Service (CX), and Human Capital Management (HCM) -provides end-to-end solutions with mobile optimization through cloud deployments.
Oracle's ERP Cloud enables companies to streamline their business processes with financials, procurement, and project portfolio/risk management. Our EPM Cloud allows companies of any size to drive predictable performance, report with confidence, and connect their entire organization. Our SCM Cloud helps companies rapidly deploy Oracle's supply chain management functionality with minimal risk, low cost, and maximum flexibility.
Our CX Sales helps companies to improve sales productivity and creates better experiences for your buyers, while CX Service Help customers get answers faster, free your agents to handle more complex tasks, and reduce cost with self-service tools.
Oracle's HCM Cloud is a complete cloud solution that connects every human resource process-and every person-across your enterprise.
you'll do**
+ Sell business applications software/solutions to prospective and existing clients
+ Manage sales through forecasting, account resource allocation, account strategy, and planning
+ Provide insight on finance solutions linked to Oracle's product suite
+ Collaborate with sales executives to address customer challenges
+ Find technical solutions aligning with customer requirements
**What you'll bring**
+ Bachelor's degree or equivalent
+ 5+ years of ERP, EPM, SCM, CX, or HCM enterprise-level sales experience
+ A successful track record of meeting/exceeding annual sales quotas
+ The ability to penetrate accounts and meet with stakeholders within accounts at C-suite and LOB
+ Oracle knowledge and/or knowledge of Oracle's competitors
+ Strong collaborative and interpersonal skills
+ Excellent communication, negotiation, and closing skills with prospects/customers
+ The flexibility to travel as needed
**What we'll offer you**
+ A competitive salary and exciting benefits
+ Flexible and remote working options to encourage work-life balance
+ Learning and development opportunities to advance your career
+ Opportunities to make an impact in one of the world's leading cloud companies
+ Accommodations for individuals with disabilities
+ A diverse, inclusive culture that champions what makes you unique
**Responsibilities**
Primary job duty is to sell business applications software/solutions and related services to prospective and existing customers. Manage sales through forecasting, account resource allocation, account strategy, and planning. Develop solution proposals encompassing all aspects of the application. Participate in the development, presentation and sales of a value proposition. Negotiate pricing and contractual agreement to close the sale. Identify and develop strategic alignment with key third party influencers.
Disclaimer:
**Certain US customer or client-facing roles may be required to comply with applicable requirements, such as immunization and occupational health mandates.**
**Range and benefit information provided in this posting are specific to the stated locations only**
US: Hiring Range in USD from: $62,700 to $117,000 per annum. May be eligible for equity. Eligible for commission with an estimated pay mix of 50/50.
Oracle maintains broad salary ranges for its roles in order to account for variations in knowledge, skills, experience, market conditions and locations, as well as reflect Oracle's differing products, industries and lines of business.
Candidates are typically placed into the range based on the preceding factors as well as internal peer equity.
Oracle US offers a comprehensive benefits package which includes the following:
1. Medical, dental, and vision insurance, including expert medical opinion
2. Short term disability and long term disability
3. Life insurance and AD&D
4. Supplemental life insurance (Employee/Spouse/Child)
5. Health care and dependent care Flexible Spending Accounts
6. Pre-tax commuter and parking benefits
7. 401(k) Savings and Investment Plan with company match
8. Paid time off: Flexible Vacation is provided to all eligible employees assigned to a salaried (non-overtime eligible) position. Accrued Vacation is provided to all other employees eligible for vacation benefits. For employees working at least 35 hours per week, the vacation accrual rate is 13 days annually for the first three years of employment and 18 days annually for subsequent years of employment. Vacation accrual is prorated for employees working between 20 and 34 hours per week. Employees working fewer than 20 hours per week are not eligible for vacation.
9. 11 paid holidays
10. Paid sick leave: 72 hours of paid sick leave upon date of hire. Refreshes each calendar year. Unused balance will carry over each year up to a maximum cap of 112 hours.
11. Paid parental leave
12. Adoption assistance
13. Employee Stock Purchase Plan
14. Financial planning and group legal
15. Voluntary benefits including auto, homeowner and pet insurance
The role will generally accept applications for at least three calendar days from the posting date or as long as the job remains posted.
Career Level - IC2
**About Us**
As a world leader in cloud solutions, Oracle uses tomorrow's technology to tackle today's challenges. We've partnered with industry-leaders in almost every sector-and continue to thrive after 40+ years of change by operating with integrity.
We know that true innovation starts when everyone is empowered to contribute. That's why we're committed to growing an inclusive workforce that promotes opportunities for all.
Oracle careers open the door to global opportunities where work-life balance flourishes. We offer competitive benefits based on parity and consistency and support our people with flexible medical, life insurance, and retirement options. We also encourage employees to give back to their communities through our volunteer programs.
We're committed to including people with disabilities at all stages of the employment process. If you require accessibility assistance or accommodation for a disability at any point, let us know by emailing or by calling +1 in the United States.
Oracle is an Equal Employment Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability and protected veterans' status, or any other characteristic protected by law. Oracle will consider for employment qualified applicants with arrest and conviction records pursuant to applicable law.

**Job Description**
Are you a sales pro looking to excel in an exciting, large-scale arena? Oracle is a market leader in Cloud ERP because we connect thousands of companies with enterprise products they can trust. This is your opportunity to use your experience with ERP/ERM/CX Sales & Service/HCM to make a big splash in your career.
We're looking for an Industry Sales Executive to provide expertise in finance and budgeting solutions tied to Oracle's suite of products. Using your knowledge of ERP, HCM and CX, you'll work alongside Oracle's best sales executives to solve sophisticated customer problems and translate customer requirements into technical solutions.
By selling our software/solutions, you'll play a crucial role in driving the continued success of Oracle's Enterprise Applications in North America. If you're ready to bring your sales skills to the forefront of ERP, come and join us!
**About Oracle ERP, HCM and CX**
Oracle's outstanding suite of products-including Oracle Cloud Enterprise Resource Management (ERP), Enterprise Performance Management (EPM), and Supply Chain Management (SCM), Customer Experience in Sales and Service (CX), and Human Capital Management (HCM) -provides end-to-end solutions with mobile optimization through cloud deployments.
Oracle's ERP Cloud enables companies to streamline their business processes with financials, procurement, and project portfolio/risk management. Our EPM Cloud allows companies of any size to drive predictable performance, report with confidence, and connect their entire organization. Our SCM Cloud helps companies rapidly deploy Oracle's supply chain management functionality with minimal risk, low cost, and maximum flexibility.
Our CX Sales helps companies to improve sales productivity and creates better experiences for your buyers, while CX Service Help customers get answers faster, free your agents to handle more complex tasks, and reduce cost with self-service tools.
Oracle's HCM Cloud is a complete cloud solution that connects every human resource process-and every person-across your enterprise.
you'll do**
+ Sell business applications software/solutions to prospective and existing clients
+ Manage sales through forecasting, account resource allocation, account strategy, and planning
+ Provide insight on finance solutions linked to Oracle's product suite
+ Collaborate with sales executives to address customer challenges
+ Find technical solutions aligning with customer requirements
**What you'll bring**
+ Bachelor's degree or equivalent
+ 3+ years of ERP, EPM, SCM, CX, or HCM enterprise-level sales experience
+ A successful track record of meeting/exceeding annual sales quotas
+ The ability to penetrate accounts and meet with stakeholders within accounts at C-suite and LOB
+ Oracle knowledge and/or knowledge of Oracle's competitors
+ Strong collaborative and interpersonal skills
+ Excellent communication, negotiation, and closing skills with prospects/customers
+ The flexibility to travel as needed
**What we'll offer you**
+ A competitive salary and exciting benefits
+ Flexible and remote working options to encourage work-life balance
+ Learning and development opportunities to advance your career
+ Opportunities to make an impact in one of the world's leading cloud companies
+ Accommodations for individuals with disabilities
+ A diverse, inclusive culture that champions what makes you unique
**Responsibilities**
Primary job duty is to sell business applications software/solutions and related services to prospective and existing customers. Manage sales through forecasting, account resource allocation, account strategy, and planning. Develop solution proposals encompassing all aspects of the application. Participate in the development, presentation and sales of a value proposition. Negotiate pricing and contractual agreement to close the sale. Identify and develop strategic alignment with key third party influencers.
Disclaimer:
**Certain US customer or client-facing roles may be required to comply with applicable requirements, such as immunization and occupational health mandates.**
**Range and benefit information provided in this posting are specific to the stated locations only**
US: Hiring Range in USD from: $68,400 to $147,600 per annum. May be eligible for equity. Eligible for commission with an estimated pay mix of 50/50.
Oracle maintains broad salary ranges for its roles in order to account for variations in knowledge, skills, experience, market conditions and locations, as well as reflect Oracle's differing products, industries and lines of business.
Candidates are typically placed into the range based on the preceding factors as well as internal peer equity.
Oracle US offers a comprehensive benefits package which includes the following:
1. Medical, dental, and vision insurance, including expert medical opinion
2. Short term disability and long term disability
3. Life insurance and AD&D
4. Supplemental life insurance (Employee/Spouse/Child)
5. Health care and dependent care Flexible Spending Accounts
6. Pre-tax commuter and parking benefits
7. 401(k) Savings and Investment Plan with company match
8. Paid time off: Flexible Vacation is provided to all eligible employees assigned to a salaried (non-overtime eligible) position. Accrued Vacation is provided to all other employees eligible for vacation benefits. For employees working at least 35 hours per week, the vacation accrual rate is 13 days annually for the first three years of employment and 18 days annually for subsequent years of employment. Vacation accrual is prorated for employees working between 20 and 34 hours per week. Employees working fewer than 20 hours per week are not eligible for vacation.
9. 11 paid holidays
10. Paid sick leave: 72 hours of paid sick leave upon date of hire. Refreshes each calendar year. Unused balance will carry over each year up to a maximum cap of 112 hours.
11. Paid parental leave
12. Adoption assistance
13. Employee Stock Purchase Plan
14. Financial planning and group legal
15. Voluntary benefits including auto, homeowner and pet insurance
The role will generally accept applications for at least three calendar days from the posting date or as long as the job remains posted.
Career Level - IC3
**About Us**
As a world leader in cloud solutions, Oracle uses tomorrow's technology to tackle today's challenges. We've partnered with industry-leaders in almost every sector-and continue to thrive after 40+ years of change by operating with integrity.
We know that true innovation starts when everyone is empowered to contribute. That's why we're committed to growing an inclusive workforce that promotes opportunities for all.
Oracle careers open the door to global opportunities where work-life balance flourishes. We offer competitive benefits based on parity and consistency and support our people with flexible medical, life insurance, and retirement options. We also encourage employees to give back to their communities through our volunteer programs.
We're committed to including people with disabilities at all stages of the employment process. If you require accessibility assistance or accommodation for a disability at any point, let us know by emailing or by calling +1 in the United States.
Oracle is an Equal Employment Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability and protected veterans' status, or any other characteristic protected by law. Oracle will consider for employment qualified applicants with arrest and conviction records pursuant to applicable law.

Overview
At Wipfli, people count.
At Wipfli, our people are core to everything we do-the catalyst behind our ability to create exceptional impact and extraordinary results.
We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path.
People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity.
This role requires a hybrid work arrangement? At Wipfli, hybrid is defined as associates regularly work in a Wipfli office, from home and at client sites? The client sites can vary locally, regionally, or nationally depending on the industry alignment?Note that scheduled meetings at the client and in the office will require in-person attendance.
Responsibilities
Responsibilities:
+ Audit financial statements, quarterly financial information, and clients' annual reports.
+ Take part in pre-audit planning to assess the risk of material misstatement of financial accounts to design effective audit procedures.
+ Identify accounting and audit issues and perform research to solve issues.
+ Responsible for testing internal controls, policies, and procedures and making recommendations.
+ Perform audits under Generally Accepted Auditing Standards (GAAS), Generally Accepted Accounting Principles (GAAP), Public Company Accounting Oversight Board (PCAOB), American Institute of Certified Public Accountants (AICPA) auditing standards, and Sarbanes-Oxley (SOX).
+ Proactively build relationships and communicate with clients and associates.
+ Teach, train, and develop incoming staff/interns.
Knowledge, Skills and Abilities
Qualifications:
+ Bachelor's degree in accounting or related field required. Must meet the educational requirements to sit for the CPA exam.
+ CPA certification preferred. Candidates actively pursuing CPA certification will be considered
+ Requires at 1-3 years of accounting related experience.
+ Ability to plan, prioritize, and organize work effectively on multiple tasks.
+ Adaptable to various levels of client complexities of people, processes, and systems.
+ Excellent verbal and written communication skills.
+ Ability to travel to client sites up to 50%
Mary Jo Beeby, from our recruiting team, will be guiding you through this process. Visit herLinkedIn ( page to connect!
#LI-Hybrid
#LI-MB1
Additional Details
Additional Details:
Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws.
Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at
Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $74,000 to $111,000 with offers typically not made at the maximum, allowing for future salary increases. The actual salary at the time of offer depends on business related factors like location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant employment laws.
Individuals may be eligible for an annual discretionary bonus, subject to participation rules and based on a variety of factors including, but not limited to, individual and Firm performance.
Wipfli cares about our associates and offers a variety of benefits to support their well-being. Highlights include 8 health plan options (both HMO & PPO plans), dental and vision coverage, opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program. Other benefits include firm-sponsored basic life and short and long-term disability coverage, a 401(k) savings plan & profit share as well as Firm matching contribution, well-being incentive, education & certification assistance, flexible time off, family care leave, parental leave, family formation benefits, cell phone reimbursement, and travel rewards. Voluntary benefit offerings include critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D. Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location.
Job LocationsUS-MN-Minneapolis | US-MN-Duluth
Job ID 2023-5863
Category Audit
Remote No

**Specialty/Competency:** Entrepreneurial & Private Business (EPB) - General
**Industry/Sector:** Not Applicable
**Time Type:** Full time
**Travel Requirements:** Up to 20%
A career in our Personal Financial Service practice, within PwC Private, will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency and to free up time that can be spent focusing on business strategy. You'll have the opportunity to experience the entire business life cycle of a private company from inception to growth, maturity and transition. Our team helps our clients develop, design and implement plans to achieve their personal wealth goals and ensure maintenance for future generations. You'll focus on analysing the tax efficiencies of income tax, investment, insurance and risk, and other lifestyle investments planning to establish a foundation for financial longevity."
Our PwC Private teams help entrepreneurs, private business owners and family enterprises manage their ownership and growth at every stage, in a way that fits the needs of their business in today's changing global landscape.
To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future.
As a Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to:
+ Develop new skills outside of comfort zone.
+ Act to resolve issues which prevent the team working effectively.
+ Coach others, recognise their strengths, and encourage them to take ownership of their personal development.
+ Analyse complex ideas or proposals and build a range of meaningful recommendations.
+ Use multiple sources of information including broader stakeholder views to develop solutions and recommendations.
+ Address sub-standard work or work that does not meet firm's/client's expectations.
+ Use data and insights to inform conclusions and support decision-making.
+ Develop a point of view on key global trends, and how they impact clients.
+ Manage a variety of viewpoints to build consensus and create positive outcomes for all parties.
+ Simplify complex messages, highlighting and summarising key points.
+ Uphold the firm's code of ethics and business conduct.
Working with our Private Company Services Personal Financial Services practice will provide the opportunity to help High Net Worth Individuals & private wealth management structures with a range of advisory needs such as audit, tax compliance, & planning to improve their operational efficiency & free up time to be spent focusing on personal wealth strategy. Our team helps our clients develop, design & implement plans to achieve their personal wealth goals & maintenance for future generations.
**Job Requirements and Preferences** :
**Basic Qualifications** :
**Minimum Degree Required** :
Bachelor Degree
**Required Fields of Study** :
Accounting
**Minimum Years of Experience** :
5 year(s)
**Certification(s) Required** :
CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity
**Preferred Qualifications** :
**Preferred Knowledge/Skills** :
Demonstrates extensive-level abilities and/or a proven record of success consulting with high net worth individuals on some of the following areas:
+ Individual income tax planning;
+ Financial planning;
+ Wealth transfer planning;
+ Business succession planning or trust and estate work; and,
+ Comprehensive technical skills related to income tax filings associated with High Net Worth individuals and related entities. Demonstrates extensive-level abilities and/or a proven record of success identifying and addressing client needs:
+ Individual income tax planning;
+ Financial planning;
+ Wealth transfer planning;
+ Business succession planning or trust and estate work; and,
+ Comprehensive technical skills related to income tax filings associated with High Net Worth individuals and related entities.
+ Building, maintaining, and utilizing networks of client relationships and community involvement;
+ Communicating value propositions;
+ Managing resource requirements, project workflow, budgets, billing and collections; and,
+ Preparing and/or coordinating complex written and verbal materials. Demonstrates extensive-level abilities and/or a proven record of success as a team leader:
+ Individual income tax planning;
+ Financial planning;
+ Wealth transfer planning;
+ Business succession planning or trust and estate work; and,
+ Comprehensive technical skills related to income tax filings associated with High Net Worth individuals and related entities.
+ Building, maintaining, and utilizing networks of client relationships and community involvement;
+ Communicating value propositions;
+ Managing resource requirements, project workflow, budgets, billing and collections; and,
+ Preparing and/or coordinating complex written and verbal materials.
+ Supervising teams to create an atmosphere of trust;
+ Seeking diverse views to encourage improvement and innovation; and,
+ Coaching staff including providing timely meaningful written and verbal feedback.
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.
Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: salary range for this position is: $99,000 - $266,000, 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:

**Specialty/Competency:** Entrepreneurial & Private Business (EPB) - General
**Industry/Sector:** Not Applicable
**Time Type:** Full time
**Travel Requirements:** Up to 20%
A career in our Personal Financial Service practice, within PwC Private, will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency and to free up time that can be spent focusing on business strategy. You'll have the opportunity to experience the entire business life cycle of a private company from inception to growth, maturity and transition. Our team helps our clients develop, design and implement plans to achieve their personal wealth goals and ensure maintenance for future generations. You'll focus on analysing the tax efficiencies of income tax, investment, insurance and risk, and other lifestyle investments planning to establish a foundation for financial longevity."
Our PwC Private teams help entrepreneurs, private business owners and family enterprises manage their ownership and growth at every stage, in a way that fits the needs of their business in today's changing global landscape.
To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future.
As a Director, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to:
+ Support team to disrupt, improve and evolve ways of working when necessary.
+ Arrange and sponsor appropriate assignments and experiences to help people realise their potential and support their long-term aspirations.
+ Identify gaps in the market and spot opportunities to create value propositions.
+ Look for opportunities to scale efficiencies and new ways of working across multiple projects and environments.
+ Create an environment where people and technology thrive together to accomplish more than they could apart.
+ I promote and encourage others to value difference when working in diverse teams.
+ Drive and take ownership for developing connections that help deliver what is best for our people and stakeholders.
+ Influence and facilitate the creation of long-term relationships which add value to the firm.
+ Uphold the firm's code of ethics and business conduct.
Working with our Private Company Services Personal Financial Services practice will provide the opportunity to help High Net Worth Individuals & private wealth management structures with a range of advisory needs such as audit, tax compliance, & planning to improve their operational efficiency & free up time to be spent focusing on personal wealth strategy. Our team helps our clients develop, design & implement plans to achieve their personal wealth goals & maintenance for future generations.
**Job Requirements and Preferences** :
**Basic Qualifications** :
**Minimum Degree Required** :
Bachelor Degree
**Required Fields of Study** :
Accounting
**Minimum Years of Experience** :
8 year(s)
**Certification(s) Required** :
CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity
**Preferred Qualifications** :
**Preferred Knowledge/Skills** :
Demonstrates thought leader-level abilities and/or a proven record of success as a team leader and consulting with high net worth individuals on some of the following areas:
+ Financial planning;
+ Wealth transfer planning; and,
+ Business succession planning or trust and estate work. Demonstrates thought leader-level abilities and/or a proven record of success as a team leader:
+ Financial planning;
+ Wealth transfer planning; and,
+ Business succession planning or trust and estate work.
+ Possessing comprehensive technical skills with Form 1040 for High Net Worth individuals and Form K1 production and compliance;
+ Possessing considerable experience identifying and addressing client needs; developing and sustaining deep client relationships;
+ Leading as a business advisor, including developing new relationships, making introductions to sell new services and doing so with a "One Firm" service mindset; and,
+ Leading teams to generate a vision, establish direction and motivate members - create an atmosphere of trust, leverage diverse views, coach staff and encourage improvement and innovation. Demonstrates thought leader-level abilities and/or a proven record of success of automation & digitization and leads by example in a professional services environment including, but not limited to, the following areas:
+ Financial planning;
+ Wealth transfer planning; and,
+ Business succession planning or trust and estate work.
+ Possessing comprehensive technical skills with Form 1040 for High Net Worth individuals and Form K1 production and compliance;
+ Possessing considerable experience identifying and addressing client needs; developing and sustaining deep client relationships;
+ Leading as a business advisor, including developing new relationships, making introductions to sell new services and doing so with a "One Firm" service mindset; and,
+ Leading teams to generate a vision, establish direction and motivate members - create an atmosphere of trust, leverage diverse views, coach staff and encourage improvement and innovation.
+ Innovating through new and existing technologies, along with experimenting with digitization solutions;
+ Working with large, complex data sets to build models and leverage data visualization tools to provide insights to clients;
+ Utilizing digitization tools to reduce hours and optimize engagements; and,
+ Advancing pricing strategy through the use of pricing tools and influence a shift to alternative fee arrangements.
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.
Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: salary range for this position is: $150,000 - $438,000, 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:

**Job Description**
Are you a sales pro looking to excel in an exciting, large-scale arena? Oracle is a market leader in Cloud ERP because we connect thousands of companies with enterprise products they can trust. This is your opportunity to use your experience with ERP/ERM/CX Sales & Service/HCM to make a big splash in your career.
We're looking for an Industry Sales Executive to provide expertise in finance and budgeting solutions tied to Oracle's suite of products. Using your knowledge of ERP, HCM and CX, you'll work alongside Oracle's best sales executives to solve sophisticated customer problems and translate customer requirements into technical solutions.
By selling our software/solutions, you'll play a crucial role in driving the continued success of Oracle's Enterprise Applications in North America. If you're ready to bring your sales skills to the forefront of ERP, come and join us!
**About Oracle ERP, HCM and CX**
Oracle's outstanding suite of products-including Oracle Cloud Enterprise Resource Management (ERP), Enterprise Performance Management (EPM), and Supply Chain Management (SCM), Customer Experience in Sales and Service (CX), and Human Capital Management (HCM) -provides end-to-end solutions with mobile optimization through cloud deployments.
Oracle's ERP Cloud enables companies to streamline their business processes with financials, procurement, and project portfolio/risk management. Our EPM Cloud allows companies of any size to drive predictable performance, report with confidence, and connect their entire organization. Our SCM Cloud helps companies rapidly deploy Oracle's supply chain management functionality with minimal risk, low cost, and maximum flexibility.
Our CX Sales helps companies to improve sales productivity and creates better experiences for your buyers, while CX Service Help customers get answers faster, free your agents to handle more complex tasks, and reduce cost with self-service tools.
Oracle's HCM Cloud is a complete cloud solution that connects every human resource process-and every person-across your enterprise.
you'll do**
+ Sell business applications software/solutions to prospective and existing clients
+ Manage sales through forecasting, account resource allocation, account strategy, and planning
+ Provide insight on finance solutions linked to Oracle's product suite
+ Collaborate with sales executives to address customer challenges
+ Find technical solutions aligning with customer requirements
**What you'll bring**
+ Bachelor's degree or equivalent
+ 5+ years of ERP, EPM, SCM, CX, or HCM enterprise-level sales experience
+ A successful track record of meeting/exceeding annual sales quotas
+ The ability to penetrate accounts and meet with stakeholders within accounts at C-suite and LOB
+ Oracle knowledge and/or knowledge of Oracle's competitors
+ Strong collaborative and interpersonal skills
+ Excellent communication, negotiation, and closing skills with prospects/customers
+ The flexibility to travel as needed
**What we'll offer you**
+ A competitive salary and exciting benefits
+ Flexible and remote working options to encourage work-life balance
+ Learning and development opportunities to advance your career
+ Opportunities to make an impact in one of the world's leading cloud companies
+ Accommodations for individuals with disabilities
+ A diverse, inclusive culture that champions what makes you unique
**Responsibilities**
Primary job duty is to sell business applications software/solutions and related services to prospective and existing customers. Manage sales through forecasting, account resource allocation, account strategy, and planning. Develop solution proposals encompassing all aspects of the application. Participate in the development, presentation and sales of a value proposition. Negotiate pricing and contractual agreement to close the sale. Identify and develop strategic alignment with key third party influencers.
Disclaimer:
**Certain US customer or client-facing roles may be required to comply with applicable requirements, such as immunization and occupational health mandates.**
**Range and benefit information provided in this posting are specific to the stated locations only**
US: Hiring Range in USD from: $90,000 to $185,100 per annum. May be eligible for equity. Eligible for commission with an estimated pay mix of 45/55 - 50/50.
Oracle maintains broad salary ranges for its roles in order to account for variations in knowledge, skills, experience, market conditions and locations, as well as reflect Oracle's differing products, industries and lines of business.
Candidates are typically placed into the range based on the preceding factors as well as internal peer equity.
Oracle US offers a comprehensive benefits package which includes the following:
1. Medical, dental, and vision insurance, including expert medical opinion
2. Short term disability and long term disability
3. Life insurance and AD&D
4. Supplemental life insurance (Employee/Spouse/Child)
5. Health care and dependent care Flexible Spending Accounts
6. Pre-tax commuter and parking benefits
7. 401(k) Savings and Investment Plan with company match
8. Paid time off: Flexible Vacation is provided to all eligible employees assigned to a salaried (non-overtime eligible) position. Accrued Vacation is provided to all other employees eligible for vacation benefits. For employees working at least 35 hours per week, the vacation accrual rate is 13 days annually for the first three years of employment and 18 days annually for subsequent years of employment. Vacation accrual is prorated for employees working between 20 and 34 hours per week. Employees working fewer than 20 hours per week are not eligible for vacation.
9. 11 paid holidays
10. Paid sick leave: 72 hours of paid sick leave upon date of hire. Refreshes each calendar year. Unused balance will carry over each year up to a maximum cap of 112 hours.
11. Paid parental leave
12. Adoption assistance
13. Employee Stock Purchase Plan
14. Financial planning and group legal
15. Voluntary benefits including auto, homeowner and pet insurance
The role will generally accept applications for at least three calendar days from the posting date or as long as the job remains posted.
Career Level - IC4
**About Us**
As a world leader in cloud solutions, Oracle uses tomorrow's technology to tackle today's challenges. We've partnered with industry-leaders in almost every sector-and continue to thrive after 40+ years of change by operating with integrity.
We know that true innovation starts when everyone is empowered to contribute. That's why we're committed to growing an inclusive workforce that promotes opportunities for all.
Oracle careers open the door to global opportunities where work-life balance flourishes. We offer competitive benefits based on parity and consistency and support our people with flexible medical, life insurance, and retirement options. We also encourage employees to give back to their communities through our volunteer programs.
We're committed to including people with disabilities at all stages of the employment process. If you require accessibility assistance or accommodation for a disability at any point, let us know by emailing or by calling +1 in the United States.
Oracle is an Equal Employment Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability and protected veterans' status, or any other characteristic protected by law. Oracle will consider for employment qualified applicants with arrest and conviction records pursuant to applicable law.