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CFO - Senior Data Analyst
Charlotte, North Carolina
**To proceed with your application, you must be at least 18 years of age.**
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**To proceed with your application, you must be at least 18 years of age.**
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At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Job Description:**
This job is responsible for ensuring operational data is fit for purpose, defining controls, and monitoring processes are in adherence to enterprise data management standards. Key responsibilities include triaging and remediating data incidents, performing data analysis, training new users, and performing impact analysis stemming from data updates. Job expectations include helping in defining access and ownership of data by domain, conducting quality control, and overseeing data maintenance.
**Responsibilities:**
+ Ensures data is accurate, complete, and fit for performing data analyses through various testing procedures and data controls which help to identify business insights fit for purpose for a particular product set
+ Develops and executes on Enterprise Data Management policies and standards, works across teams to ensure adherence, serves as a key point of contact for all topics related to data compliance, and manages operational elements of the (Enterprise Data Strategy Governance and Operations (EDSGO) relationship
+ Manages data related incidents and identifies, communicates, and resolves or escalates issues as needed. Data inquiries include questions related to data issues, availability of data, and potential sourcing alternatives to inform
+ Develops, manages, and executes on controls, ensuring tracking, monitoring, and resolution of any control breaches with data platform
+ Partners with Business and Technology functions to drive the development of business and functional requirements documents and ensures strategic upstream resolution for data related incidents
**Skills:**
+ Data Collection and Entry
+ Data Management
+ Data Modeling
+ Issue Management
+ Policies, Procedures, and Guidelines Management
+ Analytical Thinking
+ Collaboration
+ Data Governance
+ Data Quality Management
+ Data and Trend Analysis
+ Business Acumen
+ Controls Management
+ Production Support
+ Regulatory Compliance
+ Solution Design
**Required Qualifications:**
+ Minimum 3 years' experience with data analysis and/or product expertise within the financial industry.
+ Strong analytical and problem-solving skillset, attention to detail, and demonstrated experience performing complex data analysis within relational databases using SQL, Advanced MS Excel (Including VBA) and/or TOAD.
+ Knowledge/familiaritywith loan products and/or experience with regulatory or financial reporting of same.
+ Self-motivated, intellectually curious, able to work as part of a team in a fast-paced environment and balance multiple priorities simultaneously.
+ Must possess very strong relationship building and communication skills, both with peers and leaders inside and outside the CFO DM organization.
+ Excellent verbal and written communication and presentation skills; the ability to summarize complex issues clearly and succinctly.
**Desired Qualifications:**
+ Bachelors' degree, or higher, in Business
+ Prior Data Management or Technology/Finance experience in Consumer Banking, Wholesale Credit, or Credit Risk organizations at BAC
+ Familiarity with BAC Enterprise Data Management Policy & Standards and the BAC Risk Framework
+ Experience with process automation using tools such as Tableau and Alteryx
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the "Know your Rights" poster, CLICK HERE ( .
View the LA County Fair Chance Ordinance ( .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

**Why USAA?**
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful.
**The Opportunity**
The Chief Financial Office Future Leaders Program is designed to develop entry level talent to be the future generation of leaders for the organization through meaningful projects and team assignments, senior leader exposure, and professional development opportunities within the Chief Financial Office (CFO) at USAA. The program is a 2-year rotational program where participants will rotate through a series of meaningful and outstanding assignments. Each assignment will be approximately 12 months in length but may vary based on division and business needs. Throughout the rotation, participants can expect to enhance their business and CFO acumen, leadership skills, gain exposure to key CFO areas and disciplines, get along with executive leaders, and receive frequent developmental feedback. The Future Leader's Program is open to business-related, undergrad graduates who attribute strategic thinking, finance acumen and demonstrate outstanding leadership skills.
We offer a flexible work environment that requires an individual to be **in the office 4 days per week.** This position is based in the following location: Charlotte, NC. Relocation assistance is not available for this position.
**What you'll do:**
+ Applies proficient functional knowledge to propose solutions and support varying CFO assignments and projects.
+ Assists with program specific projects and initiatives and serves in a support capacity on cross functional teams.
+ Under direct supervision, supports forecasting/planning process and model improvement initiatives for a business area or expense category.
+ Compiles and analyzes data to develop financial reports and analysis/cost benefit analysis to aid internal and external management decision-making.
+ Researches and organizes data regarding product assignment, product pricing, product profitability and ad-hoc analysis.
+ Develops workforce planning process knowledge to build strong internal customer relationships with key POC's and business leaders to define and understand strategic workforce objectives.
+ Follows documented procedures for facilitation of workforce planning process and escalates any identified issues to senior analyst or leadership positions for path of resolution.
+ Applies and integrates basic-level analysis, workforce metrics, and reporting to develop strategic and operational insights for workforce decision-making.
+ Utilizes basic knowledge of multiple data structures and sources to support the development and implementation of business intelligence solutions, which may include data visualization, business intelligence, data transformation, or data collection.
+ Communicates with banks as necessary and performs security administration tasks for various bank platforms and treasury management system.
+ Performs research and analysis of bank account invoices and resolves discrepancies.
+ Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
**What you have:**
+ Bachelor's degree in Business, Accounting, Finance, Economics, or related field
+ Up to 2 years of related experience conducting financial/accounting research and producing reports
+ Foundational knowledge of data analysis and relevant technical accounting/finance acumen
+ Foundational or educational level of business acumen in the areas of the business operations and industry practices
+ Effective written, communication, presentation and computer skills including working knowledge of Microsoft Office products, especially Microsoft Excel
+ Experience presenting and explaining information in a simple and user-friendly way
+ Collaboration skills and demonstrated ability to flex to support broader business and CFO teams, as needed
+ Solid analytical, critical thinking, problem solving and planning skills
**What sets you apart:**
+ Successfully completed the 2025 CFO Finance Internship
**Compensation range:** The salary range for this position is: $51,370.00 - $92,060.00
**#DNP**
**USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).**
USAA views its internship program as a pipeline to possible future employment. This is based on an individual's graduation date, performance, role qualifications, and business need. To be considered for possible future employment opportunities interns must meet the full-time work eligibility requirements for any given role. Thus, interns should ensure their sponsorship status and other provided information is accurately reflected on their intern application. Inadequate completion of your application may render you ineligible for further consideration in the hiring process.
**Compensation:** USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the hourly range based on your experience and market data of the position. The actual hourly rate for this role may vary by location.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
**Benefits:** At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
Interns may not be eligible for all benefits, for more details on our outstanding benefits, please visit our benefits page on USAAjobs.com.
_Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting._
_USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran._
**If you are an existing USAA employee, please use the internal career site in OneSource to apply.**
**Please do not type your first and last name in all caps.**
**_Find your purpose. Join our mission._**
USAA is unlike any other financial services organization. The mission of the association is to facilitate the financial security of its members, associates and their families through provision of a full range of highly competitive financial products and services; in so doing, USAA seeks to be the provider of choice for the military community. We do this by upholding the highest standards and ensuring that our corporate business activities and individual employee conduct reflect good judgment and common sense, and are consistent with our core values of service, loyalty, honesty and integrity.
USAA attributes its long-standing success to its most valuable resource: our 35,000 employees. They are the heart and soul of our member-service culture. When you join us, you'll become part of a thriving community committed to going above for those who have gone beyond: the men and women of the U.S. military, their associates and their families. In order to play a role on our team, you don't have to be connected to the military yourself - you just need to share our passion for serving our more than 13 million members.
USAA is an EEO/AA Employer - applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law.
California applicants, please review our HR CCPA - Notice at Collection ( here.
USAA is an EEO/AA Employer - applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law.

Senior Auditor - CFO Data Quality
Charlotte, North Carolina;Newark, Delaware
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge
Refer a friend
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge ( Description:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Job Description:**
This job is responsible for testing data controls and verification of completeness and accuracy of transaction-level data across the Company's Chief Financial Officer (CFO), Chief People Officer (CPO), and Legal coverage areas. These coverage areas include processes and controls within Accounting, Finance, SOX, Regulatory Reporting, ESG, Capital Management, Basel, Treasury, Liquidity, RRP, Global Human Resources, the Chief Administrative Office, and Legal.
Testing activities include data extraction from multiple sources, development of data analytics, and building dashboards. Opportunity to provide automated solutions utilizing sophisticated tools (SQL, Alteryx, Tableau, SAS) and technologies (Python, AI / Data science). Typically works on projects of moderate to high complexity that would involve learning (regulatory requirements, business models, processes) on each new assignment.
Candidates will work directly with Audit leadership with specialization and subject matter expertise in the areas assigned. Candidates will receive training and additional instruction as needed and will be provided with testing objectives and guidelines. Team members should have the ability to perform high quality, risk-focused fieldwork, in accordance with Corporate Audit methodologies and standards to identify meaningful issues, risks and other exposures in the area being audited. The candidate will create and maintain accurate and clear work documents and expected to complete tasks efficiently (on time and accurately). Also, will engage in relevant training regarding audit, businesses, financial controls, regulations or a particular specialty. Candidates are expected to work independently but maintain ongoing communication and provide periodic updates to Audit leadership.
**Responsibilities:**
+ Executes audit strategy for the sound application of risk-based auditing by defining audit scope and audit program, and leverages automation and innovative methods in a timely and high quality manner
+ Identifies control deficiencies, discusses with line management, and initiates control matter recommendations
+ Establishes business partner relationships, primarily with line management, to develop business knowledge
+ Assesses impacts to business processes, controls, and strategies to provide recommendations on severity ratings
+ Exercises sound judgment to effectively influence management to improve the control environment while developing knowledge of product, business, and technical expertiseDevelops skills to use innovative tools to complete audit activities more efficiently (e.g., testing)
**Required Qualifications:**
+ 2+ years of experience in financial services or audit with experience in data analysis, data management, and/or data visualization
+ BA/BS or equivalent in Accounting, Finance, Computer Science, Mathematics, or similar field
+ Skilled in use of data technologies (SQL, R, Python) and data visualization / workflow tools (Alteryx, Tableau)
+ Strong project management skills, attention to detail, ability to supervise and manage projects to completion
+ Excellent organizational skills with keen ability to prioritize daily tasks with project work as well as ad hoc requests
+ Ability to learn complex subject matter, understand regulatory requirements, and build testing programs to ensure compliance and mitigate risks
+ Proven verbal and written communication skills
+ Strong analytical and technical skills
+ Implements risk-based audit strategy
+ Ability to work as individual contributor and conduct testing independently
**Desired Qualifications:**
+ Advanced degree in a technical field (e.g., Accounting, Finance, Computer Science, Mathematics, etc.)
+ CPA or equivalent preferred
+ Experience using GenAI tools in an enterprise environment
**Skills:**
+ Analytical Thinking
+ Attention to Detail
+ Internal Audit Review
+ Risk Management
+ Technical Documentation
+ Automation
+ Business Acumen
+ Issue Management
+ Project Management
+ Critical Thinking
+ Relationship Building
+ Written Communications
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the "Know your Rights" poster, CLICK HERE ( .
View the LA County Fair Chance Ordinance ( .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

Audit Manager- CFO Data Quality
Charlotte, North Carolina
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge
Refer a friend
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge ( Description:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Job Description:**
This job is responsible for overseeing assigned areas of audit work acting as an Auditor-in-Charge (AIC), and executing on the audit strategy for Lines of Business (LOBs). Key responsibilities include driving risk-based auditing by defining scope and test procedures to evaluate the control environment in conformance with audit policies, assessing issues for business impact and recommending severity ratings, drafting audit reports, and managing business partner relationships. Job expectations include fostering an inclusive work environment, and mentoring team members.
The role involves independently validating the completeness and accuracy of data across the Company's Chief Financial Officer (CFO), Chief People Organization (CPO), and Legal functions. Candidates will lead audit projects of moderate to high complexity, requiring adaptability and a willingness to learn. Success in this role depends on the ability to work with diverse data sets and subject matter areas.
**Responsibilities:**
+ Executes audit strategy for the sound application of risk-based auditing by defining audit scope and audit programs, and drafting audit reports leveraging automation and innovative methods in a timely and high quality manner
+ Acts as Auditor-in-Charge (AIC) by overseeing audit testing and ensuring it is executed in a timely manner and conforms with quality standards, audit policies, and procedures
+ Leads audit testing to independently validate completeness and accuracy of diverse data sets across lines of business
+ Assesses impacts to business processes, controls, and strategies to provide recommendations on severity ratings and escalate broad themes or trends accordingly based on existing business knowledge
+ Exercises intellectual curiosity and judgment to effectively influence and challenge management to improve the control environment and drive continuous improvements on audit
+ Oversees a team of associates and provides day-to-day mentoring and guidance and fosters an inclusive work environment
+ Maintains business partner relationships, primarily with line management, to develop business knowledge
+ Exercises sound knowledge of product, business, and technical expertise to effectively challenge management to improve the control environment
**Managerial Responsibilities:**
This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above.
+ Opportunity & Inclusion Champion: Models an inclusive environment for employees and clients, aligned to company Great Place to Work goals.
+ Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement.
+ Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions.
+ Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues.
+ People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance.
+ Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions.
+ Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization.
+ Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work.
**Skills:**
+ Analytical Thinking
+ Audit Planning
+ Internal Audit Review
+ Issue Management
+ Risk Management
+ Business Acumen
+ Coaching
+ Project Management
+ Relationship Building
+ Written Communications
+ Attention to Detail
+ Automation
+ Critical Thinking
+ Technical Documentation
**Required Qualifications:**
5+ years of experience in a role in financial services, technology, or other relevant technical field
Prior experience working with data (i.e. analytics; data mining; automation)
Prior experience leading projects, managing against deadlines, and reporting results to management
Analytical / Automation Skills (SQL, SAS, Python. Alteryx, Advanced Excel)
Strong communication and presentation skills
**Desired Qualifications:**
Big 4 background a plus, including external audit or advisory/consulting
Experience working with Artificial Intelligence (AI) tools in a professional environment
Knowledge of Bank of America business processes and applications
Advanced degree or certifications (CIA, CISA etc. - CPA Preferred)
Audit or risk/controls background in financial services
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the "Know your Rights" poster, CLICK HERE ( .
View the LA County Fair Chance Ordinance ( .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

Our client is seeking a highly organized and proactive Executive Administrative Assistant to provide comprehensive support to their Chief Financial Officer. This is a critical role requiring exceptional attention to detail, strong communication skills, and the ability to manage multiple priorities in a fast-paced environment. The successful candidate will be instrumental in ensuring the smooth operation of the CFO's office and facilitating efficient communication across the finance department and with external stakeholders.

Responsibilities:

• Manage complex calendars, schedule meetings, and coordinate travel arrangements (domestic and international) for the CFO.
• Prepare and edit correspondence, reports, presentations, and other documents.
• Screen and prioritize incoming communications, including emails and phone calls, on behalf of the CFO.
• Serve as a liaison between the CFO and other executives, employees, clients, and vendors.
• Assist with the preparation of financial reports and board materials.
• Organize and maintain physical and digital filing systems.
• Process expense reports and invoices accurately and in a timely manner.
• Conduct research and compile data as requested by the CFO.
• Manage special projects as assigned, ensuring deadlines are met.
• Maintain a high level of confidentiality and discretion in all matters.
• Coordinate office supplies and equipment maintenance.
• Onboard new team members with administrative tasks.
• Provide general administrative support to the finance team as needed.

Qualifications:

• Associate's or Bachelor's degree in Business Administration, Office Management, or a related field preferred.
• Minimum of 5 years of experience supporting C-level executives, preferably in a finance or corporate setting.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and familiarity with G Suite.
• Excellent written and verbal communication skills.
• Strong organizational and time management abilities, with the capacity to multitask effectively.
• Discretion and a proven ability to handle confidential information.
• Professional demeanor and positive attitude.
• Ability to work independently and as part of a team.
• Experience with financial software or ERP systems is a plus.

This role is based in **Charlotte, North Carolina, US**, with a hybrid work arrangement, requiring attendance in the office three days per week. Our client offers a competitive salary and benefits package.

Senior Data Analyst (CFO Data Management - Counterparty)
Charlotte, North Carolina
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge
Refer a friend
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge ( Description:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Description Summary:**
This job is responsible for ensuring operational data is fit for purpose, defining controls, and monitoring processes are in adherence to enterprise data management standards. Key responsibilities include triaging and remediating data incidents, performing data analysis, training new users, and performing impact analysis stemming from data updates. Job expectations include helping in defining access and ownership of data by domain, conducting quality control, and overseeing data maintenance.
CFO Data Management (CFO DM) supports other CFO Function's needs and use cases (e.g., management and regulatory reporting). This role will be responsible for Counterparty Data within a larger data environment. Counterparty refers to the clients and other parties associated with Bank of America's transactions. Counterparty classification is a key element in many reports.
**Responsibilities:**
+ Ensures data is accurate, complete, and fit for performing data analyses through various testing procedures and data controls which help to identify business insights fit for purpose for a particular product set.
+ Develops and executes on Enterprise Data Management policies and standards, works across teams to ensure adherence, serves as a key point of contact for all topics related to data compliance, and manages operational elements of the (Enterprise Data Strategy Governance and Operations (EDSGO) relationship.
+ Manages data related incidents and identifies, communicates, and resolves or escalates issues as needed. Data inquiries include questions related to data issues, availability of data, and potential sourcing alternatives to inform.
+ Develops, manages, and executes on controls, ensuring tracking, monitoring, and resolution of any control breaches with data platform.
+ Partners with Business and Technology functions to drive the development of business and functional requirements documents and ensures strategic upstream resolution for data related incidents.
**Additional Responsibilities:**
+ Provide Subject Matter Expertise for Counterparty data attributes.
+ Control Data consumed by CFO, including investigating and developing remediation plans for data quality issues.
+ Interface with business partners on their data needs, requirements for new data requests, track and prioritize changes.
+ Assist team with data analysis and ensure quality of outputs.
+ Create SQL scripts and conduct user acceptance testing on new data requests.
+ Collaborate across stakeholders including business reporting, product-specific data stewards, tech partners, upstream data providers/data management, and risk/compliance.
+ Identify, review, and evaluate potential upstream systems to determine data sourcing strategy.
+ Follow the proper risk disciplines and proactively escalate as needed.
+ Adhere to Enterprise Data Management Standards and Risk Data Aggregation requirements.
**Required Qualifications:**
+ Minimum 5 years' of experience with data analysis within the financial industry and/or highly regulated environments.
+ Capacity to handle multiple tasks and work in a flexible environment.
+ Ability to think and act independently, detailed oriented and organized.
+ Strong communication skills and the ability to build relationships across a matrixed organization.
**Desired Qualifications:**
+ Bachelor's degree in related field or relevant work experience.
+ Bank of America, Regulatory Reporting experience a plus, including applicable Bank of America platforms (e.g. WCC, CED, CESIUM, PRDS).
+ Experience with Agile methodology.
+ Knowledge of emerging technologies (e.g. Alteryx, artificial intelligence from a data validation/profiling perspective, etc.).
+ Exposure to AML/KYC processes.
+ Familiarity with transactional databases.
+ Analytics experience with SQL.
+ Data Management experience.
+ Excellent written and verbal communication skills.
+ Proficiency with Alteryx, Tableau, and SQL programming language.
+ Knowledge and prior experience with Regulatory Reporting.
**Skills:**
+ Data Collection and Entry
+ Data Management
+ Data Modeling
+ Issue Management
+ Policies, Procedures, and Guidelines Management
+ Analytical Thinking
+ Collaboration
+ Data Governance
+ Data Quality Management
+ Data and Trend Analysis
+ Business Acumen
+ Controls Management
+ Production Support
+ Regulatory Compliance
+ Solution Design
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the "Know your Rights" poster, CLICK HERE ( .
View the LA County Fair Chance Ordinance ( .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

CFO Data Management - Loan Products Senior Data Analyst
Charlotte, North Carolina
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge
Refer a friend
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge ( Description:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Job Description:**
This job is responsible for ensuring operational data is fit for purpose, defining controls, and monitoring processes are in adherence to enterprise data management standards. Key responsibilities include triaging and remediating data incidents, performing data analysis, training new users, and performing impact analysis stemming from data updates. Job expectations include helping in defining access and ownership of data by domain, conducting quality control, and overseeing data maintenance.
**Team Overview:**
CFO Data Management (CFO DM) is responsible for ensuring data used in key internal and regulatory reports is timely, accurate, and properly controlled. This role will be responsible for supporting Treasury users of Loan products data. The primary functions include partnering with consumers, upstream data providers, and technology teams to research and drive remediation of data issues, document and communicate new business and data requirements, test data and functionality changes, and develop and maintain controls to ensure the integrity of the data. Additionally, the role is responsible for supporting periodic audits and exams by the internal audit and compliance organizations and various Bank regulatory agencies.
**Responsibilities:**
+ Ensures data is accurate, complete, and fit for performing data analyses through various testing procedures and data controls which help to identify business insights fit for purpose for a particular product set
+ Develops and executes on Enterprise Data Management policies and standards, works across teams to ensure adherence, serves as a key point of contact for all topics related to data compliance, and manages operational elements of the (Enterprise Data Strategy Governance and Operations (EDSGO) relationship
+ Manages data related incidents and identifies, communicates, and resolves or escalates issues as needed. Data inquiries include questions related to data issues, availability of data, and potential sourcing alternatives to inform
+ Develops, manages, and executes on controls, ensuring tracking, monitoring, and resolution of any control breaches with data platform
+ Partners with Business and Technology functions to drive the development of business and functional requirements documents and ensures strategic upstream resolution for data related incidents
**Required Qualifications:**
+ Minimum 3 years' experience with data analysis and/or product expertise within the financial industry
+ Strong analytical and problem-solving skillset, attention to detail, and demonstrated experience performing complex data analysis within relational databases using SQL, Advanced MS Excel (Including VBA) and/or TOAD
+ Knowledge/familiarity with loan products and/or experience with regulatory or financial reporting of same
+ Self-motivated, intellectually curious, able to work as part of a team in a fast-paced environment and balance multiple priorities simultaneously
+ Must possess very strong relationship building and communication skills, both with peers and leaders inside and outside the CFO DM organization
+ Excellent verbal and written communication and presentation skills; the ability to summarize complex issues clearly and succinctly

**Desired Qualifications:**
+ Bachelors' degree, or higher, in Business
+ Prior Data Management or Technology/Finance experience in Consumer Banking, Wholesale Credit, or Credit Risk organizations at BAC
+ Strong knowledge or prior experience with Data Controls monitoring and/or Data Control governance practices
+ Familiarity with BAC Enterprise Data Management Policy & Standards and the BAC Risk Framework
+ Experience with process automation using tools such as Tableau and Alteryx
**Skills:**
+ Data Collection and Entry
+ Data Management
+ Data Modeling
+ Issue Management
+ Policies, Procedures, and Guidelines Management
+ Analytical Thinking
+ Collaboration
+ Data Governance
+ Data Quality Management
+ Data and Trend Analysis
+ Business Acumen
+ Controls Management
+ Production Support
+ Regulatory Compliance
+ Solution Design
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the "Know your Rights" poster, CLICK HERE ( .
View the LA County Fair Chance Ordinance ( .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

CFO - Corporate Investment Quantitative Financial Analyst - Asset Liability Management
Charlotte, North Carolina
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge
Refer a friend
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge ( Description:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Job Description:**
This job is responsible for conducting quantitative analytics and modeling projects, incorporating quantitative problem-solving skills, professional judgement and core subject matter expertise regarding financial market drivers and products. Key responsibilities include developing new models, analytic processes and systems approaches. Job expectations include coding, scripting, implementations, and statistical and econometric modeling.
This job is responsible for daily forecasting and analyzing of the bank's balance sheets, Net Interest Income (NII), Funds Transfer Pricing (FTP) and interest rate risk sensitivity. Key responsibilities include partnering with Line of Business (LOB) leaders and teammates across Corporate Treasury, Risk, and the Chief Financial Office (CFO) to deliver a dynamic, accurate, and disciplined forecast by product, LOB, and legal entity under baseline and/or stress scenarios.
Principal subject matter expert responsible for forecasting the firms balance sheet and net interest income and/or monitoring and reporting on the firms interest rate sensitivity. Responsible to deliver a dynamic, accurate and disciplined forecast by product, LOB and Legal Entity under baseline and stress scenarios. Responsible for quality assurance and controls around pertinent external regulatory reporting and risk limits.
Balance Sheet Management (BSM) is a division within the CFO Group responsible for providing executive management with accurate and timely analysis of the balance sheet, net interest income (NII), and non-interest income across Actuals and Forecast. Information generated by this team provides the framework which allows the company to position its balance sheet consistent with its risk appetite and expectations for changes in interest rates. BSM maintains close partnerships with various groups across the enterprise, providing key input to critical processes and strategic decisions. Coordination with Global Risk, Model Risk, Funding Managers, and other Treasury teams facilitates strategic ALM decisions within a controlled framework.
The Interest Rate Analytics (IRA) team is responsible for daily, monthly, and quarterly monitoring of the bank's balance sheet positioning as well as ad hoc analytics to support decision making across Treasury. The IRA team starts with the Bank's spot data position and baseline forecast, then applies a variety of interest rate shocks - both parallel and non-parallel - to quantify and report the Bank's IRR. The interest rate scenarios are largely focused on +/-100 basis points (bps) shocks, however, larger, and smaller shocks are also modeled, analyzed, and reported. The Bank has established risk limits for each metric across the various interest rate shocks, both at the Risk Appetite and non-risk appetite levels.
**Responsibilities:**
- Applies quantitative methods that include, but are not limited to, econometric and statistical forecasting models
- Provides quantitative models and analytical support for decision making and risk measurement
- Develops models for deployment on the Quantitative Finance Analytical Platform, a proprietary platform for advanced computational needs within Corporate Treasury
- Maintains an analytical computing platform spanning multiple geographical locations and including thousands of computer cores, leveraging Linux technology and C+- Writes production code, researching, designing, delivering and implementing quickly and accurately on a shared platform
- Delivers forecast analysis and reporting with accuracy, presenting results to senior management
- Applies subject matter expertise of the key drivers of the Line of Business, Product balance sheet and Net Interest Income (NII) forecasts, Funds Transfer Pricing (FTP), and FDIC expenses, challenging the forecast and highlighting potential risks
- Identifies opportunities to enhance or simplify processes, improving analytical capabilities for stakeholders
- Delivers forecasting, securitization, deposit pricing, and annual report disclosures with a high level of autonomy
- Interest Rate Risk measurement and analysis for the banking book
- Multiple tools covering earnings and capital at risk on a daily, weekly, and monthly basis
- Partners with Risk to establish risk appetite and monitor different risk appetite statements and non-risk appetite limits
- Performs routine assumption sensitivity analysis ranging from static balance sheet, securities prepayment and reinvestment, deposit rate paid and mix, EVE truncation, etc. OCI forecasting for stress testing
**Skills:**
+ Analytical Thinking
+ Data and Trend Analysis
+ Financial Analysis
+ Financial Forecasting and Modeling
+ Reporting
+ Adaptability
+ Attention to Detail
+ Regulatory Compliance
+ Risk Analytics
+ Scenario Planning and Analysis
+ Benchmarking
+ Business Acumen
+ Business Analytics
+ Financial Management
**Required Qualifications:**
+ Minimum 2 years of experience in data analytics with emphasis on design, testing, and implementation of calculations related to net interest income, cash flows, or risk analytics
+ Finance/Accounting knowledge - experience in balance sheet management, forecasting, or other Corporate Treasury functions
+ Understanding of financial market dynamics, interest rates, accounting, and financial products
+ Ability to manage multiple priorities in a time sensitive environment
+ Ability to work across multiple teams in a collaborative environment
+ Proficient in MS Office tools, especially Microsoft Excel & SQL skills
+ Inquisitive, willing to challenge the status quo and strive to improve processes
**Desired Qualifications:**
+ Experience analyzing fixed income securities, interest rate derivatives
+ Technical Business Analyst skills (SQL, VBA, Python)
+ Prior experience with Model Risk Management
**Minimum Education Requirement:** Bachelor's degree Finance, Business, or Computer Science
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the "Know your Rights" poster, CLICK HERE ( .
View the LA County Fair Chance Ordinance ( .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

**Description**
Willis Towers Watson's Captive Solutions team delivers customized, data-driven insurance management services across Corporate Risk and Broking (CRB), Human Capital and Benefits (HCB), and Investment, Risk and Reinsurance (IRR). As part of this highly specialized group, the Account Executive is responsible for managing a portfolio of captive insurance companies by providing strategic, operational, and financial oversight tailored to each client's unique risk profile.
Reporting to senior leadership and working closely with clients, regulators, and service providers, the Account Executive plays a critical role in shaping underwriting strategy, ensuring regulatory and financial compliance, and delivering timely, high-quality board and management reporting. The role also contributes to new business development by identifying growth opportunities, supporting marketing initiatives, and offering expert technical guidance.
The ideal candidate brings at least 15 years of experience in captive insurance and financial services, with deep knowledge of insurance accounting, products, and problem resolution. Strong leadership, project management, and client relationship skills are essential, along with the ability to provide strategic insight, influence stakeholders, and uphold the highest standards of compliance and corporate governance.
This position offers a dynamic opportunity to lead within a team of top-tier professionals-actuaries, brokers, analysts, and consultants-dedicated to delivering clarity, innovation, and value to clients through Willis Towers Watson's world-class Captive Solutions platform.
Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
**The Role**
**New Business**
+ To assist in the development of new business for the Company
+ Give input to the creation of a marketing and new business strategy.
+ Implement marketing and new business strategy.
+ Identify new business opportunities (including cross-selling opportunities) within existing client base.
+ Take responsibility for a number of new business development projects.
+ Promote the Company within and outside the Willis Group.
+ To provide technical advice on request within the Practice.
**Insurance**
+ Liaison with insurance broker and reinsurance brokers as required.
+ Underwriting decisions in conjunction with the Client Service Team and the Practice Underwriting resources, as appropriate.
+ Monitoring of exposures and risk transfer pricing within assigned portfolio.
+ Oversee regulatory approval for changes to the business plan.
+ Oversee Board approval for underwriting decisions.
**Finance/Regulatory**
+ Monitoring of domicile solvency and capital requirements
+ Obtaining regulatory approval of changes to business plan
+ Obtaining board approval for underwriting decisions
+ Accounting for premium
+ Agree reserving methodology
+ Ensure the production of management accounts, statutory accounts and information, budgets, cash flow statements and supplementary information as required.
+ Assist with the adoption of appropriate accounting practices and ensure adherence thereto.
+ Manage cash requirements of the companies
+ Liaise with and monitor investment managers in respect of invested funds
+ Assist Client Service Team with co-ordination of board meetings
+ Ensure timely production of board papers.
+ Ensure timely production of minutes and review prior to distribution.
+ Action matters arising from client meetings
+ Ensure relevant company secretarial functions are performed in a timely manner.
+ Ensure compliance with Corporate Governance.
**Management**
+ To participate in and provide input on strategic and major operational issues. Assume responsibility for a specific area of company strategy.
+ To implement policies adopted by the Practice
+ Contact is maintained with all client directors and that they are advised of any developments.
+ Keep Practice leadership apprised of client developments.
+ Entertain clients & prospects as required.
+ Support Senior Principal in performing board insight, perspective & thought leadership as required
+ Understands importance of WEM and the WTW code of Conduct and works to be seen as a role model in the office.
**Qualifications**
**The Requirements**
+ 4 year degree in Accounting, Finance or related area or CPA qualification
+ Maintenance of CPA qualification through CPD, as appropriate
+ Advanced Computer Skills
+ In depth knowledge and experience of captive insurance and insurance industry (minimum 15 years' experience) in the following areas: (1) accounting for captives (2) insurance products, and (3) problem resolution
+ Willis Towers Watson knowledge (platforms, structure, etc.)
+ Ability to monitor quality control
+ Client relationship skills
+ Project Management skills
+ Advanced presentation skills
+ Leadership and People Management skills
+ Compliance
+ Can solve complex issues and will raise highly complex issues to higher level
+ Ability to influence and negotiate
+ Excellent verbal and written communication skills
This position will remain posted for a minimum of three business days from the date posted or until sufficient/appropriate candidate slate has been identified.
**Compensation and Benefits**
Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that base salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation.
**Compensation**
The base salary compensation range being offered for this role is $100,000-$140,000 USD per year.
This role is also eligible for an annual short-term incentive bonus.
**Company Benefits**
WTW provides a competitive benefit package which includes the following (eligibility requirements apply):
+ **Health and Welfare Benefits:** Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)
+ **Leave Benefits:** Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off ( ( _Washington State only_ )
+ **Retirement Benefits:** Contributory Pension Plan and Savings Plan (401k).
Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records.
At WTW, we trust you to know your work and the people, tools and environment you need to be successful. The majority of our colleagues work in a "hybrid" style, with a mix of remote, in-person and in-office interactions dependent on the needs of the team, role and clients. Our flexibility is rooted in trust and "hybrid" is not a one-size-fits-all solution.
We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working as well as location-based arrangements. Please speak to your recruiter to discuss more.
EOE, including disability/vets