699 Citizens Bank jobs in Cranston

**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
Career Level - IC2
LI-AR1
**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: $66,700 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 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.

Company :

Allegheny Health Network

Job Description :

GENERAL OVERVIEW:

The incumbent is responsible for implementation and execution of various post-award and financial management activities for grants, contracts and/or clinical trials within the Sponsored Programs Financial Services (SPFS) supporting Allegheny-Singer Research Institute and Allegheny Health Network. Responsibilities include award set-up, transaction processing, compliance review, cash management, collections, financial reporting and project close-out. Responsible for material accuracy of financial statements /reports. Analyze financial results and outcomes, trends/projections, performance metrics and provides root cause analysis to help facilitate business decisions while adhering to institutional policies and procedures and Sponsor guidelines.

ESSENTIAL RESPONSIBILITIES

• Compliance Management: Read and develop full understanding of business and financial terms and conditions of grant, contract, and/or clinical trial agreement.Maintain compliance with allowable costs, period of performance, subrecipient monitoring, tracking cost share and program income, effort reporting, reporting, other special test provisions, cash management invoicing, and clinical trial billing compliance.Keep current on compliance with federal, state, local, private sponsors, and other agency regulation including Uniform Guidance. Evaluates and maintains business processes in support of post-award management.

• Invoicing, Accounting Receivable, and Cash Management: Develop full understanding of payment terms and payment schedule as outline in the grant, contract and/or clinical agreement terms. Promptly invoice and timely follow-up on outstanding payments owed. Ensure proper recording cash against programs. Ability to independently troubleshoot, analyze, and problem solve payment variances and queries with Sponsor ensuring positive cash flow. Ability to setup and work within Sponsor portals to setup payment profiles, submit invoices, and retrieve payment backup as needed.

• Month-end Close: Maintains processes and prepares journal entries to support the monthly close process and the generation of the monthly financial statements/reports. Ensures all financial transactions/entries are properly documented and completed timely.Ensures all financial transactions/entries agree with GAAP, Uniform Guidance, and with institutional policies and procedures.Possesses expertise with the institution's financial systems.

• Reporting: Independently prepares simple to complex financial reports, working collaboratively with management, financial and program staff to address discrepancies and correct errors. Monitors and meets allinternal and Sponsor stipulated deadlines and content requirements. Ensures reports are clear, accurate, and submitted on-time. Ability to translate and accurately report financials on Sponsor required forms as required. Address ad hoc reports and analysis as needed.

• Project Closeout:Independently complete project closeout documentation that are accurate, properly documented and on time. Ensures cost share requirements have been met, unallowable costs have been removed, subaward/contract expenses are accounted for, and outstanding obligations have been addressed. Communicates clearly with financial and program staff and others as appropriate to gather necessary information and supporting documentation. Ensure all invoices and payments are complete. Close project cost center in all financial systems.

• Audit: Independently applies compliance with regulations and guidelines and implements/documents internal controls, policies, and procedures. Gather documentation and information for auditors from multiple sources as required.

• Other duties as assigned or requested.

Q UALIFICATIONS:

Required

• Bachelor's degree in Accounting, Finance, Business Administration or related field or relevant experience and/or education as determined by the company in lieu of bachelor's degree.

• Knowledge of accounting principles, budget planning, and financial analysis with the ability to interpret and apply fiscal regulations (preferred with focus on clinical research or healthcare)

• Ability to assess, research, and resolve complex financial and compliance issues while applying sound judgment.

• This position requires a deep understanding of financial management in a clinical trial setting, expertise in research accounting, and a strong background in compliance and auditing

Preferred

• Prior experience in grant, contract and clinical trial financial administration, knowledge of federal agency regulations, policies, and procedures, Uniform Guidance, laws and federal acquisition regulations applicable to research and sponsored programs

• Prior experience with clinical trial financial management and/or clinical research billing compliance and regulations

SKILLS:

• Organizational and mathematical skills with ability to analyze data, formulate conclusions, demonstrate agility and problem-solving techniques.

• Strong written and verbal communication skills, ability lead financial meetings with all levels within the organization and with ability to translate and summarize numbers into an understandable narrative to others.

• Strong attention to detail with high level of accuracy

• Ability to work independently, prioritize and manage large volumes of work to anticipate and meet tight deadlines.

• Proficiency in financial software and adaptability to new technologies. Understand financial processes and controls including the reconciliations.

• Proficiency with MS Excel skills such as sorting, pivot tables, filtering, lookups, subtotals, basic formulas.

• Demonstrated ability to interpret and implement complex regulations, procedures and/or compliance standards.

• Attention to detail and accuracy.

• Ability to process and handle confidential information with discretion.

Disclaimer: The job description has been designed to indicate the general nature and essential duties and responsibilities of work performed by employees within this job title. It may not contain a comprehensive inventory of all duties, responsibilities, and qualifications required of employees to do this job.

Compliance Requirement : This job adheres to the ethical and legal standards and behavioral expectations as set forth in the code of business conduct and company policies.

As a component of job responsibilities, employees may have access to covered information, cardholder data, or other confidential customer information that must be protected at all times. In connection with this, all employees must comply with both the Health Insurance Portability Accountability Act of 1996 (HIPAA) as described in the Notice of Privacy Practices and Privacy Policies and Procedures as well as all data security guidelines established within the Company's Handbook of Privacy Policies and Practices and Information Security Policy.

Furthermore, it is every employee's responsibility to comply with the company's Code of Business Conduct. This includes but is not limited to adherence to applicable federal and state laws, rules, and regulations as well as company policies and training requirements.

Pay Range Minimum:

$25.10

Pay Range Maximum:

$38.91

Base pay is determined by a variety of factors including a candidate's qualifications, experience, and expected contributions, as well as internal peer equity, market, and business considerations. The displayed salary range does not reflect any geographic differential Highmark may apply for certain locations based upon comparative markets.

Highmark Health and its affiliates prohibit discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities and prohibit discrimination against all individuals based on any category protected by applicable federal, state, or local law.

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Req ID: J

**Job Description**
We are looking for an experienced Consulting Sales Representative for Oracle's marketing leading Oracle Financial Services Analytical Applications(OFSAA). Oracle Financial Services Analytical Applications delivers a comprehensive, integrated suite of financial services analytical applications for both banking and insurance domains.
This role is responsible for selling Oracle's Consulting Services in the East Coast to Banks and Financial Services Industry in the Risk, Compliance and Performance Analytics space. These services will be based around Oracle product suite OFSAA.
Responsibilities Include:
+ Leading sales efforts for Oracle consulting services into named accounts within the Financial Services Industry.
+ Identifying & developing new accounts and/or expanding existing accounts within East Coast with named accounts
+ Create Sales strategies and sales plans for the assigned region
+ Present the service offerings to C level executives by understanding their needs, budget and decision making process
+ Building pipeline for achieving the quota
+ Working closely with software license reps to build joint strategies and be the partner of choice for implementations
+ Building relationships within the larger Oracle eco system to provide a comprehensive Consulting solution to clients to foster long term business.
+ Enabling existing relationships with clients to cross sell and upsell OFSAA software
+ Working with partners for joint implementations
+ Negotiate complex contracts and navigate long sales cycles
+ Create compelling sales proposals
The ideal candidate will have experience in the following:
+ 10+ years of sales experience within the financial services industry
+ Established sales relationships with East Coast financial/banking firms
+ Successful track record of achieving/exceeding sales quotas
+ Should be self-driven and motivated
+ Ability to navigate through complex deals and negotiate large size deals
+ Excellent communication skills
**Responsibilities**
+ Leading sales efforts for Oracle consulting services into named accounts within the Financial Services Industry.
+ Identifying & developing new accounts and/or expanding existing accounts within East Coast with named accounts
+ Create Sales strategies and sales plans for the assigned region
+ Present the service offerings to C level executives by understanding their needs, budget and decision making process
+ Building pipeline for achieving the quota
+ Working closely with software license reps to build joint strategies and be the partner of choice for implementations
+ Building relationships within the larger Oracle eco system to provide a comprehensive Consulting solution to clients to foster long term business.
+ Enabling existing relationships with clients to cross sell and upsell OFSAA software
+ Working with partners for joint implementations
+ Negotiate complex contracts and navigate long sales cycles
+ Create compelling sales proposals
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: $126,600 to $207,300 per annum. May be eligible for equity. Eligible for commission with an estimated pay mix of 50/50 - 60/40.
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 - IC5
**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 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**
**About the job**
Financial Consulting Services - Consulting Sales - Americas
**Short Description**
Looking for dynamic sales person who would be responsible for the sales of Oracle Financial Consulting Services in Americas region. Responsible for selling the Oracle consulting services offerings. Develops new accounts and/or expands existing accounts within an established geographic territory, Financial Industry and Consulting services segment/offerings. 7-10+ years of relevant field sales experience. Able to develop strong internal relationships. Able to network and develop strong business relationships with customers such that they turn to Oracle for their consulting services needs. Able to generate leads and submit proposals to the client applying a broad knowledge of Oracle Financial Consulting Service Offerings. Able to generate consulting services and further and close the transaction. Leading contributor individually and as a team member. Ability to collaborate well with internal and external teams. Has good executive presence and ability to have C'Level conversations.
**What You Will Do**
**Annual Revenue - Achieve / exceed sales targets.**
- Sales strategies - Develops effective and specific account plans for accounts to ensure Sales quota/Revenue target delivery and balanced growth. Develop relationships in new and existing customers and leverage to drive strategy through organization.
- Trusted consultant - Establishes positive relationships based on knowledge of customer requirements and dedication to value (value of counsel and expertise, value of solutions, value of implementation expertise). Builds a strong network and foundation so as to harvest future business opportunities.
- Customer Insights - Actively understand each customer's technology footprint, strategic growth plans, technology strategy landscape. Review public information (e.g. new executive appointments, earnings statements, press releases) for the company and its competitors to remain updated on key industry trends and issues impacting the prospect.
- Territory and Account - Lead designated territory, including accounts, account relationships, prospect profiling, and sales cycles. Encourage all accounts to become references for the LOB/Organization.
- Business Planning - Develop and deliver comprehensive business plan to address customer and prospects priorities. Understands and manages Services Offering mix to suit the organizations long term view.
- Be responsible for the entire sales process to ensure delivery against key performance metrics, with a strong emphasis on new business sales, while growing existing accounts.
- Work closely with the Operations/delivery team and ensure delivery of the programs on time and optimally
**Demand Generation, Pipeline and Opportunity Management**
- Pipeline planning - Follow a principled approach to maintaining a rolling pipeline. Keep pipeline current and moving up the pipeline curve.
- Pipeline partnerships - Leverage surround organizations including other LOBs, Partners to funnel pipeline into the assigned territory.
- Leverage Services Offerings - Be proficient in and bring all services offerings by the LOB on offer to bear on sales pursuits
- Advance and close sales opportunities - through the successful execution of the sales strategy and roadmap.
- Campaigns and Go To Market Initiatives - Drive all campaigns, GTM initiatives and events in the territory
**Sales Excellence**
- Maintain White Space analysis and execution of initiatives (up sell and cross sell) on customer base.
- Orchestrate resources: deploy appropriate teams/resources to complete winning sales. Leverage One Oracle experience.
- Apply standard methodology models available in Oracle.
- Understand Oracle Financial Consulting services' competition and optimally position solutions against them.
- Responsible for accurate booking forecasting.
- Maintain CRM system with accurate customer and pipeline information.
**What You Will Bring**
Exposure to business in Americas region.
5+ years of experience in sales of sophisticated enterprise solutions, consulting services, with specific experience selling IT Consulting Services in Financial Services Industry.
Proven success with large accounts & transactions and lengthy sales cycles in a fast-paced, consultative and competitive market.
Ability to build reciprocal relationships with different parts of the business, partners and customers and identifies alignments across LOBs and acts on opportunities to integrate business, with credibility at all levels, including Lines of Business and CxOs.
Be creative with strong problem-solving skills and the ability to adapt and succeed in a fast paced and ambiguous environment.
Confirmed ability to work well as part of an extended sales team.
Business level English: Proficient in regional language business Level proficiency.
**Target Customer Segment**
**Industry Vertical**
You will be targeting customers in the Financial Services segment to sell Oracle Consulting Services Offerings.
**Territory**
Americas Region
**Why Oracle?**
At Oracle, we believe that innovation starts with diversity and inclusion and to build the future we need talent from various backgrounds, perspectives, and abilities. We're committed to creating a workforce where all individuals can do their best work. It's when everyone's voice is heard and valued that we're encouraged to go beyond what's been done before.
Career Level - IC3
**Responsibilities**
Responsible for selling the Oracle consulting services. Develops new accounts and/or expands existing accounts within an established geographic territory, industry, product segment, or channel.
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: $90,100 to $147,600 per annum. May be eligible for equity. Eligible for commission with an estimated pay mix of 50/50 - 60/40.
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 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.

Credit Officer II-Dealer Financial Services
Boston, Massachusetts;Atlanta, Georgia; Tampa, Florida; Providence, Rhode Island; Jacksonville, Florida; Hartford, Connecticut
**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.**
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 managing, monitoring, and documenting credit risk for a portfolio of clients. Key responsibilities include monitoring changes in credit profiles, compliance with credit agreements as well as structuring and underwriting new financing solutions across the Global Banking and Markets product spectrum. Job expectations may include assessing risk solutions which adhere to the bank's risk appetite and risk strategies and coaching and leading team members.
In Dealer Financial Svs, assigned as a market or industry level resource, the Credit Officer II is a highly skilled resource, providing expert level advisory guidance in the most complex, integrated debt capital solutions. The role also serves as Line/Credit approver in conjunction with Risk management based on credit approval grid and drives the internal credit approval process, loan documentation and closing. Involvement with monitoring activities/approvals is also part of the responsibilities. The Credit Officer II maintains knowledge of other BofAML products including Investment Banking and Treasury Management that have credit exposure, and leverages product expertise to deliver the best possible and optimally integrated strategic solution for the client or prospect. The role is balanced between analysis of clients and prospects and their industries, design and execution of credit solutions, and the active management of asset quality. Client facing, the Credit Officer II collaborates with the Relationship Manager(RM),Treasury Solutions Officer (TSO), and other product partners, when needed, to assess client needs, design integrated solutions and deliver the bank to clients and prospects.
**Responsibilities:**
+ Oversees and assesses the credit worthiness of borrowers based on due diligence findings, financial statement analysis, forecasting, analysis of company and industry risks, terms and conditions, and relationship profitability to provide high quality credit approval to Corporate Banking, Investment Banking, Global Markets, and Treasury
+ Exercises Delegated Approval Authority using sound judgment and expertise to make approval decisions for the business including new lending limits, structuring and negotiating deal terms, credit worthiness, annual reviews and renewals, risk ratings, and breach actions
+ Acts as a senior coverage team resource supporting ongoing credit matters and asset quality, maintaining adherence to the bank's risk appetite and risk strategies to mitigate losses while identifying opportunities to responsibly growing the loan portfolio
+ Leads new credit originations in coordination and collaboration with the coverage teams including Relationship Managers, Risk, Syndications, Treasury, and all other product partners
+ Negotiates and structures legal documentation related to loans and derivatives
+ Establishes appropriate internal risk ratings for clients and implements accurate adjustments throughout the client's credit life cycle
+ Trains, coaches, and mentors Credit Analysts and Associates
+ Serves as a key member of the Commercial Client Team in handling the clients financial needs, ensuring that the overall client experience is favorable, and that the bank is in a position to expand the relationship. Interacts with clients and prospects to understand their financial goals and objectives, current and future financial performance, and their needs and desires for their banking relationship
+ Working closely with the client team, the role of the Credit Officer in the credit process is the guidance and oversight of underwriting, structuring, and documentation of credit requests on an assigned portfolio
+ Includes an evaluation of the financial standing of the client or prospect and the appropriateness of the existing or proposed credit structure, and suggestion of any changes to help optimize the relationship
+ Underwrite and structure complex credit transactions with minimal oversight
+ Some travel time with face-to-face interaction with our dealer clients
+ Involved in the negotiation and closing process for transactions in portfolio
+ Oversees the monitoring of their assigned portfolio to maintain credit quality, and to ensure timely recognition and management of any changes via the use of the bank's proprietary risk rating tool, and the review of various compliance, exception and past due reports
**Required Qualifications:**
+ Minimum of 7 years commercial credit underwriting an analysis with a commercial bank or OEM captive finance organization.
+ Strong knowledge and comprehension of loan and collateral documentation
+ Ability to accurately analyze borrower's financial picture and deliver a comprehensive risk analysis to manager and risk officers
+ Confidence and ability to develop an independent viewpoint and present a business case to support conclusions
+ Excellent relationship management skills, experience working in a team environment, ability to help influence constituencies with diverse views towards consensus
+ Coaching and mentoring skills
+ Strong Microsoft Office Skills
**Desired Qualifications:**
+ Minimum of 10 years commercial credit underwriting and analysis with a commercial bank or OEM captive finance organization in the auto retail space. Direct customer-facing experience in a goal-oriented environment.
+ Bachelor's degree in Finance or Accounting
**Skills:**
+ Analytical Thinking
+ Credit and Risk Assessment
+ Financial Analysis
+ Loan Structuring
+ Underwriting
+ Attention to Detail
+ Business Acumen
+ Financial Forecasting and Modeling
+ Research Analysis
+ Written Communications
+ Business Development
+ Collaboration
+ Critical Thinking
+ Portfolio Analysis
+ Stakeholder Management
**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 ( .
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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.

Location: Anywhere in country.

At EY, we're all in to shape your future with confidence.

We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.

Guidewire - Technical Consultant - Manager

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

The opportunity

Insurers across the globe are investing heavily in technology-enabled transformation programs. A number of solution "hot spots" exist today, such as in claims, underwriting, policy and billing. Our ambition is to be the C-suite advisor for insurance technology-enabled transformation programs, recognized by our clients for our insightful thought leadership, pro-activity in meeting their needs and having truly globally integrated capabilities. Typical projects will span the following areas of insurance technology-enabled transformation:

• Guidewire System Implementation (Policy, Billing, Claims)

• Enterprise Data Management

• Reinsurance Accounting and Reporting Operations/Technology

• Performance Management and Measurement

• Enterprise Technology Expense Reduction

We assist our clients in designing and implementing solutions to improve their organizations' efficiency and effectiveness in the areas of strategy, people, processes and technology.

Your Key Responsibilities

You'll be responsible for working directly with clients to transform their business problems into technology solutions. The goal is to support our clients' efforts to make their business units more effective and efficient and, where required, provide services in connection with the remediation and mitigation of process risk. You will assist engagement teams through the analysis of specific business requirements for alignment with technology architecture, technology infrastructure design, vendor selection and technology implementation plans that support our clients.

Skills and attributes for success

• Demonstrate technical capabilities and engineering skills that support the insurance technology system implementation process.

• Remain current on new developments in services capabilities and industry knowledge

• Lend specific subject-matter knowledge to the design and integration phase of each project, helping to give specificity to the appropriate architecture, data model, system design and interfacing requirements

• Advise clients on a variety of business process services that help identify, assess, manage and measure the organization's capabilities; team with client technology professionals or third-party strategic alliances to provide implementation of technology solutions

• Collaborate with client engagement teams with diverse skills and backgrounds; foster an innovative and inclusive, team-oriented work environment

To qualify for the role, you must have

• Bachelor's degree in Computer Science, Engineering, Technology or a related field, with 5+ years of relevant work experience at a Property and Casualty Insurance carrier or consulting firm; or a master's degree in Computer Science, Engineering, Technology or a related field with 3+ years of relevant work experience

• Previous application experience in any of the following:

• Guidewire, OneShield, Exigen, MajescoMastek, DuckCreek, FirstBest, Business Objects, Cognos, Informatica

• Proficiency in one or more of the following competencies:

• System selection and implementation

• Definition of business and technical requirements

• Design of business and technology architecture

• Application configuration/integration

• Data mapping, conversion, migration

• Ability to deliver system implementation through all phases of the project life cycle, including requirements definition, architecture design, conversion and testing; based on a proven methodology

• Experience in implementing best practices of software engineering processes, code review methodologies, and deploying code optimization tools and techniques.

• Experience in creating POCs for complex design methodologies and providing alternative solution options, working closely with client counterparts

• Excellent written and verbal communication skills for technical writing and client presentations

• Ability to demonstrate strategic thinking through a proven ability to research client inquiries and emerging issues related to regulations, industry practice and new application technologies

• Travel to client site as necessary

Ideally, you'll also have

• Experience with management reporting enhancement, business intelligence/decision support, data warehousing/enterprise data design and management, or enterprise application integration

• Experience in performing impact analyses and driving end-to-end solutions across connecting systems

What we look for

We're interested in self-motivated individuals who can easily function in a high-demand, performance-driven environment. In addition, we're looking for people who recognize the accomplishments of the team before the individual and are sought after as people developers. If you're passionate about problem-solving and helping our clients with some of their most complex issues, this role is for you.

What we offer you

At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more .

• We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $141,200 to $58,900. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is 169,500 to 294,300. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.

• Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.

• Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.

Are you ready to shape your future with confidence? Apply today.

EY accepts applications for this position on an on-going basis.

For those living in California, please click here for additional information.

EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.

EY | Building a better working world

EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.

Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.

EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.

EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law?

EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at .

Location: Anywhere in country.
At EY, we're all in to shape your future with confidence.
We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.
Guidewire - Technical Consultant - Manager
EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry - the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team!
The opportunity
Insurers across the globe are investing heavily in technology-enabled transformation programs. A number of solution "hot spots" exist today, such as in claims, underwriting, policy and billing. Our ambition is to be the C-suite advisor for insurance technology-enabled transformation programs, recognized by our clients for our insightful thought leadership, pro-activity in meeting their needs and having truly globally integrated capabilities. Typical projects will span the following areas of insurance technology-enabled transformation:
+ Guidewire System Implementation (Policy, Billing, Claims)
+ Enterprise Data Management
+ Reinsurance Accounting and Reporting Operations/Technology
+ Performance Management and Measurement
+ Enterprise Technology Expense Reduction
We assist our clients in designing and implementing solutions to improve their organizations' efficiency and effectiveness in the areas of strategy, people, processes and technology.
Your Key Responsibilities
You'll be responsible for working directly with clients to transform their business problems into technology solutions. The goal is to support our clients' efforts to make their business units more effective and efficient and, where required, provide services in connection with the remediation and mitigation of process risk. You will assist engagement teams through the analysis of specific business requirements for alignment with technology architecture, technology infrastructure design, vendor selection and technology implementation plans that support our clients.
Skills and attributes for success
+ Demonstrate technical capabilities and engineering skills that support the insurance technology system implementation process.
+ Remain current on new developments in services capabilities and industry knowledge
+ Lend specific subject-matter knowledge to the design and integration phase of each project, helping to give specificity to the appropriate architecture, data model, system design and interfacing requirements
+ Advise clients on a variety of business process services that help identify, assess, manage and measure the organization's capabilities; team with client technology professionals or third-party strategic alliances to provide implementation of technology solutions
+ Collaborate with client engagement teams with diverse skills and backgrounds; foster an innovative and inclusive, team-oriented work environment
To qualify for the role, you must have
+ Bachelor's degree in Computer Science, Engineering, Technology or a related field, with 5+ years of relevant work experience at a Property and Casualty Insurance carrier or consulting firm; or a master's degree in Computer Science, Engineering, Technology or a related field with 3+ years of relevant work experience
+ Previous application experience in any of the following:
+ Guidewire, OneShield, Exigen, MajescoMastek, DuckCreek, FirstBest, Business Objects, Cognos, Informatica
+ Proficiency in one or more of the following competencies:
+ System selection and implementation
+ Definition of business and technical requirements
+ Design of business and technology architecture
+ Application configuration/integration
+ Data mapping, conversion, migration
+ Ability to deliver system implementation through all phases of the project life cycle, including requirements definition, architecture design, conversion and testing; based on a proven methodology
+ Experience in implementing best practices of software engineering processes, code review methodologies, and deploying code optimization tools and techniques.
+ Experience in creating POCs for complex design methodologies and providing alternative solution options, working closely with client counterparts
+ Excellent written and verbal communication skills for technical writing and client presentations
+ Ability to demonstrate strategic thinking through a proven ability to research client inquiries and emerging issues related to regulations, industry practice and new application technologies
+ Travel to client site as necessary
Ideally, you'll also have
+ Experience with management reporting enhancement, business intelligence/decision support, data warehousing/enterprise data design and management, or enterprise application integration
+ Experience in performing impact analyses and driving end-to-end solutions across connecting systems
What we look for
We're interested in self-motivated individuals who can easily function in a high-demand, performance-driven environment. In addition, we're looking for people who recognize the accomplishments of the team before the individual and are sought after as people developers. If you're passionate about problem-solving and helping our clients with some of their most complex issues, this role is for you.
**What we offer you**
At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more .
+ We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $141,200 to $58,900. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is 169,500 to 294,300. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
+ Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.
+ Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
**Are you ready to shape your future with confidence? Apply today.**
EY accepts applications for this position on an on-going basis.
For those living in California, please click here for additional information.
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
**EY | Building a better working world**
EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.
Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.
EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.
EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law. 
EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at .

Location: Anywhere in country.
At EY, we're all in to shape your future with confidence.
We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.
EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry - the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing, and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team!
**The opportunity**
EY's FSO tax practice provides comprehensive and specialized tax assistance tailored to the unique needs of the asset management industry. You would join our tax professionals who are knowledgeable and experienced with varied and specialized facets of hedge fund, private equity fund and mutual fund taxation, including fund and organizational structuring, tax minimization planning, on-call advice, and tax compliance.
**Your key responsibilities**
As a senior in our Wealth & Asset Management practice, you will be responsible for tax compliance and advisory work for clients. You would work with Managers through Partners on key client issues in domestic federal, international and state and local taxation with a focus on implementing tax strategies that align with the client's business objectives. You will be involved in tax compliance accounts for hedge funds, mutual funds and/or private equity funds.
**Skills and attributes for success**
+ Solid technical knowledge in the asset management tax area
+ Ability to analyze trading reports for tax character and book tax differences, such as wash sales, constructive sales, straddles, and other securities issues.
+ Build impactful relationships with new and existing clients and maintain relationship with firm leadership
+ Create a positive and trusting environment where team members know each other and feel a part of their team
+ Able to identify key tax technical issues and raise the appropriate questions before the work is sent for review to the partner or senior manager ' and consult when necessary
+ Managing multiple work assignments and deadlines
**To qualify for the role you must have**
+ A Bachelor's degree and a minimum of 3 years of related work experience; or an advanced degree in tax or law and a minimum of 2 years of related work experience
+ CPA license or a licensed Attorney is required or the ability to achieve one of these certifications
+ A minimum of 2 years of relevant tax experience or equivalent experience in the financial services industry
+ Familiarity with the financial services industry gained through direct involvement with managed investment vehicles
+ Broad exposure to federal income taxation and exposure to state and local tax
**Ideally, you'll also have**
+ Excellent teaming, leadership, organizational, and verbal/written communication skills
+ Demonstrated skills in the asset management tax area
+ A thorough understanding of building client relationships
**What we look for**
Hard working team player who is comfortable partnering with others as well as working independently. Detailed oriented performer who can multi-task and meet deadlines. Open mindedness and creative solutions to the job every day.
**What we offer you**
At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more .
+ We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $81,500 to $34,600. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is 97,800 to 153,100. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
+ Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.
+ Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
**Are you ready to shape your future with confidence? Apply today.**
EY accepts applications for this position on an on-going basis.
For those living in California, please click here for additional information.
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
**EY | Building a better working world**
EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.
Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.
EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.
EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law. 
EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at .

Location: Anywhere in country.
At EY, we're all in to shape your future with confidence.
We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.
EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry - the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing, and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team!
**The opportunity**
EY's FSO tax practice provides comprehensive and specialized tax assistance tailored to the unique needs of the asset management industry. You would join our tax professionals who are knowledgeable and experienced with varied and specialized facets of hedge fund, private equity fund and mutual fund taxation, including fund and organizational structuring, tax minimization planning, on-call advice, and tax compliance.
**Your key responsibilities**
As a manager in our Wealth & Asset Management practice, you will be responsible for managing and coordinating tax compliance and advisory work for clients. You would work on key client issues in domestic federal, international and state and local taxation with a focus on implementing tax strategies that align with the client's business objectives. You will manage tax compliance accounts for hedge funds and or private equity funds. You will review extensive securities analysis, make appropriate tax adjustments, and provide sign-off for the production and delivery of K-1's and partnership tax returns. You will be responsible for reviewing partnership agreements and private placement memorandums for tax implications of items such as book and tax allocations, stuffing provisions, management and incentive fees as well as run the day to day activities on the accounts that are spread across various locations.
**Skills and attributes for success**
+ Solid technical knowledge - you will have to review partnership book/tax allocations including aspect such as incentive fee re-allocation, side pocket, transfer partnership interest, fill up/down
+ The ability to teach or assist in firm in - house trainings
+ Ability to analyze trading reports for tax character and book tax differences, such as wash sales, constructive sales, straddles, and other securities issues.
+ Build impactful relationships with new and existing clients and maintain relationship with firm leadership
+ Create a positive and trusting environment where team members know each other and feel a part of their team
+ Able to identify key tax technical issues and raise the appropriate questions before the work is sent for review to the partner or senior manager - and consult when necessary
**To qualify for the role you must have**
+ A Bachelor's degree and a minimum of 5 years of related work experience; or an advanced degree in tax or law and a minimum of 4 years of related work experience
+ CPA license or a licensed Attorney is required or the ability to achieve either within a one year from hire date
+ A minimum of 5 years of relevant tax experience or equivalent experience in the financial services industry
+ Familiarity with the financial services industry gained through direct involvement with managed investment vehicles
+ Broad exposure to federal income taxation and exposure to state and local tax
+ Ideally, you'll also have
+ Excellent managerial, leadership, organizational, and verbal/written communication skills
+ Demonstrated skills in mentoring and training others
**What we look for**
Hard working team player who is comfortable partnering with others as well as working independently. Detailed oriented performer who can multi-task and meet deadlines. Open mindedness and creative solutions to the job every day.
**What we offer you**
At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more .
+ We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $115,000 to $10,800. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is 138,000 to 239,600. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
+ Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.
+ Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
**Are you ready to shape your future with confidence? Apply today.**
EY accepts applications for this position on an on-going basis.
For those living in California, please click here for additional information.
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
**EY | Building a better working world**
EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.
Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.
EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.
EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law. 
EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at .