What Jobs are available for Investment Management in Madison?

SitusAMC is where the best and most passionate people come to transform our client's businesses and their own careers. Whether you're a real estate veteran, a passionate technologist, or looking to get your start, join us as we work together to realize opportunities for everyone, we proudly serve.
At SitusAMC, we are looking to match your unique experience with one of our amazing careers, so that we can help you realize your potential and career growth within the Real Estate Industry. If you are someone who can be yourself, advocate for others, stay nimble, dream big, own every outcome, and think global but act local - come join our team!
This position will be responsible for performing data analysis, research, and reconciliation of data discrepancies, which includes systematic data analytics to ensure data integrity within the SitusAMC systems. This position must exercise discretion and independent judgment with matters of significance as it relates to analysis of data.
Essential Job Functions:
+ Review data for completeness and accuracy
+ Adhere to audit processes by maintaining schedule of daily, weekly and monthly file auditing
+ Reconcile data inconsistencies and prepare ad hoc reports for internal and external distribution
+ Communicate and resolve quality issues with Servicer/REO vendor personnel as well as clients
+ Investigate and facilitate resolution of data integrity issues; provide impact assessment to support prioritization of fixes and enhancements
+ Responsible for performing data manipulation and execute data changes to the data warehouse as needed
+ Notating and alerting of loan sales and transfers
+ Develop, document, and maintain standards, best practices, or system usage procedures
+ Performs other related duties as assigned by Manager or Senior Data Analysts
+ Such other activities as may be assigned by your manager
Qualifications/ Requirements:
+ Associates or 2 Year college degree in a related field or equivalent combination of education and experience
+ Entry-level support staff with 0-2 years of relevant experience
+ Proficient with Microsoft Office Word and Excel
+ Candidate should have a good working knowledge of mortgage terms and documents. 1-2 years of mortgage experience is desired
+ Capable of creating and manipulating spreadsheets, including pivot tables, v-look ups, and utilize reporting tools in order to support data file tasking. Should have strong analytical ability, good judgment, strategic and multidimensional thinking
+ Exercises good judgement with access to confidential borrower data and PII
+ Needs to have a strong attention to detail and be well organized, effectively coordinating multiple projects, while working in a fast moving, deadline driven environment
+ Skill in researching and analyzing user data in spreadsheets
+ Strong commitment and dedication to the position as a Team Player
+ Ability to communicate effectively, both verbally and in writing. Communication skills required to communicate externally with clients and servicers.
#LI-REMOTE
Note: This job description is not intended to be all inclusive or exclusive. At any time, employees may perform other related duties as required to meet the ongoing needs of the organization and participate in additional trainings. SitusAMC does not accept unsolicited resumes from staffing agencies, search firms or any third parties. Any unsolicited resume submitted to SitusAMC in any manner will be considered SitusAMC property, and SitusAMC will not pay a fee for any placement resulting from the receipt of an unsolicited resume.
The annual full time base salary range for this role is
$25.00 - $25.00
Specific compensation is determined through interviews and a review of relevant education, experience, training, skills, geographic location and alignment with market data. Additionally, certain positions may be eligible to receive a discretionary bonus as determined by bonus program guidelines, position eligibility and SitusAMC Senior Management approval. SitusAMC offers PTO and paid holidays, the terms of which are set forth in the program policies. All full time employees also are eligible to participate in various benefit plans, including medical, dental, vision, life, disability insurance and 401K; in each case in accordance with the terms of the applicable plans.
Pay Transparency Nondiscrimination Provision ( is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
Know Your Rights, Workplace Discrimination is Illegal (

**Job Description**
The Asset Manager role is pivotal in overseeing the ingestion and lifecycle maintenance of data center assets, utilizing Computerized Maintenance Management System (CMMS) tooling to ensure accurate and efficient asset management for the Site Operations team. The manager will develop and implement standardized workflows for asset onboarding, maintenance scheduling, and decommissioning, ensuring data integrity and alignment with operational goals. By collaborating with Site Operations teams and subject matter experts (SMEs), the role ensures that asset management processes support the operational efficiency and reliability of the data center campus.
**Responsibilities**
Oversee the ingestion, tracking, and lifecycle maintenance of data center assets within the Computerized Maintenance Management System (CMMS) to ensure accurate and comprehensive asset records.
Collaborate with Site Operations teams and stakeholders to define and implement asset management processes, ensuring alignment with operational goals and data center performance objectives.
Develop and maintain standardized workflows for asset onboarding, maintenance scheduling, and decommissioning, leveraging CMMS tools to optimize asset performance and longevity.
Monitor and validate asset data integrity within the CMMS, ensuring accuracy, completeness, and consistency across all data center assets, including mechanical, electrical, and IT equipment.
Partner with subject matter experts (SMEs) to identify and integrate new asset types or technologies into the CMMS, ensuring lifecycle management reflects current data center requirements.
Conduct regular audits of asset data and maintenance records to identify gaps, risks, or inefficiencies, using insights to improve asset management strategies and compliance.
Analyze CMMS data to track asset performance metrics, predict maintenance needs, and inform lifecycle replacement or modernization plans, supporting data center operational efficiency.
Administer training and documentation for CMMS usage, ensuring Site Operations teams are equipped to utilize the system effectively for asset management tasks.
Stay abreast of industry trends in asset management and CMMS technologies to adopt best practices and innovative solutions for data center asset lifecycle management.
3+ years of experience in asset management, data center operations, or related roles, with a focus on CMMS tooling and lifecycle maintenance.
5+ years working in a critical facility or data center environment, with knowledge of mechanical, electrical, and IT assets.
Proven track record in implementing and managing asset management processes and CMMS-based workflows.
Strong analytical skills to assess asset data, predict maintenance needs, and optimize lifecycle strategies.
Excellent communication skills to collaborate with stakeholders and train teams on CMMS usage.
Familiarity with industry-standard asset management practices and CMMS platforms (e.g., Maximo, ServiceNow, or similar) is highly desirable.
Experience with data center modernization and integration of new asset technologies is a plus.
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: $79,100 to $158,200 per annum. May be eligible for bonus and equity.
Oracle maintains broad salary ranges for its roles in order to account for variations in knowledge, skills, experience, market conditions and locations, as well as reflect Oracle's differing products, industries and lines of business.
Candidates are typically placed into the range based on the preceding factors as well as internal peer equity.
Oracle US offers a comprehensive benefits package which includes the following:
1. Medical, dental, and vision insurance, including expert medical opinion
2. Short term disability and long term disability
3. Life insurance and AD&D
4. Supplemental life insurance (Employee/Spouse/Child)
5. Health care and dependent care Flexible Spending Accounts
6. Pre-tax commuter and parking benefits
7. 401(k) Savings and Investment Plan with company match
8. Paid time off: Flexible Vacation is provided to all eligible employees assigned to a salaried (non-overtime eligible) position. Accrued Vacation is provided to all other employees eligible for vacation benefits. For employees working at least 35 hours per week, the vacation accrual rate is 13 days annually for the first three years of employment and 18 days annually for subsequent years of employment. Vacation accrual is prorated for employees working between 20 and 34 hours per week. Employees working fewer than 20 hours per week are not eligible for vacation.
9. 11 paid holidays
10. Paid sick leave: 72 hours of paid sick leave upon date of hire. Refreshes each calendar year. Unused balance will carry over each year up to a maximum cap of 112 hours.
11. Paid parental leave
12. Adoption assistance
13. Employee Stock Purchase Plan
14. Financial planning and group legal
15. Voluntary benefits including auto, homeowner and pet insurance
The role will generally accept applications for at least three calendar days from the posting date or as long as the job remains posted.
Career Level - IC4
**About Us**
As a world leader in cloud solutions, Oracle uses tomorrow's technology to tackle today's challenges. We've partnered with industry-leaders in almost every sector-and continue to thrive after 40+ years of change by operating with integrity.
We know that true innovation starts when everyone is empowered to contribute. That's why we're committed to growing an inclusive workforce that promotes opportunities for all.
Oracle careers open the door to global opportunities where work-life balance flourishes. We offer competitive benefits based on parity and consistency and support our people with flexible medical, life insurance, and retirement options. We also encourage employees to give back to their communities through our volunteer programs.
We're committed to including people with disabilities at all stages of the employment process. If you require accessibility assistance or accommodation for a disability at any point, let us know by emailing or by calling 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.

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 .

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 and Insurance. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing, and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team!
Our Financial Services EY EDGE practice is made up of a team of professionals providing dedicated tax technical services to both US and global clients. EDGE stands for Exceptional Delivery and Growth Engine because this team operates in a technical environment with deep process and service delivery experience that distinguishes EY in the marketplace.
**The opportunity**
EY's FSO EDGE Wealth and Asset Management (WAM) practice provides comprehensive and specialized tax assistance tailored to the unique needs of the asset management industry. You will work alongside our practice office professionals who are knowledgeable and experienced with varied and specialized facets of hedge fund, private equity fund and mutual fund taxation, including fund and organizational structuring, tax minimization planning, on-call advice, and tax compliance.
**Your key responsibilities**
A Services Manager in FSO EDGE WAM will be responsible for delivering and managing tax compliance and consulting work for clients. The objective is to recognize and identify problem areas and items that need to be addressed or escalated to ensure tax returns, tax research, tax accounting, and tax projects are timely and accurately completed. You will work alongside practice office professional serving clients, based on their time demands, as one team.
**Responsibilities include**
+ Consult with clients and demonstrate professional discretion by appropriately escalating complex tax and client relationship matters to senior management and subject-matter professionals, coordinating efforts, and managing expectations about timing of response and resolution
+ Deliver and manage compliance and consulting delivery services to meet deadlines for client deliverables
+ Ability to lead projects and work independently, with guidance in only the most complex situations
+ Incumbent has specialized depth and/or breadth of expertise
+ Manage communications with client tax liaisons, client trust administration teams and client trust officers to gather required information, to share information to support informed decision-making, and obtain instruction or authorization necessary for timely, accurate production of tax information statements, tax returns and related reporting
+ Support effective long-term relationships and manage workflow effectively with our clients
+ Manage engagement deliverables and team resources to achieve timely and accurate delivery of tax compliance services while effectively managing engagement economics
+ Advise and provide direction on complex tax matters, set expectations, coordinate daily work activities, and assign tasks to staff and seniors.
+ Review and evaluate the work of staff members to ensure accuracy, completeness, and compliance with relevant tax laws and regulations
+ Provide effective leadership, formal and informal feedback, and coaching to team members
**Skills and attributes for success**
+ Ability to recognize and identify problem areas that need to be addressed or escalated to ensure tax returns, tax research, tax accounting and other tax projects are timely and accurately completed
+ Experience presenting in client conversations regarding complex or difficult topics
+ Ability to break down complex tax projects into manageable components, analyze relevant information, and formulate client-centric solutions that comply with relevant laws and regulations
+ Ability to manage multiple work assignments, team members and deadlines simultaneously
**To qualify for the role you must have**
+ Bachelor's degree in Accounting, Finance, Business Administration, Tax, Law, or Economics
+ Minimum of 5 years of experience in a professional services or tax services organization in the financial services industry
+ Broad exposure to federal income taxation and exposure to state and local tax
+ Proficient in the use of various tax and accounting technologies
+ Excellent teaming, leadership, organizational, and verbal/written communication skills
+ Certified Public Accountant (CPA), Enrolled Agent (EA) or licensed attorney
**What we look for**
We're interested in tax professionals with a genuine interest in providing outstanding services to some of the world's most influential people. Working with people from all backgrounds, from executives and entrepreneurs to investors and families, you'll use your experience and status as a trusted advisor to maintain and further our reputation for excellence.
**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 $103,600 to $89,700. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is 124,200 to 215,600. 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 .

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!
Our Financial Services EY EDGE practice is made up of a team of professionals providing dedicated tax technical services to both US and global clients. EDGE stands for Exceptional Delivery and Growth Engine because this team operates in a technical environment with deep process and service delivery experience that distinguishes EY in the marketplace.
**The Opportunity**
When you join EY EDGE, you'll be at the heart of EY's critical mission to build a better working world by applying your knowledge, skills, and experience in assisting clients in meeting their business objectives. You will learn, grow, and contribute - building new relationships and discovering the satisfaction that comes with producing high-quality, valued work and advice.
**Your Key Responsibilities**
You will work independently to recognize and identify problem areas and items that need to be addressed or escalated to ensure tax returns, tax research, tax accounting and tax projects are timely and accurately completed. You will oversee tax processes by coordinating day-to-day interactions with the team, reviewing engagement work product, driving delivery of services to meet deadlines for client deliverables, developing internal team members, and managing the functional efforts of such tax processes. Tax Projects including but not limited to implementation of new tax laws complex analysis of tax methods of accounting as well as tax calculations for compliance purposes. Responsible for identifying complex tax related issues and providing recommended solutions via research and/or position development. Lead the preparation and review of complex tax/accounting regulatory and tax compliance with limited supervision. Perform research and analysis on related accounting and tax issues. Keep knowledge up to date of new tax and accounting developments as well as of EY standard technologies and processes related to job function as a trusted advisor and role model for our people across multiple teams, research tax law issues, provide advice and assistance managing risks across tax compliance and/or advisory services.
**Responsibilities include:**
+ Prepare complex financial closings, tax compliance filings and other business analysis
+ Compile and evaluate moderately complex data, computations, documentation and various tax and accounting technologies
+ Manage client relationship by ensuring data quality, evaluate team performance, resolve issues, and provide suggestions on implementation plans
+ Manage engagements and teams to drive Service Quality across all aspects of delivery. Understand opportunity risk in relation to our Scope of Services
+ Support the acquisition of new clients through participation in business pursuit calls and presentations
+ Develop, document, and gain cross functional alignment on processes to support clients and internal teams
+ Demonstrate deep technical excellence in specific offerings and broaden technical skills across capabilities.
+ Maintain internal network by providing technical assistance to others within EY in area of expertise
+ Provide effective leadership, feedback, and coaching to team members
+ Mentor/coach team members to develop technical and leadership capabilities
**Skills and Attributes for Success**
+ The ability to solve complex problems and interpret internal or external business issues and recommend solutions
+ Leadership (advising and providing direction) to others in financial areas of specialization and may coordinate daily work activities or review the work of other teammates
+ Ability to lead projects. Employee works independently, with guidance in only the most complex situations.
+ Incumbent has specialized depth and/or breadth of expertise
+ Primary point of contact for day-to-day client relations for assigned engagements and demonstrate professional discretion by appropriately escalating complex tax and client relationship matters to senior management and subject-matter professionals, coordinating efforts, and managing expectations with regard to timing of response and resolution
+ Manage internal and external client relationships and professional network to support client retention and new business development
+ Manage communications with client tax liaisons, client trust administration teams and client trust officers to gather required information, to share information to support informed decision-making, and obtain instruction or authorization necessary for timely, accurate production of tax information statements, tax returns and related reporting
+ Build effective long-term relationships and manage workflow effectively with our clients, and understand their unique needs to provide tailored services
+ Manage engagement deliverables and team resources to achieve timely and accurate delivery of tax compliance services while effectively managing engagement economics
**To qualify for the role you must have:**
+ Bachelor's degree in Accounting, Finance, Business Administration, Tax, Law, or Economics
+ CPA, EA, or licensed attorney
+ Minimum of 5 years of experience in a professional services or tax services organization
+ Strong attention to detail
+ Good written & verbal communication skills
+ Proven conceptual and analytical ability
+ Proficient using Microsoft products such as Excel, Word, and Power Point
+ Experience with financial and tax applications such as Gosystems, Onesource TP, Corp Tax, as required by area of specialism
+ Proficient in the use of various tax and accounting technologies
+ Possess and apply a comprehensive knowledge of accounting and finance principles, practices, and procedures to complete moderately complex assignments
**Ideally, you'll also have:**
+ Strong analytical skills and attention to detail
+ The ability to adapt your work style to work with both internal and client team members
**What we look for**
We're interested in tax professionals with a genuine interest in providing outstanding services to some of the world's most influential people. Working with people from all backgrounds, from executives and entrepreneurs to investors and families, you'll use your experience and status as a trusted advisor to maintain and further our reputation for excellence.
**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 $90,300 to $65,400. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is 108,500 to 188,100. 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 .

**Become a part of our caring community and help us put health first**
The Financial Planning & Analysis Lead analyzes and forecasts financial, economic, and other data to provide accurate and timely information for strategic and operational decisions. The Financial Planning & Analysis Lead works on problems of diverse scope and complexity ranging from moderate to substantial.
The Financial Planning & Analysis Lead collects, compiles, verifies, and analyzes financial information and economic indicators so that senior management has accurate and timely information for making strategic and operational decisions on, for example, acquisitions, investments, capital expenditure, divestitures, mergers, or the sale of assets. Analyzes the financial implications of proposed investments or other transactions so that senior managers can evaluate alternatives against the organization's business objectives. Evaluates industry, economic, financial, and market trends to forecast the organization's short, medium, and long-term financial and competitive position. Analyzes revenues, expenses, costs, prices, investments, cash flow, profits, labor market trends, inflation, interest rates, and exchange rates. Mya involve financial modeling, reporting and budgeting as well. Advises executives to develop functional strategies (often segment specific) on matters of significance. Exercises independent judgment and decision making on complex issues regarding job duties and related tasks, and works under minimal supervision, Uses independent judgment requiring analysis of variable factors and determining the best course of action.
**Use your skills to make an impact**
**Required Qualifications**
+ Bachelor's degree in finance, accounting or related field
+ 5 or more years of finance and/or accounting experience, or equivalent financial analysis, etc.
+ 2 or more years of project leadership experience
+ Experience advising senior leadership on financial strategies
+ Knowledge of complex accounting and financial transactions for internal and external reporting
+ Prior experience developing methods and criteria for measuring and summarizing data for complex analyses
+ Ability to lead and manage special projects that may necessitate cross-functional partnerships
+ Must be passionate about contributing to an organization focused on continuously improving consumer experiences
**Preferred Qualifications**
+ Master's Degree in Business Administration or a CPA strongly preferred
+ Prior health insurance industry experience working in Finance/Accounting
+ Experience with Wisconsin Medicaid programs
**Additional Information**
Interview Format
As part of our hiring process for this opportunity, we will be using an interviewing technology called HireVue to enhance our hiring and decision-making ability. HireVue allows us to quickly connect and gain valuable information from you pertaining to your relevant skills and experience at a time that is best for your schedule.
WAH Internet Statement
To ensure Home or Hybrid Home/Office employees' ability to work effectively, the self-provided internet service of Home or Hybrid Home/Office employees must meet the following criteria:
At minimum, a download speed of 25 Mbps and an upload speed of 10 Mbps is required; wireless, wired cable or DSL connection is suggested. Satellite, cellular and microwave connection can be used only if approved by leadership. Employees who live and work from Home in the state of California, Illinois, Montana, or South Dakota will be provided a bi-weekly payment for their internet expense. Humana will provide Home or Hybrid Home/Office employees with telephone equipment appropriate to meet the business requirements for their position/job. Work from a dedicated space lacking ongoing interruptions to protect member PHI / HIPAA information.
Travel: While this is a remote position, occasional travel to Humana's offices for training or meetings may be required.
**Scheduled Weekly Hours**
40
**Pay Range**
The compensation range below reflects a good faith estimate of starting base pay for full time (40 hours per week) employment at the time of posting. The pay range may be higher or lower based on geographic location and individual pay will vary based on demonstrated job related skills, knowledge, experience, education, certifications, etc.
$104,000 - $143,000 per year
This job is eligible for a bonus incentive plan. This incentive opportunity is based upon company and/or individual performance.
**Description of Benefits**
Humana, Inc. and its affiliated subsidiaries (collectively, "Humana") offers competitive benefits that support whole-person well-being. Associate benefits are designed to encourage personal wellness and smart healthcare decisions for you and your family while also knowing your life extends outside of work. Among our benefits, Humana provides medical, dental and vision benefits, 401(k) retirement savings plan, time off (including paid time off, company and personal holidays, volunteer time off, paid parental and caregiver leave), short-term and long-term disability, life insurance and many other opportunities.
Application Deadline:
**About us**
Humana Inc. (NYSE: HUM) is committed to putting health first - for our teammates, our customers and our company. Through our Humana insurance services and CenterWell healthcare services, we make it easier for the millions of people we serve to achieve their best health - delivering the care and service they need, when they need it. These efforts are leading to a better quality of life for people with Medicare, Medicaid, families, individuals, military service personnel, and communities at large.

**Equal Opportunity Employer**
It is the policy of Humana not to discriminate against any employee or applicant for employment because of race, color, religion, sex, sexual orientation, gender identity, national origin, age, marital status, genetic information, disability or protected veteran status. It is also the policy of Humana to take affirmative action, in compliance with Section 503 of the Rehabilitation Act and VEVRAA, to employ and to advance in employment individuals with disability or protected veteran status, and to base all employment decisions only on valid job requirements. This policy shall apply to all employment actions, including but not limited to recruitment, hiring, upgrading, promotion, transfer, demotion, layoff, recall, termination, rates of pay or other forms of compensation and selection for training, including apprenticeship, at all levels of employment.
Humana complies with all applicable federal civil rights laws and does not discriminate on the basis of race, color, national origin, age, disability, sex, sexual orientation, gender identity or religion. We also provide free language interpreter services. See our

**_What Financial Planning & Analysis contributes to Cardinal Health_**
Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets.
Financial Planning & Analysis provides strategic partnership and objective guidance to business units. It leads cross functional efforts to enable forward looking, actionable insights with a focus on driving strategic value that influences key business decisions.
**Responsibilities**
+ Lead the FP&A function for the Packaging Solutions business unit, serving as a strategic advisor to senior leadership on financial performance, planning, and decision-making.
+ Oversee the design, development, and continuous improvement of standardized reporting and consolidation tools for actuals, budgets, and forecasts.
+ Drive the annual budgeting and forecasting processes, ensuring alignment with corporate objectives and business unit strategies.
+ Deliver high-quality, timely financial reporting and performance analysis to enable data-driven decisions that support business growth and profitability.
+ Partner cross-functionally with business leaders, finance teams, and operational stakeholders to support strategic initiatives and optimize financial outcomes.
+ Lead month-end close activities, ensuring accuracy and integrity of financial results.
+ Lead and manage the end-to-end Order-to-Cash (OTC) process, ensuring efficient invoicing, collections, and cash application while driving process improvements, compliance, and cross-functional collaboration.
+ Support ad hoc financial analysis, scenario modeling, and executive presentations as needed.
**_Qualifications_**
+ 4-8 years of experience, preferred
+ Bachelor's degree in related field, or equivalent work experience, preferred
**_What is expected of you and others at this level_**
+ Applies comprehensive knowledge and a thorough understanding of concepts, principles, and technical capabilities to perform varied tasks and projects
+ May contribute to the development of policies and procedures
+ Works on complex projects of large scope
+ Develops technical solutions to a wide range of difficult problems
+ Solutions are innovative and consistent with organization objectives
+ Completes work; independently receives general guidance on new projects
+ Work reviewed for purpose of meeting objectives
+ May act as a mentor to less experienced colleagues
**Anticipated salary range:** $80,900-$115,500
**Bonus eligible:** No
**Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being.
+ Medical, dental and vision coverage
+ Paid time off plan
+ Health savings account (HSA)
+ 401k savings plan
+ Access to wages before pay day with myFlexPay
+ Flexible spending accounts (FSAs)
+ Short- and long-term disability coverage
+ Work-Life resources
+ Paid parental leave
+ Healthy lifestyle programs
**Application window anticipated to close:** 11/28/2025 *if interested in opportunity, please submit application as soon as possible.
The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity.
_Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._
_Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._
_To read and review this privacy notice click_ here (

**"We enable greatness in people and organizations everywhere.** "
FranklinCovey (NYSE: FC) is the workplace of choice for _Achievers with Heart_ . We are one of the largest and most trusted leadership companies in the world, with directly owned and licensee partner offices in over 160 countries and territories. With more than 2,000 global associates, FranklinCovey transforms organizations by partnering with clients to build leaders, teams, and cultures that get breakthrough results through collective action. Our services and products are primarily delivered through our subscription offerings, which are comprised of the FranklinCovey All Access Pass, which is primarily sold through our Enterprise Division, and the _Leader_ _in Me_ membership, which is designed specifically for our Education Division. Enterprise clients include _Fortune 100_ ,? _Fortune 500_ , thousands of small and mid-sized businesses, and numerous government entities. FranklinCovey Education has shared our programs, books, and content with thousands of public and private primary, secondary, and post-secondary schools and institutions.
To learn more, visit franklincovey.com.
**Title:** Senior Financial Planning & Analysis (FP&A) Analyst
**Payroll Title:** Sr Financial Planning & Analysis Analyst
**Division & Department:** Enterprise Finance
**Status:** Full-Time Exempt
**Reports to:** Director, Financial Planning & Analysis (FP&A), Enterprise
**Location:** Remote - Anywhere in the contiguous United States
**Compensation:** Anticipated compensation for this position is a base salary of $105-130k* plus an 8% incentive target tied to Enterprise financial targets.
**Job Summary**
The Senior Analyst Financial Planning & Analysis (FP&A) will be a key member of the FP&A team reporting to the Director of FP&A, Enterprise and responsible for supporting financial planning, budgeting, forecasting, and analysis activities, with an additional focus on administering and analyzing sales and sales support compensation plans through CaptivateIQ. This role will involve working closely with Finance, Sales, Revenue Operations, and HR teams to ensure that sales incentive structures are aligned with company goals.
The ideal candidate will bring strong analytical and financial modeling skills, a solid understanding of finance principles, and hands-on experience managing and analyzing commission or sales compensation plans in a high-performance environment.
**Essential Job Functions**
+ **Budgeting and Forecasting**
+ Assist in the development and consolidation of annual budgets (Gross/Net Revenue, COS, SG&A, and EBITDA), ensuring alignment with strategic goals.
+ Drive monthly/quarterly forecasts budgets (same categories as above), highlighting risks and opportunities.
+ Monitor budget vs. actuals and update forecasts monthly.
+ **Financial Analysis and Reporting**
+ Prepare monthly, quarterly, and annual financial reports for senior management, including actuals vs budget/forecast, variance analysis, and forecast changes month over month.
+ Provide explanations for variances, including those related to sales compensation, and suggest actions to address discrepancies.
+ Identify and analyze key drivers impacting financial performance, including sales performance and compensation metrics, to identify trends, variances, and opportunities for improvement.
+ Develop and maintain reports, dashboards, and presentations to communicate financial and sales performance trends (KPI's) to key stakeholders and monitor performance.
+ **Sales & Sales Support Compensation Analysis and Administration**
+ Administer and analyze sales and sales support compensation plans, ensuring alignment with company objectives and driving sales performance.
+ Manage the commission calculation process through CaptivateIQ, ensuring all monthly, quarterly, and annual payouts are accurate, timely, and compliant with policy.
+ Collaborate with sales, finance, and Total Rewards leadership to review, adjust, and optimize commission plans based on performance data and market benchmarks.
+ Provide insights and recommendations on sales incentive structures and evaluate their impact on overall financial performance.
+ Maintain and continuously improve CaptivateIQ workflows, reporting, and integrations to increase accuracy, transparency, and scalability of the commission process.
+ **Financial Modeling**
+ Develop, maintain, and enhance financial models to support business planning, strategic initiatives, and enhance financial performance.
+ Perform scenario and sensitivity analyses to support decision-making.
+ Translate model outcomes into clear, actionable insights for business partners and executives.
+ **Ad-Hoc Analysis and Special Projects**
+ Support ad-hoc financial and sales compensation related analysis and projects, including cost-cutting initiatives and profitability assessments.
+ Partner with sales leadership on strategic projects to drive sales performance and incentive alignment.
+ **Continuous Improvement**
+ Serve as project lead for design and implementation of cloud-based FP&A forecasting tool for the business.
+ Maintain, identify and implement process improvements to enhance forecasting accuracy, compensation calculation accuracy, and reporting quality.
+ Assist in automation and streamlining financial reporting and compensation processes.
**Basic Qualifications**
+ Bachelor's or advanced degree in Finance and/or Accounting
+ 5+ years of experience in financial analysis and/or sales compensation analysis
**Preferred Skills & Experience**
+ 3+ years of experience in an FP&A function
+ Strong background with quantitative data analysis, with experience building and maintaining financial models
+ Advanced proficiency in Excel, PowerPoint
+ Strong analytical and problem-solving skills, with the ability to interpret complex data and provide actionable insights
+ Clear and concise written and verbal communication skills, with the ability to present complex information effectively
+ Strong interpersonal skills and the ability to work effectively with cross-functional teams
+ Exceptional attention to detail and commitment to producing high-quality, accurate work.
+ High sense of urgency, strong organizational skills, and the ability to manage multiple priorities under tight deadlines.
+ Solid understanding of GAAP accounting principles.
+ Proficiency with CRM tools (Salesforce preferred)
+ Experience with ERP systems (Microsoft Dynamics AX preferred)
+ Experience using data visualization tools (Domo preferred)
+ Experience with sales compensation tools (CaptivateIQ preferred)
+ Experience working in a SaaS business environment
+ Strong accounting knowledge and financial acumen
Benefits include medical, dental, and vision insurance, HSA, employee stock purchasing program, 401(k), paid time off, holiday pay, and more. Please visit for details.
*Actual offer may be outside of this range and will be determined by education, experience, knowledge, skills, and abilities, as well as geographic location, internal equity and alignment with market data.
Unless otherwise noted, applications will be accepted for a minimum of three (3) days from the initial published date on the FranklinCovey job board, but the posting may close at any time after the specified duration.
**Employer Information**
For an overview of our Interview Process, please visit is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to sex, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Please visit for our full **Equal Employment Opportunity** policies and **Nondiscrimination Provision.**
Direct Reasonable Accommodation requests to
For our Privacy Policy, please visit

**JOB DESCRIPTION**
**Job Summary**
Provides subject matter expertise and leadership for financial planning and analysis activities including developing the organization's short and long-term financial plans and identifying financial opportunities to improve profitability.
**Essential Job Duties**
+ Manages timely submission of analytics and reports required for the financial planning and analysis function.
+ Ensures the integrity and completeness of financial data and information contained in financial reports.
+ Reviews and develops analysis of financial trends and results of both internal and external financial data.
+ Oversees and develops forecasts and budgets to project future capital spend and/or profitability.
+ Assesses and develops models to evaluate risk and return of various business scenarios.
+ Effectively communicates financial planning and analysis findings and recommendations to senior leadership and customers.
**Required Qualifications**
+ At least 5 years of health care finance and/or analytical experience, or equivalent combination of relevant education and experience.
+ Bachelor's degree in finance, accounting or a related field.
+ Advanced training or experience in health care analytics.
+ Ability to convert data to meaningful reports.
+ Strong critical-thinking and attention to detail.
+ Ability to effectively collaborate with technical and non-technical stakeholders.
+ Strong time-management skills and ability to manage simultaneous projects and tasks to meet internal deadlines.
+ Strong verbal and written communication skills.
+ Proficient in Microsoft Office suite products, including key skills in Excel (VLOOKUPs and pivot tables), and applicable software program(s) proficiency.
**Preferred Qualifications**
+ Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), or Certified Management Accountant (CMA).
+ Health insurance industry experience.
+ Experience with specialized financial analytics software.
To all current Molina employees: If you are interested in applying for this position, please apply through the Internal Job Board.
Molina Healthcare offers a competitive benefits and compensation package. Molina Healthcare is an Equal Opportunity Employer (EOE) M/F/D/V
#PJCorp
#LI-AC1
Pay Range: $77,969 - $142,549 / ANNUAL
*Actual compensation may vary from posting based on geographic location, work experience, education and/or skill level.