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8 jobs found

Assistant Vice President, Economic Damages and Valuations

J.S. Held LLC San Francisco, CA Hybrid

24d ago

$145k - $190k/yr Full time Assistant AVP Business Litigation

Assistant AVP Business Litigation

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Job Description

Overview

We are a global consulting firm delivering technical, scientific, financial, and strategic guidance to help clients realize value and manage risk. Our professionals act as trusted advisors on high-stakes matters that require timely action, integrity, and rigorous analysis of both tangible and intangible assets. We provide a broad range of services, tools, and data to help clients navigate complex, contentious, and high-impact situations.

Position Summary

We are seeking an Assistant Vice President to join the Economic Damages and Valuation team. This role suits an entrepreneurial, highly driven professional with a versatile skill set who can contribute beyond traditional VP duties. The ideal candidate will combine expertise in consulting and business litigation with flexibility and strategic thinking to handle a variety of tasks.

Location: Hybrid remote in San Francisco, CA

Team and Role Details

The position requires a minimum of seven years of experience evaluating economic damages in business litigation across diverse industries. A solid background in financial statement analysis and expert report preparation is essential. The AVP will help lead day-to-day project management and maintain client communications across multiple engagements.

Key Responsibilities

Help lead complex business litigation engagements to quantify economic damages, including engagement planning, task delegation, and team management.
Develop and maintain client relationships, serving as the direct contact with current and prospective clients.
Engage with clients in person to gather data and information relevant to the engagement.
Provide insight on target industries, markets, and competitor information.
Manage damages analyses by selecting appropriate methodologies and building and reviewing financial models.
Draft expert reports and review opposing damages experts' reports.
Take on assignments as an expert witness when appropriate and provide expert witness testimony.

Qualifications

Required Qualifications

Bachelor’s or master’s degree with a strong quantitative focus (e.g., Business, Economics, Math, Finance, or Accounting).
Minimum of 5 years of experience evaluating economic damages in business litigation.
Proficiency in Microsoft Excel and Microsoft Word, with strong verbal and written communication skills to produce high-quality expert reports.
Solid project management abilities.
Strong analytical and critical thinking skills with attention to detail and the ability to meet deadlines.
Independent work ethic, leadership capabilities, and excellent communication to address client questions and requests.

Preferred Qualifications

Professional certifications (e.g., CPA, ASA, CVA, ABV, CFA) or progress toward earning them.
Experience providing testimony is desirable but not required.

Physical and Mental Job Demands

Prolonged periods of sitting at a desk and working on a computer. Travel may be required as needed.

Benefits and Compensation

Salary range: $145,000 - $190,000. Final offer will reflect a range of factors including skillset, experience, training, location, scope of role, and management responsibilities.
Flexible work environment with remote options as needed.
Flexible Time Off policy.
Medical, Dental, and Vision Insurance.
401(k) Match.
Commuter Benefits.

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Corporate Deals Technology Manager

PRICE WATERHOUSE COOPERS Atlanta, GA

29d ago

$99k - $232k/yr Full time Manager Bachelor's Degree Big 4

Manager Bachelor's Degree Big 4

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Job Description

Location: Atlanta, GA

Overview

PwC deals professionals provide strategic guidance and support to clients in areas such as mergers and acquisitions, divestitures, and restructuring. You will help clients navigate complex transactions and maximize value in their business deals. The role focuses on deal integration and valuation realization, assisting clients in successfully integrating acquisitions and maximizing the value of their investments. You will conduct valuations, financial analysis, and develop strategies for post‑merger integration. As a leader, you motivate, develop, and inspire others to deliver quality work, coaching team members and managing performance to meet client expectations. With growing knowledge of how business operates, you will identify opportunities that contribute to the Firm’s success, leading with integrity and authenticity while articulating our purpose and values. You will embrace technology and innovation to enhance delivery and encourage others to do the same.

Responsibilities

Lead teams through the entire deal process and secure successful project execution while upholding quality standards
Inspire and motivate team members to achieve excellence
Manage cross functional business process integration
Oversee systems integration and transformation initiatives
Analyze synergy opportunities and enhance cost structures
Collaborate with stakeholders throughout the deal cycle
Drive continuous improvement in team performance

The Opportunity

As part of the Deals team, you will support the IT function within M&A, engaging in large scale, cross functional business process and systems integration. As a Manager, you will lead teams across the deal spectrum, ensuring project success and maintaining high standards while motivating and inspiring team members to deliver quality results.

What You Must Have

Bachelor's Degree
5 years of experience

What Sets You Apart

Master's Degree in Accounting & Finance, Engineering, Operations Management/Research, or Information Technology preferred
Proven leadership in managing integration and separation projects
Developing and reviewing financial models for IT
Recommending enterprise architecture and solutions
Building relationships to influence peers and stakeholders
Scoping and managing client engagements and economics
Leading large teams and multiple clients simultaneously
Possessing thorough project management skills

Salary and Benefits

The salary range for this position is $99,000 to $232,000. Actual compensation within the range will depend on the individual's skills, experience, qualifications, location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a comprehensive benefits package including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view benefits at a glance, please visit: https://pwc.to/benefits-at-a-glance

Equal Opportunity and Additional Information

PwC is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, sex (including pregnancy, sexual orientation, and gender identity), age, disability, genetic information (including family medical history), veteran, marital, or citizenship status, or any other status protected by law.

PwC does not intend to hire experienced or entry level job seekers who will require PwC sponsorship through the H-1B lottery in the future, except as described in the H-1B Lottery Policy: https://pwc.to/H-1B-Lottery-Policy.

Learn more about how we work: https://pwc.to/how-we-work

For applicants affected by specific Fair Chance ordinances, arrest or conviction records may be considered in accordance with applicable laws. PwC recognizes that conviction records may impact responsibilities such as handling sensitive information and working closely with teammates, and we assess these factors thoughtfully to maintain a secure and trusted workplace.

Application Details

Applications will be accepted until the position is filled or the posting is removed, unless otherwise stated on the following page. For information about anticipated application deadlines, please visit: https://pwc.to/us-application-deadlines

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Manager, Business Consulting (Finance)

CVS Health Connecticut Remote

29d ago

$66k - $146k/yr Full time Manager Accounting Bachelor's Degree

Manager Accounting Bachelor's Degree

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Job Description

Position Summary

The Finance Manager is responsible for providing comprehensive financial analysis, reporting, and presentation support that enables leadership operational teams to make informed business decisions. This role develops accurate and timely financial reports, prepares clear presentations, and delivers actionable insights that highlight key trends, risks, and opportunities. A key aspect of this role is supporting Medicare SCOE by ensuring transparency and timely delivery of financial reporting while providing financial insights that guide strategic decision-making and operational excellence. You will be expected to exhibit a high degree of flexibility in response to changing business demands, willingly assuming new or expanded responsibilities to support organizational growth and transformation. This position partners with cross-functional teams to deliver meaningful financial insights, ensure data accuracy, and support both short-term performance needs and long-term strategic objectives.

Key Responsibilities

Cross-functional Collaboration: Serve as the primary liaison between finance, SCOE operations, and other internal and external teams. Address all inquiries related to budgeting, forecasting, and reporting processes, ensuring clear communication and effective resolution of issues.
Contract Governance: Serve as the process owner, ensuring contracts are in compliance with budgetary constraints. Regularly review and optimize contract processes to facilitate timely approvals and minimize delays.
Month-end Close: Review the month-end close process by collaborating closely with Cost Center Managers; This entails reviewing AP expenses, accrual bookings and variance commentary.
Financial Reporting: Develop, prepare, and distribute detailed monthly and quarterly financial reports that analyze month-end variances. This includes summarizing actual spend, headcount, T&E, and B&E. Identifies root causes of variances, highlight trends and anomalies and present actionable insights to stakeholders.
Forecasting and Planning: Engage with various internal teams members to ensure all cost centers quarterly and annual forecasts are adequately funded in accordance with rate/volume and strategic changes.
Financial Modeling: Provides oversight of existing financial models and dashboards; works to continuously underwrite the quality of that reporting and its sources of data. Proactive about implementing new and or enhancing current expense business models to help guide future decisions.
Investment Business Cases & Ad hoc Request: Collaborate with internal stakeholders in the development and assessment of cost and benefit projections. Provides detailed research and analytical support to validate the accuracy and reasonableness of assumptions.

Required Qualifications

5 plus years of experience in Accounting & Finance
5 plus years of experience managing large budgets +$250M
5 plus years of experience supporting senior level leadership
5 plus years of experience performing data analytics
5 plus years of experience reporting financial results to internal stakeholders (budget vs actual variances)

Preferred Qualifications

Good written and verbal communication skills
Advanced Excel modeling experience
Excellent attention to detail
Customer service oriented
Understands GAAP Accounting and best practices
Excellent researching skills
Excellent time management skills
Excellent Interpersonal skills

Education

Bachelor degree or equivalent work experience

Location

Remote in Connecticut

Anticipated Weekly Hours

Time Type

Full time

Pay Range

The typical pay range for this role is: $66,330.00 - $145,860.00. This pay range represents the base hourly rate or base annual full-time salary for all positions in the job grade within which this position falls. The actual base salary offer will depend on a variety of factors including experience, education, geography and other relevant factors. This position is eligible for a CVS Health bonus, commission or short-term incentive program in addition to the base pay range listed above.

Benefits

Our people fuel our future. Our teams reflect the customers, patients, members and communities we serve and we are committed to fostering a workplace where every colleague feels valued and that they belong.

We offer a comprehensive and competitive mix of pay and benefits to support the physical, emotional and financial wellness of our colleagues and their families. In addition to base pay, benefits include affordable medical plan options, a 401(k) plan (including matching company contributions), and an employee stock purchase plan.

No-cost programs for all colleagues include wellness screenings, tobacco cessation and weight management programs, confidential counseling and financial coaching. Benefit solutions address diverse needs, including paid time off, flexible work schedules, family leave, dependent care resources, colleague assistance programs, tuition assistance, retiree medical access, and more depending on eligibility.

For more information, visit https://jobs.cvshealth.com/us/en/benefits

We anticipate the application window for this opening will close on: 03/20/2026

Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state and local laws.

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Regional Consultant, Special Services

KeyBank National Association Boston, MA Hybrid

1mo ago

$71k - $125k/yr Full time Asset Custody Benefit Payments Client Service

Asset Custody Benefit Payments Client Service

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Job Description

Location

Hybrid remote in Boston, MA 02110

Job Summary

The Regional Consultant, Special Services oversees a portfolio of institutional clients focused on custodial services, including management of benefit payments. This role collaborates with Institutional Advisors (IAs) and Philanthropic Consultants to provide specialized servicing guidance and solutions, supporting client growth and acquisition across corporate, ERISA, government, and nonprofit sectors. The Regional Consultant manages complex custody relationships, ensuring proactive service delivery and strong client management.

Essential Job Functions

Oversee a portfolio of clients receiving custodial services, including benefit payments.
Collaborate with Institutional Advisors on new special servicing opportunities in corporate, ERISA, government, and nonprofit markets.
Provide regional sales support and client advisory assistance, with travel as needed.
Support client expansion by identifying and delivering solutions tailored to client needs.
Deliver service and guidance related to both custody and benefit payments.
Ensure accurate, superior, and proactive service delivery in line with governing documents, policies, and regulatory requirements.
Partner with Philanthropic Consultants to deliver special services, reporting, and solutions for nonprofit client acquisition and servicing.
Develop and maintain strong client relationships, serving as a trusted advisor and advocate.
Mentor other team members to enhance consulting and advisory capabilities.
Conduct regular client reviews and solicit feedback to improve service delivery and identify new opportunities.
Retain and expand client relationships through consultative engagement and proactive solutions.
Ensure all client relationships are managed in compliance with organizational policies, procedures, and regulatory requirements.
Analyze and interpret legal documents for client relationships and apply sound fiduciary judgment.

Required Qualifications

Bachelor’s degree in business, finance, accounting, or related field.
A minimum of 10 years of experience in institutional banking, trust/custody administration, or investments.
Experience managing complex custody relationships.
Strong analytical, communication (oral and written), interpersonal, and problem resolution skills.
Working knowledge of custodial services and benefit payment processing.
Familiarity with regulatory requirements and compliance standards.
Strong PC skills, especially Excel, Word, and PowerPoint.

Required Skills

Client service excellence: proven ability to deliver high-quality, proactive guidance to institutional clients.
Relationship management: skilled at building and maintaining strong client relationships with a consultative approach.
Collaboration: effective partnership with internal teams and external advisors to deliver comprehensive solutions.
Market knowledge: understanding of corporate, ERISA, government, and nonprofit markets.
Analytical ability: strong problem-solving skills and attention to detail in managing complex client relationships.
Communication: excellent written and verbal communication skills, with the ability to present complex concepts clearly.
Compliance: knowledge of regulatory requirements and ability to manage risk appropriately.
Workplace approach: Key has implemented an approach to employee workspaces prioritizing in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.

Posting Expiration Date

04/12/2026

KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.

Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.

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Financial Analyst (Client Services)

Taylor White Accounting and Finance Tampa, FL Hybrid

1mo ago

Full time Accounting Analyst Business Valuation

Accounting Analyst Business Valuation

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Job Description

Role Overview

Are you driven by forward-looking financial analysis and eager to influence client outcomes through your work? This Financial Analyst (Client Services) position delivers high visibility in an analytics‑led environment. The role combines accounting fundamentals with FP&A, financial modeling, valuation, and strategic analysis across multiple engagements. If you enjoy solving complex problems, partnering with clients, and delivering analytical work that informs decisions rather than just reporting past results, this opportunity will challenge and develop your skills. You will work alongside senior leaders and external advisors, gaining exposure to diverse industries, business models, and project types. The ideal candidate is intelligent, curious, collaborative, and enthusiastic about applying strong analytical abilities in a dynamic, client-facing setting. Expect predictable hours within a supportive team culture that promotes growth without the typical burnout found in other paths.

Responsibilities

Apply accounting, finance, and analytical expertise to financial modeling, valuation analyses, business plan evaluations, and financial statement analysis
Build and maintain detailed financial models, budgets, and forward-looking projections
Prepare polished client-facing presentations and written deliverables
Collaborate directly with client leadership, internal teams, and external advisors across multiple ongoing engagements
Perform data analytics and structured analyses to support recommendations
Lead heavy Excel work, including pivot tables, lookup functions, and modeling exercises

Requirements & Qualifications

Bachelor’s degree in Accounting required
3–5 years of professional experience
CPA is a plus, but not required
Public accounting plus an industry mix or pure industry experience required; candidates with experience strictly in public accounting are not being sought
Experience at small or middle-market companies strongly preferred
Experience in lending spaces is a plus
Exposure to FP&A and financial modeling is highly desirable
Intellectually curious, sharp, and eager to learn
Strong Excel skills with a practical test administered

Location, Travel, and Work Arrangement

Location: Hybrid remote in Tampa, FL 33609. In-office four days per week (Friday work-from-home). Travel: approximately 10% (typically 2–3 days at the start of an engagement).

Compensation

Market-competitive salary.

About Taylor White

Taylor White specializes in Accounting & Finance roles in the Tampa Bay area. Our industry knowledge, combined with extensive recruiting experience, ensures we understand both your goals and the opportunities available. For more information, please visit our website at www.taylorwhite.com.

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Fund Finance and Intermediary Payments Specialist

Deloitte Tampa, FL

1mo ago

$93k - $173k/yr Full time Asset Management Budgeting & Forecasting CFA

Asset Management Budgeting & Forecasting CFA

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Job Description

Location: Tampa, FL 33602

Are you an experienced technology professional who thrives in a collaborative environment? In the role of a Fund Finance and Intermediary Payments Specialist, you’ll bring forward innovative ideas and collaborate on client projects as a consultant with fewer travel demands. This opportunity is with Deloitte under our Project Delivery Talent Model (PDM), a framework designed for sustained, onsite client service delivery. Recruiting for this role closes on March 31 st, 2026.

The Team

Our Finance Transformation team serves as trusted advisors to CFOs, finance leaders, and executive stakeholders. We leverage Deloitte’s broad capabilities and insights to deliver innovative, market-driven solutions. Our mission is to modernize finance functions, enhance financial and operational performance, manage financial and audit risks, drive organizational change, and help clients become strategic business partners within their organizations. Our Finance Operate offering ensures continuous operation of the finance function, extending the capabilities of our Finance Transformation Advising and Implementing portfolio.

What you’ll do

Oversee the workflow for allocating fund expenses, prepare data for 15c profitability reporting, and ensure accuracy for board and regulatory deliverables.
Coordinate reimbursement and expense payment processing, ensuring correct coding, alignment with budgets, and controlled payment release with authorized sign-off.
Lead annual budgeting cycles and conduct run-rate revenue analyses to confirm funds’ financial viability.
Own and refine the expense accrual methodology; centralize and standardize accrual processes for efficiency.
Direct invoice validation and approval; partner closely with business managers for payment reviews and sign-offs.
Implement and optimize technology transitions (procure-to-pay platform, invoice validation, analytics dashboards).
Support and enhance profitability analytics, scenario planning (“what-if” analyses), and ongoing enhancements leveraging AI/CFO Insights.
Ensure robust process and policy documentation with improvements focused on timing, ownership, training, knowledge transfer, and audit readiness.
Oversee team resource allocation and mitigate key-person risk by strengthening cross-training and documentation.

Qualifications

Bachelor’s degree, preferably in accounting, finance, or a related field; or equivalent professional experience
4+ years of experience in fund finance, fund operations, or asset management
Proven ability to manage allocations, budgeting, profitability reporting, and regulatory support
Strong understanding of accounting systems, Excel, scenario analysis, and workflow automation
Experience leading teams in global (US/India) operational models; adept at documentation and process improvement
Excellent organizational, communication, and project management skills
Limited immigration sponsorship may be available
Ability to travel 10%, on average, based on the work you do and the clients/industries you serve

Preferred credentials

CPA, CFA, or other advanced financial credentials

Analytical / Decision Making Responsibilities

Ability to manage multiple projects and prioritize tasks into actionable work products
Capability to work independently or with minimal supervision
Strong written and verbal communication skills
Ability to deliver technical demonstrations

Compensation

The wage range for this role reflects the broad factors considered in determining compensation, including but not limited to skill sets, experience, training, licensure and certifications, and other business needs. The disclosed range has not been adjusted for geographic differential associated with the location where the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the r

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Manager, Strategic Finance & AI

Swim International Recruiting Inc New York

1mo ago

$133k - $180k/yr Full time Manager AI Automation

Manager AI Automation

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Job Description

Overview

Strategic Finance & Transformation Manager – SaaS / High-Growth. This is an excellent opportunity for a finance-savvy, strategic professional to join a fast-growing, globally recognized SaaS organization. The role blends strategic planning, AI enablement, and finance operations, offering the chance to lead high-impact initiatives and collaborate closely with senior leadership.

Our client is a leading provider of cloud-based legal technology, helping professional services firms manage operations, improve profitability, and deliver superior client experiences. The organization operates globally with offices across North America, Europe, and Australia and is known for a collaborative, innovative, and fast-paced culture that emphasizes teamwork, transparency, and operational excellence.

What You'll Do

Lead strategic initiatives from problem definition through solution design, using data and financial insights to support recommendations.
Identify opportunities to implement AI and automation to enhance planning, forecasting, reporting, and operational decision-making.
Partner with cross-functional teams to remove blockers, streamline processes, and advance initiatives.
Support leadership with scenario modeling, business cases, and decision-making frameworks.
Integrate insights from business operations and SaaS metrics to drive efficiency, scalability, and performance.
Collaborate on transformation efforts, including implementing new systems, processes, or tools to reduce manual work.
Mentor and manage a small team (1–2 direct reports), guiding on strategy and execution.

Who You Are

5–10+ years of experience in strategy, finance operations, consulting, or analytics, ideally within a SaaS/tech environment.
Strong understanding of SaaS business models and key performance metrics.
Experience in strategy consulting or transformation roles, with the ability to define problems, analyze data, and deliver actionable recommendations.
Hands-on experience with financial modeling, analytics, or scenario planning.
Curiosity and experience with AI tools, automation, or workflow improvement.
Ability to manage cross-functional projects and influence stakeholders without formal authority.
Comfort working in a fast-paced, high-growth environment with competing priorities.
Excellent communication and presentation skills, capable of explaining complex concepts to senior leaders.

Compensation & Benefits

Highly competitive compensation, commensurate with experience:

Base: $132,900 – $166,100 USD (US, excluding Bay Area & NYC)
Base: $144,000 – $180,000 USD (US, Bay Area & NYC)
Equity/Stock: $56,000 – $84,000 USD (4-year vesting, 1-year cliff)

Health, dental, and vision coverage

Flexible PTO (minimum 20 days)

RRSP/401k match or equivalent

$2,000 annual wellness/counseling benefit

Employee recognition programs

Location & Work Arrangement

New York State. Remote-friendly within the US and Canada, with a preference for East Coast cities. Hybrid model requiring a minimum of 2 days in-office per week. Some flexibility needed for early morning or evening meetings to collaborate with global teams.

How to Apply

If you are excited about driving strategy, AI, and transformation in a leading SaaS environment, please apply promptly as this search is moving quickly. Candidates may submit their resume directly or contact a SWIM Recruiting Consultant.

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Audit/Financial Operations Support Consultant

Deloitte Arlington, VA

1mo ago

Full time Audit CDFM CGFM

Audit CDFM CGFM

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