Investment Fund Managers

**About this role:**

Wells Fargo is seeking a Lead Information Security Analyst in Cybersecurity as part of Governance and Information Protection. Learn more about career areas and business divisions at wellsfargojobs.com.

This role will serve as the Cybersecurity Policy and AI Governance Program Lead. In this critical role, you will implement a dynamic Cybersecurity for AI governance framework, including supporting execution of governance routines such as adherence monitoring, controls, metrics, reporting, key performance indicators, and escalation.

You will also support the sustainment of this dynamic Cybersecurity for AI governance framework, including review and ingestion of regulatory changes to AI; maintenance of mapping to AI instances across the firm to ensure visibility of full scope of AI activity; and defined plans on how to pivot the program as regulatory and firm environmental changes necessitate.

You will partner across Cybersecurity to help establish AI requirements to secure AI across the firm; drive the incorporation of AI requirements into the appropriate documentation, including policy, baselines, developer design requirements; and work with engineers, cloud SMEs, data scientists, among others, to translate requirements into patterns and/or security assessments controls.

**In this role, you will:**

+ Provide advanced information security consultation for all aspects of information security compliance policy, risk management, and remediation

+ Act as more experienced lead to the organization to develop security risk awareness and mitigating actions

+ Consult the organization on complex security issues and findings

+ Evaluate and interpret internal and companywide information security policies, processes, standards, and participate with more experienced leaders in decision making on information security

+ Collaborate and consult with peers, colleagues, and mid-level to more experienced managers to resolve issues and achieve goals

+ Coordinate with vendor manager on third party assets to manage information security risks

+ Serve as a mentor to less experienced staff

+ Lead one or more complex Cybersecurity policy governance areas

+ Align policy area scope and deliverables to strategic and transformational goals

+ Drive the successful completion of programs to achieve business goals, including timely identification, escalation, and remediation of risks and issues that impact program execution and delivery

+ Deliver periodic business and operating reports, including identification and remediation of execution or other risks and issues, retrospective reviews, and lessons learned

+ Build strong relationships with program sponsors, business partners, and key stakeholders

+ Coordinate, facilitate, negotiate, and influence cross-functional macro-level topics with key stakeholders and senior management

+ Deliver clear, concise, and actionable communication to various levels of organization on a timely basis to ensure effective understanding, decision-making, and execution

**Required Qualifications:**

+ 5+ years of Information Security Analysis experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

+ 4+ years of cross-functional, Cybersecurity domain experience (e.g., demonstrated ability to understand and mitigate Cybersecurity risk across multiple domains (IAM, AppSec, DLP, Encryption, Infrastructure, Third-Party, etc.))

+ 4+ years of experience in Cybersecurity or Technology risk management, audit, or legal functions

+ 3+ years of experience with core security technologies such as cryptography, certificate and key management, data loss prevention (DLP), information protection, vulnerability management, cloud governance, and incident response

+ 1+ year of experience with AI/ML governance

**Desired Qualifications:**

+ 3+ years of cyber governance is highly desired

+ 4+ years' experience in the development and management of complex programs spanning multiple technology, Cybersecurity, or large banking operations

+ Experience in financial services or other highly regulated industry; knowledge of the financial services regulatory environment

+ Deep understanding of AI/ML governance, including:

+ Understanding key AI/ML laws, rules, regulations, and frameworks

+ Establishing guardrails/governance for defensible security around AI instances utilized across a firm via policy, procedures, and associated adherence monitoring mechanisms (e.g., controls, metrics, reporting, paths for escalation)

+ Scaling changes at pace across a large, matrixed environment to meet regulatory and firm environmental obligations, while remaining secure and defensible

+ Ability to anticipate and mitigate AI/ML challenges by understanding risk frameworks and evolving regulatory/legal landscape

+ Finesse in bridging the gap between AI/ML and internal customers by distilling complex concepts and making consumable to any audience

+ Ability to develop and deliver message of secure AI/ML as an enabler of business and make it real for stakeholders at all levels across the enterprise

+ Ability to work independently, confidently challenge assumptions, and lead by example in ensuring risks are effectively mitigated

+ Excellent communication with the ability to drive initiatives and engage with stakeholders at all levels

+ Advanced level leadership, communication, relationship building, negotiating, and influencing skills

+ Experience with developing and presenting business management materials to senior management and governance committees

+ Strong critical thinking skills, consistent attention to detail, and ability to meet deadlines amidst competing priorities

**Locations:**

+ 1525 WT Harris Blvd, Charlotte, North Carolina 28262

+ 2600 S Price Rd, Chandler, Arizona 85286

+ 550 S 4th St, Minneapolis, Minnesota 55415

**Posting Statements:**

+ Job posting may come down early due to volume of applicants.

+ Required location(s) listed above. Relocation assistance is not available for this position.

+ This position offers a hybrid work schedule

+ Salary range is determined by location of the job. May be considered for a discretionary bonus, Restricted Share Rights, or other long – term incentive awards.

+ This position is not eligible for visa sponsorship

**Pay Range**

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.

$111,100.00 - $197,500.00

**Benefits**

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs (https://www.wellsfargojobs.com/en/life-at-wells-fargo/benefits) for an overview of the following benefit plans and programs offered to employees.

+ Health benefits

+ 401(k) Plan

+ Paid time off

+ Disability benefits

+ Life insurance, critical illness insurance, and accident insurance

+ Parental leave

+ Critical caregiving leave

+ Discounts and savings

+ Commuter benefits

+ Tuition reimbursement

+ Scholarships for dependent children

+ Adoption reimbursement

**Posting End Date:**

3 Jul 2025

***** **_Job posting may come down early due to volume of applicants._**

**We Value Equal Opportunity**

Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.

**Applicants with Disabilities**

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (https://www.wellsfargojobs.com/en/diversity/disability-inclusion/) .

**Drug and Alcohol Policy**

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (https://www.wellsfargojobs.com/en/wells-fargo-drug-and-alcohol-policy) to learn more.

**Wells Fargo Recruitment and Hiring Requirements:**

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

**Req Number:** R-467320

As a Financial Advisor on the Wealth Management Services team, you will work closely with clients to understand their financial goals, risk tolerance, and overall financial picture. You will spend your time engaging in meaningful conversations to uncover each client’s unique needs and then develop and recommend personalized financial planning strategies that align with their objectives. To succeed in this highly regulated role, you must hold the appropriate licenses and possess a deep understanding of current financial products, investment options, and market trends. A strong commitment to providing client-focused advice with integrity, accuracy, and professionalism is essential.

**Responsibilities**

+ Engage clients in discussions to assess financial objectives, risk tolerance, expenses, income, tax status, insurance coverage, or other information needed to develop a financial plan.

+ Provide guidance and advice on financial planning strategies, investment options, retirement planning, tax strategies, estate planning, cash management and overall wealth management.

+ Develop, implement, and monitor comprehensive financial plans tailored to each client’s needs.

+ Conduct regular review of client accounts to assess progress and adapt strategies in response to life events, economic changes, market conditions or financial performance trends.

+ Preparing or interpreting financial document summaries, investment performance reports, and income projections for clients.

+ Collaborate with internal and external professionals to support the execution of complex financial plans.

+ Maintain active communication with clients to ensure strong relationships and understanding of evolving goals and maintain up to date client portfolios.

+ Build and expand the book of business through client referrals, networking, and community engagement.

+ Stay current with financial markets, products, and regulatory requirements.

+ Accurately document interactions and maintain records using CRM and financial planning software.

The above is not an all-inclusive list of duties and can be altered and adjusted as needed, including other duties as assigned. Duties are subject to change at any time by HUB Management.

**Qualifications**

+ Bachelor's degree in business, finance, or related field preferred.

+ 5 years of experience as a Financial Advisor, delivering high quality financial advice.

+ Active FINRA 66 or combination of series 63 and 65 securities registration required

+ Certified Financial Planner (CFP) designation preferred

+ Experience working with account custodians such as Charles Schwab and Fidelity Investments

+ Proven ability to manage and grow existing book of business

+ Strong understanding of mutual funds, stocks, bonds, and insurance offerings.

+ Knowledge of retirement plans is a plus (401k, 403b, 457, ESOP)

+ Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and CRM systems.

+ Excellent interpersonal, communication, and client relationship management skills.

+ Self-motivated, organized, and adaptable with strong time management abilities.

+ You must possess a valid driver’s license and be comfortable meeting clients in-person as needed.

+ Ability to work independently with autonomy, while also thriving in a collaborative team environment.

**About Us**

HUB International is a recognized global leader dedicated to helping individuals and companies navigate risk and manage the complexities of insurance.

**Joining a Winning Team at HUB International**

When you join the team at HUB International, you become part of the 5th largest global insurance broker, providing a broad array of investment, retirement and wealth management, property, casualty, risk management, life and health, employee benefits products and services. Becoming a part of HUB means that you thrive in an entrepreneurial and fast paced team environment supported by over 20,000 professionals in 600 offices across North America. You will be able to actively contribute to our track record of year-over-year growth fueled by innovative new products and services, mergers and acquisitions, and a great team of people. As part of our talent engine, you will exemplify our strong core values which drive our unique corporate culture. HUB’s entrepreneurial spirit is evident in our people, products and philanthropic initiatives and we are passionate about our talent!

Department Account Management & Service

Required Experience: 5-7 years of relevant experience

Required Travel: Up to 25%

Required Education: High school or equivalent

HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.

E-Verify Program (https://hubinternational.jobs/e-verify/)

We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team HUBRecruiting@hubinternational.com . This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

Eurest

Salary: $90,000 - $100,000

As the leader in business and industry dining, Eurest is the company to join if you want a rewarding career packed with limitless opportunities. We feed the employees of the nation's largest and most-prestigious companies -- in every state and across all industries. As a member of Eurest's leadership and professional support team, you will help our 16,000 chefs, and in-unit associates excel as they deliver world-class meals in corporate cafes and executive dining rooms with on-site catering through vending innovations and more.

Our company is innovative, high performing and fast growing. Our teammates are enthusiastic, committed to quality and thrive on consistently delivering unparalleled results. And did we mention we work with exciting companies and at interesting locations? Come grow your career with Eurest.

Job Summary

Support unit managers from a fiscal perspective by providing training and guidance in accounting principles and financial management• Manage customer invoicing processes for core business• Manage invoicing of additional project work• Manage accounts receivable including collections, cash application, and reporting. • Compile journal entries related to period close• Coordinate with the Finance Director on procedures surrounding budgeting and forecasting for the client and for Eurest.• Support operations team with implementation of new businesses• Oversee new business transition processes as they relate to billing/invoicing, payroll, and metrics/reporting• Compiles new and rebid pro-forma and analyzes for accuracy• Prepares and analyzes monthly management reporting; new, rebid and lost business reporting; weekly • Business Owner Reports• Provides financial guidance to operating units within the region on matters involving client returns, revenue and profitability goals• Improves financial status by compiling and analyzing budgets and forecast, monitoring variances, identifying trends, and considering "what if scenarios to bring forth suggestions to the Director of Finance• Documents and maintains complete and accurate supporting information for all financial transaction.• Provides accurate and timely reporting on the financial activity of individual project• Creates and designs reports and spreadsheets; creates and maintains a database to organize, collect and upload data into required reporting formats• Track regional initiatives and compliance to Corporate policies• Other duties as assigned

Qualifications:• Bachelor’s degree required; Accounting or Finance preferred• 3+ years of experience in Accounting/Finance• Exceptional Customer Service skills and a positive “can-do” attitude• Ability to prioritize and manage multiple tasks/projects; extended evening and occasional weekend work required • Ability to work under pressure and tight deadlines; comfortable presenting to senior management and audiences virtually• Working knowledge of SAP Financial and Microsoft applications such as Excel, PowerPoint, Word, and Outlook

Apply to Eurest today!

Eurest is a member of Compass Group USA

Click here to Learn More about the Compass Story (http://www.compass-usa.com/our-story/)

Compass Group is an equal opportunity employer. At Compass, we are committed to treating all Applicants and Associates fairly based on their abilities, achievements, and experience without regard to race, national origin, sex, age, disability, veteran status, sexual orientation, gender identity, or any other classification protected by law.

Qualified candidates must be able to perform the essential functions of this position satisfactorily with or without a reasonable accommodation. Disclaimer: this job post is not necessarily an exhaustive list of all essential responsibilities, skills, tasks, or requirements associated with this position. While this is intended to be an accurate reflection of the position posted, the Company reserves the right to modify or change the essential functions of the job based on business necessity. We will consider for employment all qualified applicants, including those with a criminal history (including relevant driving history), in a manner consistent with all applicable federal, state, and local laws, including the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, and the New York Fair Chance Act.

Eurest maintains a drug-free workplace.

Applications are accepted on an ongoing basis.

Associates at Eurest are offered many fantastic benefits.

+ Medical

+ Dental

+ Vision

+ Life Insurance/ AD

+ Disability Insurance

+ Retirement Plan

+ Paid Time Off

+ Holiday Time Off (varies by site/state)

+ Associate Shopping Program

+ Health and Wellness Programs

+ Discount Marketplace

+ Identity Theft Protection

+ Pet Insurance

+ Commuter Benefits

+ Employee Assistance Program

+ Flexible Spending Accounts (FSAs)

+ Paid Parental Leave

+ Personal Leave

Associates may also be eligible for paid and/or unpaid time off benefits in accordance with applicable federal, state, and local laws. For positions in Washington State, Maryland, or to be performed Remotely, click here (https://www.compass-usa.com/wp-content/uploads/2023/08/2023\_WageTransparency\_Eurest.pdf) for paid time off benefits information.

Req ID: 1434506

Eurest

Jacinda Moore

[[req_classification

**Specialty/Competency:** Industry Tax Practice

**Industry/Sector:** Asset and Wealth Management

**Time Type:** Full time

**Travel Requirements:** Up to 20%

A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact tax has on their business. You’ll advise clients on their local and overseas tax affairs, while acting as a strategic consultant related to business analysis, managing working capital, and profit sharing for partners. You’ll also help organisations understand the pricing implications of goods and services between related parties, as well as providing advice on tax implications of deals.

Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. You’ll help our clients with their tax structuring while helping to address the challenges of the continuously changing tax world, both locally and globally.

To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future.

As a Senior Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to:

+ Encourage everyone to have a voice and invite opinion from all, including quieter members of the team.

+ Deal effectively with ambiguous and unstructured problems and situations.

+ Initiate open and candid coaching conversations at all levels.

+ Move easily between big picture thinking and managing relevant detail.

+ Anticipate stakeholder needs, and develop and discuss potential solutions, even before the stakeholder realises they are required.

+ Contribute technical knowledge in area of specialism.

+ Contribute to an environment where people and technology thrive together to accomplish more than they could apart.

+ Navigate the complexities of cross-border and/or diverse teams and engagements.

+ Initiate and lead open conversations with teams, clients and stakeholders to build trust.

+ Uphold the firm's code of ethics and business conduct.

**Additional Responsibilities**

Work with many of the world's largest renewable energy companies to develop and implement innovative tax solutions! Join an exciting and rapidly growing industry to help clients solve challenging issues introduced by the Inflation Reduction Act.

We’re leading the way as technology-enabled tax advisors who provide value through digitization, automation and increased efficiencies. PwC Tax provides unparalleled technical knowledge and specialization, and industry insights.

**Global LoS**

Tax

**Job Requirements and Preferences**

**Basic Qualifications**

Minimum Degree Required (BQ)

Bachelor Degree

**Required Field(s) of Study (BQ)**

Accounting

**Minimum Year(s) of Experience (BQ)**

5 year(s)

**Certification(s) Required (BQ)**

**CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity**

**Preferred Qualifications**

**Preferred Knowledge/Skills**

Demonstrates in-depth knowledge of compliance and consulting for investment partnerships including hedge funds, mutual funds and private equity funds:

+ Leveraging knowledge of structuring of funds and fund management companies to limit tax liability;

+ Possessing in-depth knowledge of alternative investment strategies and vehicles; and,

+ Utilizing in-depth tax technical skills, including partnership tax forms.

Demonstrates in-depth experience identifying and addressing client needs:

+ Experience with complicated partnership structures;

+ Experience with tax matters relevant to the renewable energy industry such as tax credits and fixed asset depreciation;

+ Showcasing a desire to learn more about the renewable energy industry

+ Innovating through new and existing technologies, along with experimenting with digitization solutions;

+ Working with large, complex data sets to build models and leverage data visualization tools to provide insights to clients;

+ Utilizing digitization tools to reduce hours and optimize engagements;

+ Advancing pricing strategy through the use of pricing tools and influence a shift to alternative fee arrangements;

+ Building, maintaining, and utilizing networks of client relationships and community involvement; and,

+ Demonstrating success as tax technical business advisor, including developing new relationships, making introductions to sell new services and doing so with a "One Firm" service mindset.

Demonstrates in-depth knowledge of automation & digitization and leads by example in a professional services environment including, but not limited to, the following areas:

+ Building, maintaining, and utilizing networks of client relationships and community involvement;

+ Communicating value propositions;

+ Managing resource requirements, project workflow, budgets, billing and collections; and preparing and/or coordinating complex written and verbal materials;

+ Possessing considerable experience as a team leader by supervising teams to create an atmosphere of trust;

+ Seeking diverse views to encourage improvement and innovation; and,

+ Coaching staff including providing timely meaningful written and verbal feedback.

We are transforming the way we deliver tax services. Find out more about what we do on our Tax Career Page at pwc.to/whatwedotax

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

PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.

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

For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.

Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines

The salary range for this position is: $124,000 - $335,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

**Specialty/Competency:** Industry Tax Practice

**Industry/Sector:** Asset and Wealth Management

**Time Type:** Full time

**Travel Requirements:** Up to 40%

At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses navigate complex tax regulations and optimise their tax positions.

Those in tax compliance at PwC will focus on validating clients' compliance with tax laws and regulations. You will review and analyse financial data, prepare and file tax returns, and assist businesses in meeting their tax obligations while minimising risks of non-compliance.

Enhancing your leadership style, you motivate, develop and inspire others to deliver quality. You are responsible for coaching, leveraging team member’s unique strengths, and managing performance to deliver on client expectations. With your growing knowledge of how business works, you play an important role in identifying opportunities that contribute to the success of our Firm. You are expected to lead with integrity and authenticity, articulating our purpose and values in a meaningful way. You embrace technology and innovation to enhance your delivery and encourage others to do the same.

Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:

+ Analyse and identify the linkages and interactions between the component parts of an entire system.

+ Take ownership of projects, ensuring their successful planning, budgeting, execution, and completion.

+ Partner with team leadership to ensure collective ownership of quality, timelines, and deliverables.

+ Develop skills outside your comfort zone, and encourage others to do the same.

+ Effectively mentor others.

+ Use the review of work as an opportunity to deepen the expertise of team members.

+ Address conflicts or issues, engaging in difficult conversations with clients, team members and other stakeholders, escalating where appropriate.

+ Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements.

The Opportunity

As part of the Financial Services Tax team you are expected to provide benefits through digitization, automation, and increased efficiencies. As a Manager you are expected to supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by supervising teams and independently solving and analyzing complex problems to develop top-quality deliverables. You are expected to leverage PwC's exceptional technical knowledge and specialization, coupled with industry insights, to solve clients' needs.

Responsibilities

- Supervise and develop team members to achieve exceptional deliverables

- Manage client service accounts and engagement workstreams

- Independently solve and analyze complex problems

- Utilize PwC's technical knowledge and industry insights to address client needs

- Drive digitization, automation, and efficiency improvements

- Coach teams to enhance their skills and performance

- Oversee successful planning, budgeting, and execution of projects

- Foster a culture of continuous improvement and innovation

What You Must Have

- Bachelor's Degree in Accounting

- 4 years of experience

- CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity

What Sets You Apart

- Thorough knowledge of compliance and consulting for financial partnerships

- Knowledge of structuring funds to limit tax liability

- In-depth tax technical skills in partnership tax forms

- Experience identifying and addressing client needs

- Building, maintaining, and utilizing networks of client relationships

- Success as tax technical business advisor

- Familiarity with CRM systems

- Knowledge of automation and digitization in professional services

- Experience with alternative fee arrangements and pricing strategies

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

PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.

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

For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.

Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines

The salary range for this position is: $99,000 - $266,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

\#LI-Hybrid

Description We are seeking a Financial Analyst to join our team located in Tucson, Arizona. This role focuses on financial forecasting, reporting, and operational metrics tracking. The successful candidate will be tasked with analyzing financial data, creating financial models for decision support, and guiding the cost analysis process.

Responsibilities:

• Perform financial forecasting, reporting, and operational metrics tracking

• Analyze financial data and create financial models for decision support

• Report on financial performance and prepare for regular leadership reviews

• Analyze past results, perform variance analysis, identify trends, and make recommendations for improvements

• Evaluate financial performance by comparing and analyzing actual results with plans and forecasts

• Guide the cost analysis process by establishing and enforcing policies and procedures

• Provide analysis of trends and forecasts and recommend actions for optimization

• Increase productivity by developing automated reporting/forecasting tools

• Utilize accounting software systems, CapEx, ERP - Enterprise Resource Planning, ERP Solutions, Great Plains (GPAC), About Time, Accounting Functions, Budget Processes, Expense Reporting, Finance, Microsoft Excel, Power BI. Requirements • Proficient in Accounting Software Systems

• Experience with CapEx

• Familiarity with ERP - Enterprise Resource Planning

• Ability to work with ERP Solutions

• Knowledge of Great Plains (GPAC) preferred

• Experience with 'About Time' software

• Understanding of Accounting Functions

• Familiarity with Budget Processes

• Skilled in Expense Reporting

• Strong foundation in Finance

• Proficiency in Microsoft Excel

• Experience with Power BI

• Ability to manage multiple tasks and meet deadlines

• Excellent analytical and problem-solving skills

• Strong verbal and written communication skills

• Bachelor's degree in Finance or related field

• Prior experience in a similar role would be advantageous

• Ability to work independently and as part of a team

• Strong attention to detail and accuracy in work

• Excellent organizational and time management skills.

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .

**Specialty/Competency:** Industry Tax Practice

**Industry/Sector:** Asset and Wealth Management

**Time Type:** Full time

**Travel Requirements:** Up to 20%

At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses navigate complex tax regulations and optimise their tax positions.

Those in tax compliance at PwC will focus on validating clients' compliance with tax laws and regulations. You will review and analyse financial data, prepare and file tax returns, and assist businesses in meeting their tax obligations while minimising risks of non-compliance.

Focused on relationships, you are building meaningful client connections, and learning how to manage and inspire others. Navigating increasingly complex situations, you are growing your personal brand, deepening technical expertise and awareness of your strengths. You are expected to anticipate the needs of your teams and clients, and to deliver quality. Embracing increased ambiguity, you are comfortable when the path forward isn’t clear, you ask questions, and you use these moments as opportunities to grow.

Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:

+ Respond effectively to the diverse perspectives, needs, and feelings of others.

+ Use a broad range of tools, methodologies and techniques to generate new ideas and solve problems.

+ Use critical thinking to break down complex concepts.

+ Understand the broader objectives of your project or role and how your work fits into the overall strategy.

+ Develop a deeper understanding of the business context and how it is changing.

+ Use reflection to develop self awareness, enhance strengths and address development areas.

+ Interpret data to inform insights and recommendations.

+ Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements.

The Opportunity

As part of the Financial Services Tax team you shall provide benefit through digitization, automation and increased efficiencies. As a Senior Associate you shall analyze complex problems, mentor others, and maintain rigorous standards. You shall focus on building client relationships and developing a deeper understanding of the business context, navigating increasingly complex situations, and growing your personal brand and technical proficiency.

Responsibilities

- Lead digitization and automation efforts

- Solve intricate tax challenges

- Mentor and guide junior team members

- Foster and sustain client relationships

- Gain thorough understanding of business contexts

- Navigate complex tax scenarios effectively

- Grow personal brand and technical skills

- Uphold exceptional professional and technical standards

What You Must Have

- Bachelor's Degree in Accounting

- 2 years of experience

- Job seekers need to demonstrate the minimum requirements are met for CPA licenture per respective state regulations

What Sets You Apart

- Innovating through new and existing technologies

- Experimenting with digitization solutions

- Working with large, complex data sets

- Building models and leveraging data visualization tools

- Exposure to pricing and client worth

- Reviewing contracts and finding new pricing options

- CPA or commitment to pass CPA exam before promotion to Manager and thereafter obtain CPA licenture, or Member of the Bar

- Job seekers need to demonstrate that the minimum requirements are met for CPA licenture per respective state regulations

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

PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.

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

For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.

Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines

The salary range for this position is: $77,000 - $214,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

\#LI-Hybrid

**Company :**

Highmark Inc.

**Job Description :**

**JOB SUMMARY**

This job performs financial and business related research and analysis such as the preparation of forecasts and/or analysis of financial reports, records and trends; develops and maintains spreadsheets and databases to facilitate analysis and reporting; and is responsible for conducting and documenting financial analysis projects.

**ESSENTIAL RESPONSIBILITIES**

+ Display effective communication skills.

+ Coordinate with other departments, locations, and divisions.

+ Communicate with other departments and/or outside agencies to resolve problems.

+ Communicate with management at the Organization, subsidiaries, affiliates, other third parties, etc. as to project status and completion deadlines.

+ Advise management of expected outcomes, and recommending ways to improve the outcomes.

+ Conduct presentation to all levels of management in order to provide a summary of analysis regarding financial results and trends.

+ Communicate with management as to project status and completion deadlines.

+ Perform financial and business related analysis

+ Analyze, evaluate and interpret appropriate financial and statistical data.

+ Develop and/or document business policies, conduct special financial and business related studies and cooperate with other departments in the preparation of analyses.

+ Conduct financial and business related analyses and research including the preparation of forecasts and/or analysis of trends.

+ Analyze financial reports and records.

+ Provide reasoning for variances and make recommendations relative to the accounting of reserves, assets, and expenditures.

+ Advise management of expected outcomes, and recommend ways to improve the outcomes.

+ Independently pursue fundamental problem solving and documents the recommendations to management.

+ Facilitate analysis and reporting.

+ Utilize computer to input, retrieve or display accounting information.

+ Develop and maintain spreadsheets and databases.

+ Utilize PC and/or mainframe based systems and software, compiles and prepares reports, graphs and charts of data developed.

+ Serve as a project lead for special projects within the department.

+ Lead and document financial analysis projects including the preparation of ad hoc reports; to include but not limited to; gathering of data, analysis, documentation of findings, and calculation of results and generation of reports for distribution.

+ Coordinate activities to ensure the project is advancing properly and to ensure the project is completed within the timeframes established. Included in this process will be communication with Management at the Organization, subsidiaries, affiliates, other third parties, etc. as to project status and completion deadlines.

+ Make recommendations based on findings when necessary.

+ Other duties as assigned or requested.

**QUALIFICATIONS**

**Minimum**

+ Bachelor’s Degree or relevant experience and/or education as determined by the company in lieu of bachelor's degree

+ 7 - 10 years of related progress experience inAccounting and/or Finance including experience in leading projects of varying size and complexity

+ Experience with various computer applications to include MS Excel and/or MS Access

**Preferred**

+ None

**Skills**

+ Strong written and oral communication skills

+ Strong relationship building skills

+ Client focused with strong business acumen

+ Self-starter with the ability to work under pressure independently and as part of a team

+ Ability to think strategically and act proactively to create strong trust and confidence with business units

+ Strong innovative problem-solving capabilities

**Language (Other than English):**

None

**Travel Requirement:**

0% - 25%

**PHYSICAL, MENTAL DEMANDS and WORKING CONDITIONS**

**Position Type**

Office-based

Teaches / trains others regularly

Occasionally

Travel regularly from the office to various work sites or from site-to-site

Rarely

Works primarily out-of-the office selling products/services (sales employees)

Never

Physical work site required

Yes

Lifting: up to 10 pounds

Constantly

Lifting: 10 to 25 pounds

Occasionally

Lifting: 25 to 50 pounds

Rarely

**_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:**

$67,500.00

**Pay Range Maximum:**

$126,000.00

_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.

We endeavor to make this site accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the email below.

For accommodation requests, please contact HR Services Online at HRServices@highmarkhealth.org

California Consumer Privacy Act Employees, Contractors, and Applicants Notice

Req ID: J266450

At CVS Health, we’re building a world of health around every consumer and surrounding ourselves with dedicated colleagues who are passionate about transforming health care.

As the nation’s leading health solutions company, we reach millions of Americans through our local presence, digital channels and more than 300,000 purpose-driven colleagues – caring for people where, when and how they choose in a way that is uniquely more connected, more convenient and more compassionate. And we do it all with heart, each and every day.

**Position Summary**

CVS Health has an opportunity for a full-time Senior Financial Analyst. The Rebate Finance Operations – Client Support team is innovative, fast-paced, and in a consistent state of change, requiring a professional, detail-oriented, and flexible individual with strong analytical and time management skills. The Senior Financial Analyst will work autonomously on set deliverables while maintaining the strategy for continuous improvement. This role will be instrumental in maintaining and improving the team’s rebate payment calculation, reporting, and communication processes.

**Key Responsibilities:**

+ Managing a robust calendar of rebate payment deliverables and answering related client inquiries.

+ Serving as the primary point of contact for the client on any payment or collection-related inquiries (this is a client-facing role).

+ Performing detailed manual calculations, large standard payment reconciliations, and thorough historical payment research projects.

+ Utilizing Microsoft Access, SQL, Microsoft Excel, enterprise accounting platforms (SAP), and enterprise client registration systems.

+ Completing deliverables autonomously in accordance with team standards and contractual obligations.

+ Collaborating with other team members to manage and track all payment deliverables.

+ Managing and facilitating special projects aimed at streamlining and automating payment processes, including the creation of communication and training plans.

+ Relaying details on large payments to senior leadership and working with internal audit teams to provide standard reporting and improve processes.

+ Managing a consistent workload of requests and inquiries through a workload management platform (Salesforce/Smartsheet).

**Required Qualifications**

+ 3+ years of professional experience, including 1+ years in a finance or accounting role.

+ 1+ years of intermediate Excel experience as well as experience with all of Microsoft Office Suite.

+ 1+ year of SQL experience.

**Preferred Qualifications**

+ Experience in PBM industry, with pharmaceutical rebates, or contract administration.

+ Experience with SAP and Salesforce.

+ Advanced Excel skills including pivot tables, advanced formulas.

+ Experience with SQL and databases.

+ Ability to work with and complete analysis on significant amounts of data, using Microsoft Access and Excel.

+ Demonstrated success in training/cross-training and collaborating with new and existing employees.

+ Demonstrated success in managing multiple projects and deliverables.

**Education**

+ Bachelor's degree or equivalent experience required.

**Anticipated Weekly Hours**

40

**Time Type**

Full time

**Pay Range**

The typical pay range for this role is:

$46,988.00 - $102,000.00

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.

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.

**Great benefits for great people**

We take pride in our comprehensive and competitive mix of pay and benefits – investing in the physical, emotional and financial wellness of our colleagues and their families to help them be the healthiest they can be. In addition to our competitive wages, our great 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** including wellness screenings, tobacco cessation and weight management programs, confidential counseling and financial coaching.

+ **Benefit solutions that address the different needs and preferences of our colleagues** including paid time off, flexible work schedules, family leave, dependent care resources, colleague assistance programs, tuition assistance, retiree medical access and many other benefits 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: 07/01/2025

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

We are an equal opportunity and affirmative action employer. We do not discriminate in recruiting, hiring, promotion, or any other personnel action based on race, ethnicity, color, national origin, sex/gender, sexual orientation, gender identity or expression, religion, age, disability, protected veteran status, or any other characteristic protected by applicable federal, state, or local law.

**About this role:**

Wells Fargo is seeking a Senior Information Security Analyst to support the Cyber Risk Institute (CRI) profile maturity assessment tools within our Cybersecurity Governance and Information Protection organization.

The senior analyst will support the Cyber Risk Institute maturity assessment team, performing the following tasks:

+ Support tooling being built for CRI (Power Apps, Archer, Argon, etc.)

+ Build additional automation workflows and maintain existing automation workflows

+ Partner with stakeholders on reporting build out

+ Support ongoing maturity assessment work validation exercises, Risk Assessable Units (RAU) alignments, veritas and sharp analysis alignments to diagnostic statements

+ Develop CRI documentation.

**In this role, you will:**

+ Provide information security consultation to improve awareness and compliance with Cybersecurity policy, processes and standards

+ Perform maturity assessment review of policies, controls, and issues

+ Support CRI authoritative source alignment to Technology Regulatory Adherence Dashboard

+ Provide guidance and direction in reviewing maturity assessment findings with subject matter experts

+ Help support Power Apps no code/low code application

+ Help develop CRI team documentation and procedures

+ Support domain alignment of CRI observations and recommendations

+ Help coordinate subject matter expert discussions

+ Partner to develop reports and provide business requirements for Cybersecurity dashboards

+ Evaluate and interpret internal and Enterprise Information Security policies, processes and standards, controls, metrics and evaluate alignment to CRI diagnostic statements

+ Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals

+ Interact with internal customers across Cybersecurity and Technology organizations

**Required Qualifications:**

+ 4+ years of Information Security Analysis experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

**Desired Qualifications:**

+ Familiarity with security or maturity assessment frameworks

+ 2+ years of experience with PowerApps suite

+ 2+ year(s) of experience one or a combination of the following: reporting, analytics, or modeling in an information security environment, information technology environment, or a combination of both

+ Provide information security consultation to improve awareness and compliance with Enterprise Information Security policy, processes and standards

+ Perform remediation of security assessment review issues, complex ad hoc data, and reporting to support information security risk management

+ Provide guidance and direction in reviewing assessment findings and mitigating controls to optimize information security

+ Provide advanced data aggregation and data of information security risk exposure

**Job Expectations:**

+ Ability to work onsite in the office in a hybrid model.

+ This position is not eligible for Visa Sponsorship

**Locations:**

+ Chandler, AZ

+ Charlotte, NC

+ Minneapolis, MN

**Pay Range**

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.

$84,000.00 - $149,400.00

**Benefits**

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs (https://www.wellsfargojobs.com/en/life-at-wells-fargo/benefits) for an overview of the following benefit plans and programs offered to employees.

+ Health benefits

+ 401(k) Plan

+ Paid time off

+ Disability benefits

+ Life insurance, critical illness insurance, and accident insurance

+ Parental leave

+ Critical caregiving leave

+ Discounts and savings

+ Commuter benefits

+ Tuition reimbursement

+ Scholarships for dependent children

+ Adoption reimbursement

**Posting End Date:**

3 Jul 2025

***** **_Job posting may come down early due to volume of applicants._**

**We Value Equal Opportunity**

Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.

**Applicants with Disabilities**

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (https://www.wellsfargojobs.com/en/diversity/disability-inclusion/) .

**Drug and Alcohol Policy**

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (https://www.wellsfargojobs.com/en/wells-fargo-drug-and-alcohol-policy) to learn more.

**Wells Fargo Recruitment and Hiring Requirements:**

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

**Req Number:** R-466563