We have other current jobs related to this field that you can find below

  • Senior Counsel Corporate Transactions

    1 day ago

    new york city, United States Staff Financial Group Full time

    Our client, a leading growing Global Life Insurance Company is searching for a Corporate Transactions Senior Counsel. The Senior Counsel, Corporate Transactions, will be part of a small legal team and will provide legal advice for complex insurance growth and other transactions, manage corporate governance activities and provides support for other areas, as...

  • Senior Wealth Management Advisor

    6 days ago

    Kansas City, Missouri, United States The Ladders Full time

    Senior Wealth Management Advisor At The Ladders, we are seeking dedicated and dynamic professionals to join our team. This role is pivotal in enhancing our commitment to personalized banking solutions tailored for affluent clients. Banking transcends mere transactions; it is fundamentally about building relationships. Our mission is to empower individuals...

  • Senior Vice President of Business Growth

    6 days ago

    Oklahoma City, Oklahoma, United States Equipment Finance Advisor Inc Full time

    Free Membership Benefits: The Advisor Daily eBlast + Exclusive Insights + Professional Networking AccessJoin Us TodayJob Title:Senior Vice President of Business GrowthCompany:Equipment Finance Advisor IncLocations: Opportunities Available NationwideEquipment Finance Advisor Inc is on the lookout for a proactive and seasoned expert in the commercial finance...

  • Sales Advisor for Senior Living Community

    6 days ago

    Kansas City, Missouri, United States Dorset Place Full time

    About Dorset Place: Dorset Place is a distinguished member of the Discovery Senior Living family, dedicated to managing vibrant and supportive senior living environments across various states. Our organization, built on the foundation of our "Pillars of Excellence," values the contributions of our Team Members, fostering a positive workplace culture that...

  • Financial Advisor/Senior Financial Advisor

    4 weeks ago

    Foster City, California, United States Summitry Full time

    Financial Advisor/Senior Financial AdvisorSummitry is a Bay Area wealth management firm with $2B in assets, 40+ employees and over 1000 clients, offering personalized financial planning and investment strategies, rooted in local insight. Join an innovative and collaborative team, focused on being the most admirable advisory firm helping families thrive...

  • Corporate Mergers and Acquisitions Tax Advisor

    6 days ago

    Kansas City, Missouri, United States Diedre Moire Corp. Full time

    Corporate Mergers and Acquisitions Tax Advisor - Kansas City, MOJoin a leading organization in the transactional risk sector as a Corporate Mergers and Acquisitions Tax Advisor. We are seeking a highly qualified CPA or Attorney with expertise in M&A to enhance our team.Key Responsibilities:Conduct comprehensive risk management evaluations of financial...

  • Transaction Advisor

    2 months ago

    Kansas City, Missouri, United States Lockton Companies Full time

    Job Summary:Description:Create and manage project files.Assist with obtaining data and documents related to specific projects.Organize, catalogue, and provide preliminary screening and review of data and documents received.Interpret and summarize information received in spreadsheet format.Analyze the information received from a financial, legal, and risk...

  • Private Wealth Advisor

    1 week ago

    Kansas City, United States Bank of Montreal Full time

    Application Deadline:09/19/2024 Address:1201 Walnut Street. Job Family Group:Wealth Sales & Service. Senior Level Business Development Role. Provides advisory-based sales and relationship management to attract, retain and grow a portfolio of prospect Wealth Advisor, Director, Wealth, Business Development, Financial Planning, Advisor, Banking, Business...

  • Corporate Tax Advisor

    1 day ago

    Kansas City, Missouri, United States Diedre Moire Corp. Full time

    Corporate Tax Advisor - Mergers & Acquisitions - Diedre Moire Corp.About Us: Join a prominent player in the transactional risk sector. We are on the lookout for a proficient Mergers and Acquisitions expert at the CPA or Attorney level to enhance our team.Position Overview:Assist in evaluating financial statements, acquisition and divestiture agreements, and...

  • Tax Manager, Transaction

    4 days ago

    New York City, United States Deloitte Full time

    Position SummaryM&A Transactions. Divestitures. Integrations. Joint Ventures. Legal Entity Rationalization. You know what these terms mean and you have strong compliance and/or tax provision skills. You have worked with public companies and/or large multi-nationals and desire to join a team that is fast-paced, cross collaborative and project focused. If...

  • Senior Risk Advisor

    6 days ago

    Kansas City, Missouri, United States HUB International Full time

    ABOUT HUB INTERNATIONALAt HUB International, we pride ourselves on being a collective of innovators. Our mission is to safeguard and nurture the ambitions of individuals, families, and enterprises. We assist our clients in assessing their vulnerabilities and crafting solutions that are specifically designed to meet their unique requirements. We are committed...

  • Service Advisor

    2 days ago

    Kansas City, United States Tesla Full time

    What to ExpectTesla Motors is seeking a Service Advisor dedicated to advancing one of the most innovative vehicle brands globally. This role demands a substantial degree of engagement with both customers and internal teams. The ideal candidate will excel in delivering exceptional customer service and demonstrate an aptitude for developing technical expertise...

  • Senior LoanIQ Advisor

    3 weeks ago

    Jersey City, United States TechnoSphere, Inc. Full time

    Role: Senior LoanIQ AdvisorLocation: Jersey City NJ (Hybrid)Duration: 12 months, might go longerJob summary:Act as strategic advisor and program lead to evaluate use cases, field of use, and fit for purpose of LoanIQ. Bring a holistic Service Design mindset to include scenario-based planning of assessment, procurement, implementing and managing a Corporate...

  • Senior Universal Banker

    1 month ago

    Kansas City, United States First Federal Bank Full time

    First Federal Bank of Kansas City - Senior Universal Banker Location: Kansas City, Missouri About Us: First Federal Bank of Kansas City is one of the largest mutually owned banks in the Midwest and has been a strong banking and lending partner to families in Kansas and Missouri for decades. We are a community-oriented, culture-focused, progress-driven Family...

  • Senior Academic Advisor

    5 days ago

    Oklahoma City, Oklahoma, United States InsideHigherEd Full time

    Position OverviewPosition Title: Academic Advisor I - Senior Academic Advisor IPosition Type: Staff Full-TimeJob Summary: This role is essential in providing comprehensive academic guidance to students enrolled in the Master of Business Administration (MBA) program, primarily focusing on those participating in online courses. The advisor will work closely...

  • Financial Services Operations Representative I, II, III

    2 days ago

    Kansas City, Missouri, United States SS&C Technologies Full time

    Job SummarySS&C Technologies is seeking a highly skilled Financial Services Operations Representative I, II, III to join our team. As a key member of our operations team, you will be responsible for providing exceptional service to our clients by processing financial transactions with accuracy and efficiency.Key ResponsibilitiesProcess daily account...

  • Senior Analyst, FP&A and Transactions

    3 weeks ago

    Salt Lake City, United States AES Corporation Full time

    Are you ready to be part of a company that's not just talking about the future, but actively shaping it? Join The AES Corporation (NYSE: AES), a Fortune 500 company that's leading the charge in the global energy revolution. With operations spanning 14 countries , AES is committed to shaping a future through innovation and collaboration. Our dedication to...

  • Senior Advisor to the President

    2 weeks ago

    Oklahoma City, United States InsideHigherEd Full time

    Position Details Req ID: req18316 Position Title: Senior Advisor to the President Position Type: Staff Full-Time Position Number: AS6897 OSU Campus: Stillwater Department: Office of President Location Address: Stillwater, Oklahoma, 74078United States Hiring Supervisor: Jerome Loughridge Hiring Range...

  • Senior Tax Advisor

    6 days ago

    Sioux City, Iowa, United States Phaxis Full time

    Phaxis is seeking a dedicated Senior Tax Advisor to enhance our Commercial Business Group. This role is pivotal in delivering exceptional accounting services to our diverse clientele.Essential Qualifications: Bachelor's degree in Accounting or a related field Over 5 years of comprehensive tax experience within public accounting At least 2 years in a...

  • Senior Corporate Tax Advisor

    5 days ago

    Kansas City, Missouri, United States Grant Thornton Full time

    Position Overview As a Senior Corporate Tax Advisor, you will be an integral part of our Corporate Tax Solutions team, focusing on strategic business income tax planning, corporate compliance, and ASC 740 income tax accounting, which includes tax provision preparation and audit support. The Corporate Tax Solutions team typically maintains the primary tax...

Senior Transaction Advisor

2 months ago

Kansas City, United States Lockton, Inc. Full time
Job Summary:

The Transaction Advisory Practice (TAP) provides consultative property & casualty insurance and employee benefits due diligence advisory services to the private equity community and Lockton’s existing client base. This team of experienced professionals provides a comprehensive assessment of the financial impact of insurance and employee benefits on a potential acquisition from both a purchase price and ongoing operational perspective.

As an employee benefits Senior Transaction Advisor, you will be the primary point of contact between the TAP team and Lockton service teams while responsible for managing the employee benefits due diligence process for our private equity and corporate clients; gaining a thorough understanding of the structure of each transaction and identifying potentially deal-impactful issues arising from the target entity’s employee benefits program within the context of the deal terms and conditions.

Responsibilities

  • Demonstrate a mastery of the employee benefits landscape, the private equity & due diligence space, and the ability to effectively communicate findings with clients & third parties.
  • Understand the analyst and advisor roles to be able to step in and assist on deals when needed which includes:
  • Assist in all facets of electronic and paper data collection processes with organization of documents for analysis.
  • Populate and/or create financial spreadsheets and illustrations based upon data financial analysis.
  • Review documents and agreements such as policies, summary plan descriptions, employee census, claims experience reports, compliance tests, and other related materials.
  • Maintain and update data request lists on an as needed basis.
  • Coordinating internal & external resources as required for larger, more complex transactions
  • Accurately track and record project updates on an as needed basis.
  • Responsible for having the next level conversations about the impact deal issues & findings will have on the client’s strategic corporate objectives post-closing.
  • Responsible for maintaining relationships with Lockton service teams & internal resource groups to ensure our resources are up to date & accurate.
  • Assist in the training & development of Analyst & Advisor associates.
  • Performs other responsibilities and duties as needed.
Requirements:

Competencies
  • Time management and organization: Uses a range of skills, tools, and techniques to manage time and accomplish specific tasks, projects, and goals; this includes planning, allocating, setting goals, delegation, analysis of time spent, monitoring, organizing, scheduling and prioritizing.
  • Professionalism: Conducts oneself in a polite and respectful manner and demonstrates good judgment when dealing with prospects, internal associates, and external clients.
  • Client Focus: Practices Lockton's motto, "We Live Service," while serving clients' needs, nurturing effective client relationships, and contributing to the overall success and satisfaction of Lockton.
  • Reliability: Completes tasks and job functions on time while meeting or exceeding expectations; carries a trusted reputation for dependability, honesty, consistency, accuracy, and commitment.
  • Communication: Expresses ideas clearly, listens effectively, shares information appropriately, demonstrates interpersonal skills, and resolves conflict as needed.
  • Industry knowledge: Stays current on issues impacting the industry by maintaining expertise in functional area.

    Qualifications
  • Bachelor's degree in Finance, Business, Accounting, or equivalent education and/or work experience. Relevant advanced degree (MBA or J.D.) preferred.
  • Understanding and successful completion of all Analyst roles with a willingness and capability to train and work in tandem with current Analysts.
  • Aptitude in mathematical calculations and general business acumen.
  • Proficiency with Word, Excel, PowerPoint, and the ability to quickly learn how to effectively use various virtual data sites and Lockton technology tools.
  • Ability to successfully adapt in a dynamic, changing, and fast-paced environment.
  • Organizational and time management skills to prioritize workloads to meet time sensitive deadlines.
  • Willingness and ability to take initiative and ownership in work/projects and follow through completion.
  • Ability to communicate professionally in written correspondence.
  • Demonstrated interpersonal skills and the ability to interact with Associates at all levels.
  • Legally able to work in the United States.