Manager, Data & Analytics - Financial Services
Posted today
Job Viewed
Job Description
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture and talent experience and our ability to be compelling to our clients. You’ll find an environment that inspires and empowers you to thrive both personally and professionally. There’s no one like you and that’s why there’s nowhere like RSM.
RSM is looking for an experienced Hands-On Technical Manager with expertise in big data technologies and multi-cloud platforms to lead our technical team for the financial services industry. The ideal candidate will possess a strong background in big data architecture, cloud computing, and a deep understanding of the financial services industry. As a Technical Manager, you will be responsible for leading technical projects, hands-on development, delivery management, sales and ensuring the successful implementation of data solutions across multiple cloud platforms. This role requires a unique blend of technical proficiency, sales acumen, and presales experience to drive business growth and deliver innovative data solutions to our clients.
Responsibilities:
Provide technical expertise and guidance on the selection, and hands-on implementation, and optimization of big data platforms, tools, and technologies across multiple cloud environments (e.g., AWS, Azure, GCP, Snowflake, etc.)
Architect and build scalable and secure data pipelines, data lakes, and data warehouses to support the storage, processing, and analysis of large volumes of structured and unstructured data.
Lead and mentor a team of technical professionals in the design, development, and implementation of big data solutions and data analytics projects within the financial services domain.
Stay abreast of emerging trends, technologies, and industry developments in big data, cloud computing, and financial services, and assess their potential impact on the organization.
Develop and maintain best practices, standards, and guidelines for data management, data governance, and data security in alignment with regulatory requirements and industry standards.
Collaborate with the sales and business development teams to identify customer needs, develop solution proposals, and present technical demonstrations and presentations to prospective clients.
Collaborate with cross-functional teams including data scientists, engineers, business analysts, and stakeholders to define project requirements, objectives, and timelines.
Basic Qualifications:
Bachelor's degree or higher in Computer Science, Information Technology, Business Administration, Engineering or related field.
Minimum of ten years of overall technical experience in solution architecture, design, hands-on development with a focus on big data technologies, multi-cloud platforms, and with at-least 5 years of experience specifically in financial services.
Strong understanding of the financial services industry – capital markets, retail and business banking, asset management, insurance, etc.
In-depth knowledge of big data technologies such as Hadoop, Spark, Kafka, and cloud platforms such as AWS, Azure, GCP, Snowflake, Databricks, etc.
Experience with SQL, Python, Pyspark or other programming languages used for data transformation, analysis, and automation.
Excellent communication, presentation, and interpersonal skills, with the ability to articulate technical concepts to both technical and non-technical audiences.
Hands-on experience extracting (ETL using CDC, Transaction Logs, Incremental) and processing large data sets for Streaming and Batch data loads.
Ability to work from our Hyderabad, India office at least twice a week
Preferred Qualifications:
Professional certifications in cloud computing (e.g., AWS Certified Solutions Architect, Microsoft Certified Azure Solutions Architect, Azure Data Engineer, SnowPro Core) and/or big data technologies.
Experience with Power BI, Tableau or other Reporting and Data Visualization tools
Familiarity with DevOps practices, CI/CD pipelines, and infrastructure-as-code tools
Education/Experience:
Bachelor’s degree in MIS, CS, Engineering or equivalent field.
Master’s degree is CS or MBA is preferred.
Advanced Data and Cloud Certifications are a plus.
You want your next step to be the right one. You’ve worked hard to get where you are today. And now you’re ready to use your unique skills, talents and personality to achieve great things. RSM is a place where you are valued as an individual, mentored as a future leader, and recognized for your accomplishments and potential. Working directly with clients, key decision makers and business owners across various industries and geographies, you’ll move quickly along the learning curve and our clients will benefit from your fresh perspective.
Experience RSM. Experience the power of being understood.
Sales Force Financial Services Clou...
Posted today
Job Viewed
Job Description
Solid understanding of the Force.com platform and building applications in a multiple organization environment
Good understanding of enterprise application integration technologies as well as process orchestration, master data management, and analytics/insights
Excellent communication and personal skills, both written and verbal
Familiarity with Financial Services industry including Consumer and BusiGood understanding of Salesforce security and sharing processes, standards, and issues involved in multiple business units sharing a common org
Able to deliver quality results in a deadline-driven environment
Strong knowledge of Salesforce Sales Cloud, Service Cloud, Financial service cloud applications, including Salesforce FSC Superbadge accreditation
Ability to analyze business/technical problems, synthesize solutions, and communicate options to a wide group of stakeholders
Highly collaborative, with experience working in an agile, data-driven environment
B.S. Computer Science, Software Engineering, Management Information Systems or related field
Lightning: 4+ years in aura components, 2+ years in web components
Integration: 3+ projects on end-to-end salesforce integrations to external systems
Experience: 6+ years of core salesforce development experience(excluding admin/support roles)
Strong experience with all aspects of Salesforce including Apex and Visualforce development, design, configuration, testing, and deployment of Salesforce.com solutions
Financial Services Account Associate Ii
Posted 1 day ago
Job Viewed
Job Description
Full time
**Type Of Hire**:
Experienced (relevant combo of work and education)
**Education Desired**:
Bachelor of Commerce/Business
**Travel Percentage**:
0%GENERAL DUTIES & RESPONSIBILITIES- Provides excellent customer service while serving as a telephonic concierge and primary point of contact to the financial institution’s high-value customers. Addresses inquiries and performs account maintenance on deposits and money market accounts. Assists customers by initiating payment investigations, maintenance requests, fulfillment requests, and fee reversals. Works with various internal and external clients and various departments to resolve outstanding issues, comply with customer requests, and respond to client inquiries. Follows up as required to close service tickets and inquiries that were escalated or referred to a different business function. Interfaces with clients to determine present and future needs and discusses progress toward solutions. Ensures service expectations are met and establishes rapport with each caller to set positive expectations for account maintenance queries and other servicing needs. Completes banking transactions and identifies opportunities to market bank products to best meet each caller’s personal needs. Maintains a comprehensive knowledge of applicable products and services and keeps informed about new products and services and changes to existing products and services. Successfully sells, markets, and shares information with new and existing customers to educate them about financial offerings. Provides referrals to the managing director or relationship manager for new and additional services. Participates in client loyalty process, providing information and encouraging clients to respond timely to surveys. Participates in follow-up discussions to develop action plans to address concerns. May participate in business reviews to learn about clients’ strategic direction as well as gain a good understanding of the products and services offerings. Other related duties assigned as needed.EDUCATION REQUIREMENTSGENERAL KNOWLEDGE, SKILLS & ABILITIESFIS JOB LEVEL DESCRIPTIONDeveloping support level role, typically requires general education (not a degree) or vocational/on the job training. Follows established procedures and receives detailed instruction on new work.
**Privacy Statement**
FIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients. For specific information on how FIS protects personal information online, please see the Online Privacy Notice.
**Sourcing Model**
Recruitment at FIS works primarily on a direct sourcing model; a relatively small portion of our hiring is through recruitment agencies. FIS does not accept resumes from recruitment agencies which are not on the preferred supplier list and is not responsible for any related fees for resumes submitted to job postings, our employees, or any other part of our company.
pridepass
Financial Services Account Associate Ii
Posted 1 day ago
Job Viewed
Job Description
Full time
**Type Of Hire**:
Experienced (relevant combo of work and education)
**Education Desired**:
Bachelor of Commerce/Business
**Travel Percentage**:
0%
GENERAL DUTIES & RESPONSIBILITIES
- Provides excellent customer service while serving as a telephonic concierge and primary point of contact to the financial institution’s high-value customers.
- Addresses inquiries and performs account maintenance on deposits and money market accounts.
- Assists customers by initiating payment investigations, maintenance requests, fulfillment requests, and fee reversals.
- Works with various internal and external clients and various departments to resolve outstanding issues, comply with customer requests, and respond to client inquiries.
- Follows up as required to close service tickets and inquiries that were escalated or referred to a different business function.
- Interfaces with clients to determine present and future needs and discusses progress toward solutions.
- Ensures service expectations are met and establishes rapport with each caller to set positive expectations for account maintenance queries and other servicing needs.
- Completes banking transactions and identifies opportunities to market bank products to best meet each caller’s personal needs.
- Maintains a comprehensive knowledge of applicable products and services and keeps informed about new products and services and changes to existing products and services.
- Successfully sells, markets, and shares information with new and existing customers to educate them about financial offerings.
- Provides referrals to the managing director or relationship manager for new and additional services.
- Participates in client loyalty process, providing information and encouraging clients to respond timely to surveys. Participates in follow-up discussions to develop action plans to address concerns.
- May participate in business reviews to learn about clients’ strategic direction as well as gain a good understanding of the products and services offerings.
- Other related duties assigned as needed.
EDUCATION REQUIREMENTS
GENERAL KNOWLEDGE, SKILLS & ABILITIES
FIS JOB LEVEL DESCRIPTION
Developing support level role, typically requires general education (not a degree) or vocational/on the job training. Follows established procedures and receives detailed instruction on new work.
**Privacy Statement**
FIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients. For specific information on how FIS protects personal information online, please see the Online Privacy Notice.
**Sourcing Model**
Recruitment at FIS works primarily on a direct sourcing model; a relatively small portion of our hiring is through recruitment agencies. FIS does not accept resumes from recruitment agencies which are not on the preferred supplier list and is not responsible for any related fees for resumes submitted to job postings, our employees, or any other part of our company.
pridepass
Financial Services Account Associate Ii
Posted 1 day ago
Job Viewed
Job Description
Full time
**Type Of Hire**:
Experienced (relevant combo of work and education)
**Education Desired**:
Bachelor of Commerce/Business
**Travel Percentage**:
0%GENERAL DUTIES & RESPONSIBILITIES- Provides excellent customer service while serving as a telephonic concierge and primary point of contact to the financial institution’s high-value customers. Addresses inquiries and performs account maintenance on deposits and money market accounts. Assists customers by initiating payment investigations, maintenance requests, fulfillment requests, and fee reversals. Works with various internal and external clients and various departments to resolve outstanding issues, comply with customer requests, and respond to client inquiries. Follows up as required to close service tickets and inquiries that were escalated or referred to a different business function. Interfaces with clients to determine present and future needs and discusses progress toward solutions. Ensures service expectations are met and establishes rapport with each caller to set positive expectations for account maintenance queries and other servicing needs. Completes banking transactions and identifies opportunities to market bank products to best meet each caller’s personal needs. Maintains a comprehensive knowledge of applicable products and services and keeps informed about new products and services and changes to existing products and services. Successfully sells, markets, and shares information with new and existing customers to educate them about financial offerings. Provides referrals to the managing director or relationship manager for new and additional services. Participates in client loyalty process, providing information and encouraging clients to respond timely to surveys. Participates in follow-up discussions to develop action plans to address concerns. May participate in business reviews to learn about clients’ strategic direction as well as gain a good understanding of the products and services offerings. Other related duties assigned as needed.EDUCATION REQUIREMENTSGENERAL KNOWLEDGE, SKILLS & ABILITIESFIS JOB LEVEL DESCRIPTIONDeveloping support level role, typically requires general education (not a degree) or vocational/on the job training. Follows established procedures and receives detailed instruction on new work.
**Privacy Statement**
FIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients. For specific information on how FIS protects personal information online, please see the Online Privacy Notice.
**Sourcing Model**
Recruitment at FIS works primarily on a direct sourcing model; a relatively small portion of our hiring is through recruitment agencies. FIS does not accept resumes from recruitment agencies which are not on the preferred supplier list and is not responsible for any related fees for resumes submitted to job postings, our employees, or any other part of our company.
pridepass
Audit Senior- Financial Services (Broker-Dealer)
Posted 8 days ago
Job Viewed
Job Description
Job Title: US Audit Senior (Financial Services-Broker Dealer)
About the firm:
Citrin Cooperman is one of the largest accounting and consulting firms in the United States, and 4th among mid-Atlantic firms, with over 2,500 employees in 22 U.S. and International offices. This year, we were rated one of the Top 50 Best Companies to work for according to Vault.com. We are always looking for new team members who bring a fresh perspective, technical expertise, and a passion for solving problems.
At Citrin Cooperman, we offer you the flexibility to take your career to the next level and still allow you to focus on what matters to you!
Citrin Cooperman India LLP (“CCI”), provides shared services for Citrin Cooperman. Providing quality service to clients with the most efficient use of resources is always a challenge in today's professional world. CCI's mission is to provide outstanding professional support to all Citrin Cooperman offices throughout the year in the areas of accounting, attest and auditing, tax compliance and consulting, business advisory, valuation, litigation support, and other professional work.
Job responsibilities:
Responsibilities Includes, but not limited to:
- Conducting Financial Statements audit in conformity with US GAAP for Broker & dealer and Funds.
- Prepare and analyze financial statements and evaluate internal controls.
- Assist with the coordination of the day-to-day duties of planning, fieldwork and wrap- up.
- Deep understanding of accounting and reporting standards generally accepted in United State.
- Able to do US GAAP & US GAAS research independently.
- Industry exposure: Financial Services
- Experience in Broker Dealer audits is mandatory.
- Develop reasonable time budgets and coordinate audit requests to meet time constraints and client deadlines.
- Mentor, train and supervise lighter level staff.
- Contribute to a strong client relationship through positive interactions with client personnel.
- Communicate with Supervisor/ Manager and/or Director on work status and client issues that arise.
The ideal candidate must have:
- CPA (or in process) or CA with 3-5 years of experience within a public accounting firm or US auditing CPA firm
- Excellent verbal and written communication skills, including responsiveness to US Offices
- Strong organizational skills & multi-tasking abilities are required.
- Demonstrated teamwork and leadership skills.
- Ability to work well independently but also work well with others.
- Approaches projects with a sense of urgency
- Outstanding analytical, organizational and project management skills
- Proficient in Microsoft Office Applications
- Knowledge of Caseware, caseview or IDEA is a plus.
Audit Senior- Financial Services (Broker-Dealer)
Posted 6 days ago
Job Viewed
Job Description
About the firm:
Citrin Cooperman is one of the largest accounting and consulting firms in the United States, and 4th among mid-Atlantic firms, with over 2,500 employees in 22 U.S. and International offices. This year, we were rated one of the Top 50 Best Companies to work for according to Vault.com. We are always looking for new team members who bring a fresh perspective, technical expertise, and a passion for solving problems.
At Citrin Cooperman, we offer you the flexibility to take your career to the next level and still allow you to focus on what matters to you!
Citrin Cooperman India LLP (“CCI”), provides shared services for Citrin Cooperman. Providing quality service to clients with the most efficient use of resources is always a challenge in today's professional world. CCI's mission is to provide outstanding professional support to all Citrin Cooperman offices throughout the year in the areas of accounting, attest and auditing, tax compliance and consulting, business advisory, valuation, litigation support, and other professional work.
Job responsibilities:
Responsibilities Includes, but not limited to:
Conducting Financial Statements audit in conformity with US GAAP for Broker & dealer and Funds.
Prepare and analyze financial statements and evaluate internal controls.
Assist with the coordination of the day-to-day duties of planning, fieldwork and wrap- up.
Deep understanding of accounting and reporting standards generally accepted in United State.
Able to do US GAAP & US GAAS research independently.
Industry exposure: Financial Services
Experience in Broker Dealer audits is mandatory.
Develop reasonable time budgets and coordinate audit requests to meet time constraints and client deadlines.
Mentor, train and supervise lighter level staff.
Contribute to a strong client relationship through positive interactions with client personnel.
Communicate with Supervisor/ Manager and/or Director on work status and client issues that arise.
The ideal candidate must have:
CPA (or in process) or CA with 3-5 years of experience within a public accounting firm or US auditing CPA firm
Excellent verbal and written communication skills, including responsiveness to US Offices
Strong organizational skills & multi-tasking abilities are required.
Demonstrated teamwork and leadership skills.
Ability to work well independently but also work well with others.
Approaches projects with a sense of urgency
Outstanding analytical, organizational and project management skills
Proficient in Microsoft Office Applications
Knowledge of Caseware, caseview or IDEA is a plus.
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Audit Senior- Financial Services (Broker-Dealer)
Posted today
Job Viewed
Job Description
Job Title: US Audit Senior (Financial Services-Broker Dealer)
About the firm:
Citrin Cooperman is one of the largest accounting and consulting firms in the United States, and 4th among mid-Atlantic firms, with over 2,500 employees in 22 U.S. and International offices. This year, we were rated one of the Top 50 Best Companies to work for according to Vault.com. We are always looking for new team members who bring a fresh perspective, technical expertise, and a passion for solving problems.
At Citrin Cooperman, we offer you the flexibility to take your career to the next level and still allow you to focus on what matters to you!
Citrin Cooperman India LLP (“CCI”), provides shared services for Citrin Cooperman. Providing quality service to clients with the most efficient use of resources is always a challenge in today's professional world. CCI's mission is to provide outstanding professional support to all Citrin Cooperman offices throughout the year in the areas of accounting, attest and auditing, tax compliance and consulting, business advisory, valuation, litigation support, and other professional work.
Job responsibilities:
Responsibilities Includes, but not limited to:
- Conducting Financial Statements audit in conformity with US GAAP for Broker & dealer and Funds.
- Prepare and analyze financial statements and evaluate internal controls.
- Assist with the coordination of the day-to-day duties of planning, fieldwork and wrap- up.
- Deep understanding of accounting and reporting standards generally accepted in United State.
- Able to do US GAAP & US GAAS research independently.
- Industry exposure: Financial Services
- Experience in Broker Dealer audits is mandatory.
- Develop reasonable time budgets and coordinate audit requests to meet time constraints and client deadlines.
- Mentor, train and supervise lighter level staff.
- Contribute to a strong client relationship through positive interactions with client personnel.
- Communicate with Supervisor/ Manager and/or Director on work status and client issues that arise.
The ideal candidate must have:
- CPA (or in process) or CA with 3-5 years of experience within a public accounting firm or US auditing CPA firm
- Excellent verbal and written communication skills, including responsiveness to US Offices
- Strong organizational skills & multi-tasking abilities are required.
- Demonstrated teamwork and leadership skills.
- Ability to work well independently but also work well with others.
- Approaches projects with a sense of urgency
- Outstanding analytical, organizational and project management skills
- Proficient in Microsoft Office Applications
- Knowledge of Caseware, caseview or IDEA is a plus.
Tax Supervisor 1, Financial Services/ Asset Management
Posted today
Job Viewed
Job Description
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture and talent experience and our ability to be compelling to our clients. You’ll find an environment that inspires and empowers you to thrive both personally and professionally. There’s no one like you and that’s why there’s nowhere like RSM.
Responsibilities:
Provide detail review and analysis of complex Private Equity & Hedge Fund partnership tax returns.
Work on multiple complex issues while communicating in a non-technical matter to facilitate communication between the client and the service team, all while managing risk for both the client and the firm.
Interact directly with clients handling questions, planning, concerns, etc.
Develop, motivate, and train staff level and intern team members.
Performing, documenting, and summarizing research and conclusions regarding specific tax issues.
Remain up-to-date on current tax practices and changes in tax law.
Required Qualifications:
Bachelor’s Degree in Commerce, Accounting or related field.
4-5 years of experience in business taxation working for a Big 4 or a large national, regional or local accounting firm; or equivalent in industry or with a law firm.
Must be eligible to sit for the CPA exam, CA, EA or a licensed JD.
Prior tax compliance & consulting experience serving Asset Management clients.
Working knowledge of tax code and technical aspects of tax preparation and compliance.
Ability to work closely with clients to answer questions or to collect necessary information for tax service requirements.
Preferred Qualifications:
Master of Accounting, Master of Taxation or MBA preferred.
Active CPA, EA, CA.
Proven track record managing client engagements from start-to-end.
You want your next step to be the right one. You’ve worked hard to get where you are today. And now you’re ready to use your unique skills, talents and personality to achieve great things. RSM is a place where you are valued as an individual, mentored as a future leader, and recognized for your accomplishments and potential. Working directly with clients, key decision makers and business owners across various industries and geographies, you’ll move quickly along the learning curve and our clients will benefit from your fresh perspective.
Experience RSM. Experience the power of being understood.
Application Quality Engineer, Financial Services Smart Apps
Posted today
Job Viewed
Job Description
Meet Our Team:
Our global team provides strategic direction, product management, development leadership, scheme compliance & customer support for Pega’s Smart Dispute application. Pega Smart Dispute™, a market-leading financial service solution that automates the processing of retail card disputes and fraudulent transaction. Over 40 global banks, and through them, almost 500+ leading financial institutions currently rely on these applications.
Pega Smart Dispute Product Team, part of Pega Financial Services Smart Apps tribe, is responsible for building highly scalable, reusable assets for the financial services industry. The individuals are required to demonstrate deeper understanding of Industry standard Data models, visualize & empathize with the needs of customers vis-à-vis vertical apps, design robust / scalable solutions and build reusable assets.
Picture Yourself at Pega:
Pega is changing the way the world builds software. In this role, you will be part of highly engaged teams designing and developing best-in-class solutions applying modern & cutting-edge technologies. This is your opportunity to be part of a highly engaged, creative and vibrant team to get your hands on leading technologies to solve interesting customers problems.
What You'll Do at Pega:
Who You Are:
What You've Accomplished:
Pega Offers You:
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