Energy Auditors

**Position Summary**

As a member of the Network Strategy and Enablement team, the Network Training and Quality Assurance Manager will be responsible for designing and building training and quality programs to support Recruiting, Provider Relations, and Provider Operations ensuring consistent adherence to network best practices, and monitoring the quality of interactions Network Development colleagues are having with providers.

In this role, you will establish a framework and approach to enable the Network Development organization to meet the high standards set for the teams that interface with and support Guardian’s 135,000+ provider dental network. You must ensure best practices are being adhered to and the appropriate behaviors are being exhibited using a clear set of metrics and scorecards, ultimately driving a high level of rigor and accountability.

This individual will be expected to partner and collaborate closely with other functional learning and development organizations, as well as quality assurance teams to leverage enterprise-wide resources and proven frameworks. You will be responsible for managing a three-person team focused on quality, training, and communications.

**You Will:**

+ Partner with Network Development leadership to understand job duties and responsibilities, developing a deep understanding of the provider lifecycle at Guardian.

+ Leverage adult learning principles to establish comprehensive learning and development curriculums, focused initially on new hire onboarding across our recruiting and provider relations teams.

+ Create a robust quality assurance program supported by scorecards using clear quality measurement metrics.

+ Rollout and execute training and quality programs to increase consistency in approach and overall quality of interactions with dentists.

+ Collaborate cross functionally to leverage existing enterprise training and quality practices to inform network programs.

+ Manage a three person team of quality assurance specialist.

**You Have:**

+ Bachelor’s degree preferred

+ A minimum of 7+ years in non-medical, ancillary benefits. Group Benefits experience preferred

+ Knowledge of dental networks

+ Ability to develop training and quality programs autonomously, in partnership with key network stakeholders

+ Consistent track record of exceptional performance

+ Strong collaboration skills; a proven ability to partner within a highly matrixed environment to achieve results

**Location:**

+ Preferred locations include Bethlehem, PA; New York, NY; Holmdel, NJ; and Boston, MA. Work arrangement will be hybrid.

+ May consider applicants with required qualifications in other locations.

**Salary Range**

$66,130.00 - $108,640.00

The salary range reflected above is a good faith estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, knowledge, and abilities of the successful candidate. In addition to salary, this role may also be eligible for annual, sales, or other incentive compensation.

**Our Promise**

At Guardian, you’ll have the support and flexibility to achieve your professional and personal goals. Through skill-building, leadership development and philanthropic opportunities, we provide opportunities to build communities and grow your career, surrounded by diverse colleagues with high ethical standards.

**Inspire Well-Being**

As part of Guardian’s Purpose – to inspire well-being – we are committed to offering contemporary, supportive, flexible, and inclusive benefits and resources to our colleagues.

**Health Care**

+ Choice of medical plans* with prescription drugs, including coverage for fertility and transgender inclusive benefits

+ Dental plan

+ Vision plan

+ Health care accounts – flexible spending, health reimbursement, and health savings accounts

+ Critical illness insurance

**Life and Disability Insurance**

+ Company-paid Life and Disability insurance plus voluntary supplemental coverage

+ Accident insurance

**Retirement and Financial**

+ 401(k) retirement plan with a company match, plus an annual age/service-based Company contribution and an annual profit-sharing contribution, if applicable

+ Complimentary 1:1 financial guidance with a licensed Fidelity representative

**Time Off and Remote Work**

+ Flexible work arrangements (part in-person/part remote)

+ Unlimited paid time off for most roles plus time off for volunteering, jury duty, voting, and bereavement

+ Personal holidays for colleagues to use in recognition of religious, cultural, or civic days

+ Paid parental leave and paid family and medical leave policies

**Emotional Well-being and Work-Life**

+ Emotional well-being, mental health, and work/life resources powered by Spring Health

+ Wellness programs, including fitness program and equipment reimbursement

+ Child, adult, and elder back-up care support through Bright Horizons

+ Adoption assistance

+ College planning

+ Tuition reimbursement

+ Student loan assistance

+ Commuter benefits in select metropolitan areas

**_Benefits apply to full-time eligible employees. Interns are not eligible for most Company benefits._**

**Equal Employment Opportunity**

Guardian is an equal opportunity employer. All qualified applicants will be considered for employment without regard to age, race, color, creed, religion, sex, affectional or sexual orientation, national origin, ancestry, marital status, disability, military or veteran status, or any other classification protected by applicable law.

**Accommodations**

Guardian is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. Guardian also provides reasonable accommodations to qualified job applicants (and employees) to accommodate the individual's known limitations related to pregnancy, childbirth, or related medical conditions, unless doing so would create an undue hardship. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact [email protected] .

**About this role:**

Wells Fargo is seeking an IT Audit Manager- VP as part of the Enterprise Technology Audit Group (ETAG). ETAG provides independent testing and audit coverage of Technology globally at Wells Fargo. This includes coverage over information and cyber security areas, infrastructure, platforms and applications, and governance over information technology. In addition, the team partners with business audit teams to address technology and information security risks in the business audits; as well as risks related to automated processes. This role will support our customer facing Chief Information Office (CIO) groups including Consumer Technology (CT), Wealth and Investment Management (WIM), and Commercial and Investment Banking (CIB)

**In this role, you will:**

+ Lead execution of the integrated audit process

+ Participate in audits in accordance with Wells Fargo Audit Services policy

+ Demonstrate depth and breadth of knowledge and understanding across multiple businesses or develop knowledge in a critical subject matter area

+ Demonstrate comprehensive knowledge and understanding of the financial, operational, technical, and regulatory environment across multiple businesses or develop excellent subject matter knowledge in critical areas of the business

+ Write opinions reflecting relevant facts that lead to logical conclusions

+ Escalate significant risks and loss exposures to appropriate levels of management

+ Ensure documentation and reporting are ready for review by managers and more experienced managers

+ Demonstrate credible challenge

+ Evaluate and provide appropriate solutions for complex problems

+ Lead multiple concurrent projects that are generally moderate to large in size and moderate to high in complexity

+ Identify and assess key risks and controls and develop effective test plans for engagements as assigned with limited guidance

+ Present audit results in an objective and unbiased manner

+ Exhibit appropriate judgment regarding issue notification, issue draft findings to client management, and draft final audit reports

+ Develop and maintain excellent business relationships within Internal Audit and with teams companywide

**Required Qualifications:**

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

**Desired Qualifications:**

+ Experience at a financial institution or accounting firm

+ A BS/BA degree or higher

+ Solid knowledge and understanding of audit or risk methodologies and supporting tools

+ Strong understanding of financial regulatory environment

+ Certification in one or more of the following: CPA, CAMS, CRCM, CIA, CISA or Commissioned Bank Examiner designation

+ Experience leading and providing feedback to staff on audit projects or engagements

+ Experience with Issue Validation and Remediation

+ Excellent verbal, written, and interpersonal communication skills

**Job Expectations:**

+ Position is not eligible for VISA Sponsorship

**Posting End Date:**

18 Apr 2024

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

**We Value Diversity**

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

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.

Candidates applying to job openings posted in US: 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.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

**Applicants with Disabilities**

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .

**Drug and Alcohol Policy**

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

**Company:** WELLS FARGO BANK

**Req Number:** R-358531-3

**Updated:** Thu Apr 11 00:00:00 UTC 2024

**Location:** CHANDLER,Arizona

**Description**

**You Lead the Way. We’ve Got Your Back.**

With the right backing, people and businesses have the power to progress in incredible ways. When you join Team Amex, you become part of a global and diverse community of colleagues with an unwavering commitment to back our customers, communities and each other. Here, you’ll learn and grow as we help you create a career journey that’s unique and meaningful to you with benefits, programs, and flexibility that support you personally and professionally.

At American Express, you’ll be recognized for your contributions, leadership, and impact—every colleague has the opportunity to share in the company’s success. Together, we’ll win as a team, striving to uphold our company values and powerful backing promise to provide the world’s best customer experience every day. And we’ll do it with the utmost integrity, and in an environment where everyone is seen, heard and feels like they belong.

Join Team Amex and let's lead the way together.

IAG is a worldwide function with 200 team members and offices across nine countries within American Express. We are committed to growing our audit staff significantly as we continue to expand and enhance the Internal Audit Group. Our assurance and risk professionals have diverse backgrounds including internal controls, consumer compliance, technology, operational risk, financial accounting, data analytics, and banking operations. Most IAG team members hold at least one professional certification. Our audit teams align to key risk areas and business units to ensure IAG can provide comprehensive and risk-based audit coverage. In addition, IAG has a Professional Practices group responsible for managing audit operations, quality, and standards; regulatory relations; reporting; training and professional development; and key internal capabilities and technologies.

Key Responsibilities:

+ Responsible for the maintenance and continuous monitoring of the audit universe, risk assessment of audit entities and the department’s business monitoring activities.

+ Responsible for the annual audit planning process, including the preparation and maintenance of the annual audit plan for the Parent Company and Subsidiary Banks.

+ Responsible for monitoring the ongoing Audit Plan status and running of quarterly planning sessions with the IAG Management team.

+ Facilitate and provide effective challenge of proposed audit plan change requests, including the preparation of all related communications and presentation materials.

+ Responsible to provide timely communication and analysis of related IAG metrics, such as audit reporting and audit plan statistics.

+ Lead IAG’s Audit Reporting processes for Audits, Special Reviews, and Finding Communications, including the facilitation of audit file readiness checks and internal team assignment for issuance.

+ Perform reviews of audit report distribution and audit report quality reviews.

+ Lead or facilitate quarterly IAG system access reviews and communicate results as necessary.

+ Facilitate in or lead when required, IAG strategic initiatives or large change moments that impact IAG’s audit plan and/or audit universe.

+ Participate in when required, IAG’s regulatory activities which include meeting overviews and deliverables of regulatory requests related to IAG’s audit plan or universe.

+ Maintain awareness of current, best-in-class internal audit practices and peer-benchmarking.

+ Effectively teach, coach, and develop team members, as appropriate.

**Minimum Qualifications**

+ 5 years of experience in internal audit, assurance advisory, public accounting

+ College degree or advanced degree in Accounting, Finance, Business administration, or equivalent

+ Strong knowledge and appreciation of Internal Audit regulatory standards and industry best practices

+ Strong knowledge and experience in risk management and control theory including the assessment of risk, evaluation of controls and issue management

+ Strong analytic and problem solving skills (issue identification, problem structuring, analysis, development of rootcauses and recommendations), including the ability to analyze results and data to identify issue themes and/or create opportunities for improvement

+ Excellent written and oral communication skills

+ Excellent interpersonal skills, including a demonstrated ability to work within high-performing teams, as well as independently

+ Pragmatic “team player” with ability to partner with members across the audit organization and outside stakeholders

+ Proficiency in Microsoft Office and experience in use of automated reporting and analysis tools

**Preferred Qualifications**

+ 7 years of experience in internal audit, assurance advisory, public accounting

+ Financial services, banking/ capital markets industry experience

+ Internal Audit, Assurance, or Accounting professional certification (CIA, CPA, CISA or equivalent)

+ Experience in Professional Practices

**Qualifications**

Salary Range: $90,000.00 to $165,000.00 annually bonus benefits

The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors.

We back our colleagues and their loved ones with benefits and programs that support their holistic well-being. That means we prioritize their physical, financial, and mental health through each stage of life. Benefits include:

+ Competitive base salaries

+ Bonus incentives

+ 6% Company Match on retirement savings plan

+ Free financial coaching and financial well-being support

+ Comprehensive medical, dental, vision, life insurance, and disability benefits

+ Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need

+ 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy

+ Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)

+ Free and confidential counseling support through our Healthy Minds program

+ Career development and training opportunities

For a full list of Team Amex benefits, visit our Colleague Benefits Site .

American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law.

We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.

US Job Seekers/Employees - Click here to view the “Know Your Rights” poster and the Pay Transparency Policy Statement.

If the links do not work, please copy and paste the following URLs in a new browser window: https://www.dol.gov/agencies/ofccp/posters to access the three posters.

Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.

**Job:** Internal Audit

**Primary Location:** US-New York-New York

**Other Locations:** US-Arizona-Phoenix, US-Utah-Sandy

**Schedule** Full-time

**Req ID:** 24006023

**About this role:**

Wells Fargo is seeking an Audit Manager, Executive Director on the Capital Audit Team which focuses on oversight of capital management and compliance with supervisory guidance and internal policy. The audit team provides assurance on the control environment and provide credible challenge to business partners regarding the effectiveness of the control environment, business trends, issues, and operating and regulatory environment changes related to capital planning, stress testing and regulatory capital requirements.

**In this role, you will:**

+ Lead a team of audit staff to resolve highly complex and unique challenges requiring in depth evaluation across multiple areas or the enterprise, delivering solutions that are long term

+ Manage defined audits within one or more segments of the Audit Plan

+ Ensure audit engagements are risk based, and executed according to Wells Fargo Audit Services policies and guidance

+ Assist in planning and organizing work in an annual cycle and project cycle

+ Supervise and oversee assigned audits

+ Provide timely feedback, coaching and monitoring of audit work and staff

+ Develop and maintain solid business relationships within Wells Fargo Internal Audit and with teams across Wells Fargo, and other stakeholders

+ Prepare presentations and written communications

+ Lead multiple projects concurrently with in the deadlines with delivering good quality work.

+ Demonstrate depth and breadth of knowledge and understanding across multiple businesses or develops knowledge in a critical subject matter area related to capital management.

+ Demonstrate comprehensive knowledge and understanding of the financial, operational and regulatory environment across multiple businesses and develop excellent subject matter knowledge in critical areas of the business covered.

+ Write clear and concise opinions reflecting relevant facts that lead to logical conclusions and supported with the supervisory guidance or internal policies.

**Required Qualifications, US:**

+ 7+ years of Audit or Risk experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

**Desired Qualifications:**

+ Comprehensive knowledge and understanding of the supervisory guidance and regulatory requirements as they relate to the areas of capital planning, Basel, stress testing (CCAR/DFAST), and other capital management activities.

+ Subject matter experience in one of the following areas: Counterparty, Market Risk and/or Capital adequacy.

+ Supervisory expectations for capital planning, SR 15-18

+ Excellent communication and written skills

+ Good working knowledge of Excel and working with formulas & macros

+ Analytical skills to think critically, analyze data, solve problems and make decisions. Effectively collaborate with team members.

+ Audit experience at a large financial institution or auditing company

+ Certification in one or more of the following: CPA, CIA, CISA, CRCM, CFA

+ Project Management skills

+ Excellent verbal, written, and communication skills.

**Job Expectations:**

+ Ability to travel up to 10%

**Pay Range**

$144,400.00 - $300,000.00

**Benefits**

Wells Fargo provides all eligible full- and part-time employees with a comprehensive set of benefits designed to protect their physical and financial health and to help them make the most of their financial future. Visit Benefits - Wells Fargo Careers for an overview of the following benefit plans and programs offered to employees.

+ 401(k) Plan

+ Paid Time Off

+ Parental Leave

+ Critical Caregiving Leave

+ Discounts and Savings

+ Health Benefits

+ Commuter Benefits

+ Tuition Reimbursement

+ Scholarships for dependent children

+ Adoption Reimbursement

**Posting End Date:**

9 Apr 2024

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

**We Value Diversity**

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

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.

Candidates applying to job openings posted in US: 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.

**Applicants with Disabilities**

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .

**Drug and Alcohol Policy**

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

**Company:** WELLS FARGO BANK

**Req Number:** R-355368-3

**Updated:** Wed Apr 03 00:00:00 UTC 2024

**Location:** CHANDLER,Arizona

Position Summary

Provide assistance to Lead Weatherization Auditor on energy audits and coordinate subcontractors to perform cost effective energy saving measures. Services include assisting Lead WAP Auditor on Home Performance audits using approved diagnostic equipment, tests shall include visual inspections along with blower door diagnostics to determine duct and envelope leakage, combustion appliance and combustion appliance zone test, gas leak and draft tests. Documents all pre/post results and completes reports per WAP or EPA Home Performance contracts.

Essential Functions:

% of Time

Obtain work orders from Supervisor or Crew Foreman
Set up appointments with clients/contractors for work to be done
Ability to assess repairs to determine if they meet the program scope
Conduct test procedures including CO, CAZ, Draft testing and Pressure Diagnostics both pre and post
Ability to draft scope of work for contractors
Ability to perform hands on measures when needed per scope of Weatherization allowable measures
Assist Lead Auditor to monitor individual project budget to ensure that all work is performed within funding guidelines and project caps.
Help Lead Auditor to educate homeowners about scope of work and about how they can conserve energy and increase energy efficiency
Perform periodic inspections of work in process to ensure quality repairs are being performed
Complete all required paperwork in a timely and proper manner
Refer clients to proper agencies for other services needed
Ensure contract compliance, following all Weatherization or Home Performance program procedures and holding contractors accountable for work performed.
Perform final inspections of sub contractors’ completed projects and issue punch list as needed.
Participate in audits and program monitoring activities by local, state and federal monitors
Always act in a professional manner when engaging in conversation with fellow employees, clients and contractors and dress in appropriate field attire wearing FSL shirt or polo and casual jeans wear.
Work well with other members of the team to ensure ongoing success of the program.
Flexible to work in all programs within the department and follow the proper procedures.
Other duties as needed (such as performing repairs to non-ARRA funded projects if there is no Weatherization or Home Performance work available).
100%

Requirements

Education, Experience and Knowledge

High School Diploma and or GED
Clear comprehensive background process (Level One Fingerprint Clearance Card, background check, MVD and drug screen)
Valid AZ Drivers license
This position is classified as Safety Sensitive
Must be at least 18 years of age
General knowledge in carpentry, heating/cooling, plumbing, electrical, handicap modifications and energy and water conservation
Must have reliable transportation and keep current auto insurance

Preferred:

Previously experience performing diagnostic testing and energy audits
• BPI Certification

• Bilingual (English/Spanish

More than five years’ experience in general repairs

WORKING CONDITIONS AND PHYSICAL DEMANDS:

The physical demands described here are representative of those the employee must meet to successfully perform the essential functions of this position.

High degree of physical labor
Regular exposure to extreme work conditions that vary from cold to extremely hot weather
Working in primarily low-income neighborhoods
Working in substandard households
Able to perform work that requires stooping and bending
Able to lift 50 pounds on a regular basis
No restrictions for physical work described herein

**Description**

**Cherry Bekaert** is proud to have over **75 years** of experience in Accounting and Advisory services. Our shared values, including uncompromising integrity, a passion for excellence and mutual respect have helped us get here. If these values align with yours, we’d like to hear from you. Lets grow your career as an **Insurance Audit Manager** supporting either our Louisville and Jeffersonvile practices.

**What your day looks like:**

+ Communicating between clients and the firm to ensure engagement objectives are met by all parties.

+ Oversee firm objectives (engagement economics) and manage firm resources to ensure that established goals are met.

+ Provides guidance and experience to ensure that engagement risks are identified and appropriate responses (including specific audit steps) are taken.

+ Mentor and develop associates by providing timely on-site reviews and providing feedback on associates’ performance

+ Facilitate resolutions on complex audit and accounting issues

+ Review financial reporting and ensure client deliverables are provided in a timely manner.

+ Provide the engagement partner with timely status updates and communicates and involves the partner, if needed, in the resolution of any client issues as they arise.

+ Begin to develop one or more areas of technical specialization and begin to serve as a technical consultant, both internally and externally

+ Be a trusted advisor to a client and begins to identify opportunities for expanded services

+ Develop outside relationships (professional, personal, etc.) with a goal to foster long-term business development opportunities.

**What you need for this role:**

An ideal fit for our firm displays a passion for superior client service, uncompromising integrity, excellent project management abilities, and leadership skills. We’re a fast-paced and dynamic environment so a strong sense of urgency will fit right in!

+ Excellent project management, analytical, interpersonal, oral and written communication skills.

+ Proven ability to lead and develop A&A associates

+ 5+ years’ experience in public accounting.

+ Bachelor's degree in accounting. Masters preferred.

+ Must be CPA certified and have an active CPA license.

**What you can expect from us:**

+ Shared values, including uncompromising integrity, a passion for excellence, and mutual respect

+ The opportunity to innovate and do work that motivates and engages you

+ Collaborative environment focused on your career growth and continuous professional development

+ Competitive compensation and a total rewards package that focuses on all aspects of your wellbeing

+ Flexibility to do impactful work and the time to enjoy your life outside of work

**About Cherry Bekaert**

Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in all 50 U.S. states and internationally. “Cherry Bekaert” is the brand name under which Cherry Bekaert LLP and Cherry Bekaert Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with applicable professional standards. Cherry Bekaert LLP is a licensed CPA firm that provides attest services, and Cherry Bekaert Advisory LLC and its subsidiary entities provide business advisory and non-attest services spanning the areas of transaction advisory, risk and accounting advisory, digital solutions, cybersecurity, tax, benefits consulting, and wealth management. For more details, visit cbh.com/disclosure.

Cherry Bekaert cares about our people. We offer competitive compensation packages based on performance that recognize the value our people bring to our clients and our Firm. The salary range for this position is $82,365 to $148,300. In addition, we offer a comprehensive, high-quality benefits program which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection.

Cherry Bekaert provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, protected veteran status, disability status, or any other legally protected basis, in accordance with applicable law.

Candidates must demonstrate eligibility to work in the United States. Cherry Bekaert will not provide work sponsorship for this position.

Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Visit us at cbh.com/careers and follow us on LinkedIn, Glassdoor, Instagram, Twitter and Facebook.

© 2023 Cherry Bekaert. All Rights Reserved.

\#LI-SF1 \#LI-Hybrid

**No agencies please.**

\#LI-Scott

**Assurance Senior Manager**

**Description**

At Moss Adams, we champion authenticity. For us, that means fostering a culture of talented people who care—about you, about our clients, and about our communities. Here, you’ll work towards our mission of empowering others to embrace opportunity, growing as a leader along the way. Our firm’s size, middle-market clients, customized career paths, and supportive culture make this a reality. Join a values-driven firm where you’ll have fun while solving complex and interesting business challenges.

**Introduction to the team**

Assurance Services’ industry-focused teams deliver quality audits and other services to public and privately owned middle-market companies, not-for-profit organizations and governmental agencies. Services include internal audit, employee benefit plans, outsourced accounting, contract compliance and sustainability audits.

Individuals who thrive at Moss Adams exhibit the following success skills – Collaboration, Critical Thinking, Emotional Intelligence, Executive Presence, Growth Mindset, Intellectual Curiosity, and Results Focus.

**Responsibilities** :

+ Collaborate with Partners to set client strategy/engagement, including risk assessment, audit plan programs and review and approve internal audit reports

+ Oversee external audit engagements to ensure challenging client deadlines are met and delivering detailed analysis of findings to clients

+ Work closely with Managers to coordinate all analytical, technical and research responsibilities

+ Provide both leadership and supervision to Audit Managers, Seniors and Staff

+ Develop and execute a business development plan which includes networking, new client development and client expansion activities.

**Qualifications** :

+ Bachelor’s degree with a major in accounting or related field required

+ Minimum of 7 years of related experience

+ Previous experience in a public accounting firm preferred

+ CPA required

+ Minimum of 4 years of supervisory and training experience

+ Proven experience managing multiple client engagements

+ A willingness and ability to travel to client locations

+ Proven market facing skills required to develop new business and sustain existing excellent client relationships

+ Strong analytical, presentation and marketing skills required

+ Excellent verbal and written communication and interpersonal skills

Here, you’ll be challenged and rewarded for leadership, technical excellence, and inspired perspectives. That’s why we offer opportunities to build your skills and explore your career in a supportive environment. At Moss Adams, where you take your career is up to you.

- - -

**Moss Adams is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, sexual orientation, gender identity or any other characteristic protected by law.**

**Moss Adams complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact [email protected].**

**Some local/state regulations require employers to disclose the pay range in job postings. While this is the typical range of pay for the position, actual pay may vary based on internal equity, knowledge, experience, skillset, and geographic location among other factors. It’s uncommon for an individual to be hired at the top end of the pay range. This position may be eligible for an annual discretionary bonus. For more information about our benefit offerings and other total rewards, visit our careers page.**

**\#LI-KS1**

**Primary Location** Phoenix, AZ

**Employee Status:** Regular

**Schedule:** Full Time

**Req ID:** 26528

**Assurance Manager**

**Description**

At Moss Adams, we champion authenticity. For us, that means fostering a culture of talented people who care—about you, about our clients, and about our communities. Here, you’ll work towards our mission of empowering others to embrace opportunity, growing as a leader along the way. Our firm’s size, middle-market clients, customized career paths, and supportive culture make this a reality. Join a values-driven firm where you’ll have fun while solving complex and interesting business challenges.

**Introduction to the team**

Assurance Services’ industry-focused teams deliver quality audits and other services to public and privately owned middle-market companies, not-for-profit organizations and governmental agencies. Services include internal audit, employee benefit plans, outsourced accounting, contract compliance and sustainability audits.

Individuals who thrive at Moss Adams exhibit the following success skills – Collaboration, Critical Thinking, Emotional Intelligence, Executive Presence, Growth Mindset, Intellectual Curiosity, and Results Focus.

**Responsibilities** :

+ Manage external audit engagements including client expectations, budgets and financial reporting

+ Deliver detailed analysis of findings and coordinate all analytical, technical and research tasks

+ Collaborate with Senior Managers and Partners in the areas of risk assessment, audit plan programs and internal audit reports.

+ Build relationships with existing clients, including involvement in networking and business development activities

+ Provide both leadership and supervision to Audit Staff and Seniors

**Qualifications** :

+ Bachelor's degree with a major in accounting or related field required

+ Minimum of 4 years of related experience

+ Previous experience in a public accounting firm preferred

+ CPA required

+ Minimum of 2 years of supervising and training experience

+ Proven experience in managing multiple client engagements simultaneously

+ Strong motivation to meet client deadlines and provide excellent client service

+ Candidates must possess a willingness and ability to travel to client locations

+ Strong analytical and report writing skills required

+ Excellent verbal and written communication and interpersonal skills

+ A comprehensive understanding of data analysis techniques

+ Creative problem solving and research skills

Here, you’ll be challenged and rewarded for leadership, technical excellence, and inspired perspectives. That’s why we offer opportunities to build your skills and explore your career in a supportive environment. At Moss Adams, where you take your career is up to you.

- - -

**Moss Adams is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, sexual orientation, gender identity or any other characteristic protected by law.**

**Moss Adams complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact [email protected].**

**Some local/state regulations require employers to disclose the pay range in job postings. While this is the typical range of pay for the position, actual pay may vary based on internal equity, knowledge, experience, skillset, and geographic location among other factors. It’s uncommon for an individual to be hired at the top end of the pay range. This position may be eligible for an annual discretionary bonus. For more information about our benefit offerings and other total rewards, visit our careers page.**

**\#LI-KS1**

**Primary Location** Phoenix, AZ

**Employee Status:** Regular

**Schedule:** Full Time

**Req ID:** 26495

**Assurance Senior**

**Description**

At Moss Adams, we champion authenticity. For us, that means fostering a culture of talented people who care—about you, about our clients, and about our communities. Here, you’ll work towards our mission of empowering others to embrace opportunity, growing as a leader along the way. Our firm’s size, middle-market clients, customized career paths, and supportive culture make this a reality. Join a values-driven firm where you’ll have fun while solving complex and interesting business challenges.

**Introduction to the team**

Assurance Services’ industry-focused teams deliver quality audits and other services to public and privately owned middle-market companies, not-for-profit organizations and governmental agencies. Services include internal audit, employee benefit plans, outsourced accounting, contract compliance and sustainability audits.

Individuals who thrive at Moss Adams exhibit the following success skills – Collaboration, Critical Thinking, Emotional Intelligence, Executive Presence, Growth Mindset, Intellectual Curiosity, and Results Focus.

**Responsibilities** :

+ Oversee staff on pre-audit planning and field work for engagements, reviewing client accounting and operating procedures

+ Perform internal control testing and planning to support an audit opinion, including: preparing supporting work paper documentation, conducting analytical reviews of account balances and preparing financial statements

+ Research technical issues that arise during the course of audit engagements

+ Create draft audit reports for management review

+ Assist Managers and Partners in preparing risk assessment, audit plan programs and internal audit reports.

+ Build relationships with existing clients, including involvement in networking and business development activities

+ Provide both leadership and supervision to Audit Staff

**Qualifications** :

+ Bachelor's degree with a major in accounting or related field required

+ Minimum of 2 years of related experience

+ Previous experience in a public accounting firm preferred

+ CPA preferred. If not a CPA, must meet educational requirements to obtain CPA license upon hire in state of employment

+ Ability to travel to client locations which may include occasional overnight stays

+ Experience in managing multiple client engagements at the same time

+ Motivated to meet client deadlines and provide excellent client service

+ Strong analytical and report writing skills required

+ Comprehensive understanding of data analysis techniques

+ Creative problem solving and research skills

+ Excellent written and verbal communication and interpersonal skills

+ Proficient with Microsoft Office \(Word, Excel, PowerPoint, Outlook\)

Here, you’ll be challenged and rewarded for leadership, technical excellence, and inspired perspectives. That’s why we offer opportunities to build your skills and explore your career in a supportive environment. At Moss Adams, where you take your career is up to you.

- - -

**Moss Adams is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, sexual orientation, gender identity or any other characteristic protected by law.**

**Moss Adams complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accom** **modatio** **n is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employmen** **t, ple** **ase contact [email protected].**

**Some local/state regulations require employers to disclose the pay range in job postings. While this is the typical range of pay for the position, actual pay may vary based on internal equity, knowledge, experience, skillset, and geographic location among other factors. It’s uncommon for an individual to be hired at the top end of the pay range. This position may be eligible for an annual discretionary bonus. For more information about our benefit offerings and other total rewards, visit our careers page.**

\#LI-GD1

**Primary Location** Phoenix, AZ

**Employee Status:** Regular

**Schedule:** Full Time

**Req ID:** 26531

**About this role:**

Wells Fargo is seeking an Audit Manager - Executive Director (Data Analytics) on the Chief Operating Office (COO) Audit team supporting Data Management & Insights. This Audit Manager will manage data focused audits while also helping build out a broader audit approach to evaluate data risks across the enterprise. Learn more about our career areas and business divisions at wellsfargojobs.com.

**In this role, you will:**

+ Lead a team of audit staff to resolve highly complex and unique challenges requiring in depth evaluation across multiple areas or the enterprise, delivering solutions that are long term

+ Identify data specific risks and use various technology tools to evaluate data quality and associated controls.

+ Utilize data analysis methodologies and tools to increase the efficiency and effectiveness of the audit process

+ Manage defined audits within one or more segments of the Audit Plan

+ Ensure audit engagements are risk based, and executed according to Wells Fargo Internal Audit policies and guidance

+ Assist in planning and organizing work in an annual cycle and project cycle

+ Supervise and oversee assigned audits

+ Provide timely feedback, coaching and monitoring of audit work and staff

+ Develop and maintain solid business relationships within Wells Fargo Internal Audit and with teams across Wells Fargo, and other stakeholders

**Required Qualifications, US:**

+ 7+ years of Audit or Risk experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

**Desired Qualifications:**

+ 5+ years of SQL or SAS experience

+ Advanced knowledge and execution of at least one language that can be used to interact with complex datasets (SQL, R. Python, SAS).

+ Experience at a financial institution or accounting firm

+ Experience effectively documenting analysis in accordance with audit policy

+ Strong regulatory knowledge, particularly related to consumer businesses and banking

+ Knowledge and Understanding the Basel Committee for Banking Supervision's principles (BCBS 239) for data aggregation and reporting

+ Issue validation and remediation experience

+ Ability to develop operational reporting and performing complex data analysis

+ Ability to influence, partner, and negotiate with senior business leaders to gain commitment to accomplish business goals

+ Experience utilizing data analysis methodologies and tools to increase the efficiency and effectiveness of the audit process.

+ Build continuous reporting and/or automation solutions that support risk identification

+ Experience in data processing, database programming, and/or data analytics.

+ SQL or SAS programming experience including automation solutions of medium to high technical complexity.

+ Knowledge of Wells Fargo businesses, systems of record, and data warehouses.

**Job Expectations:**

+ Ability to travel up to 10% of the time

+ This position is not eligible for Visa sponsorship

**Posting End Date:**

3 Apr 2024

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

**We Value Diversity**

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

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.

Candidates applying to job openings posted in US: 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.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

**Applicants with Disabilities**

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .

**Drug and Alcohol Policy**

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

**Company:** WELLS FARGO BANK

**Req Number:** R-352854-2

**Updated:** Wed Mar 27 00:00:00 UTC 2024

**Location:** CHANDLER,Arizona