associate banker-business services industry-associate

avp, consumer bank regulatory reporting & initiatives

2026-2027 yearlong quality inspections intern

21st floor spinal cord unit patient care technician full time nights 7p-7:30am

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avp, financial planning & analysis

avp consumer bank regulatory reporting initiatives

Synchrony

<div>Job Description:
Role Summary/Purpose:
Synchrony&rsquo;s Consumer Bank provides an award-winning suite of products, that help our customers save smart for today and tomorrow. We also serve as a primary funding source for the enterprise and are critical to Synchrony&rsquo;s broader growth.
The AVP, Consumer Bank - Deposits Regulatory Reporting role will be responsible for supporting deposits regulatory and SEC reporting matters. This role will help project manage and coordinate internal cross functional teams responsible for managing initiatives around Part 370 Compliance and SEC regulatory reporting enhancements. This person must be able to handle an agile pace and job responsibilities such as assisting in the simplification and automation of deposit reporting processes.
Our Way of Working
We&rsquo;re proud to offer you flexibility. At Synchrony, our way of working allows you to have the option to work from home, near one of our Hubs or come into one of our offices. Occasionally you may be required to commute or travel for in person engagement activities such as business or team meetings, training and culture events.
Essential Responsibilities:<ul><li>
Prepare support for monthly, quarterly and annual Part 370 regulatory and SEC reporting for all deposit products</li><li>
Assist in project and program management related to Part 370 Compliance Partner, and coordinate with key stakeholders, cross functional leaders, and project teams to meet key milestones and critical timelines</li><li>
Assist in managing cross functional, multi-year project and compliance plans</li><li>
Coordinate with Regulatory Reporting in developing strategic initiative roadmaps</li><li>
Requirements gathering, documentation, and resource management for the initiative</li><li>
Work cross-functionally with business teams to shape business requirements and provide ongoing communication throughout project execution</li><li>
Lead and execute day-to-day project delivery activities and forums, influencing, organizing and holding cross-functional teams accountable Present periodic updates regarding status of projects to senior leadership and other key stakeholders
</li><li>Support quarterly regulatory reporting for all deposit products including process improvements and automation efforts</li><li>
Maintain/enhance control environment including job aids, policies and data quality</li><li>
Assist in data solutioning and testing</li><li>
Support Adenza ContollerView solutioning for Part 370 compliance gaps and other regulatory reporting enhancements</li><li>
Perform other duties and/or special projects as assigned
</li></ul>Qualifications/Requirements:<ul><li>
Bachelor's degree; or in lieu of a degree 6+ years of experience in finance, accounting, corporate banking, and/or corporate treasury or similar financial services disciplines.</li><li>
3+ years of experience in finance, accounting, corporate banking, corporate treasury or or similar financial services disciplines.</li><li>
Ability and flexibility to travel for business as required</li></ul>
Desired Characteristics:<ul><li>
Experience with FDIC Part 370 administration and deposit operations</li><li>
1+ year regulatory reporting experience</li><li>
1+ year experience with data tools and systems such as SAS and SQL</li><li>
Experience with deposit and/or reporting applications, including ControllerView</li><li>
Experience working with and across a matrix team</li><li>
Strong business acumen, work ethic, and ability to influence</li><li>
Strong analytic, problem-solving skills, and ability to manage multiple projects and priorities</li><li>
Ability to innovate and find creative solutions to meeting business goals</li><li>
Ability to clearly explain technical/analytical information and summarize for key stakeholders (verbally, written, and in presentation form)</li><li>
Highly organized and detail oriented</li></ul>
Grade/Level: 11 
The salary range for this position is 90,000.00 - 155,000.00 USD Annual and is eligible for an annual bonus based on individual and company performance. 
Actual compensation offered within the posted salary range will be based upon work experience, skill level or knowledge.
Salaries are adjusted according to market in CA, NY Metro and Seattle.
Eligibility Requirements:<ul><li>
You must be 18 years or older</li><li>
You must have a high school diploma or equivalent</li><li>
You must be willing to take a drug test, submit to a background investigation and submit fingerprints as part of the onboarding process</li><li>
You must be able to satisfy the requirements of Section 19 of the Federal Deposit Insurance Act.</li><li>
New hires (Level 4-7) must have 9 months of continuous service with the company before they are eligible to post on other roles. Once this new hire time in position requirement is met, the associate will have a minimum 6 months&rsquo; time in position before they can post for future non-exempt roles. Employees, level 8 or greater, must have at least 18 months&rsquo; time in position before they can post. All internal employees must consistently meet performance expectations and have approval from your manager to post (or the approval of your manager and HR if you don&rsquo;t meet the time in position or performance expectations).</li></ul>
Legal authorization to work in the U.S. is required. We will not sponsor individuals for employment visas, now or in the future, for this job opening. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
Our Commitment:
When you join us, you&rsquo;ll be part of an inclusive culture where your individual skills, experience, and voice are not only heard &ndash; but valued. Together, we&rsquo;re building a future where we can all belong, connect, and turn ideals into action. More than 50% of our workforce is engaged in our Employee Resource Groups (ERGs), where community and passion intersect to offer a safe space to learn and grow. 
This starts when you choose to apply for a role at Synchrony. We ensure all qualified applicants will receive consideration for employment without regard to age, race, color, religion, gender, sexual orientation, gender identity, national origin, disability, or veteran status. We&rsquo;re proud to have an award-winning culture for all.
Reasonable Accommodation Notice:
<ul><li>Federal law requires employers to provide reasonable accommodation to qualified individuals with disabilities. Please tell us if you require a reasonable accommodation to apply for a job or to perform your job. Examples of reasonable accommodation include making a change to the application process or work procedures, providing documents in an alternate format, using a sign language interpreter, or using specialized equipment.</li><li>
If you need special accommodations, please call our Career Support Line so that we can discuss your specific situation. We can be reached at 1-866-301-5627. Representatives are available from 8am &ndash; 5pm Monday to Friday, Central Standard Time</li></ul>
Job Family Group:
Finance</div>

AVP, Consumer Bank Regulatory Reporting & Initiatives

Croke Fairchild Morgan & Beres LLC

Job Overview We are seeking a detail-oriented and experienced Accountant to join our finance team. The ideal candidate will possess strong expertise in financial reporting, regulatory compliance, and accounting software, with a focus on both corporate and non-profit accounting environments. This role offers an opportunity to contribute to financial management, ensure accurate record-keeping, and support strategic decision-making through precise financial analysis and reporting.Duties<ul><li>Prepare and analyze financial statements in accordance with GAAP and regulatory standards </li><li>Reconcile general ledger accounts and perform bank reconciliations to ensure accuracy of financial data </li><li>Manage accounts payable and receivable processes, including invoice processing and payment scheduling </li><li>Conduct month-end and year-end closing activities, including journal entries and accruals </li><li>Assist with budgeting, forecasting, and financial planning activities </li><li>Maintain compliance with SOX controls and other regulatory requirements such as Securities law and Wills, trusts &amp; estate law </li><li>Support internal and external audits by providing necessary documentation and explanations </li><li>Utilize accounting software such as QuickBooks, Sage, Xero, PeopleSoft, or similar platforms for accurate bookkeeping and reporting </li><li>Perform detailed financial analysis including cash flow analysis, account analysis, and balance sheet reconciliation </li><li>Prepare regulatory reports and assist with tax filings based on tax experience and regulatory standards </li><li>Mentor junior staff members in technical accounting practices and best procedures for financial management</li></ul>Qualifications<ul><li>Bachelor&rsquo;s degree in Accounting, Finance, or related field; CPA or equivalent certification preferred </li><li>Proven experience in corporate accounting, public accounting, or governmental accounting environments </li><li>Strong knowledge of GAAP, accrual accounting, double entry bookkeeping, debits &amp; credits, and financial concepts </li><li>Proficiency with accounting software such as QuickBooks, Sage, Xero, PeopleSoft, or similar platforms; advanced skills in Microsoft Excel required </li><li>Familiarity with SOX compliance, LIHTC programs, non-profit accounting standards, securities law, and regulatory reporting standards is highly desirable </li><li>Experience with financial statement preparation, financial report writing &amp; interpretation is essential </li><li>Ability to perform bank reconciliations, account reconciliation &amp; account analysis accurately </li><li>Strong analytical skills with the ability to interpret complex financial data for management decision-making </li><li>Excellent organizational skills with attention to detail; ability to mentor team members is a plus</li></ul>This position provides an engaging environment for professionals passionate about maintaining high standards of financial integrity while supporting organizational growth.Pay: $65,000.00 - $85,000.00 per yearBenefits:<ul><li>401(k)</li><li>Dental insurance</li><li>Disability insurance</li><li>Flexible spending account</li><li>Health insurance</li><li>Life insurance</li><li>On-site gym</li><li>Paid sick time</li><li>Paid time off</li><li>Referral program</li><li>Vision insurance</li><li>Work from home</li></ul>Work Location: Hybrid remote in Chicago, IL 60601

Accountant

Fifth Third Bank

<div><div>Make banking a Fifth Third better&reg; 
We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.</div><div></div><div>
GENERAL FUNCTION:</div><div>
Selected candidates are intended to become a Retail Personal Banker I after completing a 4-8 week on-boarding and education program that includes rotations in operations and Sales &amp; Service. There will be a certification at the conclusion of the program to provide selected candidates the opportunity to demonstrate skills necessary to successfully perform a role within the Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify and meet the financial needs of customers or prospects. The Personal Banker I maintains focus on acquiring new households and/or deepening existing customer relationships through a variety of activities, including but not limited to lobby leadership (Financial Centers) or aisle time (Bank Marts) and tele-consulting. This role is responsible for processing teller transactions as well as working as a member of the platform staff.</div><div></div><div>
Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.</div><div></div><div>
ESSENTIAL DUTIES AND RESPONSIBILITIES:</div><ul><li>
Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs.</li><li>
Maintain an in-depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition.</li><li>
Utilize CAMP and other approved Marketing tools to proactively reach out to customers and set appointments for periodic financial reviews.</li><li>
Primarily focused on cross-selling to existing customer base and engaging in outside sales activities (i.e. Membership Advantage onsite presentations, business sales calls, community financial literacy events, etc.) as directed.</li><li>
Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial and Investment), referring customers when appropriate to provide timely, and holistic financial solutions.</li><li>
Consistently meet/exceed customer experience and individual/team production goals and enhance year-over-year revenue growth as measured by the Financial Center P&amp;L.</li><li>
Provide guidance to CSRs with respect to the sales and referral process.</li><li>
Promote customer satisfaction with a friendly, helpful demeanor and professionalism.</li><li>
Act with confidence by answering customer questions and owning customer issues.</li><li>
Maintain a position of trust and responsibility by keeping all business confidential.</li><li>
Follow the Bancorp Code of Business Conduct and Ethics and other related policies, maintaining ethical behavior at all times.</li><li>
Adhere to established policies and procedures while opening/servicing the full range of Retail products.</li><li>
Participate in the consumer loan and bankcard process, owning sourced loans from application through closing.</li><li>
Participate in the opening/closing process of the Financial Center or Bank Mart as directed by the Financial Center Manager.</li><li>
Keep up to date on Retail procedures in place to mitigate fraudulent activity and unnecessary risk or exposure.</li></ul><div></div><div>
SUPERVISORY RESPONSIBILITIES:</div><div>
None.</div><div></div><div>
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:</div><ul><li>
College degree or work experience providing transferrable skills, or, combination of education and experience.</li><li>
Experience in the financial industry preferred.</li><li>
Demonstrated ability to develop comfort level with sales activities designed to acquire new consumer household and small business customers and/or cross-sell to established customers.</li><li>
Must be able to demonstrate understanding of advanced math functions that will allow for analysis of credit and financial information.</li><li>
Ability to professionally represent Fifth Third Bank in terms of appearance and verbal/written communication.</li><li>
Demonstrated ability to develop a working knowledge of Retail policies and procedures in order to utilize good judgment in making sound decisions.</li><li>
This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web site (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position.</li></ul><div></div><div>
WORKING CONDITIONS:</div><ul><li>
Normal office environment.</li><li>
Extending viewing of computer screens.</li><li>
This program will require the ability to travel within the affiliate for training as well as scheduling flexibility.</li><li>
Travel outside of the affiliate will be required for various classroom training sessions.</li></ul><div></div>
Personal Banker Associate I - Stony Island<div></div>
Total Base Pay Range 43,680.00 - 69,900.00 USD Annual<div></div><div>
At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.</div><div></div><div>
The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location.</div><div></div><div>
Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: <div>https://www.53.com/content/fifth-third/en/careers/benefits.html</div> and by consulting with your talent acquisition partner.</div><div></div>
LOCATION - Chicago, Illinois 60649<div></div><div>
Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes &ndash; no matter how they are submitted &ndash; will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.</div><div></div><div>
Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.</div></div><div></div>

Personal Banker Associate I - Stony Island

Zurich Insurance

<div>Zurich is currently looking to hire an experienced Executive Underwriter or AVP, Underwriting Director &ndash; Zurich E&amp;S to join our E&amp;S Primary Casualty team in our Chicago, IL, Schaumburg, IL, New York City, NY, or Rocky Hill, CT office! While this position will be based out of one of those locations, you will have the flexibility to work on a hybrid basis. You will partner with your manager to set a flexible work schedule that supports you, our customers, and our brokers and agents. This role will require you to be visible in the marketplace to meet with our agents and brokers. In this role you will be working with national wholesalers to drive growth with a focus on profitability. 
Zurich E&amp;S is dedicated 100% to a wholesale distribution model and a product and technology strategy designed to make Zurich a market leader in E&amp;S as measured by gross written premium, profitability, and employee satisfaction! 
This role will be filled at either an Executive Underwriter or AVP, Underwriting Director level. The hiring manager will determine the appropriate level based upon the selected applicant&rsquo;s experience and skillset relative to the qualifications listed for this position.<div></div><div> 
What you can expect in an E&amp;S Primary Casualty Underwriting position at Zurich:</div> 
<div></div><ul><li>
You will develop and maintain relationships with broker partners and customers across all industries in support of business objectives</li><li>
You will leverage your casualty underwriting acumen across risk assessment, exposure evaluation and pricing to generate and maintain a profitable book of new and renewal business</li><li>
You will work collaboratively across business units including but not limited to; claims, finance, risk engineering, actuary, and technical underwriting while gaining extensive knowledge in a growing and innovative industry</li><li>
You will be empowered to use your market facing, negotiation and interpersonal skills to grow and develop relationships with preferred distribution partners in an assigned territory</li></ul><div> 
 
Our E&amp;S Primary Casualty Underwriter is responsible for:</div> 
<div></div><ul><li>
Serving as a customer industry advocate with a focus on improving the customer experience by understanding their risk and offering the best end to end solution for their insurance needs</li><li>
Using a disciplined approach to exposure evaluation, risk assessment and pricing</li><li>
Using risk insights, data and models to drive informed decisions at point of sale</li><li>
Market facing and production within the growing Zurich E&amp;S Casualty division</li><li>
Administering and monitoring underwriting rules and guidelines, insurance laws and regulations and rating manual rules</li><li>
Working within broad limits and authorities on highly complex assignments</li><li>
Coaching, developing and empowering junior team members.</li></ul><div> 
Executive Underwriter &ndash; Zurich E&amp;S Basic Qualifications:</div> 
<div></div><ul><li>
High School Diploma or Equivalent and 5 or more years of experience in the Underwriting or Market Facing area 
OR</li><li>
High School Diploma or Equivalent and 10 or more years of experience in the Claims or Underwriting Support area 
OR</li><li>
Zurich Certified Insurance Apprentice including an Associate Degree and 3 or more years of experience in the Underwriting or Market Facing area 
OR</li><li>
Zurich Certified Insurance Apprentice including an Associate Degree and 8 or more years of experience in the Claims or Underwriting Support area 
AND</li><li>
Knowledge of Microsoft Office</li><li>
Experience working on time restraints for quotes on new and renewal business</li><li>
Experience working in a team environment</li></ul><div></div><div> 
OR</div><div></div><div> 
AVP, Underwriting Director &ndash; Zurich E&amp;S Basic Qualifications:</div> 
<div></div><ul><li>
High School Diploma or Equivalent and 7 or more years of experience in the Underwriting or Market Facing area 
OR</li><li>
High School Diploma or Equivalent and 14 or more years of experience in the Claims or Underwriting Support area 
OR</li><li>
Zurich Certified Insurance Apprentice including an Associate Degree and 5 or more years of experience in the Underwriting or Market Facing area 
OR</li><li>
Zurich Certified Insurance Apprentice including an Associate Degree and 12 or more years of experience in the Claims or Underwriting Support area</li></ul><div></div><div> 
 Preferred Qualifications:</div> 
<div></div><ul><li>
Bachelor&rsquo;s Degree or equivalent years of E&amp;S Commercial insurance industry experience</li><li>
Technical knowledge of Primary Casualty Underwriting with E&amp;S</li><li>
Established wholesale broker relationships (E&amp;S brokers)</li><li>
Creative problem-solving skills</li><li>
Strong verbal and written communication skills</li></ul><div> 
Your pay at Zurich is based on your role, location, skills, and experience. We follow local laws to ensure fair compensation. You may also be eligible for bonuses and merit increases. If your expectations are above the listed range, we still encourage you to apply&mdash;your unique background matters to us. The pay range shown is a national average and may vary by location. The combined salary range for this position is $98,500.00 - $215,000.00. The proposed salary range for the Executive Underwriter is $98,500.00 - $165,000.00, with Global Specialty Incentive Plan bonus eligibility set at 30%. The proposed salary range for the AVP, Underwriting Director is $130,000.00 - $215,000.00, with Global Specialty Incentive Plan bonus eligibility set at 40%.</div> 
We offer competitive pay and comprehensive benefits for employees and their families. [Learn more about Total Rewards here.] 
Why Zurich?
At Zurich, we value your ideas and experience. We offer growth, inclusion, and a supportive environment&mdash;so you can help shape the future of insurance. Zurich North America is a leader in risk management, with over 150 years of expertise and coverage across 25+ industries, including 90% of the Fortune 500&reg;. 
Join us for a brighter future&mdash;for yourself and our customers. 
Zurich in North America does not discriminate based on race, ethnicity, color, religion, national origin, sex, gender expression, gender identity, genetic information, age, disability, protected veteran status, marital status, sexual orientation, pregnancy or other characteristics protected by applicable law. Equal Opportunity Employer disability/vets. 
Zurich complies with 18 U.S. Code &sect; 1033. 
Please note: Zurich does not accept unsolicited CVs from agencies. Preferred vendors should use our Recruiting Agency Portal. 
Location(s): AM - Chicago, AM - New York, AM - Rocky Hill, AM - Schaumburg 
Remote Working: Hybrid 
Schedule: Full Time 
Employment Sponsorship Offered: No
 
 
Linkedin Recruiter Tag: #LI-JR1 #LI-ASSOCIATE #LI-HYBRID</div>

Executive Underwriter or AVP, Underwriting Director - Zurich E&S

Petra & Holum

Job Summary We are seeking a highly organized and detail-oriented Full Charge Bookkeeper/Office Manager (with 5+ years of experience) to oversee all aspects of financial record-keeping and office operations. This dynamic role combines comprehensive bookkeeping responsibilities with administrative management, ensuring the accuracy of financial data, compliance with accounting standards, and smooth daily office functions. The ideal candidate will possess strong technical accounting skills, proficiency in various accounting software, and a proactive approach to problem-solving. Join our team to contribute to our mission of operational excellence and financial integrity while fostering a positive and productive work environment.Responsibilities<ul><li>Manage full-cycle bookkeeping processes including accounts payable, accounts receivable, payroll, bank reconciliations, and journal entries using accounting software.</li><li>Prepare and analyze financial statements, including balance sheets, income statements, and cash flow reports in accordance with GAAP (Generally Accepted Accounting Principles).</li><li>Conduct detailed account reconciliations and general ledger accounting to ensure accuracy and compliance.</li><li>Oversee ADP payroll processing, tax filings, and related reporting requirements while maintaining meticulous records.</li><li>Maintain organized financial records for audits, governmental reporting, and internal review purposes.</li><li>Supervise administrative tasks such as managing office supplies, coordinating vendor relationships, and supporting team communication.</li><li>Assist with budgeting processes, financial analysis, and cost control initiatives to support organizational goals.</li><li>Ensure adherence to all relevant financial policies and procedures while continuously seeking process improvements for efficiency.</li></ul>Requirements<ul><li>Proven experience as a full charge bookkeeper or in a similar accounting role.</li><li>Proficiency in accounting software.</li><li>General knowledge of GAAP standards, double-entry bookkeeping, journal entries, account reconciliation techniques, and general ledger management.</li><li>Familiarity with governmental accounting standards and tax regulations.</li><li>Ability to perform bank reconciliations accurately using 10-key typing skills and attention to detail.</li><li>Strong understanding of financial concepts including debits &amp; credits, account analysis, budgeting, and financial report writing.</li><li>Excellent organizational skills with the ability to manage multiple priorities efficiently in a fast-paced environment.</li><li>Effective communication skills for collaborating with team members and external stakeholders. Join us in this vital role where your expertise will drive operational success! We welcome motivated professionals eager to make an impact through precise financial management combined with proactive office leadership.</li></ul>Pay: $25.00 - $36.00 per hourBenefits:<ul><li>401(k)</li><li>401(k) matching</li><li>Health insurance</li><li>Paid time off</li></ul>Education:<ul><li>Bachelor's (Preferred)</li></ul>Experience:<ul><li>Bookkeeping: 3 years (Required)</li></ul>Language:<ul><li>English and Spanish (Preferred)</li></ul>Ability to Commute:<ul><li>Chicago, IL 60707 (Required)</li></ul>Work Location: In person

Full Charge Bookkeeper/ Office Manager

Vericast

<div>Company Description 
Vericast is the financial institution (FI) performance partner. We help banks and credit unions drive growth, improve efficiency, increase engagement and navigate change through the power of data, technology and people. Our advanced analytics, data-driven insights and integrated solution set enable better execution with agility, precision and scale. That&rsquo;s why thousands of financial institutions look to Vericast and our 150 years of financial services expertise to help them achieve more. 
Job Description 
The Senior Client Strategist is a pivotal member of our Financial Services account support team, driving revenue through the successful design and implementation of customer acquisition and growth programs for banks and credit unions. This strategic role combines consultative sales expertise with deep financial services knowledge to deliver measurable business outcomes for our clients.
Working closely with Account Executives during the sales cycle, the Senior Client Strategist conducts thorough discovery to uncover and understand clients' business challenges, then architects solutions leveraging Vericast's capabilities. Post-sale, they maintain high-touch relationships with clients to ensure program success, drive optimization, and secure renewals by consistently delivering against identified goals. Throughout the client relationship lifecycle, the Senior Client Strategist is empowered to discover and develop value-added strategic opportunities.
The Senior Client Strategist serves as a trusted advisor to bank and credit union executives, bringing industry expertise and data-driven insights to help them navigate complex business challenges. They contribute to Vericast's thought leadership platform through content creation, speaking engagements, and the development of compelling point-of-view materials that demonstrate our deep understanding of the financial services landscape.
KEY DUTIES/RESPONSIBILITIES
Strategic Sales &amp; Solution Design (50%)<ul><li>
Partners with Sales Directors to develop territory execution plans for Vericast marketing solutions.</li><li>
Partners with Account Executives and other sales team members to conduct detailed discovery with bank and credit union stakeholders across multiple departments and levels of seniority</li><li>
Leverages deep industry expertise and creative problem-solving to architect solutions that address complex business challenges</li><li>
Develops comprehensive program strategies incorporating multi-channel approaches, success metrics, and measurement frameworks</li><li>
Creates and delivers executive-level presentations that tell compelling stories through data and demonstrate clear paths to ROI</li><li>
Maintains strong relationships with C-suite executives and key decision-makers to drive program expansion and renewals</li></ul>
Thought Leadership &amp; Market Expertise (25%)<ul><li>
Creates compelling content (articles, white papers, webinars) that positions Vericast as an industry thought leader</li><li>
Stays current on financial services trends, competitive landscape, and consumer behavior patterns</li><li>
Provides market insights and strategic guidance to internal teams</li><li>
Develops and delivers training materials to help Account Executives better understand client needs and solution capabilities</li><li>
Identifies emerging market opportunities and provides input to product development teams</li></ul>
Program Optimization &amp; Client Success (25%)<ul><li>
Partners with clients post-sale to ensure successful program implementation and optimization</li><li>
Analyzes program performance data to identify opportunities for improvement</li><li>
Develops and presents quarterly business reviews to demonstrate program value and ROI</li><li>
Proactively identifies cross-sell and upsell opportunities based on client needs and program performance</li><li>
Facilitates knowledge sharing across internal teams to drive continuous improvement</li></ul> 
Qualifications 
EDUCATION<ul><li>
Bachelor's Degree (Required)</li><li>
MBA or relevant graduate degree (Preferred)</li><li>
Industry certifications are a plus</li></ul>
EXPERIENCE<ul><li>
7+ years of experience in financial services marketing, customer experience, or related fields</li><li>
Previous senior management role (VP+) in bank or credit union marketing/CX required, with experience across multiple institutions preferred</li><li>
Management consulting experience with top-tier firms focusing on financial services is highly desirable</li><li>
Proven track record of developing and implementing successful customer acquisition and retention programs</li><li>
Demonstrated experience presenting to and building relationships with C-level executives</li><li>
Experience using data analytics tools and technologies to drive business decisions</li></ul>
KNOWLEDGE/SKILLS/ABILITIES<ul><li>
Provide strategic guidance to financial institution clients covering industry dynamics, trends, and regulatory environment</li><li>
Strong analytical skills with proficiency in data analysis and visualization tools (Tableau, Power BI, etc.)</li><li>
Exceptional presentation and communication skills, with ability to translate complex concepts into actionable insights</li><li>
Proven ability to build and maintain C-level relationships</li><li>
Experience with marketing technology platforms and marketing automation tools</li><li>
Strong project management and organizational skills</li><li>
Ability to travel at least 50% of time for in-person client meetings and presentations</li><li>
Entrepreneurial mindset with ability to work independently and as part of a team</li><li>
Demonstrated success in consultative sales approaches and complex solution selling</li><li>
Deep understanding of multi-channel marketing strategies and measurement frameworks</li><li>
Proficiency with Microsoft Office suite, particularly PowerPoint for creating compelling presentations</li></ul>
This position reports to the Dir Client Strategy and requires significant travel (50%+) to meet with clients in person. While officially remote, the role demands regular face-to-face interaction with clients and internal teams to drive successful outcomes. 
Additional Information 
Base Salary Range: $170,000 - $200,000
Position is eligible for a sales incentive/commission program.
Applications will be accepted through March 30, 2026, after which the posting will be closed and no longer available for submission.
The ultimate compensation offered for the position will depend upon several factors such as skill level, cost of living, experience, and responsibilities.
Vericast offers a generous total rewards benefits package that includes medical, dental and vision coverage, 401K with company match and generous PTO allowance. A wide variety of additional benefits like life insurance, employee assistance and pet insurance are also available, not to mention smart and friendly coworkers!
At Vericast, we don&rsquo;t just accept differences - we celebrate them, we support them, and we thrive on them for the benefit of our employees, our clients, and our community. As an Equal Opportunity employer, Vericast considers applicants for all positions without regard to race, color, creed, religion, national origin or ancestry, sex, sexual orientation, gender identity, age, disability, genetic information, veteran status, or any other classifications protected by law. Applicants who have disabilities may request that accommodations be made in order to complete the selection process by contacting our Talent Acquisition team at talentacquisition@vericast.com. EEO is the law. To review your rights under Equal Employment Opportunity please visit: www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf.</div>

Senior Client Strategist - Financial Services (Remote)

Revantage

<div><h2 class="jobSectionHeader">Who We Are</h2>
Revantage, a Blackstone Real Estate portfolio company, is a global provider of corporate services.
With a corporate purpose of &lsquo;In Pursuit of Better,&rsquo; Revantage delivers value-added services and world-class talent for Blackstone Real Estate portfolio companies, spanning diverse asset classes, including residential, logistics, office, hospitality and retail sectors. Headquartered in Chicago, the company&rsquo;s footprint extends across North America, Europe and Asia Pacific.
Rooted in a commitment to collaboration and inclusivity, Revantage goes beyond traditional corporate services and acts as a trusted partner. Across offerings that include finance, technology, human resources and operations, Revantage proactively anticipates stakeholder needs, recruits exceptional talent and enables its business partners to thrive.
What We Value: Our Culture
Our people are our most important asset, enabling Blackstone portfolio companies and investments to scale and thrive. Together, we foster a workplace where everyone can be themselves, enabling them to do their best work.
At Revantage, we have exceptional people who live our values and help us pursue better every day. We offer dynamic and meaningful work, competitive compensation, benefits and flexibility. We listen and take action to ensure our organization evolves to reflect our employees&rsquo; voices and support an inclusive culture.
Our demonstrated commitment to our people and collaborative culture have earned us numerous awards as a top employer.
Our culture is built on our shared core values and commitment to be:<ul><li>
Learners &ndash; We learn from our challenges and successes</li><li>
Leaders &ndash; We commit to continuous improvement</li><li>
Enthusiasts &ndash; We face challenges with optimism and believe anything is possible</li><li>
Achievers &ndash; We expect high standards for ourselves and enable the success of our teams</li><li>
Partners &ndash; We deliver value and positive impact to our partners</li></ul> 
Grow your career with us. As a member of our team, you'll gain hands-on experience in the real estate industry and benefit from a supportive environment that fosters personal and professional growth.
Why This Role Is Valuable
This is a high-impact AVP I role within FP&amp;A Consolidation, critical to the accuracy, integrity, and execution of enterprise-wide financial processes. The role offers meaningful exposure to senior leadership and complex financial operations and is well-suited for a candidate who demonstrates strong execution, ownership, and attention to detail, with the ability to grow into broader responsibility over time.
How You Add Value<ul><li>
Manage enterprise-wide financial consolidation processes, including monthly, quarterly, and annual close deliverables, ensuring accuracy, completeness, and timeliness</li><li>
Lead the preparation, review, and analysis of consolidated financial reporting packages for senior leadership and key stakeholders</li><li>
Coordinate budgeting, forecasting, and long-range planning activities across FP&amp;A, Accounting, HR, and other partner teams</li><li>
Analyze financial results, headcount trends, and workforce analytics to support planning, forecasting, and decision-making</li><li>
Liaison between Finance, HR, Accounting, and business partners to ensure alignment, data integrity, and timely issue resolution</li></ul>
What You Bring To The Role
Required:<ul><li>
Bachelor&rsquo;s degree in Finance, Accounting, or a related field</li><li>
Minimum 7 years of progressive experience in FP&amp;A, financial consolidation, and reporting</li><li>
Advanced knowledge of Microsoft Excel and PowerPoint; working knowledge of Microsoft Word</li><li>
Experience with financial reporting, consolidation, and planning systems (enterprise FP&amp;A tools)</li><li>
Strong analytical skills, attention to detail, and ability to manage multiple priorities in a deadline-driven environment</li><li>
High degree of integrity and discretion in handling sensitive payroll and compensation data</li></ul>
Preferred:<ul><li>
Experience in a complex, multi-entity or global organization</li><li>
Exposure to enterprise planning or consolidation tools (e.g., Anaplan or similar platforms)</li></ul>
Base Compensation Range:
$170,000.00 To $190,000.00 Annually. This represents the presently-anticipated low and high end of the Company&rsquo;s base compensation range for this position. Actual base compensation range may vary based on various factors, including but not limited to location and experience.
Total Direct Compensation: This job is also eligible for discretionary bonus and incentive compensation on an annual basis.<div><div><div><div>
Benefits: The Company provides a variety of benefits to employees, including health insurance coverage, retirement savings plan, paid holidays and paid time off (PTO).
The additional total direct compensation and benefits described above are subject to the terms and conditions of any governing plans, policies, practices, agreements, or other materials or documents as in effect from time to time, including but not limited to terms and conditions regarding eligibility.</div></div></div></div>
Please review the job applicant privacy notice here.
Perks for You<ul><li>
Competitive salary, overall compensation, and 401(k)</li><li>
Work-life balance offerings include:<ul><li>
Hybrid Work Policy</li><li>
Productivity Hours &ndash; weekly meeting-free work time</li><li>
Summer Fridays</li><li>
Work From Anywhere Month</li></ul></li><li>
In-house and external learning &amp; development opportunities</li><li>
Generous health insurance and wellness benefits</li></ul>
EEO Statement
Revantage is an equal opportunity employer. In accordance with applicable law, we prohibit discrimination against any applicant, employee, or other covered person based on any legally recognized basis, including, but not limited to: veteran status, uniformed servicemember status, race, color, caste, immigration status, religion, religious creed (including religious dress and grooming practices), sex, gender, gender expression, gender identity, marital status, sexual orientation, pregnancy (including childbirth, lactation or related medical conditions), age, national origin or ancestry, citizenship, physical or mental disability, genetic information (including testing and characteristics), protected leave status, domestic violence victim status, or any other consideration protected by federal, state or local law. We are committed to providing reasonable accommodations, if you need an accommodation to complete the application process, please email talent@revantage.com</div>

AVP, Financial Planning & Analysis

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