Category: Career Center

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Job of the Day: J.P. Morgan Needs a Tax Manager

J.P. Morgan is looking for an experienced tax professional who has experience with registered investments companies (“RIC”) to fill a Tax Manager position in its Boston office.

The position requires a seven to ten years of RIC tax experience, with five years managerial experience and a CPA or MST is required. Big 4 experience is preferred.


Company: J.P. Morgan

Title: Tax Manager

Location: Boston, MA

Qualifications/Skills: BS in Accountancy or Finance is required, CPA or MST is required; Seven to Ten Years of RIC Tax experience required. Minimum of Five years of managerial experience required. Big four tax accounting experience or service provider experience is preferred.

See the entire description over at the GC Career Center and visit the main page for all your job search needs.

Credentials for Accountants: Certified Information Systems Auditor

Need help deciding what you want to be when you grow up? Check out the rest of our posts on credentials for accountants.

If you’re really into internal audits and information systems, want to make decent money and never want to worry about having to find a job, you may want to look into the CISA.


Education Requirements
None that we know of, beyond what you’d need to secure a job in the field to gain required professional experience.

Professional Requirements
CISA candidates must have 5 years of relevant experience in IS auditing, control or security work and adhere to the IASCA Code of Professional Ethics. Experience must be obtained in the 10 years before taking the exam.

CISA Exam
The exam is administered twice a year (June and December) and candidates must register no less than two months before the exam date. The exam is made up of 200 multiple choice questions that must be answered within 4 hours. The score is graded from 200 – 800 points and a CISA candidate must score at least 450 points to pass. It covers the following areas:

IS Audit Process (10%)
IT Governance (15%)
Systems and Infrastructure Lifecycle Management (16% of Exam)
IT Service Delivery and Support (14%)
Business Continuity and Disaster Recovery (14%)

The Information Systems Audit and Control Association (ISACA) sets the standards of and administers the CISA examination.

Compensation
PayScale has some interesting figures on compensation for those with the CISA and we have to say, it’s one of the more lucrative credentials we’ve covered thus far. Interestingly, GT pays its CISAs far better than P-Dubs.

Deloitte $59,942 – $86,500
Ernst & Young $60,737 – $90,757
KPMG $70,736 – $111,331
PricewaterhouseCoopers $58,448 – $97,657
Grant Thornton $56,500 – $143,400

IS Auditors make between $60,047 – $82,842 while IS Audit Managers can make up to $108,226. The money is good if you’re willing to put in the hours and pass a little more than half of the exam.

Adrienne Gonzalez is the founder of Jr. Deputy Accountant, a former CPA wrangler and a Going Concern contributor. You can see more of her posts here.

Job of the Day: Nuveen Investments Needs a Manager of Financial Reporting

Nuveen Investments is looking for an experienced accounting professional to oversee the financial reporting function in Chicago.

Candidates need at least 5 years experience in public accounting, a CPA is required and financial services experience is a plus.


Company: Nuveen Investments

Title: Manager – Financial Reporting

Location: Chicago, IL

Responsibilities: Responsible for the financial reporting of financial statements and footnotes, including fair value disclosures as well as the interpretation of updates to authoritative accounting literature and their interpretation to the company’s financial statements and footnotes; Month end close; Various account reconciliations
Assist with external audit; Perform benefit plan audits.

Qualifications/Skills: Bachelor’s degree in Accounting required; CPA required; 5 – 7 years accounting/finance experience, including public accounting experience; Financial services experience a plus.

See the entire description over at the GC Career Center and visit the main page for all your job search needs.

Job of the Day: Bloomberg Needs a Technical Revenue Analyst

Bloomberg is looking for an experienced accountant to join its Revenue Operations Team in a Technical Revenue Analyst role.

Key responsibilities include technical reporting for the closing process, implementing procedural and assisting with external audits.

Candidates need 3 to 5 years experience, CPA is a plus and knowledge of SQL server required.


Company: Bloomberg

Title: Technical Revenue Analyst

Location: New York, NY

Description: This position is responsible for playing a contributing role in all aspects required of the Revenue Operations Team. Key responsibilities include technical reporting for the month close process, ad hoc analysis involving complex system data pulls incorporating analytical insight, automating reporting capabilities, revenue and variance analysis, implementing procedural and operational controls, assisting with the interim and annual external financial audits as needed, and responding to sales/senior management requests.

Responsibilities: Accounting, Reporting & Internal Controls Expertise – Demonstrates appropriate understanding / working knowledge of accounting principles and internal controls, and applies them (as required for the position held) to provide objective, timely, and accurate financial information to meet / exceed regulatory and legislative requirements and to help drive business results; Works to ensure compliance of all financial requirements and reporting are met for all products, countries and policies; Ability to document, control, review, and improve policy and procedures as well as departmental tasks to enhance for efficiency and effectiveness.

Financial Analytics Expertise – Demonstrates insightful use of financial analysis techniques, tools, and concepts, to provide practical counsel to business area partners and management in order to drive business results.

Process & Systems Expertise – Understands and facilitates the integration of business processes, people, and relevant technology, in order to identify, configure, and communicate useful information, and to provide practical business leadership to drive business decision making across the company; Identifies non-value added processes within the department and seeks solutions; Effectively makes decisions on more complex issues, giving consideration to relevant costs, benefits and risks; Demonstrates the initiative to drive change and influence others across the organization in support of the company’s goals and objectives; Ensures achievement of desired results by making appropriate recommendations and providing appropriate financial leadership through completion.

Qualifications/Skills: Bachelors in Business Administration (Finance, Accounting, Computer Programming); CPA a plus; 3 – 5 years experience with demonstrated performance assisting/supporting a department; Knowledge of SQL server (version 2000 or higher) required; Knowledge of procedural controls and data validation techniques required; Ability to determine technical requirements for a project given a business request required; Strong MS Excel skills required; SAP/Business Warehouse knowledge a plus; Financial reporting experience a plus; Financial modeling expertise a plus.

See the entire description over at the GC Career Center and visit the main page for all your job search needs.

Job of the Day: Jones Lang LaSalle Needs a Senior Financial Analyst

Jones Lang LaSalle is looking for an experienced professional to fill a Senior Financial Analyst role in its Minneapolis and Atlanta offices.

Responsibilities include developing financial models and materials as part of project due diligence process as well as gather and evaluate economic, demographic and real estate market data for input into project specific deliverables.

Candidates should have a Bachelor’s Degree in Real Estate, Finance or Accounting Majors preferred. CPA, MBA in Finance or Master of Tax and 2-4 years related work experience in big four firm or corporate finance or accounting group is highly desirable.


Company: Jones Lang LaSalle

Title: Senior Financial Analyst

Location: Minneapolis, MN and Atlanta, GA

Responsibilities: Consult with clients to develop and execute business incentives strategies to meet business objectives; Implement the various business and incentive programs for clients; Model various financial incentive options in multiple locations and states; Develop occupancy cost savings strategies and evaluating alternative financial structures; Daily interaction with both state and local economic development teams and internal brokerage clients; Research various state statutes and local programs; Gather and understand the various client fact patterns and, developing creative solutions and strategies, and implementing preferred approach to achieve desired results; Participate in firm marketing and business development opportunities; Contribute to the preparation of proposals, presentations and reports and interacting with clients daily.

Qualifications/Skills: Bachelor’s Degree in Real Estate, Finance or Accounting Majors preferred; CPA, MBA in Finance or Master of Tax desirable; 2-4 years related work experience in big four firm or corporate finance or accounting group is highly desirable; Strong knowledge of Microsoft Excel; Strong knowledge of GAAP, P&L’s and Balance Sheet Modeling; Property, Income, and Sales Tax expertise; Strong financial/analytical skills with proven capabilities in financial modeling; Self-starter, team player, and strong organizational and communication skills; Excellent verbal and written communication skills; Ability to think independently and bring alternate points of view to the discussion; Travel required.

See the entire description over at the GC Career Center and visit the main page for all your job search needs.

Staying or Going: What’s the Best Work Experience for Accountants?

Happy MOANday, everyone. If you missed Friday’s post because you were enjoying summer hours, be sure to get caught up on things before anything else.

I left of Friday’s post leaving up to you, the readers, to discuss which person would be better qualified for the situation. I did my best in laying out assumptions for the hypothetical, and many of you responded with wonderful feedback.

Here’s a taste:


From SouthernCPA:

Just for fun, let’s tweak the assumptions a smidge. Same 4 years of public experience, except the job offer has a 30% bump in total comp. Also, the person in the position before you was essentially like you (i.e. 4 years of experience, even came from the same firm as you) and they got promoted within 2 years with a 15% increase in pay. The hours are better (average 45-50 hours a week rather than 60 or so with more consistency), but the new job is less flexible (i.e. less vacation). Would you jump ship?

DWB: SouthernCPA brought up an important aspect that I overlooked – non-financial perks like benefits and – in this case – vacation days. Public accounting firms are generous with vacation days because they know many of you will have stretches of non-chargeability. Private industry average two to four weeks. But like in Southern’s case, a 30% bump in salary more than offset the vacation day situation. And remember what I mentioned above – benefits. Find me a hedge fund that doesn’t completely pay for or greatly subsidize health benefits and I’ll take you to lunch (no, really). This is savings that offers both more money in your wallet and peace of mind.

From Guest:

I would also agree with Southern CPA to the extent that it depends on the experience gained in industry vs public accounting as well as the bump experienced by leaving at a senior vs a manager level. However, there are also other factors that should be considered as well such as the ability to find a job at different levels (senior vs manager). While few talk about it within the big 4, I have personally watched over-specialization as well as too much public experience become an issue when searching for jobs, particularly for individuals at a manager/senior manager level.

DWB: This is the precise situation I wanted to hit home. Sorry, Jeff. Tanya is by far the more qualified candidate. And here’s why:

• Tanya has an ideal mix of public and private experience – assuming the private role is not a demotion – she can hit the ground running at the next level. She understands her respective industry from both the public and private side. She can come on board at the next role (most likely a promotion) with an easier transition than Jeff.

• Jeff spent two years managing – budgets, staff, expectations. Very little of this matters. One could argue that senior staff members are the real managers of engagement teams anyway, as they are forced to handle the demands of staff, partners, and managers. The longer you’re a manager, the longer you’re away from the nitty gritty hands-on work.

• Audit is reviewing other people’s work. Tanya has two years of doing.

• Tanya will require a slightly higher salary, but oftentimes the private/public mix of experience is worth the cost. The more technical the role, the more private experience that will be required.

Please, leave your comments below. Let’s hug talk it out.

Job of the Day: Oregon Community Credit Union Needs a CFO

The Oregon Community Credit Union is looking for an experienced professional to fill their CFO role. The credit union holds over $900 million in assets and is located in Eugene.

Primary responsibilities include asset-liability management, budgeting, financial reporting, and compliance.

Qualified candidates need a minimum of ten years senior leadership experience with an advance degree preferred.


Company: Oregon Community Credit Union

Title: CFO

Location: Eugene, OR

Description: Individual is a key leader on the Executive Team in developing innovative strategy that propels our organization to success. Based on an intense understanding of current economic factors and our community at large, this individual is responsible for developing and delivering a strong fiscal vision, and must be enthusiastic about providing communication and education to all levels of our organization to achieve the vision.

Responsibilities: Asset-liability management, budgeting, financial reporting, and compliance. Successful incumbents must have an understanding of credit union operations as a whole and think both critically and strategically, possess strong written and verbal communication skills, be able to conduct complete analysis of data and present thorough recommendations, have a passion for creating a culture of success, and be eager to participate in events that support our community.

Qualifications/Skills: A minimum of ten years of senior leadership experience and Bachelor’s degree is essential; a master’s degree is preferred.

See the entire description over at the GC Career Center and visit the main page for all your job search needs.

Credentials for Accountants: Chartered Financial Analyst

Need help deciding what you want to be when you grow up? Check out the rest of our posts on credentials for accountants.

Into investments and looking to secure a credential that is recognized the world over as a standard of professional excellence? Getting the Chartered Financial Analyst (“CFA”) credential might be for you. You won’t be alone as 139,900 candidates in 160 countries have enrolled for June CFA exams this year.

Here’s the rest of the skinny on the CFA:

Education Requirement
To obtain a CFA, all you need is a bachelor’s and four years of relevant work experience, or a combination of education and experience that totals at least four years.

Professional Requirements
CFAs must have 48 months of qualified work experience to qualify to take the exams.


CFA Exam
The exam is administered only in English by the CFA Institute in June and December. The Candidate Body of Knowledge is the playbook from which all CFAs derive their moves; those who have recently passed the CPA exam can think of it as the opposite of the CPA exams, whereupon BEC is the largest section. Topics include the time value of money, corporate governance, equity investments and portfolio management.

The exam consists of three levels and Each has its own emphasis, with all of them weighing ethics heavily.

Level I emphasizes tools and inputs, and includes an introduction to asset valuation, financial reporting and analysis, and portfolio management techniques.

Level II emphasizes asset valuation, and includes applications of the tools and inputs (including economics, financial reporting and analysis, and quantitative methods) in asset valuation.

Level III study program emphasizes portfolio management, and includes strategies for applying the tools, inputs, and asset valuation models in managing equity, fixed income, and derivative investments for individuals and institutions.

All levels must be passed in order to secure the CFA designation. Each exam is 6 hours. There is no passing score, only pass/fail and candidates are given score reports that explain their performance according to other candidates. The exam uses a psychometric grading system similar to the CPA exam.

Studying takes about 10 – 15 hours per week for 18 weeks. Unlike the CPA, CFA candidates can take the exams as many times as they need to pass and there is no time limit to do so.

Career Options
A large number of CFAs end up as portfolio managers however other career options include research analyst, consultant, financial advisor or investment banking analyst. 7% of CFAs are actually chief executives.

Compensation and Other Benefits
Portfolio managers can make $77,443 – $144,360 (national average) so the obvious incentive to obtaining a CFA is the money. CFAs are overwhelmingly male, about 82% according to PayScale. For CPAs, the CFA designation offers quite a bit of flexibility in one’s career to work outside of accounting with a focus on financial products and investments.

Adrienne Gonzalez is the founder of Jr. Deputy Accountant, a former CPA wrangler and a Going Concern contributor . You can see more of her posts for GC here.

Job of the Day: Morgan Stanley Needs a Tax Associate

Morgan Stanley is looking for a tax associate with a specialty in real estate to join its alternative funds group in its Park Ridge, Illinois location.

The position requires a minimum of three years experience with public accounting experience and a Masters in Tax being a plus. CPA is preferred.


Company: Morgan Stanley

Title: Associate – Tax – Alternative Funds – Real Estate

Location: Park Ridge, IL

Description: Responsibilities include all aspects of tax compliance and coordination with others (including tax attorneys, outside counsel, business unit, etc.) regarding planning.

Responsibilities: Review of federal and state and local compliance from outside service provider including coordination and monitory to ensure accurate and timely; Supervise day-to-day activity of staff and perform efficient review of their work; Work with Operations and Controllers on gathering information; Assist as requested in the independent accountant’s financial statement audit and recurring tax provision processes; Assist with federal and state and local tax return audits and prepare responses to notices issued by taxing authorities; Participate in various personnel actions including, but not limited to performance appraisals; Identify opportunities for process improvements including technology advancements and coordinate with the MS Tax technology team to develop those enhancements; Develop and maintain relationships with various other departments.

Qualifications/Skills: Motivated, team oriented self starter who desires a broad range of tax issues and has the ability to work effectively and efficiently in an environment with all levels of personnel, adept at working in a fast-paced, deadline oriented environment; Willingness to be hands-on as well as a desire to supervise and develop staff; Excellent oral and written communications, analytical and organizational skills are required; Requires a minimum of three years of tax experience, with public accounting experience a plus. Prior experience in supervising positions a plus; Real Estate partnership experience required; Certification as a CPA preferred ; Requires bachelor’s degree, Master in Tax a plus but not required; Strong PC skills required

See the entire description over at the GC Career Center and visit the main page for all your job search needs.

Job of the Day: Citi Needs an Audit Manager

Citi is looking for an internal audit manager to join its Audit and Risk Review group in Baltimore, Maryland.

The position requires a minimum of eight years experience with an advanced degree and certifications (e.g. CPA, CISA, CISSP) preferred.


Company: Citi

Title: Audit Manager

Location: Baltimore, MD

Description/Responsibilities: Audit and Risk Review (ARR) is a global organization of 600+ professionals covering Citigroup’s global businesses. Citigroup’s internal audit division provides independent assessments of the company’s risk and control environment. Our findings and recommendations influence business management processes worldwide and senior management decision making around the world.

Work with team to ensure all aspects of reviews and business monitoring activities are executed in accordance with ARR standards and government regulatory statutes and recommending appropriate interventions where needed. Qualified individuals have the ability to effectively communicate and develop relationships with all levels of management and with peers. Demonstrated ability to plan and provide leadership for audits or projects.

Qualifications/Skills: Must have a strong knowledge in the following areas: data retrieval and general information systems controls, financial analysis and regulatory compliance. Strong analytical skills. Require experience with Word, Excel, Access, ACL, Cognos, SAS, Oracle, Unix and HTML. Generally has 8+ years of relevant experience. Advanced degree or appropriate certification (e.g. CPA, CISA, CISSP) is preferred.

See the entire description over at the GC Career Center and visit the main page for all your job search needs.

Job of the Day: Alps Mutual Funds Needs an Assistant Controller

Alps Mutual Funds Services is looking for an experienced professional that has direct mutual fund experience.

Selected responsibilities include assisting with semi-annual and annual reports, audits and preparing SEC filings. Candidates should have a minimum of four years mutual fund experience.


Company: Alps Mutual Funds Services, Inc.

Title: Assistant Fund Controller

Location: Denver, CO

Responsibilities: Assist in review of semi-annual and annual reports; Assist with audits and provide support as necessary; Coordinate with the Financial Reporting Team and research issues as directed; Assist in review of annual operating expense budget; Review of monthly expense payments; Review 12b-1 payments from the Funds; Review expense ratios and make sure they are inline with projected budget; Coordinate with the Expense Team and research issues as directed; Provide review of performance calculations and other calculations as directed; Review monthly compliance tests; Preparation and/or initial review of SEC filings such as N-SAR, N-Q and 24F-2; Assist in filings such as N-1A, N-CSR and supplements; Preparation and/or review of regular Board reports as related to Administration Services; Assist in renewal of insurance policies; Facilitate questions and help provide general assistance to clients; Assist on any other projects as requested by the Fund Controller.

Qualifications/Skills: Bachelors Degree in Finance or Accounting; Knowledge of investment company industry and general understanding of accounting principles; Minimum four years direct mutual fund experience; General computer skills, including Microsoft Office (i.e. Excel, Word, etc).

See the entire description over at the GC Career Center and visit the main page for all your job search needs.

Job of the Day: Citigroup Needs a Tax Analyst

Citigroup is looking for someone to join their CFO group as a Tax Lead Analyst in New York.

Main functions of the position include state and local tax research and planning for the company and its affiliates. It requires at 5 years of state income tax planning and analysis with a JD-LLM or CPA preferred.


Company: Citigroup

Title: Tax Lead Analyst

Location: New York, NY

Responsibilities: Assist in developing income/ franchise tax planning strategies to minimize state and local income taxes, with particular focus on New York City and New York State; Provide technical assistance to trading desks and other Corporate departments in those areas in which their operations are affected by state taxes; Analyze state tax effects for acquisitions, dispositions, capital markets transactions, and restructurings; Provide technical assistance to the state tax compliance and state tax audit groups; Consult with outside advisors as appropriate; Review state and local tax legislation, regulations, rulings, court decisions, to evaluate / quantify their impact on Citigroup, Inc and subsidiaries and help develop related planning strategies; State and Local tax planning related to income/ franchise taxes; Document FIN 48 State and Local income tax positions; Draft protests and other anticipatory litigation documents.

Qualifications/Skills: JD Degree, LLM – or – CPA preferred; 5+ years experience in state income tax planning/ analysis; Self directed, able to multitask, organized, able to meet deadlines and generally provide information in a timely manner; Excellent writing skills; Electronic research skills (Westlaw, RIA Checkpoint); Fully capable in MS Office suite of products.

See the entire description over at the GC Career Center and visit the main page for all your job search needs.