L. D. Sharp & Associates, Inc.
"We're in the people business"
Advanced Analytics Consultant 1
Base Salary: $130K - 155k annually
Job Location: 30%
Report To: N/A
Candidate Citizenship / Residency Requirement: US Citizen or Permanent Resident
Residency Requirement: Yes
Replacement Position: Yes
Employment Type: Full Time
No. of Openings: 1
Experience Required: 5 + yrs
Degree Required: Graduate Degree
Travel Required: 0 -10 %
Target Interview Date: asap
The Capital Markets model validation team is responsible for overseeing or performing the validation of capital markets-related models used across the organization including Client's Home Mortgage, Client's Securities, Corporate Risk, Treasury and Wealth, Brokerage and Retirement. These models are used for a variety of purposes including pricing, hedging, ALM, and the measurement of market, counterparty and operational risk. This team works closely with model development and other model stakeholders (e.g., model owners and users, risk managers, finance) during all model life cycle stages, including conceptualization, development, implementation, performance monitoring, and enhancement. The goal of this activity is to support modeling activities within the organization, to improve model building and use practices, to minimize model risk and to meet or exceed regulatory and industry standards. This individual will also interact directly with senior management and regulators on key modeling issues, including the identification, management and mitigation of model risk.
Basic Qualifications:
Masters degree in programs such as applied mathematics, statistics, engineering, physics, accounting, finance, economics or computer sciences with 6+ years related industry experience. PhD counts toward experience. The candidate must have demonstrated knowledge of general model development practices and specific experience in models relevant to Capital Markets. In addition, the candidate should have a good understanding of the regulatory framework and strong written and verbal communication skills.
Minimum Qualifications:
Advanced degree (Ph.D. preferred) in a quantitative discipline (e.g., econometrics, operations research, statistics, finance, mathematics, engineering, and physics). At least three years of experience directly related to risk management and modeling with specific expertise in the areas of derivative pricing, value-at-risk, counterparty exposure models, and economic capital metrics/allocation. Knowledge of financial industry practices and regulatory standards applied model development, model validation and capital levels. Excellent oral and written communication skills, including the ability to document and present model validation process and results suitable to a wide variety of audiences. Exceptional conceptual and quantitative problem solving skills with demonstrated ability to think creatively. Dedicated, self-driven, performance-oriented, and effective time-management with the ability to work independently on multiple tasks.
Preferred Qualifications: CPA or CFA
Additional Information :
Car: No
Car Allowance: No
Stock Options: No
Bonus/ Benefits: N/A
Other Details :
Industry: Manufacturing
Department: Accounting/Finance
Relocation YES
Specific Relocation Details: Standard Relocation
Tax Accountant 4
Base Salary: $80K - 100k annually
Job Location:
Report To: Tax Manager
Candidate Citizenship / Residency Requirement: US Citizen or Permanent Resident
Residency Requirement: Yes
New Position: Yes
Employment Type: Full Time
No. of Openings: 1
Experience Required: 5 + yrs
Degree Required: Graduate Degree
Travel Required: None
Target Interview Date: asap
Performs complex tax accounting activities supporting the monthly, quarterly, and year-end tax provision processes. This includes preparing monthly tax provision workpapers, assisting with monthly tax system maintenance, researching tax accounting issues and assisting with tax reporting system design changes. Provide assistance in the preparation and review of the year end external tax audit workpapers and work with the external auditors to satisfy the consolidated and separate company financial statement tax reporting requirements. This position will interact with other functional groups within the tax department and with the business units to collect and process accounting and income tax information. Maintain documentation supporting SOX and internal audits. Provides functional advice to less experienced staff.
Basic Qualifications:
5+ years tax and accounting experience.
Minimum Qualifications:
CPA with large corporate, multistate and tax provision experience
Preferred Skills:
Big 4 public accounting experience
MBT
Financial institution experience
Strong Microsoft Access / Excel experience
Essbase experience
Candidate Must Have :
Additional Information :
Car: No
Car Allowance: No
Stock Options: No
Bonus/ Benefits: 10%
Other Details :
Industry: Accounting
Department: Tax
Relocation: No
Specific Relocation: N/A
Senior Actuary
Base Salary: $108K - $145k annually
Job Location: Columbus, OH
Report To: AVP / VP Actuary
Candidate Citizenship / Residency Requirement: US Citizen or Permanent Resident
Residency Requirement: Yes
Replacement Position: Yes
Employment Type: Full Time
No. of Openings: 1
Experience Required: 5 - 10 yrs
Degree Required: 4 Year Degree
Travel Required: None
Target Interview Date: asap
This position will be responsible for Product Risk Committee and Actuarial Model Assumption Council support within the ALM Actuarial Product Support organization of Corporate Actuarial. The Actuarial Model Assumption Council is a new organization, created to provide consistency and governance around assumptions across all segments of NF. This role will drive processes around assumptions, support the segments in pricing projects and preparation for PRC presentations, and provide administrative support for both committees. Responsibilities include:
• Product pricing support across all segments of the company
• Review of new products
• Design, implementation, and maintenance of processes around assumption creation, approval and documentation
• Leadership of “best practice” groups around experience studies and assumption setting
• Coordination of assumptions shared across segments
Candidates should possess:
• Strong leadership and communication skills
• Customer focus
• Facilitation and negotiation skills
• Ability to create and drive a vision
• Strong ALFA experience
• Pricing experience
• Proven process development and documentation skills
This position may be hired at another level depending on the skills of the candidate.
JOB SUMMARY:
May be involved in the following; the determination of pricing structure and premiums, the origination and evaluation of new product ideas, the analysis and interpretation of product line financials, testing reserve adequacy, cash flow analysis, investment strategy, risk and capital management analysis, and/or other NF actuarial science and research for a section or unit of a large subset of a major product group, business, or market segment. Regularly consults senior management on actuarial, mathematical, or risk management techniques in determining the appropriate courses of action. May oversee NF actuarial projects. Will be a a master/expert performing and assisting in a variety of Actuarial tasks which may include: data compilation and analysis, illustrations, model development, financial reporting and analysis, pricing, risk and reinsurance analysis, reserving/valuation and other duties as assigned.
JOB RESPONSIBILITIES:
1. Compiles, categorizes & analyzes data.
2. Leads in Illustrating/reproposals for products and testing illustration software.
3. Builds, maintains, runs, and analyzes actuarial Models, using expert knowledge of actuarial projection and/or valuation models such that the models can be optimized to support multiple applications.
4. Performs financial reporting & analysis.
5. Performs pricing of products.
6. Performs the analysis of risks for lines of business.
7. Establishes and understands reserves using in-depth knowledge and application of statutory, GAAP, and tax valuation standards for products.
8. Analyzes reinsurance opportunities and recommends solutions.
9. Performs other duties as assigned.
JOB REQUIREMENTS:
Education:
Undergraduate degree in Actuarial Science, Mathematics, Statistics, or similar background requiring modeling, programming, or quantitative analysis.
Designations/Certifications:
Achievement of Fellowship in the Society of Actuaries. Membership in the Society of Actuaries and American Academy of Actuaries.
Experience:
At least eight years of Actuarial experience and Actuarial Council approval.
Skills/Competencies:
Master/Expert in Microsoft Office products (including VBA within Access and Excel), programming languages and Actuarial models. Basic level of organizational agility, conflict management, command skills, strategic agility, and motivating others. Proficient level of delegation and accounting. Mastery level of perspective, problem solving, dealing with ambiguity, customer focus, drive for results, learning on the fly, analysis, business perspective, and leveraging system capabilities.
Candidate Must Have:
· in-depth knowledge of actuarial business functions, statistical methods of analysis
· ALM
Additional Information:
Car: No
Car Allowance: No
Stock Options: No
Bonus/ Benefits: year end bonus
Other Details:
Industry: Financial Services / Insurance
Department: Actuarial and Retirement
Relocation: Yes
Specific Relocation: Full Package
Sr. Manager Finance Americas
Base Salary: $100K - $125k annually
Job Location: Washington D.C.,
Report To: SVP / Chief Financial Officer
Candidate Citizenship / Residency Requirement: US Citizen or Permanent Resident (Green Card Holder)
Residency Requirement: Yes
New Position: Yes
Employment Type: Full Time
No. of Openings: 1
Experience Required: 5 - 10 yrs
Degree Required: 4 Year Degree
Travel Required: 25%
Target Interview Date: asap
The mission of our Client is to connect people around the world, without boundaries and limitations. As the world’s leading satellite operator we have a comprehensive view on market trends and understand the specific needs of our customers around the globe.
At Client we employ dynamic people who have the passion to connect the world's population. We offer an open atmosphere where cultural and regional diversity are valued as unique business assets. Our employees are performance driven and committed to the growth of the company.
We are looking for enthusiastic team players who are experts in their field and aim to deliver results by thinking out of the box. If you are searching for global challenging work opportunities and are keen to grow your career - find this opportunity at Client.
Context:
You will be responsible to provide the financial framework to implement the regional profitable growth strategy and objectives in line with the Segment business plan. The position plays a key role in the achievement of the Region’s objectives, working closely with the VP Sales Latin America and VP Sales North America and the regional sales team. You will also act as the finance interface to Ciel to follow up on any financial issues outside of the standard planning and financial operations, be a liaison with the shareholders when required and to monitor the financial performance and development of the business. You report directly to the SVP, Financial Operations, with dotted line reporting to the Vice President Sales Latin America and North America.
Responsibilities:
• Work as a business partner with the VPs Sales Latin America and North America, Sales & Legal teams and provide pro-active financial support to the achievement of the regional objectives;
• Prepare financial analysis and management/customer presentations as required to support customer proposals and contracts in the region;
• Be responsible for providing Finance inputs and approvals on customer proposals, contracts and amendments relating to deals in the Regions;
• Ensure that delegation of authority and approval limits (e.g. discount approval matrix) are respected by the Regional VP’s and Sales team;
• Maintain a close dialogue with the SVP Financial Operations on key financial matters;
• Monitor & manage Regional credit risk & receivables;
• Provide reporting on Regional revenues (new business, renewals, total revenues) and other key regional metrics, in coordination with the Client's Finance team;
• Coordinate Regional inputs for forecasts, budgets & business plans;
• Be jointly responsible for the Regional Revenues/EBITDA, together with the VP’s Sales:
• Responsibility for compliant procurement processes within the region
• Responsibility for regional OPEX-savings target
• Be a key contributor to the Finance team;
• Work on other Finance projects as required by the ASTRA CFO, including providing financial support to other regions.
Finance interface to Ciel:
• Follow up on any financial issues outside of the standard planning and financial operations
• Liaison with the shareholders when required and monitor the financial performance and development of the business.
Experience / Qualifications:
• At least 10 years’ experience in a similar financial/commercial role;
• CPA or Finance degree or equivalent;
• Satellite industry experience required;
• Strong financial & accounting background with proven financial planning skills and with a mastering of NPV concepts and calculations;
• Ability to interface effectively throughout the Group
• Strong commercial negotiation skills, and strategic awareness and business acumen
• Good people & influencing skills including the ability to interface effectively with external customers as well as internal Sales, Legal and Finance teams;
• Strong commercial negotiation skills and business acumen;
• Strong people skills including the ability and willingness to manage and develop a small team. Hands-on approach to responsibilities required.
• Strong process skills required, in particular for the Sales process and financial systems;
• Fluency in writing and speaking Spanish and English required;
• Strong communication and presentational skills;
• Ability to integrate into an international environment;
• Excellent leadership skills and potential to progress within the business;
• Must be a US Citizen or Green Card Holder
Candidate Must Have:
· Satellite Experience
· CPA or Financial Degree
· NPV concepts and calculations
· Spanish and English
Additional Information :
Car: No
Car Allowance: No
Stock Options: No
Bonus/ Benefits: year end bonus
Other Details :
Industry: Satellite communications
Department: Finance
Relocation: No
Specific Relocation: N/A
AVP, Product Development (Retirement Plans)
Base Salary: $140K - 175k annually
Job Location: 35%
Report To: VP, Retirement Plans Business Development & Program Management
Candidate Citizenship / Residency Requirement: US Citizen or Permanent Resident
Residency Requirement: Yes
Replacement Position: Yes
Employment Type: Full Time
No. of Openings: 1
Experience Required: 5 - 10 yrs
Degree Required: 4 Year Degree
Travel Required: None
Target Interview Date: asap
· Leadership: articulate vision/strategy
Job Summary:
Leads Product Development team in the development, execution, and launch of products across Client’s Retirement business, inclusive of both Public and Private sector plans. Highly visible, recognized thought leader who builds productive relationships with Retirement Plans channel, operations, finance, systems, and marketing leaders; Client’s Annuities, Life, and Mutual Funds businesses; and external industry groups. Develops a long-term strategy for product development, drives alignment to a pipeline of products, and executes effectively against that pipeline to deliver Retirement Plans strategic and financial goals. The position significantly impacts the overall business which serves over 2.5 million plan participants and 33,000 plan sponsors and is responsible for over $62 billion in assets
Direct Reports:
At least three associates (Director level) report directly to this position. At least five associates report indirectly to this position.
Core Duties and Responsibilites:
1. (20%) Product Strategy: Develops robust product strategy and pipeline of new products / product enhancements / product replacements to deliver Retirement Plans (and NW Enterprise) strategic and financial objectives. Contributes to market and competitor analysis to identify key trends for participants and intermediaries, assess strength of current and planned offerings, and inform product strategy.
2. (20%) Product development and life cycle management: Lead team in the development of identified products, enhancements, and maintenance; including driving the pricing process, monitoring of product statistics, sales and marketing linkage, and systems integration.
3. (20%) Build collaborative partnerships / relationships: Develop and maintain highly productive relationships with Retirement Plans Channel Managers and functional executive management with all areas including Counsel, Compliance, Finance, IT, Sales, Relationship Management, Marketing and Operations. Also build strong relationships with key leaders in the Mutual Funds and Annuities businesses and identify and execute against opportunities to partner with these areas to achieve our objectives. Work with the sales force to develop new sales processes and manage external relationships, especially in situations where an approach will widen, deepen, or improve our share of the distribution channel. Partner with Finance to develop retention and acquisition strategies including sales incentives, rewards programs, etc.
4. (20%) Execution: Oversee product and service delivery in accordance with NF Solutions Development process. Champion the process to ensure efficiency, effectiveness, and consistency of execution.
5. (20%) Team Building: Develop a superior product development team that consistently partners across the organization to deliver excellent results. Drive a highly positive and engaged culture, recognized as a core strength for the Retirement Plans business.
Job Requirements:
Education: Undergraduate degree in marketing, business, insurance, or related field. MBA preferred.
Experience: Minimum 10 years of experience in product development, pricing, sales, marketing, operations, or relationship management. Specific financial services product development or Retirement Plans experience a plus.
Knowledge: A significant portion of the experience should be positions responsible to the distribution channel for this position, product development, and/or the actuarial function.
Skills/ Competencies:
•Excellent oral and written communication skills used to interact with all levels of internal and external personnel; Represents Nationwide with customers, distribution partners and on industry committees.
•Ability to develop, manage, and evaluate diverse projects and analyze, prioritize, evaluate, and make decisions.
•Strong formal leadership skills, including the ability to manage and develop talent within the organization. Strong informal leadership skills, including the ability to influence without direct authority.
Certification:
FINRA Series 6 and 26 licenses may be required.
Must Have:
· Product development, retirement space
Additional Information:
Car: No
Car Allowance: No
Stock Options: No
Bonus/ Benefits: 35% Short Term Target Bonus
Other Details:
Industry: Financial Services
Department: Product Development
Relocation YES
Specific Relocation Details: Full Relocation Package
Commercial Relationship Manager 4
Base Salary: $150K - $200k annually
Job Location: Chicago, IL
Report To: Commercial Relationship Management Manager
Candidate Citizenship / Residency Requirement: US Citizen or Permanent Resident (Green Card Holder)
Residency Requirement: Yes
New Position: Yes
Employment Type: Full Time
No. of Openings: 1
Experience Required: 5 + yrs
Degree Required: 4 Year Degree
Travel Required: 0 -10%
Target Interview Date: asap
Job Description:
Most senior level position focused on middle market commercial banking relationship management. Duties include: representing the bank in developing and maintaining client relationships with the most important/key clients and generating revenues; actively participating in the completion of major transactions with the top management officer of the bank; originating, structuring and executing the largest most complex transactions related to Investment banking, traditional commercial lending and/or their credit related products. May act as a team leader in overseeing a group of middle market relationship managers.
Basic Qualifications:
5+ years account relationship management experience.
Minimum Qualifications:
Demonstrated account relationship management experience, comprehensive knowledge of commercial and/or specialty group lending and loan servicing, products and credit practices, risk management, negotiating interest rates and price, terms and collateral requirements. Demonstrated success in sales and marketing; strong organizational, interpersonal and verbal and written communications skills.
Preferred Skills:
High integrity, self motivated with a strong work ethic. Positive attitude and a service oriented mindset with extreme care for and sense of urgency with customers. Team player who desires to become a key contributor to a strong and successful team on a long-term basis. Community involvement is a plus.
Candidate Must Have:
• Applicant meets the basic qualifications in the job description.
Additional Information :
Car: No
Car Allowance: No
Stock Options: No
Bonus/ Benefits: No
Other Details :
Industry: Business Banking
Department: Sales & Sales Management
Relocation: No
Specific Relocation: N/A
PeopleSoft Business System Analyst Base Salary: $85K - $135k annually New Position: Yes Employment Type: Full Time No. of Openings: 1 Experience Required: 10+ yrs Degree Required: 4 Year Degree Travel Required: 50% Target Interview Date: ASAP Job Description: · BS/BA degree required in Accounting or Finanace with 15 years of financial experience Car: No Car Allowance: No Stock Options: No Bonus/ Benefits: No Other Details : Industry: Government New Position: Yes Employment Type: Full Time No. of Openings: 1 Experience Required: 3+ yrs Degree Required: 4 Year Degree Travel Required: to 25% Target Interview Date: ASAP Job Description: • Preferred Skills Car: No Car Allowance: No Stock Options: No Bonus/ Benefits: 10% Other Details : Industry: Banking For a consultation please submit your resume to recruiter@sharpassociatesinc.com Please Note: Your resume will never be submitted to a client company without your prior knowledge and consent to do so. Franchise Opportunities
Job Location: Melbourne, FL
Report To: N/A
Candidate Citizenship / Residency Requirement: US Citizen
Residency Requirement: Yes
• This position is for a strong PeopleSoft Project Manager and Functional Analyst.
• This position will provide project management support and multi-module functional support on PeopleSoft Integration Team in a 9.0 environment.
• The person will primarily focus on the Contracts, Projects and Billing modules.
• The position includes leading a project team from acquisition analysis through system integration.
• The position also involves developing requirements and functional design documents, analyzing financial data, testing system changes, creating and updating user procedures and training manuals, configuring PeopleSoft system tables, supporting on-call and developing user reports with Query, nVision and Crystal tools.
• Position will require frequent travel to acquisition sites
Basic Qualifications:
• PeopleSoft 8.8 plus experience and large project implementation/integration experience required.
• BS/BA degree in Finanace or Accounting required with 15 years of finance experience.
• A minimum 5 years experience required in PeopleSoft Financials systems.
• Must have experience in Government Contracting and knowledge of PeopleSoft Contracts, Project Cost, Billing and AR Modules.
• Prior IS Project Management experience is required.
Preferred Qualifications:
• Work well in a team environment with other technical and functional developers.
• Provide leadership as well as serve as an individual contributor.
Please be aware that many of our positions require a security clearance, or the ability to obtain one. Security clearances may only be granted to U.S. citizens. In addition, applicants who accept a conditional offer of employment may be subject to government security investigation(s) and must meet eligibility requirements for access to classified information.
Candidate Must Have:
· PeopleSoft 8.8 plus experience
· Large project implementation/integration experience required
· 5 years of experience in PeopleSoft Financials
Additional Information:
Department: Finance/Accounting, Business Analysis, Government Communication Systems Div., Informations Systems
Relocation: Yes
Specific Relocation: House Hunting Trip, Temporary Housing, Ship-Pack & Storage of Household Goods
Accountant 4 
Base Salary: $75K - $96k annually
Job Location: St. Louis, MO
Report To: N/A
Candidate Citizenship / Residency Requirement: US Citizen or Permanent Residence
Residency Requirement: Yes
Performs complex activities associated with maintaining ledger accounts and for developing financial statements and reports. Duties include: preparing financial and regulatory reports; reviewing data from the general ledger, unit reports and various financial systems to ensure accuracy; reviewing entries for reporting system; gathering and reviewing financial data for financial and regulatory reports; preparing and reviewing account reconciliations and certifications; and performing a variety of analyses or projects relating to financial accounting procedures, methods or systems. Provides functional advice or training to lower level accounting positions.
Basic Qualifications:
4+ years accounting experience
Minimum Qualifications:
The successful candidate will possess superior accounting policy and GAAP reporting skills along with knowledge of financial services and/or retail brokerage.
Other requirements include:
Minimum of 3 years of direct, relevant and recent accounting policy experience, with financial services and/or public accounting experience preferred.
Excellent problem solving, technical, and oral and written communication skills.
Demonstrated ability to effectively operate in a large, multi divisional, matrix management organization with strong interpersonal skills.
An undergraduate degree in accounting or finance is required.
The location for this position is St. Louis and may require capability for some business travel.
Candidate Must Have:
• CPA designation preferred
• Big 4 accounting experience highly preferred
Additional Information:
Department: Accounting / Accounting
Relocation: No
Specific Relocation: N/A
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