Tax Job Info Sharing

Job location: New York, NY
Category: Financial Services jobs

Line of Service: Assurance
Industry: Business Advisory Services
State & City: NY-New York
Travel Requirements: 0-20%
Position Type: Full Time
Auto req ID: 56513BR-0

PwC/LoS Overview:
Are you interested in the opportunity to work for an industry-leading firm that services clients that include the Fortune 500, and will give you the experience and exposure you need to build your career and personal brand? If you are, then PricewaterhouseCoopers LLP ( is the firm for you. PricewaterhouseCoopers LLP (PwC US) helps clients meet the challenges and opportunities of the US marketplace in the areas of assurance, tax, and advisory. We offer the advantage of being part of a global network of firms combined with detailed knowledge of local, state and US national issues. More than 180,000 people in over 158 countries across the PwC network are committed to deliver quality in assurance, tax and advisory services. People across the PwC network share knowledge, experience and solutions to develop fresh perspectives and deliver practical advice.

At PwC US, you will be part of a learning culture, where teamwork and collaboration are encouraged, excellence is rewarded, and diversity is respected and valued. We offer a flexible career progression model that allows for a variety of challenging opportunities throughout your career. We provide unparalleled coaching, mentoring, and career development programs; global opportunities; and state of the art technology-driven methodologies to help you provide quality service to our clients.

Our Assurance practice collaborates with clients, so that the financial information they report to the investing public and other stakeholders is clear and reliable. When we fulfill our role as Assurance professionals, by standing firm on quality and integrity, we have a direct impact on how well the world’s capital market system functions.

The highly trained and educated Assurance teams go inside companies, and get to know those businesses. They ask questions, test assumptions, and provide assurance that the companies are reporting information on which investors and others can rely. Every assignment is an exciting opportunity to learn, to grow and to understand how businesses operate from all levels and perspectives.

Our Assurance professionals are constantly challenged to learn more in order to provide our clients with the highest quality services. This learning takes place through interaction on the job with colleagues and clients, formal training programs, and the insights provided by mentors and coaches. PwC is all about our people, encouraging high performance and quality. Join us and we will help you implement a successful career strategy, as you explore the many career opportunities in PwC Assurance.

Job Description:
Our U.S. Financial Services (FS) Practice consists of approximately 2,300 assurance professionals, including 223 partners and 650 managers. It spans industry sectors and functional skill areas, including insurance, investment management, capital markets, banking and real estate. We serve many of the world’s largest financial institutions. This means that we have insight into the challenges facing the industry. PwC is the leader is serving large, complex financial services institutions. In the U.S., we audit:

– 18 of the top 50 life insurers, representing 39 percent of admitted assets.
– 19 of the top 50 property and casualty insurers, representing 44 percent of net premiums written.
– 11 of the top 25 reinsurers, representing 47 percent of net premiums written.
– Over 2,900 mutual funds, representing 40% of all mutual funds and 58% of total industry net assets; this includes funds at nine and the advisor and funds at six of the top ten funds families.
– Two of the top three, three of the top 15, and five of the top 20 US-based commercial banks.
– Five of the top 20 mortgage servicers, and four of the top 20 mortgage originators.
– Nine of the top 50 broker-dealers.

We are also the thought leader in the financial services industry. We produce almost 150 publications and e-briefings on the financial services industry, most of which are sector specific, as well as a wide range of training and special events on issues that affect reporting and corporate governance throughout the business world.

PwC’s Financial Instruments, Structured Products and Real Estate (FSR) Practice is comprised of experienced professionals with a diverse and dynamic skill set designed to assist our clients with the complexities and evolution of today’s global capital markets.

FSR is comprised of subject matter experts on virtually all asset classes, including: Residential and Commercial Mortgages, Auto Loans and Leases, Credit Cards, Student Loans, Derivatives, Commercial Loans and Bonds, Debt and Equity Securities

The team specializes in providing the following services all as they relate to financial instruments, structured products, and real estate – Model governance and validation, Accounting advisory, End-to-end transaction support and Valuation, Business processes and controls, Tax and treasury, Capital funding strategies.

FSR Information Technology/Project Management group will act as a liaison between the Assurance and FSR (Financial Instruments, Structured Products & Real Estate) teams and will be expected to have demonstrated knowledge and/or prior experience with, but not limited to, the following:

Identify and manage implementation of enhancements to valuation technology platforms, including:
-Coordinate with developers, product experts and leadership to develop design and project plan
-Test and implement platform; troubleshoot issues
-Develop and implement migration and release plan on new platform and enhancements
-Develop and implement training and communication strategy
Manage FSR’s valuation services approach and delivery
-Manage valuation and scoping requests technology platform and reporting
-Liaise with FSR Deployment Team on resourcing strategy
-Manage data integrity for budgets, time reporting, product types, status, etc
-Lead valuation process improvement workstreams to maximize efficiency, results effectiveness, best practices, training and communication
-Manage the updates to FSR financial product type methodology documents
-Provide status reports to FSR leadership and maintain automatic reporting to users
-Team with IT to design and implement system enhancements and troubleshoot issues
-Manage updates between FSR and firm leadership teams. Coordinate enhancements with PwC’s National Office
-Liaise with Procurement to manage technology licenses, subscriptions and third party relationships, as well as:
-Maintain inventory
-Review contracts
-Manage user list
-Manage budgets, payments and

Position/Program Requirements:
Basic Qualifications:

Minimum Years of Experience: 6 years
Additional years of experience verbiage:

Minimum Degree Required: Bachelor’s degree in computer science or related field

Minimum Degree Required Major:

Certification(s) Required: Project Management Professional (PMP)

Certification(s) Required additional information:

Degree(s) Preferred:
Preferred Degree Major:
Certification(s) Preferred:
Certification(s) Preferred additional information:

Knowledge Preferred:

Demonstrates extensive knowledge of managing technology platforms and applications to drive successful operational effectiveness, preferably performing within a Project Management Office or managing project management advice and/or assistance to external clients, involving the following areas:

– Information and recommendations contributions to strategic plans – preparing and completing action plans; implementing production, productivity, quality standards; resolving problems; identifying trends; determining system improvements; implementing change;
– Common forms of project management procedures and tools, including project plans, governance structure, status reporting, communication framework and/or issue registers;
– Development of project plans, including providing project reporting, analyzing performance metrics and project risks and managing risks using common industry tools and procedures; and,
– Effective written and verbal business communications when interacting with external clients and firm staff and/or management within a professional services business environment.

Skills Preferred:

Demonstrates proven extensive ability and success with leading the development and implementation of information and project plans, while managing risk, meeting budgets and targets on large scale projects in complex organizations, and the following areas:

– Utilizing analytical and problem solving skills to identify and implement solutions for technology and operational projects;
– Building extensive networks to understand the business model, operating process and service offerings of the practice, considering the impact on communications and the overall role; collaborate as part of a cross-functional team to manage conflict and openly address challenges; and create awareness, understanding and support for new business approaches and process improvements; and,
– Demonstrating flexibility in prioritizing and completing tasks, attention to detail with task completion; and, communicating potential conflicts to a supervisor.

Demonstrates extensive abilities and/or success with managing and/or assisting an external client manage complex engagements, consistently demonstrating creative thinking, individual initiative and the following areas:

– Managing and maintaining relationships with key executives and a network of professional organizations or affiliations
– Developing and presenting complex project documents, leveraging extensive business writing and verbal communications, including project plans, governance structures, status reports/dashboards, issue registers and other project deliverables for complex projects with multiple workstreams, business units and/or locations
– Supervising teams to create an atmosphere of trust; seeking diverse views to encourage improvement and innovation; contributing to a positive working environment by building solid relationships with team members; creating a positive working environment while meeting client expectations; coaching staff including providing meaningful written and verbal feedback in a timely manner; keeping leadership informed of progress and issues; answering questions; providing direction to less-experienced staff and team members; and participating in various staff recruitment and retention activities.

Job ID: 56513BR-0

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