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Client Director – Financial Services Pegasystems - New York, NY Jul 19, 2017 - The Position: As a champion of digital transformation, you will challenge a global top five bank to rethink the way it does business and... more » The Position: As a champion of digital transformation, you will challenge a global top five bank to rethink the way it does business and empower the business to become more efficient, smarter, and most importantly customer-centric. You will build and own the overall strategic plan and execution across all business units and align the necessary resources including alliance partners, industry subject matter experts, technical and consulting resources, and executive management necessary to drive multi-year, multi-million dollar transformative engagements that mutually benefit all respective parties. You will develop and lead a world class sales team dedicated to the execution of business development and strategic planning goals to help drive short term objectives. As an expert strategist in your customer’s business, you will teach new perspective while challenging assumptions to ensure your customers adapt to the growing demands of their customers. Functional responsibilities: Proactively lead a joint company-strategic account planning process that develop mutual performance objectives, financial targets, and critical milestones for a one year, eighteen month and three-year period Represent the entire range of company products and services to assigned customers, while leading the customer account planning cycle and ensuring assigned customers’ needs and expectations are met by the company Establish productive, professional relationships with key executives in assigned customer accounts Coordinate the involvement of all cross functional resources, including support, service, and multi-level management resources, in order to meet account performance objectives and customers’ expectations Pega Offers: The culture, meritocracy, and growth potential of a start-up with the resources, stability, and tenure of a well-established organization The world’s most innovative organizations as reference-able clients Analyst acclaimed technology leadership in a massive emerging market A fast-paced, exciting, collaborative, and rewarding sales environment within innovative industries Market leading salary + uncapped commission targets, employee equity in the company, 3 weeks paid vacation plus 10 holidays, 2 community service days, medical/eye/dental coverage, and even pet insurance! The Person:You are able to command the attention and influence your customer’s thinking to quickly gain credibility and build strong multi-level relationships based upon adding value as opposed to appeasing immediate tension with a short term solution. You will intentionally create constructive disruption, helping customers to understand the urgency and impact of a new behavior, and then proactively guiding them through the change. Banks are being challenged by the emergence of FinTech’s, increasing demands from customers, and are constantly burdened by regulatory compliance that hinders their ability to provide exceptional customer engagement. You will guide them by driving innovative thinking and introducing initiatives which satisfy customer needs and company goals, ensuring their relevance and competitiveness in the digital market. Qualifications will include: BA/BS or equivalent work experience. 8-12+ years of experience selling transformative enterprise level financial services solutions to a F100 bank Experience directly managing a team or indirectly managing a large network of resources to achieve customer and company objectives Comprehensive understanding and proficiency in complex software relationship selling Strong listening, communication, and negotiation skills Deep thought leadership in emerging financial products and technology solutions Account Executive - Financial Services Pegasystems - New York, NY Jul 18, 2017 - The Position:Selling at Pega provides access to market-leading technology, uncapped earning potential and the world’s most innovative... more » The Position:Selling at Pega provides access to market-leading technology, uncapped earning potential and the world’s most innovative organizations as reference-able clients. Join our team to engage in work that matters, build a career without boundaries, and drive business impact for the world’s largest organizations. As the recognized industry leader in strategic business applications, according to analysts such as Forrester and Gartner, we challenge companies to rethink the way they do business and empower them to become more efficient, smarter, and most importantly customer-centric. Pega’s has a recognized strength in the banking and financial sector and this position will partner with some of our premier global banking customers to lead them through their digital transformation journey. Join our disruptive evolution of the software industry as a Strategic Account Executive: https://www.pega.com/about/careers/pega-sales-careers In this role, you will: Penetrate new organizations/accounts and radiate new business within existing customer base in assigned portfolio Provide insight to the customer as the basis of the commercial conversation, teaching customers something new/valuable about how to compete in their market Work with Pega’s partners to generate Pega value propositions Pega Offers: The culture, meritocracy, and growth potential of a start-up with the resources, stability, and tenure of a well-established organization The world’s most innovative organizations as reference-able clients Analyst acclaimed technology leadership in a massive emerging market A fast-paced, exciting, collaborative, and rewarding sales environment within innovative industries Competitive salary + uncapped commission targets, employee equity in the company, 3 weeks paid vacation plus 10 holidays, 2 community service days, medical/eye/dental coverage, and even pet insurance! The Person:You should be interested in making the world’s leading financial institutions more productive, efficient, and most importantly – customer-centric. We are seeking an engaging and motivated enterprise software sales professional driven to make a difference in the way banks connect with their customers. You must be able to push the customer’s thinking to quickly gain credibility and build a strong relationship based on adding value instead of resolving tension in the relationship. Through the creation of constructive tension, you help customers understand the urgency and impact of a new behavior, and then proactively coach them through the behavior change. Qualifications will include: BA/BS degree or equivalent business experience 8 – 10 + years of direct sales experience Success in a sales environment and domain expertise in related industry Ability to actively listen, hear and understand what is said and not said, and comprehend the meaning and intent Ability to persuade and influence, using appropriate interpersonal styles and communication methods to gain acceptance of thoughts, plans, activities, services and products Working knowledge of BPM, CRM, Case Management Software or enterprise-wide specific solutions within the related industry is preferred Financial Consolidations Consultant Peloton Group - Jersey City, NJ Jul 14, 2017 - Peloton Group is a recognized leader in Integrated Cloud Solutions for Enterprise Performance Management, Enterprise Resource Planning,... more » Peloton Group is a recognized leader in Integrated Cloud Solutions for Enterprise Performance Management, Enterprise Resource Planning, and Big Data-Analytics. Peloton provides Advisory, Consulting, and Managed services with deep functional and technical expertise specializing in serving clients in the Life Sciences, Retail, Manufacturing, Insurance, Aerospace and Defense and Financial Services industries. Our business and technology professionals provide a unique perspective, proven experience, with an innovative and collaborative approach to achieve results for clients. Our company provides an opportunity to work with consulting professionals in a collaborative, stimulating, entrepreneurial environment. Where individuals look forward to arriving at work each day, are recognized and appreciated, and are allowed to move boundaries and take calculated risks for greater success. Our teams partner with business leaders to develop unique and innovative solutions that generate real business results. Beyond results, we also strive to make every engagement educational and fun. Yes – fun! We really like what we do and we let it show. Peloton is looking to expand our Close and Consolidation capabilities. We are looking for candidates, across multiple levels, that are interested in the opportunity to play a role in the growth and development of Peloton’s Financial Reporting & Consolidations Practice. We are specifically looking for team members with demonstrated experience with Oracle | Hyperion Financial Management, Cloud Solutions, and supporting technologies. Our consultants will be responsible for delivering implementations of Oracle Hyperion Financial Management (HFM) and Cloud Solutions for Peloton clients. As a team member on your projects, you will be gathering requirements from client team members, including C-level executives, and delivering solutions. Specific responsibilities may include: The roles and responsibilities of the desired candidate are to provide professional and effective functional or technical consulting services to our clients, as well as play a role in the growth of the Financial Reporting & Consolidations Practice. This includes: Conduct current state assessments to understand a client’s business process and pain pointsPrepare for and help facilitate/ support application design sessions related to the implementation of HFM (or Cloud Solutions), including database structure, business rules, reports and security.Document system design requirements according to business needs.Configure application components, including databases, rules, calc scripts, reports, security and process management modules.Mentor project team members on client engagements to build their capabilitiesAssist with data conversion and interfacing activities, including testing and tying out dataSupport deployment of consolidation applicationsPartner with the Peloton team to develop and build the Practice strategy and initiativesProviding expertise and input regarding consolidation processes to prospective clients .Desired Qualifications: 2 - 5 years of implementation experience with Hyperion Financial Management (HFM)Experience or exposure to FDM / FDMEEExperience or exposure to cloud solutions (FCCS, ARCS, EPRCS)Experience with ERP accounting systems such as Oracle, SAP, Peoplesoft, Great Plains, etcDeep understanding of financial close cycle and best practicesExperience creating consolidated financial statements for public and private companiesKnowledge of GAAP, IFRS accounting standardsExperience with intercompany eliminationsFamiliarity with financial audits, internal controls, US regulatory reporting, and Sarbanes-Oxley complianceUnderstanding of foreign currency translations and currency effectExperience with joint ventures, direct and indirect ownership structures, equity pickupExpert data reconciliation skills Compensation: Competitive base and incentive compensation structureMedical and dental insuranceShort term, long term disabilityLife Insurance401K and company matchFlexible SpendingPaid holidays and vacation days Peloton Group is an Equal Opportunity Employer (EOE). Qualified applicants are considered for employment without regard to age, race, color, religion, sex, national origin, sexual orientation, disability, genetics, or veteran status. Financial Planning & Analysis Manager The World Economic Forum - New York, NY Jul 21, 2017 - Location: New YorkJob Code: 263# of openings: 1 FINANCIAL PLANNING AND ANALYSIS MANAGER The World Economic Forum LLC is committed to... more » Location: New YorkJob Code: 263# of openings: 1 FINANCIAL PLANNING AND ANALYSIS MANAGER The World Economic Forum LLC is committed to improving the state of the world by engaging industry, government and civil society leaders in partnerships to shape global, regional and industry agendas. Based in New York and San Francisco, the World Economic Forum LLC is impartial and not tied to any political, partisan or national interests. It is the North American subsidiary of the World Economic Forum, the International Organization for Public-Private Cooperation, headquartered in Geneva, Switzerland, under the supervision of the Swiss Federal Government. The Financial Planning & Analysis Manager will lead the World Economic Forum LLC annual business planning, budgeting and forecast processes. Duties and Responsibilities Administer and review all financial plans and compare actual results with a view to identify, explain and correct variances as appropriate. Provide regular reporting on financial, business status and KPIs across the World Economic Forum departments and business units (between New York, San Francisco and Geneva offices). Provide strategic recommendations/analysis to management and senior business unit heads based on financial analysis and projections, cost identification & allocation, and revenue/expense analysis. Implement or improve tools through change management for business and financial reporting and analysis. Provide clear communication of status against financial and development goals with management and senior business units. Support individual business teams with reporting, analysis and training. Engage other members of the senior management team to facilitate cross-department collaboration, including the NY accounting team, Geneva finance teams and Industry teams across the Institution. Qualifications and Skills MBA with a minimum of 5-7 years of experience working in an accounting and finance environment; CPA/CMA would be a plus. Strong analytic, organization and problem-solving skills, which allows for strategic data interpretation versus simple reporting. Ability to convert data into information and provide clear and actionable communication. Strong knowledge Excel and other analytical tools. Familiarity with cloud-based systems design and administration. Strong operations orientation and excellent communication skills as well as the ability to interface across all levels of the organization. Ability to work in a fast pace environment and embrace change with ease. Experience with salesforce a plus. Fluent in English. To apply, please go to the Careers page of the Forum's website at http://www.weforum.org/en/about/Careers/index.htm and click on "New York Job Openings". #PM17 Financial Adviser New York Life - New York, NY Jul 21, 2017 - *Life and Health License required!* *Series 6 or 7 and Series 63 required!* Financial Professionals help clients identify and achieve... more » *Life and Health License required!* *Series 6 or 7 and Series 63 required!* Financial Professionals help clients identify and achieve their financial goals. We offer a comprehensive array of financial products and services to help clients develop a sound, long-term financial strategy. New York Life and its affiliates are dedicated to prudent financial management, high quality products, and impeccable service. Financial Adviser Requirements to Apply: Life and Health License required Series 6 or 7 and Series 63 required Experience in Financial Services industry required Experience in Insurance industry required Sales experience required Bilingual Speaking Spanish, Portuguese, other a plus Highly motivated Goal oriented Strong communicator Organized Seeking a rewarding and challenging career New York Life is among the strongest and most respected financial companies in America today. New York Life has earned the highest possible financial strength ratings currently awarded to any life insurer from A.M. Best (A++), Standard & Poor's (AA+), Moody's Investors Service (Aaa), and Fitch (AAA) as of August 11, 2015. For 61 consecutive years, we have led the Million Dollar Round Table with more members than any other financial institution in the world. Please apply using the Jobs2Careers Quick Apply with resume to be contacted by a New York Life Recruiting Specialist. Associated topics: bond, broker, broker dealer, brokerage, buy, fiduciary, ira, market, purchase, stock