Lead financial due diligence and M&A advisory engagements for private equity firms, corporate clients, and investment banks.
Compensation
For job postings in our New York locations, we are required by law to include a good faith salary range for every job, promotion, and transfer opportunity. This range considers many factors, including but not limited to a candidate’s knowledge, job specific skills, experience, licensure, and certifications. A reasonable estimate of the current range for this position is $130,000 to $180,000.
Responsibilities
Manage buy-side and sell-side financial due diligence engagements for M&A transactions
Assess quality of earnings, working capital adjustments, and cash flow trends to evaluate deal risks
Analyze financial statements, revenue models, and business operations to identify potential red flags
Lead the preparation of financial reports, executive summaries, and key transaction insights
Develop and review financial models, valuation assessments, and sensitivity analyses
Manages a loan portfolio greater than $100MM, establishes strategic partnerships, develops new business, and drives financial performance through profitable revenue and quality credit.
Compensation
$150,810 - $248,710 per year in CO
Responsibilities
Achieves individual annual production and growth goals for loan, deposits, and fees
Initiates and develops new business through outside business development activities
Ensures ongoing contact with new clients to enhance client’s experience
Develops a comprehensive understanding of the client’s needs based on analysis of financial data
Uses internal customer sourcing software to generate leads, track activities, and make referrals
Requirements
Bachelor's Degree in Business, Finance, or related field
Accountants responsible for preparing, reviewing, and maintaining financial records, ledgers, and statements, managing accounts payable/receivable, performing reconciliations, supporting month‑end and year‑end close activities, and ensuring compliance with local accounting standards and tax regulations.
Compensation
A competitive remuneration package with a 13th salary
Responsibilities
Prepare, review, and maintain accurate financial records, ledgers, and financial statements in line with accounting standards
Manage and process accounts payable and accounts receivable transactions effectively
Perform account reconciliations, investigate and resolve discrepancies
Support month‑end and year‑end close activities
Review and verify invoices, expense reports, and other financial data
Requirements
Bachelor’s degree in Accounting, Finance, Economics, or a related field
A Private Tax Manager who advises private companies on tax affairs, manages compliance engagements, mentors junior professionals, and delivers strategic tax solutions.
Compensation
The salary range for this position is $84,700 - $134,700. The posted salary range represents the expected hiring range for PwC locations in major city centres.
Responsibilities
Cut through ambiguity and turn unstructured problems into clear plans
Coach, develop, retain, and mentor junior tax professionals
Switch seamlessly between big-picture strategy and precision-level detail
Anticipate stakeholder needs and shape, test, and discuss proactive solutions
Contribute deep technical tax knowledge to every engagement
Lead specialist on high‑profile SAP Analytics Cloud (SAC) Planning programmes, guiding finance functions through design and deployment of intelligent, high‑performance planning solutions.
Responsibilities
Leading the design and delivery of complex SAC Planning implementations, translating FP&A requirements into elegant, scalable solutions.
Running business requirement definition workshops with senior Finance stakeholders – challenging thinking, shaping the target operating model and bringing planning processes to life.
Designing FP&A processes across revenue, workforce, OpEx/CapEx, cash flow forecasting and management reporting.
Architecting SAC Planning within the wider finance landscape, defining integration with SAP Business Data Cloud, SAP Datasphere, S/4HANA and hyperscaler platforms such as Microsoft Azure, AWS or Google Cloud.
Bringing the latest SAC and SAP AI capabilities into your designs – Compass, Smart Predict, Joule and emerging agentic AI patterns.
Prepare, analyze, and monitor client budgets to support financial planning, operational efficiency, and informed business decisions.
Develop financial forecasts, projections, and cash flow analyses to assist clients with strategic planning and future financial decisions.
Review and analyze client financial statements to evaluate financial performance, identify trends, and provide meaningful insights to clients.
Assist with implementing and communicating tax planning strategies to minimize tax liabilities, improve tax efficiency, and support clients' financial objectives.
Prepare and reconcile consolidated trial balances and eliminating journal entries to ensure accuracy and completeness of consolidated financial statements.
Support Morgan Stanley’s Risk Management division by evaluating and monitoring credit risk associated with lending, counterparty trading, and related activities.
Compensation
Expected base pay rates for the role will be between $133,000 and $140,000 per year at the commencement of employment.
Responsibilities
Identify, evaluate, and monitor credit risk associated with lending, counterparty trading, and related activities conducted by the Firm
Assess credit risk of new loan originations and continuously monitor existing Firm borrowers to protect the Firm from exposure to credit losses
Conduct credit analysis and due diligence for corporate lending transactions for US Financial Institutions, process transaction approval packages, and present credit recommendations to senior officers
Review the integrity of financial models and credit base/downside case scenarios to ensure accuracy of credit risk calculations and assessments
Propose and evaluate credit protections and terms to be incorporated in legal documentation
Manage a portfolio of pass rated “exit,” criticized, classified, non-performing and or charged off credit relationships. Minimize charge-offs and maximize recoveries by collaboratively developing and implementing cogent workout, restructuring and/or exit plans.
Compensation
This position is eligible to earn a base salary in the range of $80,000.00 - $150,000.00 annually. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives.
Responsibilities
Manage a loan portfolio including SBA loans and/or other government guaranteed loans
Review and analyze loan documentation, financial statements and other similar loan and borrower information
Develop, recommend and implement workout/liquidation strategies for problem loans
Adhere to department and corporate guidelines, policies and compliance procedures
Maintain constructive interaction with regulators
Requirements
High School Diploma
Undergraduate degree
Nice to have: undergraduate degree in accounting, finance or related field
Nice to have: knowledge of SBA standard operating procedures and regulations
Nice to have: working knowledge of Key Bank policies, procedures and regulations
Responsible for profitable business development and monitoring an extensive existing portfolio of high-revenue companies, leading and coordinating with partners to create and implement relationship strategies.
Compensation
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. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance.
Responsibilities
Identify and develop profitable new client relationships
Develop and implement business plans to achieve financial goals
Deepen existing relationships and acquire new prospects
Attend community and industry forums to broaden networks
Analyze financial information to determine credit requests
Requirements
Bachelor's or Master's degree in Business (e.g. Business Administration, Finance, Accounting) or equivalent work experience
Senior AccountantNewKEB CPA · Fairview Heights, US