Plante Moran

Marketing

• Support the management and maintenance of the firm’s marketing technology stack, including CRM, marketing automation and other tools as assigned
• Assists with data management to ensure data accuracy, consistency and integrity across various marketing technology platforms
• Work with firm and marketing colleagues as a first point of contact for technical issues; troubleshoot problems and collaborate with our system admins to resolve issues
• Assist in building, testing, and deploying digital marketing campaigns through CRM and marketing automation and other tools as assigned
• Assist with the training to users new functionality, tools and marketing best practices
• Assist with other MarTech projects, as assigned.

Marketing Technology Coordinator

Operations

• Process and reconcile daily account activity, including trades, cash movement, and custodial downloads
• Post disbursements and deposits (checks, wires, ACH) and maintain accurate, audit-ready payment documentation
• Maintain account data such as cost basis updates, market values, demographic changes, and asset transfers
• Research and resolve operational issues, responding to requests from internal and external partners and escalating risks as needed
• Support system workflows, including trade settlement, vendor/custodian coordination, and backup processing duties
• Assist with audits and compliance, ensuring adherence to procedures, documenting controls, and supporting regulatory requests
• Collaborate and cross-train with team members to ensure consistent coverage and continuous process improvements

Trust Operations Analyst

Financial Planning and Analysis

• Conducting investment due diligence and related research on various investment related topics, including mutual funds, exchange-traded funds, separately managed accounts, alternative investments, stocks, and bonds.
• Collaborating with other team members to provide sound investment solutions for clients.
• Preparing and interpreting reports to illustrate structural and statistical characteristics of investment portfolios, vehicles, and strategies.
• Engaging regularly with leading money management firms and PMFA’s advisors as part of ongoing due diligence and investment consulting activities.
• Developing research materials and presenting to a variety of committees on topics related to various asset classes, investment vehicles, and economic and capital market conditions.
• Assisting with the development and delivery of analysis, presentations, and commentaries for clients and the public on matters related to the economy, policy, and the capital markets.

Investment Analyst

Consultant

• Gathering requirements from client stakeholders
• Architecting client data and analytics environments
• Designing, developing, and deploying data warehouses
• Performing advanced SQL scripting and data engineering
• Facilitating the conceptual/logical data modeling process
• Developing advanced ETL processes and data pipelines
• Performing API integration, deployment, and support
• Developing and deploying reports and BI solutions
• Mentoring and coaching less experienced staff
• Participating in firm/client innovation projects
• Supporting practice development activities
• Supporting project management

Senior Business Analytics Consultant

Full-stack Engineer

• Design and develop custom SharePoint solutions
• Translate functional and technical requirements into sprint plans
• Ensure alignment with enterprise architecture standards
• Estimate customization efforts
• Integrate SharePoint with Microsoft 365 services
• Customize SharePoint branding and interfaces
• Provide technical support and documentation
• Collaborate with stakeholders for user-centered solutions

Full Stack Developer

• Participate in the development and implementation of a tax technology strategy/roadmap to automate, streamline, and standardize the firm’s tax operations
• Assist in developing low to no-code technology solutions for the tax department
• Collaborate with Tax Subject Matter Experts to design, develop, test, deploy, and maintain tools and templates leveraged by engagement teams
• Work closely with individuals across the tax department to understand their needs and help develop technology solutions
• Gain an understanding of the firm's technology stack and usage, along with tax processes
• Analyzing technology vendors and their products to help the tax department make informed investment decisions
• Participating in strategic research projects on advanced technology.

Tax Operations and Innovation Intern

• Serve as the primary resource overseeing advanced trust tax operations for Plante Moran Trust tax work, including 1041 compliance, review of trust distributions and funding, and tax planning.
• Manage and implement PMT tax requirements, including RMDs and 1099 reporting, to ensure full compliance with IRS regulations.
• Lead and develop team members, including supervising and training staff and interns assigned to engagements.
• Maintain accountability for all assigned projects, demonstrating ownership of progress and ensuring timely client deliverables and adherence to statutory filing deadlines.
• Engage actively with the Plante Moran Trust team through participation in team meetings, committees, and training initiatives for the trust team.
• Effectively leverage available technology and other resources to maximize technical application to project, and holds the engagement team to the same standard.

Tax Manager – Wealth Management

• Assist in the preparation of financial accounting projects including annual budgets, reconciliation of accounts, board reporting, and monthly financial analyses
• Complete monthly financial statement close process including account reconciliations, reconciling sub-ledgers, posting of journal entries and communication with clients
• Perform data collection and analysis for senior care and living projects utilizing benchmark data and other client financial information
• Prepare Medicaid and Medicare cost reports for various provider types including skilled nursing facilities, home health and hospice organizations

Senior Healthcare Consultant

• Initiate and facilitate regular assessments with managers to discuss upcoming assignments, scheduling needs, or capacity
• Manage the staffing/scheduling process for the office/region and department
• Collaborate with office leadership to achieve office utilization goals of staff
• Update data in scheduling system to ensure alignment with assignments communicated by managers
• Create scheduling system reports regularly to assist in resource allocation decisions
• Assist Talent Deployment Manager in monitoring tax/assurance utilization (firmwide)
• Mediate conflicts and resolve resource needs developing in office/region
• Proactively communicate staffing issues and provide information for effective resource deployment
• Assign staff to engagements ensuring balanced workloads
• Lead office, region, and firmwide scheduling meetings

Senior Resource Management Consultant

Accounting Manager

• Providing financial staffing and related consulting support to municipalities
• Assisting municipal clients with accounting and finance functions, including bank reconciliations, budget development, financial close reporting, and preparation for annual audit
• May review data regarding cash, investments, receivables, capital assets, liabilities, equity, revenues, and expenses
• Drafting financial reports, including periodic budgets to actual schedules, and annual financial statements with related disclosures
• Verify, allocate, and post details of municipality transactions to subsidiary accounts in journals or computer files from documents
• Compile and analyze financial information to prepare entries to accounts, documenting municipal transactions
• Working independently or in teams to improve client accounting operations
• Analyzing financial information detailing assets, liabilities, and equity
• Collaborating with other consultants and clients for continuous improvement recommendations
• Supervision and training of junior staff members

Senior Accounting Consultant

• Partners with fellow marketing team members, internal creative studio, channel owners, internal stakeholders, and other firm groups to execute assigned programs.
• Responsible for coordination and facilitation of task execution utilizing a variety of marketing technologies and project management tools including Adobe Workfront.
• Aids in coordinating, planning and implementation around assigned events and sponsorship projects from initiation to reporting.
• Maintains relationships with external partners/associations, acting as a point of contact for assigned practice areas.
• Negotiates sponsorship benefits, coordinates the activation and renewal of sponsorship programs, and key deliverables.
• Event and sponsorship execution may be up to 50% of responsibilities.
• Creates and edits content for marketing campaigns.
• Supports the implementation of multi-channel campaigns designed to engage and nurture audiences and drive demand in support of practice area/firm goals.
• Tracks success of marketing campaigns and makes recommendations for improving results in future campaigns.
• Facilitates the distribution of digital communications, including setting up campaigns and marketing lists in CRM and Adobe Marketo.
• Maintains expert level of knowledge in CRM and capable of training practice staff in appropriate use of systems to support practice development efforts.
• Supports data analysis and reporting around campaigns, webinars, events, and marketing initiatives.
• Traffics workflows for marketing collateral and communications. Oversees edits, requested changes, and approvals.
• Attends and supports in person events with clients and prospects.

Regional Marketing Coordinator – Go To Market

• Partner with fellow marketing team members, internal creative studio, channel owners, internal stakeholders, and other firm groups to execute assigned programs
• Responsible for coordination and facilitation of task execution utilizing a variety of marketing technologies and project management tools
• Aids in coordinating, planning and implementation around assigned events and sponsorship projects from initiation to reporting
• Maintains relationships with external partners/associations, acting as a point of contact for assigned practice areas
• Negotiates sponsorship benefits, coordinates the activation and renewal of sponsorship programs, and key deliverables
• Event and sponsorship execution may be up to 50% of responsibilities
• Creates and edits content for marketing campaigns
• Supports the implementation of multi-channel campaigns designed to engage and nurture audiences and drive demand in support of practice area/firm goals
• Tracks success of marketing campaigns and makes recommendations for improving results in future campaigns
• Facilitates the distribution of digital communications, including setting up campaigns and marketing lists in CRM and Marketo, securing approval of content and design from marketing team and relevant practice staff
• Maintains expert level of knowledge in CRM and capable of training practice staff in appropriate use of systems to support practice development efforts
• Supports data analysis and reporting around campaigns, webinars, events, and marketing initiatives

Marketing Coordinator – Go To Market

Recruitment

• A full cycle recruiting position responsible for sourcing accounting, finance and various business advisory professionals
• Collaborate with Hiring Partner(s) and Manager(s) to understand service area and recruiting needs
• Create a comprehensive networking and sourcing plan
• Conduct behavioral based and technical interviews
• Facilitate the assessment and selection process with the identified interview teams
• Present offers and complete the recruiting cycle by ensuring a successful on-boarding experience

Senior Recruiter

• Initiate and facilitate regular assessments with managers to discuss upcoming assignments, scheduling needs, or capacity
• Manage the staffing/scheduling process for the office/region and department
• Collaborate with office leadership to achieve office utilization goals of staff
• Update data in scheduling system as required
• Create scheduling system reports to help in making decisions about allocating resources
• Assist Talent Deployment Manager in reporting on and evaluating tax/assurance utilization
• Mediate conflicts and resolve resource needs that develop in office and/or region
• Assign staff to engagements to ensure that resources are effectively deployed

Client Services Representative

• Portfolio Administration including self-review of tasks performed and client deliverables
• Manage and prioritize tasks and workflows
• Serve as a liaison between advisors and broader PMFA operations team
• Field questions related to client data, reports or any items as a result of work
• Research and resolve issues related to client information
• Preparation of new account paperwork and changes
• Ensure timely completion of account transfers and paperwork processing
• Frequent communication with custodians and internal staff
• Monitor and follow up on alerts
• Identify and communicate client service opportunities to internal professionals
• Assist with money movement activities
• Develop, document and/or maintain process policies and procedures for department

Marketing Technology Coordinator

Trust Operations Analyst

Investment Analyst

Senior Business Analytics Consultant

Full Stack Developer

Tax Operations and Innovation Intern

Tax Manager – Wealth Management

Senior Healthcare Consultant

Senior Resource Management Consultant

Senior Accounting Consultant

Regional Marketing Coordinator – Go To Market

Marketing Coordinator – Go To Market

Senior Recruiter

Senior Resource Management Consultant

Wealth Management Operations – Client Service Associate