Collecting information
Organizing data
Create and develop diversified portfolios to enable increased returns and lower volatility consistent with time horizon, risk tolerance, and income needs to client.. Work with and present directly to clients; develop relationships with clients, including Investment Committees, CIO/CFO of client institutions, outside advisors, etc.. Select and evaluate investment managers for virtually all asset classes, including alternative assets such as venture capital, private equity, hedge funds, real estate, timberland, and oil & gas.. In-depth orientation and training program and structured mentorship program, which partners Investment Directors with senior-level resources to support development.. Ability to attend meetings with top-tier investment managers; broad exposure to asset classes and strategies.
Develop and maintain a comprehensive third-party risk management program.. Minimum of 8-10 years of experience in cybersecurity, with a focus on third-party risk management and integration.. Deep understanding of third-party risk management frameworks and best practices.. Relevant certifications such as CISSP, CISM, CRISC, or similar are highly desirable.. Efficiency and performance of third-party risk management processes.
The ideal candidate will have extensive experience in financial management within the healthcare or RCM sector.. Oversee all financial departments, including Accounting, Reimbursement and Utilization Review.. Maintain accuracy of the charge master and maximize net reimbursement for the facility.. Minimum of 10 years of progressive financial leadership experience, including roles such as Financial Controller, Assistant CFO, or VP of Finance.. Proven experience in the healthcare or RCM industry is highly desirable.
A high-growth real estate investment, development, and construction firm is seeking a dynamic Chief Financial Officer (CFO) to lead its financial strategy and operations.. Founders who were prior finance and accounting professionals - no wrangling rogue entrepreneurs needed!. The CFO will work closely with the executive and senior leadership teams to shape the company’s financial vision and drive long-term sustainability, profitability, and operational excellence.. Proven ability to manage complex financial structures, real estate development financing, and multi-entity organizations.. Strong background in capital structuring, investor relations and private equity or institutional fundraising preferred.
On behalf of our client, a distinguished boutique consultancy, we are seeking an exceptional Senior Managing Director for Performance Improvement to lead transformative initiatives for middle-market clients.. Based in Dallas, this confidential, high-impact role offers a unique opportunity to drive operational excellence, shape strategic outcomes, and elevate our client’s presence in the performance improvement landscape.. As Senior Managing Director, Performance Improvement, you will lead high-stakes client engagements, focusing on operational and financial optimization for private equity, corporate, and lender clients.. Client Engagement : Lead complex performance improvement projects, including operational restructuring, cost optimization, working capital enhancement, and post-merger integration.. Skills : Expertise in financial analysis, operational restructuring, process optimization, working capital management, or post-merger integration.
Sunflower Bank, N.A. is looking for a highly motivated individual to fill the position of a full-time Chief Information Security Officer at our Dallas, TX location.. Chief Information Security Officer. The Chief Information Security Officer (CISO) leads the Information Technology (IT) Risk and Governance functions of the company and is responsible for defining the cybersecurity strategy for the organization to manage risk, protect client data and company resources.. The IT Risk and Governance team is manages the following areas : Information Security, Business Continuity Management, Change Management, Data Privacy, along with operational IT governance responsibilities such as Risk Assessments, external reviews and audits, regulatory compliance, and associated IT policies, procedures and documentation.. The CISO is also the acting Bank Security Officer and responsible for physical security, reporting to the Bank's Chief Risk Officer.
As General Counsel, you will lead and manage all legal aspects of the firms Investment Management platform, including acquisitions, dispositions, and fund formation activities.. The General Counsel will provide strategic legal guidance to executive leadership, manage external legal counsel relationships, and align legal strategies with the company’s broader business objectives.. Provide legal counsel on corporate governance, risk management, and contractual matters to safeguard the organization's interests.. What You’ll Bring: Juris Doctor (J.D.) degree from an accredited law school and active membership in a state bar.. A minimum of 10 years of relevant legal experience, ideally acquired at a leading law firm and/or in-house at a real estate investment firm or fund manager.
Our client is a multifamily investment firm focusing on the value-add space in stabilized multifamily assets.. They are seeking a full-time Associate Director of Asset Management for their multifamily portfolio of assets, currently located in Texas, Florida, Georgia, and North Carolina.. Revenue Management Programs – work with management companies to implement programs and calibrate on-going rental rate recommendations. Participate during the due diligence phase of the acquisition process and analysis, assist in the coordination of recapitalizations, debt refinancing, restructurings and asset dispositions. On-site due diligence with property management and third-parties where possible; review of market and proforma projections.
The role is part of the [COO Cross] team within Corporate and Investment Banking (CIB) Chief Operating Office organization.. Validate information and interface with other departments to ensure accuracy and completeness of required documentation (i.e., Intakes, Due Diligence, Risk Assessments, Ongoing Monitoring, and Post Implementation Reviews).. Track and monitor progress and committee outcomes of initiatives in the pipeline database throughout the product governance lifecycle, including data collection from business lines.. Oversee first line new product internal controls, including control descriptions, process maps, test populations, evidence, and results validation.. 5-7 years' experience in one or a combination of the following: project or product management, implementation, business operations, or strategic planning in financial services.
FI currently manages ~$20B AUM with Responsible Investments/ESG/SRI guidelines (Environmental, Social, Governance/Socially Responsible Investing) for clients around the globe.. As the Responsible Investments (RI) Product Manager, you will lead the lifecycle of FIIG's RI-related investment offerings which today include a diverse set of ESG/Sustainable/Impact/Paris-aligned/SRI branded strategies.. Support and develop ESG-product strategy, roadmap and business cases with firm stakeholders. 5+ years' experience in the financial services sector with at least 1 year in ESG-product development, management, or manager research at an asset management/investment consulting firm. Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
Qualification: CPA, CMA, MBA, CA, CA Inter. About Numera: It is a fast-growing, US-based financial services firm that delivers cutting-edge solutions across accounting, payroll, tax, and advisory.. Our unique US-India delivery model enables us to scale seamlessly, bringing smart, tech-enabled, and client-first solutions to individuals, businesses, and nonprofits nationwide.. Job Summary: This position is embedded within myStartUp CFO, a respected CPA & Accounting Services firm under the Numera umbrella.. Proven experience as an accountant in a professional setting Strong knowledge of US GAAP and accounting best practices Hands-on experience with QuickBooks and/or Xero Proficient in Microsoft Excel (including VLOOKUP, Pivot Tables) Detail-oriented with strong analytical and problem-solving skills Experience in leading or collaborating with bookkeeping staff
I am working with a leading Private Equity firm who are looking to onboard a Private Equity Associate to join their team in Dallas, TX!. Source and evaluate potential investment opportunities through market research and outreach. Build detailed financial models and perform valuation analyses to support deal assessments. Lead due diligence efforts by coordinating with third-party advisors and analyzing key business risks. Monitor portfolio company performance and support value creation initiatives post-investment.
Senior Corporate & Private Equity Associate Join to apply for the Senior Corporate & Private Equity Associate role at McGuireWoods LLP. Join to apply for the Senior Corporate & Private Equity Associate role at McGuireWoods LLP. Senior Corporate & Private Equity Associate 2 weeks ago Be among the first 25 applicants. We consistently rank among the top corporate law firms in benchmarking league tables published by PitchBook, Bloomberg, Mergermarket and Refinitiv.. Litigation Associate Attorney $120,000 + Commission + Bonus Irving, TX $120,000.00-$120,000.00 3 weeks ago
A prominent global Am Law 100 law firm is seeking a highly qualified Associate to join its Mergers & Acquisitions/Private Equity group in the Dallas office. The ideal candidate will have 3-5 years of experience in corporate transactional work, with a particular focus on private equity and/or M&A, gained at a nationally recognized law firm. Provide legal counsel and strategic advice to clients, collaborating closely with senior attorneys and client teams. Conduct legal research and analysis, producing high-quality written work to support transaction goals. Juris Doctorate (JD) required.
Oracle Fusion Cloud Human Capital Management (HCM) experience is highly preferred.. Your Role Lead and manage the payroll team members ranging from data entry and phone support to accounting professionals and financial analysts, providing development, guidance and support (including problem-solving, resolving issues and removing obstacles) Direct oversight of key payroll leaders as well as oversight and governance of business process outsource team members.. Partner closely with the offshore payroll processing team to ensure accurate and timely execution of payroll tasks and provide quality review of offshore deliverables Oversee the processing of payroll for 70,000 domestic employees, including hourly, salary, and special payroll processing (i.e. bonus and incentive compensation plans).. Conduct regular reviews to verify data integrity and compliance (with requisite documentation) Provide strategic direction and leadership for continuous improvement initiatives Oversight of key banking, tax, garnishment and paycard 3rd party relationshipsWhat You Bring to the Team Bachelor's degree in accounting, Finance, Business Administration, or a related field.. Certified Payroll Professional (CPP) preferred Oracle Fusion HCM/Oracle Pay Cloud experience required Strong knowledge of payroll systems, tax regulations, and compliance requirements.
Leading and advising on all aspects of the restructuring process-including strategy development, liquidity management, parallel process execution, out-of-court and bankruptcy preparation, and implementation-for distressed companies and creditor groups, including unsecured creditors, senior lenders, and trustees. Representing clients in fiduciary roles, including serving as financial advisor, plan administrator, or trustee, with a focus on maximizing value and ensuring compliance.. Minimum of 10-15 years of progressive experience in restructuring, turnaround, or insolvency advisory, preferably within a professional services or consulting firm.. Divided into three main arms of Bankruptcy & Restructuring, Forensic Accounting, Transaction Advisory Services, Corporate Finance and Valuation Services, our client base is comprised primarily of lawyers and law firms of all sizes. Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries.
Additional potential areas of focus may include intellectual property, data privacy and security, institutional compliance and regulatory matters, policy and legislation, general risk management and insurance, public information, ethics and conflicts of interest, student affairs, academic affairs, and general higher education issues.. This includes, but is not limited to, employment law, finance and transactional matters, sponsored research, intellectual property licensing and tech transfer, copyright and trademark, data privacy and security, export control, contract disputes, institutional compliance and regulatory matters, general risk management and insurance, and ethics and conflicts of interest.. Assists the General Counsel in overseeing and managing all litigation involving the University.. Provides legal support related to discrimination complaints, grievance and appeal processes, and general faculty, staff, and student issues.. Provides legal guidance for Texas Public Information Act requests including, but not limited to, exceptions to disclosure, redactions, and legal sufficiency review of correspondence to the Office of the Attorney General.
Analyst leads the continuous Data Quality by assessing, evaluating and analyzing data, setting controls and guidelines for measurement, evaluation,. adoption and communication of Data Quality and Data Quality risk.. Supports activities to drive Data Quality measurement, produce Data Quality dashboards and reports, and implement Data Quality strategies to effectively govern data and improve Data Quality. Lead day to day activities to support data quality resolution, and to optimize metrics reporting process. Change Management, Data Analysis, Data Governance, Data Lineage, Data Management, Data Quality, Internal Controls, Management Reporting, Program Management, Risk Management.