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A highly successful, privately-held energy asset management firm in Dallas with a 40-year track record in the oil and gas industry is seeking a Corporate & Securities attorney to lead its legal function.. The firm specializes in upstream and midstream oil and gas assets, including working interests, mineral rights, real property assets, and other energy interests.. This is a rare chance to take ownership of legal strategy across a sophisticated investment platform, including structuring private equity funds, leading Regulation D offerings, and advising on M&A transactions.. Qualified candidates will have 5+ years of experience as a corporate/securities attorney in private practice or relevant in-house experience, a strong command of Regulation D and the Investment Adviser Act, and experience with private funds and investments, including structuring and formation, with the ability to assist in drafting fund documents such as PPMs, operating agreements, subscription documents, and investor side letters.. Qualified candidates will also need to have experience with M&A transactions, corporate governance documents, and asset/equity sales.
Reporting directly to the Assistant Vice President and Deputy General Counsel Medical Risk Management, this attorney-leader is also responsible for case assessment and favorably resolving complaints and grievances and potential claims at the pre-litigation stage.. Responsible for independent litigation management and support as lead University counsel on complaints, agency investigations, audits, and surveys.. Handles professional liability claims and lawsuits in partnership with the UT System Office of General Counsel, the Office of the Attorney General, and private counsel to ensure University interests are protected.. Oversees special initiatives, training programs, and projects, as delegated by the Deputy General Counsel.. UT Southwestern Medical Center is committed to an educational and working environment that provides equal opportunity to all members of the University community.
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.. Juris Doctor (J.D.) degree from an accredited law school and active membership in a state bar.. Corporate Counsel, International Trade Compliance and Federal. Insurance and Wealth Management Attorney - Executive Director, Assistant General Counsel. Life & Annuity Deputy Chief Compliance Officer/Sr. Compliance Director
Avantax is a wealth management business which partners with CPAs, EAs, and Tax Professionals for the purposes of providing their tax and accounting clients with wealth management advice.. Create collaboration between wealth advisory and tax practices to identify opportunities for the clients and the Firm.. Collaborate with Corporate Development and Integrations on acquisitions of the tax practices, including due diligence, planning, and post-acquisition integration.. Minimum of 10 years of progressive tax experience in public accounting, with at least 5 years in a leadership role.. Base annual salary may also differ significantly due to geography and cost of labor considerations.
You will work with the top Fortune 500 Financial Institutions to envision new products, define domain blueprints and roadmaps, redefine experiences and processes, monetize data, modernize payments infrastructure, and drive innovation. The ideal candidate will have a minimum of 7 years’ experience in the Financial Services industry with an experienced domain consultant with a strong background in commercial lending, syndication, and loan trading. This role involves hands-on expertise in guiding Loan IQ integration projects, driving business and IT workshops, and collaborating with teams to deliver tailored solutions for client requirements. LoanIQ and Operations: Solid understanding of LoanIQ functionalities and Loan Operations/Servicing to ensure fit-for-purpose platform usage. Workshops and Solution Provisioning: Ability to lead and drive Business and IT workshops, crafting solutions in coordination with teams.
Portfolio Manager (“PM”) is responsible for maintaining and monitoring existing commercial loan portfolio and work closely with the SRM who owns the relationship of these accounts.. Must possess previous underwriting experience in the requisite area of commercial lending.. Must have extensive knowledge and understanding of Bank’s credit policy, risk management, underwriting requirements and loan servicing.. Bilingual (English/Mandarin or Cantonese) a plus but not required.. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact, Mickey Hsu, FVP, Employee Relations Manager, at (626) 582-7370 ormickey.hsu@cathaybank.com.
The Strategy & Operations Director will support the Head of Branch Channel Management by directing business analysis and strategy development, overseeing the delivery of strategic initiatives, preparing executive presentations, facilitating investment planning and financial management, coordinating team operations, managing risk and control activities across the organization, and ensuring alignment between various teams to enhance branch performance and customer satisfaction.. The Strategy & Operations Director will work in a fast-paced environment, requiring adaptability and a proactive approach to addressing challenges and opportunities within the branch channel.. Experience working in strategy consulting, business analytics, and / or user-centric product management roles.. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions.. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
This role will be responsible for delivering complex ERP projects—spanning Microsoft Dynamics 365 (D365), Infor, SAP, and Oracle—across multiple regions and business units.. The successful candidate will also help establish and manage an enterprise-wide IT Project Management Office (PMO) to drive consistent, value-driven execution across the global IT portfolio.. Manage cross-functional, cross-border teams to implement or upgrade platforms such as Microsoft Dynamics 365, Infor LX/CloudSuite, SAP, and Oracle EBS/Cloud.. Demonstrated success managing major ERP platforms: Microsoft Dynamics 365, Infor, SAP, Oracle.. Working knowledge of project portfolio management (PPM) platforms and tools such as MS Project, Smartsheet, Azure DevOps, Jira, and analytics tools such as Power BI, Tableau.
The Credit Specialist is a hybrid position which will require the candidate to report and work from the office a minimum of four days a week.. Set up short-term notes to accommodate terms compliance with approval of Senior Credit/Collections Manager and/or Director-Credit/Collections.. Seek assistance from Senior Credit/Collections Manager and/or Director - Credit/Collections when necessary.. Work closely with the Senior Credit/Collections Manager to document all legal correspondence and track the court activity and rulings.. Enter the financial data to the Financial Analysis Spreadsheet for review with the Senior Credit/Collections Manager and/or Director-Credit/Collections.
This experienced leader will act as the Business Controls Lead for SoFi’s Borrow business unit comprising our key lending products to include personal loans, student loans, and home loans.. Be the direct “one-stop quarterback” to the senior leader of each department on all matters related to effective risk management with the Borrow business. Experience interacting with regulators (e.g., Federal Reserve, OCC, or CFPB). Nice to have includes advanced degree; relevant industry certifications, for example, CPA, CCRM, ACAMS. If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles.
Whether you're a hardcore gamer or just starting out, we've got something for everyone. Reporting to the Principal Financial and Accounting Officer with a dotted line to General Counsel, the Manager, Risk Management and Corporate Claims is responsible for managing the company’s global risk exposure and corporate claims programs. Oversee end-to-end management of workers’ compensation and general liability claims across all jurisdictions. Drive early intervention and return-to-work strategies, including medical provider coordination and accommodation oversight. 7–10 years of experience in risk management, insurance, or claims—preferably in a multi-unit retail environment.
Title: Corporate Tax Manager Location: Addison, TX or Fort Worth - Hybrid Duration: Direct Hire Salary: $125 - $145K Work Requirements: US Citizen, GC Holders or Authorized to Work in the U.S.. Oversee and provide support to external tax advisors in the preparation and review of federal, state, and local tax returns to ensure timely and accurate filing.. Lead the tax planning process, including forecasting and budgeting for tax liabilities.. Assist in the management of state and local tax audits, including responding to auditor inquiries and negotiating audit settlements.. Experience and Education: Bachelor's or Master's Degree in Taxation, Accounting, or a related field 8+ years of experience in tax, tax accounting, or related accounting roles A CPA certification is highly preferred.
Essent Group Ltd. (NYSE : ESNT) is a Bermuda-based holding company (collectively with its subsidiaries, "Essent") which serves the housing finance industry by offering private mortgage insurance, reinsurance, risk management products and title insurance and settlement services to mortgage lenders, borrowers, and investors to support homeownership.. Provides leadership, vision, and strategic direction in the management of the subsidiary’s title insurance examination function in compliance with investor guidelines and legal, regulatory, and policy requirements.. Develops and implements strategic plans for process innovation or improvement – specifically around automated search and production, quality control, claims resolution, underwriting, compliance, and projects to improve the efficiency, quality, and customer service to the Agent base.. Requires 10+ years of related experience in title insurance examination, with at least 5 years in progressively leadership roles.. Maturity, emotional intelligence, sound judgment, integrity, and adherence to ethical standards.
Provide strategic counsel to the Chief Marketing Officer while leading cross-functional initiatives, enhancing communication and culture, and driving employee engagement and organizational performance across the marketing function.. Oversee key operational processes in partnership with cross-functional teams, including supplier selection and agency management with Procurement, OKR alignment and reporting with Corporate Strategy, and budget oversight with Finance.. Strong experience implementing and managing marketing technology platforms (e.g., CRM, MAP, analytics tools) and data governance best practices.. Skilled at fostering collaboration across marketing, finance, strategy, IT, and executive stakeholders to ensure alignment and execution of strategic goals.. Create a job alert for this search Vp Marketing
The Workday Functional Analyst (Financial & Procurement) is part of the team that owns administering, maintaining and optimizing the Workday systems and processes across multiple teams: Accounting, Finance, and Procurement.. Assist with conducting data audits and implementing data quality measures to maintain data integrity to ensure accurate and up to date financial data elements (e.g., chart of accounts, vendor information, customer information, fixed assets). Must have completed one Workday advanced skills course: Advanced Reporting and Analytics, Calculated Fields, Composite Reporting Fundamentals, Customer Accounts & Customer Contracts, Financial Accounting, Inbound EIB Integrations, Supply Chain Management (SCM). Company Overview McAfee is a leader in personal security for consumers.. Similar Jobs (2) Workday Financials Functional Analyst (Financial & Adaptive) - Hybrid locations 2 Locations time type Full time posted on Posted 30+ Days Ago Workday Functional Analyst (Financial & Procurement) - Hybrid locations US, Texas, Frisco time type Full time posted on Posted 30+ Days Ago
The Strategic Sourcing Manager oversees sourcing and procurement activities related to Indirect Services for the Store Support Center, including Finance/Tax, Accounting, Treasury, HR, Legal, and Licensing departments.. Responsibilities include requirements gathering, RFP creation, proposal evaluation, contract negotiations, process oversight, and contract administration.. Recommend projects that drive cost reduction, risk mitigation, and quality improvement.. Developing bid analysis and cost models for strategic sourcing decisions.. Experience procuring indirect services like professional, contingent labor, recruiting, financial, training, or audit services preferred.
Unity search is partnering with a leading private equity client in Irving, TX in a search for a skilled Instructional Designer with a minimum of 4years of experience in a professional environment to design, develop, and implement high-impact learning solutions.. Create interactive and visually appealing e-learning modules using authoring tools such as Articulate Storyline, Rise, Adobe Captivate, or similar platforms.. Bachelor’s degree in Instructional Design, Education, Learning & Development, or a related field.. Proficiency in e-learning development tools (e.g., Articulate 360 suite, Adobe Captivate, Camtasia).. Knowledge of graphic design and multimedia tools such as Adobe Creative Suite.