Collecting information
Organizing data
Control Unit in driving effective and consistent business line execution against the Enterprise Risk Management Framework.. Issue and Event Management : Log, track, and support remediation of operational risk events, near misses and financial losses.. Participate in the development of and delivery of risk training materials for key Operational Risk, Enterprise Risk and testing programs across the investment banking teams.. Perform control testing across non-financial risk domains (including AML) as part of the firm's RCSA framework, focusing on control effectiveness evaluation.. Operational Risk Management Experience
Integrity, headquartered in Dallas, Texas, is a leading distributor of life and health insurance, and provider of innovative solutions for wealth management and retirement planning.. With over $40 billion in assets under management and growing, Integrity Wealth through its registered investment advisers, broker-dealers, retirement planning and advisory companies provides cutting edge technology, services, and multi-custodial platform solutions to financial advisors and planners, brokers, wealth managers, and registered representatives so they can more effectively manage their clients' assets.. Direct the activities of the disbursement department, ensuring the accurate and timely processing of accounts payable, core employee expense reports, and cash control.. CPA or other relevant professional certification (e.g., CMA, CIA).. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike.
Macdonald & Company is pleased to be exclusively retained by a well-regarded real estate private equity firm focused on acquiring and developing industrial assets across the U.S. to identify and appoint a Vice President of Asset Management for their Fort Worth office.. Reporting to the Senior Vice President of Asset and Portfolio Management, this position will work closely with senior leadership, including the President and CEO, while collaborating with internal teams across property management, construction, finance, and legal.. Lead asset disposition efforts, including IC approval, buyer selection, PSA negotiations, and transaction execution.. Assist in property acquisitions, participate in tenant interviews for major tenants during due diligence, verifying due diligence reports and reviewing Market Leasing Assumptions (MLAs).. Bachelor's Degree required, MBA Preferred.
Join our engineering teams that build massively scalable software and systems, architect low latency infrastructure solutions, proactively guard against cyber threats, and leverage machine learning alongside financial engineering to continuously turn data into action.. The Private Wealth Management (PWM) business provides end-to-end investment management services and advice across a broad range of asset classes for high net worth individuals.. PWM Digital engineers develop integrated, web and mobile solutions, and strategic middleware services that provide PWM Sales Teams and Clients with detailed portfolio information, analytics, social collaboration platforms, online trading capabilities, asset transfers, payments, and access to GS services and insights.. You will collaborate with stakeholders, including product teams, UX & visual design teams, and various engineering groups, to build a state-of-the-art online trading platform that enables PWM clients to trade across asset classes in global markets.. Founded in 1869, Goldman Sachs is a leading global investment banking, securities, and investment management firm headquartered in New York, with offices worldwide.
Due Diligence: Lead tax due diligence efforts for private equity transactions, identifying risks and opportunities.. Transaction Advisory: Collaborate with legal, financial, and operational teams to ensure deal execution while mitigating tax risks.. Portfolio Management: Provide ongoing tax advisory services, including compliance, restructuring, and exit planning.. Advanced degree (e.g., JD, LLM, MBA, MST) preferred. Our clients range from financial institutions and startups to global public companies, high net worth individuals, family offices, nonprofits, and entrepreneurs across various industries.
Whether your expertise is in healthcare administration, support services, or direct care, everyone at PCHP plays a vital role in improving the health and well-being of individuals and families in our community. The Sr. Regulatory Reporting Specialist ensures the organization maintains robust compliance with state and federal regulatory requirements through comprehensive oversight of reporting obligations, audit coordination, and regulatory monitoring activities. Knowledgeable and compliant with all relevant laws, rules regulations and accreditation standards and requirement (TDI, HHSC, NCQA, CMS).. Create and maintain a regulatory reporting dashboard to monitor submission deadlines, track completion status, and measure performance against state agency reporting requirements. Lead and coordinate responses to external regulatory audits, including all HHSC/TDI/OIG requests and readiness assessments, by organizing documentation requests, managing submission timelines, and serving as the primary liaison between auditors and internal departments.
We’re a leading Investor Services group offering end-to-end services in administration, accounting, reporting, regulatory and compliance needs of the investment sector worldwide.. Our services are underpinned by a Group-wide commitment to ESG and best-in-class technology including a global data platform and innovative proprietary tools supported by in-house experts.. 7+ of progressive experience in private equity, public accounting, or a combination of experience at an alternative asset investment firm and public accounting experience. We’re committed to fostering an inclusive, equitable and diverse culture for our people, led by our Diversity, Equity, and Inclusion steering committee.. Through IQ-EQ Launchpad we support women managers launching their first fund, in an environment where only 15% of all private equity and venture capital firms are gender balanced.
To facilitate the CCB's wholesale lending activities, Commercial Lending Management (CLM) serves as an in-business credit risk function organized around our strategic industries and global target market approach. The CLM Assistant Vice President facilitates the end-to-end lending process for a covered industry vertical directly supporting the responsible Credit Officer. This can include working capital solutions, term loans, treasury and liquidity management services, foreign exchange, trade finance and interest rate derivatives. The CLM Assistant Vice President is responsible for the underwriting and monitoring of credit risk associated with capital deployed across a variety of lending products appropriate for commercial banking relationships. Transactional Paralegal, Legal Assistant - Entity Management
One or more of the following credentials or certifications is required: CPA License, Level 3 of the CFA, JD, PhD, MBA or Master's degree in Finance, Tax, Quantitative Statistics, Financial Engineering, Economics, Real Estate Finance or Hospitality A State Appraiser License, Member of Appraisal Institute (MAI), Member of American Society of Appraisers (ASA) or achieve certification of CRE, CRI and/or CCIM, CHA, or PMP. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws.. Asset & Wealth Management, Private, Risk Structuring & Finance Analyst - DallasRisk (Capital, Liquidity, and Market) | Analyst | DallasInvestment Banking - Mid-Cap Investment Banking - Analyst. Global Banking & Markets - Private - Dallas - Associate / Analyst - Private Equity Capital Call (PECC). Asset & Wealth Management, Multi-Asset Solutions, Trading & Risk Solutions, AnalystAsset & Wealth Management, Fixed Income - Research Analyst, High Yield and Bank Loans / Global High Yield Credit Analyst, Vice President
We are seeking experienced tax professionals from Associate all the way up to Manager, Senior Manager, or Director level to join our big 4 clients growing Tax team serving clients in the asset management and broader financial services sectors.. This role offers the opportunity to work with some of the world's leading hedge funds, private equity firms, venture capital groups, and alternative asset managers and insurance in a dynamic international environment.. Review and prepare U.S. tax returns and forms including but not limited to: Form 1065 Form 1120 Form 1120-F Form 1040-NR Form 5471 Form 8865 Form 8858 Form 8938 Form 1118 Form 8621 FATCA and CRS-related reporting. CPA (U.S.), EA (Enrolled Agent), CTA (UK), ACA, or LL.M. in Taxation. Prior exposure to international jurisdictions including FATCA, CRS, and local regulatory frameworks is an asset
Cayman Islands | Bermuda | Bahamas | British Virgin Islands | Crown Dependencies (e.g., Jersey, Guernsey, Isle of Man).. We are seeking experienced tax professionals from Associate all the way up to Manager, Senior Manager, or Director level to join our big 4 clients growing Tax team serving clients in the asset management and broader financial services sectors. This role offers the opportunity to work with some of the world’s leading hedge funds, private equity firms, venture capital groups, and alternative asset managers and insurance in a dynamic international environment. CPA (U.S.), EA (Enrolled Agent), CTA (UK), ACA, or LL.M. in Taxation.. Prior exposure to international jurisdictions including FATCA, CRS, and local regulatory frameworks is an asset
We are seeking an Internal Audit Team Manager to oversee financial, operational and compliance audits.. The ideal candidate has experience with internal controls, systems, risk assessment and data analytics, along with strong communication skills and the ability to collaborate across various departments.. Advanced knowledge of business, insurance, claims, sales, banking, and accounting preferred.. PTO for community volunteer programs. Auto Club Enterprises is the largest federation of AAA clubs in the nation.
Director, Treasury Management Team Lead - Corporate Banking Sponsor & Specialties Join to apply for the Director, Treasury Management Team Lead - Corporate Banking Sponsor & Specialties role at The Muse. Role Overview The Team Lead is responsible for directing a cohesive, integrated sales team, establishing and communicating expectations, and building close relationships with segment leadership across Healthcare, Financial Institutions, Technology, Media & Telecom, Food & Beverage, and Private Equity Sponsors.. The Team Lead also focuses on improving the client experience and enhancing Capital One's brand in the marketplace, fostering teamwork and cooperation across value streams, and informing and executing go-to-market strategies.. Enable the team to meet clients' deposit, treasury management, risk, and liquidity needs.. At least 8 years of treasury management or Commercial Banking experience
A Private Equity Director will be required to manage the closed end fund accounting process within the guidelines and procedures provided by the company and under the supervision and guidance of a Private Equity Managing Director.. Ad hoc client and investor reporting. 10+ years' experience working in a Hedge Fund Administration firm with at least 3 of those at Supervisor level is desired.. Alternative Hedge Fund or Private Equity Fund experience will be considered. Intention to actively pursue a professional accounting qualification (ACCA, CIMA, CPA, ACA), if not already started, part qualified or qualified, would be an advantage but is not required
The Director of Corporate Finance is responsible for overseeing enterprise-wide financial aspects of At Home and drive the company’s financial strategy along with planning, budgeting, and forecasting. In addition, this position will serve as the key business partner to Corporate C-suite executives, such as IT, HR, Finance, and other areas. Play a key active role in supporting CFO and VP of Finance.. Bachelor’s degree with a concentration in finance or accounting.. Proficiency with large data sets and BI platforms and tools (e.g. PowerBI, Tableau, Alteryx, APT)
Main finance partner for the Auto Finance CTO. At least 3 years of experience managing a Financial Planning & Analysis (FP&A) function. Bachelor's Degree in a quantitative major (Finance, Accounting, Economics, Mathematics, Engineering) or military experience. Masters Degree in Business Administration (MBA), Accounting, Finance, or Economics Certified Treasury Professional or Chartered Financial Analyst (CFA) license or Certified Public Accountant (CPA) license or Certified Finance Manager (CFM) certification. This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI).
The functions/departments for which this position has responsibility include accounting, financial reporting, grants management and compliance, debt and treasury management, procurement, and budget.. Provides for effective treasury management and supervises DCTAs investment program; and serves as the Investment Officer in managing investment activities to comply with DCTA Investment Policy and Public Funds Investment Act (PFIA) guidelines.. Thus includes a Senior Manager of Accounting, a Senior Manager of Budgets and a Senior Manager of Procurement.. Advanced principles and practices of municipal finance administration, accounting principles and practice, budget preparation, public procurement, risk management, and grants administration. Thank you for your interest in the Vice President of Finance opportunity at the Denton County Transportation Authority (DCTA).
The Finance Director will partner, collaborate and provide support on financial and accounting matters for the region.. This person will work with the finance and accounting departments to ensure accurate and timely financial reporting as well as compliance with company policies.. Work with the VP of Finance on the strategic direction of a growing Regional Finance Department. Promote a service oriented, customer friendly approach to our accounting and finance operations and facilitate timely resolution of issues and questions within the region, including project staff. Work with joint venture partners to ensure accurate and timely reporting for joint ventures projects
Our investments are centered on seniors housing, outpatient medical facilities, and age-restricted multifamily properties, aiming to scale innovative care delivery models and enhance the wellness and healthcare experience.. A minimum of 2-3 years of relevant work experience in commercial real estate or healthcare investing, asset management, lending, investment banking, or investment sales.. Student Debt Program – we’ll contribute up to $10,000 towards your student loans!. Our portfolio of 1,500+ Seniors and Wellness Housing communities is positioned at the intersection of housing, healthcare, and hospitality, creating vibrant communities for mature renters and older adults inthe United States,United Kingdom, andCanada.. Through our disciplined approach to capital allocation powered by our data science platform and superior operating results driven by the Welltower Business System, we aspire to deliver long-term compounding of per share growth and returns for our existing investors – ourNorth Star.
This position will serve on a team of Regulatory Relations professionals who help manage Comerica's relationships and interactions with its banking regulators (e.g., Federal Reserve, Consumer Financial Protection Bureau ("CFPB"), Texas Department of Banking ("TDB"), and Office of the Comptroller of the Currency ("OCC"), and Federal Deposit Insurance Corporation ("FDIC". Experience in the banking industry, with respect to specific banking businesses or functional areas, such as finance, technology, privacy and cybersecurity, commercial or consumer products, payments and treasury management, and/or wealth management, is preferred.. Experience advising in the financial industry in any one or more of the following areas is preferred: finance, technology, privacy and cybersecurity, commercial or consumer products, payments and treasury management, or wealth management is preferred. Comerica Incorporated (NYSE: CMA) is a financial services company headquartered in Dallas, Texas, and strategically aligned into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management.. In addition to Texas, Comerica Bank locations can be found in Arizona, California, Florida and Michigan, with select businesses operating in several other states, as well as in Canada and Mexico.