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.
Senior Commercial Real Estate Attorney – Transactional & Finance Focus | Addison, TX. A well-established law firm in Addison, Texas, is actively seeking a senior commercial real estate attorney to advise on sophisticated transactions and finance matters.. Some of the firm's key practice areas are business litigation, commercial real estate-finance, family law, and property tax.. Provide legal insight on zoning, environmental compliance, and regulatory frameworks. Deep understanding of real estate law, commercial lending, and capital structuring
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.
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.
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.
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
The Treasury Management Sales Director has full responsibility for the Treasury Management Sales (TMS) team, partners with the local markets, and directs companywide sales efforts to achieve maximum revenue growth and a profitable return on investment. A bachelor degree in business, finance, or related disciplines and/or an MBA – a CCM or CTP certification required. Experience developing and leading a sophisticated treasury management sales division, ideally in an organization with a geographically-dispersed distribution system. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. Regional Vice President of Sales- South Central
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
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).
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).
CFO Support- Expect the Manager to be a trusted resource to the CFO willing to make the extra effort, provide the analysis required and utilize their business acumen to ensure that the AEG team executes and delivers upon the objectives of its investors by providing the services and products valued by our customers that they expect to receive from an AEG owned operations.. Undergraduate degree in accounting, finance, mathematics, business, or similar.. Prior work experience in FP&A, investment banking, corporate development, consulting or other related sectors.. Advanced Excel user with experience in financial modeling, advanced formulas, Excel data analysis tools, familiarity or experience with VBA/macros, and an ability to efficiently navigate and format workbooks for presentation.. Prior experience with, or a willingness and ability to learn data visualization and/or big data tools such as Power BI or Tableau
Direct and manage the full-cycle accounting function, including general ledger, fixed assets, lease accounting, and property-level reporting.. Ensure timely and accurate lender, investor, and regulatory reporting, including covenant compliance and audit deliverables.. Certified Public Accountant (CPA) is required.. Ideally a background from a Big 4 public accounting firm.. Proficient in real estate accounting software (e.g., Yardi, MRI, or similar platforms).
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.
The Audit Manager is an intermediate level role responsible for performing moderately complex audits and assessments of Citi's risk and control environments in coordination with the Audit team.. The ideal candidate will have consumer compliance audit experience.. Review and approve the Business Monitoring Quarterly summary and serve as lead reviewer for all reviews. Advise the business on change initiatives, while advancing integrated auditing concepts and technology adoption. Related certifications (CRCM, CPA, ACA, CIA or similar) preferred
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.
Delivering tailored solutions for middle-market privately owned businesses is at the heart of our organization, and as a Relationship Manager, what you do matters.. Job Description The Relationship Manager IV – Commercial Banking is primarily responsible for the sales of various financial products and the servicing of commercial loans to middle-market privately owned businesses.. Advanced knowledge of Wealth Management products, Treasury Services, deposit offerings and the other bank services.. Managers at all levels practice an open-door policy to encourage candid communication, feedback, and discussion.. Job Segment: Relationship Manager, Manager, Bank, Banking, Customer Service, Management, Finance
CountryPlace Mortgage, a leading nationwide personal property, mortgage and commercial lender headquartered in Plano, TX, is seeking a Relationship Manager – Retail & Floorplan Finance to grow our business.. This role is responsible for developing new and expanding existing relationships to grow our commercial lending business and assisting in growing our consumer lending business.. As Relationship Manager – Retail & Floorplan Finance you will work directly with B2B customers to generate sales as well as maintain relationships.. Relationship Manager I - Business Banking Relationship Manager I - Business Banking Dallas, TX $80,000.00-$110,000.00 2 weeks ago. Business Relationship Manager I - Officer Dallas, TX $60,000.00-$90,000.00 2 weeks ago
The Director of Corporate Insurance & Risk Management is responsible for creating and managing the company's insurance and risk management strategy.. Oversee the TPA program, including vendor selection, program design, claims handling protocols, performance evaluation, and issue resolution.. Collaborate with the Legal department to manage the Insurance Defense Litigation Program, involving coordination with 30+ outside law firms.. Partner with Internal Audit to support the development and implementation of the Enterprise Risk Management (ERM) program.. Bachelor's Degree required; preferred fields include Insurance, Finance, Actuary Science, Risk Management, or related disciplines.
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.