Collecting information
Organizing data
Proficient in working on Microsoft Excel, Word, PowerPoint, and computer literate with an interest in learning new software programs. Master’s degree in Business Administration (MBA), MS in Computer Science or related field.. Provide support for IT SOX, governance and compliance tasks as needed.. Conduct internal controls reviews, audit, and compliance engagements.. Provide consulting with internal operations for global security assessment processes
Goldenrod is a dynamic and growing commercial real estate company with a strong focus on development, acquisitions, and asset management. Monitor capital markets and maintain a pulse on lender appetite, credit parameters, interest rates, and market shifts. 2–5 years of experience in commercial real estate finance, banking, capital markets, or debt placement. Proficiency in Microsoft Excel, PowerPoint, and CRM tools (e.g., Salesforce, HubSpot, or similar). Familiarity with loan underwriting, capital stack modeling, and commercial loan documentation is a plus.
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
Portage Point Partners (Portage Point) is a business advisory, interim management and investment banking firm intensely focused on the middle market.. Our blue chip team leverages bulge bracket experience in consulting, operations, finance, accounting, investment banking and investing to provide unmatched transactional, operational, financial and strategic perspectives to middle market stakeholders.. From ideation to monetization, Portage Point delivers excellence across transaction advisory services (TAS), transaction execution services (TES), office of the CFO (OCFO), performance improvement (PI), interim management (IM), investment banking (IB) and turnaround and financial restructuring (TRS).. Located in or willing to relocate to Atlanta, Chicago, Dallas, Los Angeles, New York or Philadelphia. Minimum six years experience constructing and reviewing valuation models and other financial models including: DCF, comparable company, commodity contracts / forecasts and other intangible asset models
agricultural, SBA, commercial, and/or commercial real estate loans that meet established commercial lending criteria and provide maximum profitability to the Bank at minimum risk.. Works effectively with personnel in the Credit Administration Department.. Cross-sells other bank services to customers i.e. retail deposits, cash management, retail lending and wealth management services.. Coordinates these efforts with personnel in the Credit Administration Department.. Bachelor's degree in Finance or Business Administration or the equivalent of three plus years of specialized training in commercial and/or consumer lending and overall bank management
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.
Work with emerging growth companies and established enterprises (bothpubliclytraded and privately held) on a wide variety of projects including Sarbanes-Oxley ("SOX") readiness and compliance, internal audit, and ERM.. Assist companies with implementing and assessing the effectiveness of SOX compliance programs, including, but not limited to the following activities:Conducting risk assessments. Execute internal audit and ERM activities to support our client's risk management initiatives.. 5+ years of professional services experience (public accounting or advisory firm) and/or internal controls and financial reporting experience with a Fortune 500 organization.. Knowledge of common Enterprise Resource Planning (ERP) and accounting systems (i.e., Oracle, SAP, PeopleSoft, JD Edwards, Workday, NetSuite, Microsoft Dynamics 365).
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
About the Role:Embark Consulting is seeking a proven financial and operational leader to join our Business Transformation practice as a Senior Director, with a focus on delivering CFO and finance transformation services.. Assess and enhance treasury operations, including cash management structures, banking relationships, intercompany funding, and cash visibility tools.. Guide ERP and finance systems strategy and implementation to align technology with business objectives.. Preferred Attributes:Familiarity with leading cloud-based ERP platforms such as NetSuite, Workday, SAP S/4HANA, or Microsoft Dynamics 365, including experience with system implementation, optimization, or integration within finance functions.. Experience implementing or operating AP automation solutions (e.g., Tipalti, Stampli, AvidXchange, MineralTree), with a clear understanding of how automation impacts efficiency, controls, and working capital.
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).
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
The purpose of this position is to provide management and oversight of all financial and budget activities for the City; oversees the City’s Municipal Court and Utility Billing operations; provides excellent customer service to internal and external customers; coordinates assigned activities with other departments and outside agencies; and provides highly responsible and complex administrative support to the City Manager.. Plans, directs and manages all finance and accounting functions including accounts payable and receivable, treasury, cash collections, debt management, purchasing, grant reporting, payroll and benefits processing, fixed asset management and contract administration; monitors budget, revenue and expenditure trends to ensure budget appropriations are not exceeded; oversees the disbursement of all funds and reviews vendor payments for accuracy.. Oversee the City’s Finance, Municipal Court, and Utility Billing operations promoting excellent customer service to both internal and external customers; assesses the organization and its services from the customer’s point of view and delivers services where and when the customer needs them.. Serves as the City’s primary investment officer for the investment of idle funds; ensures compliance of investments with the City’s investment policy and Public Funds Investment Act; prepares the bank depository bid and serves as the primary liaison with the City’s depository bank; ensures all City deposits are properly collateralized.. Supervises Municipal Court, Utility Billing, and Finance staff
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
Partners with the relationship officers as appropriate as the point of a contact for the customer; acts as a liaison to the Bank’s Credit Administration Department and the lending support staff.. Manages the loan renewal process by working with relationship officers, customers, and others within the Bank’s Credit Administration Department and Loan Operations.. Supports the Bank’s relationship officers in cross-selling deposit, treasury management, bank card, wealth management, and other services to the Bank’s existing customer base in addition to prospective Bank customers.. Three to five years of relevant commercial/corporate banking lending experience with a minimum one to two of credit analysis or loan review.. Intermediate skills in computer terminal and personal computer operation; host computer system; word processing and spreadsheet software programs.
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
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
Associate Attorney (Investment Funds Practice) Associate Attorney (Investment Funds Practice) 2 weeks ago Be among the first 25 applicants. The firm provides practical and efficient legal services to businesses across a wide range of industries, including finance, real estate, construction and development, healthcare, securities and investment management, insurance, oil and gas, and many more.. The successful candidate will play a key role in advising clients concerning the formation, structuring, management, regulatory compliance and operation of investment advisors and private investment funds, including private equity funds, real estate funds, venture capital funds, hedge funds, credit funds, separate accounts and other alternative investment vehicles.. Juris Doctor (JD) from an accredited law school. Litigation Associate Attorney $120,000 + Commission + Bonus Irving, TX $120,000.00-$120,000.00 3 weeks ago
This job is responsible for providing legal counsel on products, services, and regulatory matters related to the Global Banking, Commercial & Restructuring businesses.. Experienced financial services attorney with a strong background in secured lending and restructuring who is able to provide broad based internal legal support and strategic advice to the commercial lending businesses and workout teams of Bank of America, N.A.. Primary focus is to provide legal support in structuring, negotiating and advising on syndicated and bilateral commercial credit arrangements and restructurings.. 3-5 years relevant commercial and bankruptcy/workout experience with emphasis on structuring, drafting and negotiating documentation for single lender and syndicated secured commercial credit facilities and restructurings.. Relevant documentation and transactional experience should include some work with single lender and syndicated credit agreements, security agreements, inter-creditor agreements, commitment letters and term sheets, confidentiality agreements, forbearance agreements, bankruptcy filings, asset sales and other workout documentation.
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.