Collecting information
Organizing data
The Director of Financial Planning & Analysis (FP&A) plays a critical role in shaping the financial strategy of a rapidly growing, private equity-backed dental care organization.. Executive & Investor Reporting Prepare financial dashboards and board-ready presentations for private equity sponsors and executive leadership.. Support lender and investor reporting requirements and ad-hoc financial due diligence requests.. Qualifications & Experience Bachelor's degree in Finance, Accounting, or related field; MBA Finance strongly preferred.. Strong familiarity with leading ERP and FP&A platforms (e.g., NetSuite, Sage Intacct, Adaptive Insights, Anaplan) and physician practice management or dental practice management systems (e.g., Denticon, Open Dental).
The Accountant II is responsible for preparing general ledger month-end journal entries relevant to their assigned functional accounting team in accordance with Generally Accepted Accounting Principles.. The Accountant II should be able to demonstrate an understanding of the purpose of the journal entries they are recording to the general ledger, evaluate the appropriateness of the entry (including the GL accounts used and the financial statement line item classification), and explain the impact to the financial statements.. In some cases, appropriate support will include developing estimates of the current month activity based on financial analysis of historical data.. The Accountant II is responsible for analyzing and providing variance explanations (from budget and trend) related to assigned areas to the accounting leads and managers for month-end review.. The Accountant II is responsible for other projects, as assigned, which may include but are not limited to: research of GL transactions to understand the impact to the GL, process improvement projects, and assistance for the year-end external audit.
Under the general guidance of the Manager of Internal Audit, the Internal Audit Senior is responsible for developing and carrying out a risk-based audit plan to assess, report on, and make suggestions for improving the company's key operational and finance activities and internal controls. Assist in the development of an enterprise risk assessment and the creation of the annual audit plan and schedule. Professional designation/certification (CPA or CIA) preferred.. Three (3) plus years work experience in public accounting, internal auditing or combination.. High proficiency in Microsoft Office 365 applications&general systems aptitude
Our client is a specialized consulting firm that empowers enterprise organizations to move faster, reduce operational risk, and unlock greater value from their technology investments.. A growing, dynamic organization is seeking an experienced Director of Finance to lead all aspects of financial strategy and operations.. Manage cash flow, working capital, and financial risk.. Chief Financial Officer (CFO) - Auto Lending. Director of Finance - Commercial & Supply Chain
As a Product Manager within the Payments Digital & Design team at Chase Connect, you will play a pivotal role in the innovation and development of new product offerings.. FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more.
Hamlyn Williams is partnered with a well-known regional bank seeking a Liquidity Analytics Manager to join a collaborative Corporate Treasury team.. You'll lead the design and execution of liquidity analytics and internal stress testing models, create visual dashboards, and manage regulatory reporting tools.. Lead liquidity stress testing, scenario modeling, and internal limit frameworks. Bachelor's degree in Finance, Economics, Math, or related field (MBA, FRM, CFA preferred). Data Analyst Intern, application via RippleMatchProcess Improvement and Business Intelligence Analyst
Huron’s Restructuring & Turnaround team provides comprehensive solutions to companies and their management teams, lenders, other creditors and stakeholders facing challenges driven by micro-and/or macro-economic events.. Our initial focus many times is on understanding and managing the company’s liquidity in order to preserve value with a long-term focus on identifying the key areas for improvement and/or risk mitigation to maximize enterprise value.. Minimum of three years of experience with restructuring & turnaround work, investment banking, financial advisory/consulting, public accounting or audit-related consulting. Have or working toward one or more of the following certifications: such as Certified Turnaround Professional (CTP), Certified Insolvency and Restructuring Advisor (CIRA), Certified Public Accountant (CPA), or Chartered Financial Analyst (CFA). This job is also eligible to participate in Huron’s annual incentive compensation program, which reflects Huron’s pay for performance philosophy.
Join to apply for the Portfolio Manager - VP role at Associated Bank. Responsible for underwriting, credit monitoring and portfolio management of Commercial Real Estate relationships to achieve efficiencies and quality of the process and product, assist in the retention and expansion of existing client relationships, growth of total client assets and net growth in relationships. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Asset & Wealth Management, Private Wealth Management, Partner Family Office, Financial Analyst - Dallas.. Alternative Credit Asset Manager, Principal
Coordinate annual independent audit including selections, confirmations, schedules and audit adjustments; assist audit staff as necessary; assist in preparing City's formal response to audit recommendations; develop and monitor internal control procedures for the Accounting Division resulting from independent auditor's recommendations and self-assessment.. Supervise the development, implementation and administration of accounting and auditing systems including automated applications such as the general accounting system and payroll; review and approve all program interfaces with the accounting system such as Municipal Court system, Parks and Recreation system, Golf Course system, and Utility Billing system.. Participate in administering debt management and the debt record-keeping program of the City in conjunction with the Director of Finance.. Participate in administering the City investment program including authorization of purchase and/or sale, brokerage selection, maturities and instruments, development of investment policy and procedures, and investment earnings forecast in conjunction with the Cash and Debt Administrator and Director of Finance.. The City is self-insured and offers a choice of four medical plans: HSA, High Deductible, HMO, PPO, and EPO Medical Plans through Blue Cross Blue Shield of Texas.
Our well-known, fast-growth client is an East Coast-based Hotel Management Firm, highly successful and growing its portfolio past 140 hotels is seeking a new on-property, full-service Director of Finance (DOF) for a luxury, high-end full-service property located in downtown Tempe.. Ensure Hotels' compliance on all regulatory licenses and permits, leases, contracts, legal agreements, and the proper execution of all operational taxes.. Establish and continually audit all internal financial controls including purchasing, cash handling, disbursements, credit extension, inventories, hotel assets, master keys, payroll, and employee records.. Full-service hotel finance leadership required.. For immediate consideration, please send resume to nat.jones@cbh.com
Associate Director Recruitment Accounting & Finance Looking to lead a high-impact accounting team and shape scalable financial systems?. You'll work closely with senior leaders across Finance, Tax, Property Ops, and Treasury, while mentoring a team of talented accountants.. Enhance and streamline GL processes, internal controls & reporting workflows. REIT knowledge and compliance/reporting exposure a plus. Director of Real Estate Operations, Restaurant Division Homes.com Regional Director, New Construction - Dallas, TX Dallas, TX $127,000.00-$160,000.00 2 weeks ago
As a leader in the FleetPride (the “Company”) accounting organization, the Director, Corporate Accounting and Financial Reporting will oversee and be responsible for key corporate accounting areas, financial statements, accounting for mergers and acquisitions, evaluating and documenting complex accounting positions, coordination of complex matters with the external audit firm, and the day-to-day oversight of individuals supporting the accounting and reporting processes. Manage team and support the CAO in the Company’s corporate risk accounting and reporting with internal stakeholders and external stakeholders, including brokers and actuaries. Lead the opening balance sheet and measurement period accounting for mergers and acquisitions, including periodically working with FP&A to assess accounting for any post-close consideration, to ensure accurate and timely accounting and reporting. Internal Controls:In support of the CAO’s strategic objectives, create, document, and maintain documentation to support existing internal controls and to identify and address process and/or control gaps identified. Systems & Process Improvements:Evaluate and implement financial systems improvements and automation opportunities.
Aimbridge Corporate - Regional Vice President Hotel Finance. The Regional Director of Hotel Finance provides support to the assigned hotels in the area/region by assisting the operations team to increase efficiencies and transform processes that enhance business performance measurement and metrics.. Hospitality finance experience strongly desired.. PMP and/or Lean/Six Sigma certification helpful.. Our global presence includes offices in the UK and Latin America.
BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial. 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.
Being the next generation Senior Relationship Banker at East West Bank means you are part of a world-class team that focuses on delivering a high quality, high-touch, and high-tech relationship banking experience across all customer touchpoints. Achieve quarterly and annual team/branch sales goals: C&I, CRE, SBA, mortgage, treasury management, deposits, wealth management investment products, international deposits/wires, and other commercial and consumer products.. Comply with annual renewals and all regulations for MLO; understand the interest rates, financing, and calculations to better service potential mortgage customers.. Assist customers with financial needs such as cash withdrawals, deposits, transfers, loan/credit card payments, wire transfers and foreign currency exchange.. 2+ years of customer service, teller, sales experience, and MLO experience within the banking and/or financial service industry
Under general supervision, but in accordance with established lending policies and procedures, receives and reviews the commercial banking needs for Corporate Clients with annual revenues preferably in the range of $25 million to $1 billion. Solicits business from potential and existing customers (outside and inside bank location) to include loans, deposits, treasury management, foreign exchange, and rate risk management. Prepares appropriate loan documentation and verifies loan agreements are complete and accurate according to bank policy. Represents the financial institution in public relations activities and community affairs. A minimum of 6 - 8 years experience in a financial institution as a commercial lender.
Serves as a senior compliance risk officer for US Personal Banking Operations - Customer Service - Branded Cards Independent Compliance Risk Management (ICRM) responsible for establishing internal strategies, policies, procedures, processes, and programs to prevent violations of law, rule, or regulation and design and deliver a risk management framework that maintains risk levels within the firm's risk appetite and protect the franchise.. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.. Familiarity with consumer banking laws, rules and regulations such as Regulations E (Electronic Funds Transfer), Regulation Z (Truth in Lending), Regulation B (Equal Credit Opportunity Act), Servicemembers Civil Relief Act, UDAAP, Regulation P (Privacy), Regulation V (Fair Credit Reporting), TCPA (Telephone Communications Protection Act) and Fair Lending and Fairness compliance requirements.. Certified Regulatory Compliance Manager (CRCM) designation, a plus.. Business Acumen, Credible Challenge, Laws and Regulations, Management Reporting, Policy and Procedure, Program Management, Referral and Escalation, Risk Controls and Monitors, Risk Identification and Assessment, Risk Remediation.
We are Builders FirstSource, America's largest supplier of building materials, value-added components and building services to the professional market.. You'll feel proud of the work you do here every day to transform the future of home building and help make the dream of home ownership more achievable.. At BFS, we believe building a successful career is not solely defined by a degree.. Work Site : BFS Corporate Office (Field Support Center) - Irving, TX. Join us to be more, do more, and build more, together at BFS.
Ability to develop trusted advisory relationships with the Senior Executives ( e.g. CEO, CFO, COO) of the Company.. This position requires a strong understanding of credit, commercial products and financial statement analysis, in order to offer beneficial banking solutions (e.g. loans, treasury management, capital markets) based on clients and prospects needs.. + Work with One Bank partners (Treasury Management., Capital Markets, and Wealth Management etc.). + Lead and coordinate all client facing activities, including credit support, treasury management, and capital markets. + Thorough knowledge of Commercial, Treasury Management, and alternative lending and financing options.
Engage proactively with peers in stakeholder organizations as well as client-facing professionals to provide risk management advice, counsel, and effective challenge regarding data handling, privacy, confidentiality, governance processes, and controls during the design of data-powered solutions, strategic initiatives, artificial intelligence capabilities, and data fabrics. Identify emerging risks, help business stakeholders understand/prioritize these to help formulate proactive risk mitigation actions based on current knowledge of the risk landscape associated with the firm-wide data strategy, data governance processes, and data management activities. Minimum five years of recent experience of related work in data risk, data governance, data management, data privacy, risk reporting, and/or data analytics. Familiarity with data governance best practices, and frameworks including the Enterprise Data Management Council's DCAM (Data Management Capability Assessment Model) and the DAMDMBOK (Data Management Body of Knowledge). Pursuant to the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers, Fair Chance Initiative for Hiring Ordinance, and San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.