Collecting information
Organizing data
Grow client net revenue annually in core product areas: investment management, capital markets, and banking & lending.. Create, organize, and implement a wealth management strategy designed to deepen relationships with existing clients.. Oversee and ensure compliance with the following processes: Investment Objective Setting (IOS), Client Risk Profile (CRF), Periodic Client Reviews.. 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. Licensing: Series 7 & 66 (or 63 & 65) & 31
We are seeking a visionary Chief Executive Officer (CEO) to lead a high-growth portfolio of companies headquartered in Dallas, TX, starting with thriving businesses in mowing equipment sales and rental equipment services, and poised for expansion into new industries.. Strategic Leadership: Craft and execute bold strategies for the mowing and rental equipment businesses, plus future portfolio additions, aligning with a vision to redefine equipment solutions.. Financial Acumen: Expertise in financial modeling, P&L management, fundraising, and investor relations.. Location: Must be based in or willing to relocate to the DFW area. We are a growing company focused on facilitating business transactions, including mergers, acquisitions, and sales across various sectors.
A high-growth real estate investment, development, and construction firm is seeking a dynamic Chief Financial Officer (CFO) to lead its financial strategy and operations.. Founders who were prior finance and accounting professionals - no wrangling rogue entrepreneurs needed!. The CFO will work closely with the executive and senior leadership teams to shape the company’s financial vision and drive long-term sustainability, profitability, and operational excellence.. Proven ability to manage complex financial structures, real estate development financing, and multi-entity organizations.. Strong background in capital structuring, investor relations and private equity or institutional fundraising preferred.
Gurr Brothers Construction is a national leader in the roofing, solar, and restoration industries.. Ensure timely regulatory reporting and adherence to all applicable laws and regulations. Bachelor's degree in Accounting or Finance with at least 5 years of experience as Senior Controller, VP of Finance, or CFO. Certified Public Accountant (CPA) required. Proficient in accounting software (QuickBooks & Oracle NetSuite) and MS Excel
On behalf of our client, a distinguished boutique consultancy, we are seeking an exceptional Senior Managing Director for Performance Improvement to lead transformative initiatives for middle-market clients.. Based in Dallas, this confidential, high-impact role offers a unique opportunity to drive operational excellence, shape strategic outcomes, and elevate our client’s presence in the performance improvement landscape.. As Senior Managing Director, Performance Improvement, you will lead high-stakes client engagements, focusing on operational and financial optimization for private equity, corporate, and lender clients.. Client Engagement : Lead complex performance improvement projects, including operational restructuring, cost optimization, working capital enhancement, and post-merger integration.. Skills : Expertise in financial analysis, operational restructuring, process optimization, working capital management, or post-merger integration.
As General Counsel, you will lead and manage all legal aspects of the firms Investment Management platform, including acquisitions, dispositions, and fund formation activities.. 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.. Provide legal counsel on corporate governance, risk management, and contractual matters to safeguard the organization's interests.. What You’ll Bring: Juris Doctor (J.D.) degree from an accredited law school and active membership in a state bar.. A minimum of 10 years of relevant legal experience, ideally acquired at a leading law firm and/or in-house at a real estate investment firm or fund manager.
This role will report to the Vice President, Capital Markets and Assistant Treasurer, and will support the company's long term financial objectives by providing capital structure and financial policy best practices and recommendations.. Risk managementSupport the company's hedging strategies by structuring, executing, and valuing derivative trades to hedge FX, interest and foreign net investment risksManage total return swap program to eliminate P&L volatility associated with unfunded deferred compensation plans. Investment managementProvide oversight and thought leadership for investment management strategies for retirement programs, including the McKesson 401(k) planWork closely with the investment advisor on executing fiduciary responsibilities. Prior experience with Bloomberg and treasury management systems required. CFA, CPA, FRM or equivalent certification preferred, but not required
This is an important role that oversees the business-wide field finance function, including financial planning and analysis, financial control, cost accounting, accounting, tax, treasury, accounts payable/receivable, and credit and collections. Working cross functionally with operations, technical accounting, internal audit, Business Unit leadership and other business units with manufacturing design cost accounting function, including routines, reporting and policies. Support Credit function and Master Data Strategies for the enablement of SSMG’s reporting and other transformational efforts.. Utilizes Sysco talent management programs tools and programs (performance management, leadership development, engagement surveys, talent reviews) to manage and develop leadership talent.. Demonstrate knowledge of Spreadsheet software and Word Processing software, and ability to learn Sysco technology software and programs.
The role is part of the [COO Cross] team within Corporate and Investment Banking (CIB) Chief Operating Office organization.. Validate information and interface with other departments to ensure accuracy and completeness of required documentation (i.e., Intakes, Due Diligence, Risk Assessments, Ongoing Monitoring, and Post Implementation Reviews).. Track and monitor progress and committee outcomes of initiatives in the pipeline database throughout the product governance lifecycle, including data collection from business lines.. Oversee first line new product internal controls, including control descriptions, process maps, test populations, evidence, and results validation.. 5-7 years' experience in one or a combination of the following: project or product management, implementation, business operations, or strategic planning in financial services.
The Controls Testing & QC Leader monitors activities to minimize the Corporate & Investment Bank's (CIB) exposure to risk.. Design and oversee execution of quality control across key non-financial risk areas, including operational risk and AML, to assess the adherance to non-financial risk programs.. Engage with senior business, Compliance, Operational Risk, and Internal Audit stakeholders to ensure alignment of testing practices with regulatory expectations and enterprise risk appetite.. Operational Risk Management Experience. Organization: Banco Santander S.A.
Convene with customers through personal calling efforts, branch referrals and other contacts to discuss business needs and recommend ways in which the bank can serve their needs. Accountable for the sale and administration of all financial institutions services to include loans, deposits, investments, trust, insurance, investment banking etc.. Evaluates credit risk and reviews the compensating demand deposit balances of each loan customer in order to properly price loans to meet profitability standards. This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI).. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
Job Title: GBM - Mortgage Loans Middle Office - Operations - Analyst. Mortgage Middle Office provides operational support to facilitate the closing of asset secured lending products booked by multiple desks in the US for Global Banking Markets.. The team works closely with clients, sales/trading, asset management and other stakeholders to address issues/queries, resolve exceptions, and manage risk throughout the trade processing life cycle.. Functions include loan documentation review, loan product maintenance, financial covenants, regulatory reporting, and KYC.. Fundamental knowledge of Loan Operations - strongly preferred.
Additional potential areas of focus may include intellectual property, data privacy and security, institutional compliance and regulatory matters, policy and legislation, general risk management and insurance, public information, ethics and conflicts of interest, student affairs, academic affairs, and general higher education issues.. This includes, but is not limited to, employment law, finance and transactional matters, sponsored research, intellectual property licensing and tech transfer, copyright and trademark, data privacy and security, export control, contract disputes, institutional compliance and regulatory matters, general risk management and insurance, and ethics and conflicts of interest.. Assists the General Counsel in overseeing and managing all litigation involving the University.. Provides legal support related to discrimination complaints, grievance and appeal processes, and general faculty, staff, and student issues.. Provides legal guidance for Texas Public Information Act requests including, but not limited to, exceptions to disclosure, redactions, and legal sufficiency review of correspondence to the Office of the Attorney General.
Leading and advising on all aspects of the restructuring process-including strategy development, liquidity management, parallel process execution, out-of-court and bankruptcy preparation, and implementation-for distressed companies and creditor groups, including unsecured creditors, senior lenders, and trustees. Representing clients in fiduciary roles, including serving as financial advisor, plan administrator, or trustee, with a focus on maximizing value and ensuring compliance.. Minimum of 10-15 years of progressive experience in restructuring, turnaround, or insolvency advisory, preferably within a professional services or consulting firm.. Divided into three main arms of Bankruptcy & Restructuring, Forensic Accounting, Transaction Advisory Services, Corporate Finance and Valuation Services, our client base is comprised primarily of lawyers and law firms of all sizes. Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries.