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Investment Banking Vice President | Business Services (Marketing Services).. Houlihan Lokey (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital markets, financial restructuring, and financial and valuation advisory. Houlihan Lokey is the No. 1 investment bank for all global M&A transactions, the No. 1 M&A advisor for the past seven consecutive years in the U.S., the No. 1 global restructuring advisor for the past eight consecutive years, and the No. 1 global M&A fairness opinion advisor over the past 20 years, all based on number of transactions and according to data provided by Refinitiv. Houlihan Lokey has extensive expertise in mergers, acquisitions, divestitures, activist shareholder and takeover defense, and other related advisory services for a broad range of U.S. and international clients. The firm is the No. 1 investment bank for all global M&A transactions, the No. 1 M&A advisor for the past nine consecutive years in the U.S., the No. 1 global restructuring advisor for the past ten consecutive years, and the No. 1 global M&A fairness opinion advisor over the past 25 years, all based on number of transactions and according to data provided by LSEG (formerly Refinitiv).
Join to apply for the Deputy Business Unit Chief Risk Officer Consumer and Small Business Banking role at Truist. This position supports the Consumer & Small Business Banking (CSBB) Business Unit Chief Risk Officers (BUCRO), overseeing Branch Banking and Premier Banking. Collaborating with the Business Unit Risk Manager staff on risk matters. Broad risk and regulatory knowledge (Credit, Market, Liquidity, Compliance, Operational, Reputation, Technology, Strategic). Bachelor’s degree in finance or related field; advanced degrees or certifications like FRM/CFA are preferred.
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
Houlihan Lokey (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital markets, financial restructuring, and financial and valuation advisory.. Independent advice and intellectual rigor are hallmarks of the firm’s commitment to client success across its advisory services.. Houlihan Lokey is the No. 1 investment bank for all global M&A transactions, the No. 1 M&A advisor for the past seven consecutive years in the U.S., the No. 1 global restructuring advisor for the past eight consecutive years, and the No. 1 global M&A fairness opinion advisor over the past 20 years, all based on number of transactions and according to data provided by Refinitiv.. Houlihan Lokey has extensive expertise in mergers, acquisitions, divestitures, activist shareholder and takeover defense, and other related advisory services for a broad range of U.S. and international clients.. We work with companies providing professional and technology-related services across a number of end markets and regularly collaborate with other Houlihan Lokey industry and product groups to bring the highest level of knowledge, services, and relationships to our clients.
Experience in technical program management, with emphasis on quantitative analysis decision support.. Experience in financial modeling, infrastructure or real estate asset classes, or portfolio management.. As the Head of Portfolio Planning and Analytics, you will provide critical leadership, enabling ELS to strategically manage its infrastructure portfolio and navigate uncertainty with data-driven insights.. You will own and drive the development, implementation, and continuous improvement of portfolio planning and risk management frameworks, tools, and processes, ensuring direct alignment with Google's overarching business strategy and objectives.. Own the development and management of a comprehensive ELS portfolio planning framework that integrates forecasting, demand management, financial planning, and a robust risk evaluation process for identifying, assessing, reporting, and escalating portfolio risks (market, geopolitical, etc
At Slam Dunk Attorney | Injury Lawyers, we don’t just win cases — we help clients bounce back from the toughest moments in their lives. If you’re a bold strategist, systems builder, and people-first leader with legal ops experience, this is your shot. We believe operational excellence is just as important as courtroom results. Manage HR, compliance, payroll, benefits, hiring, and culture.. Oversee Finance: budget, reporting, internal controls, and vendor management
This is an exciting, entry-level opportunity ideally suited to recent graduates in Computer Science, Engineering, or related fields who are eager to work on real-world challenges at the intersection of Artificial Intelligence and Financial Services.. Contribute to internal research on novel applications of agentic AI in banking (e.g., compliance, fraud detection, customer service automation, regulatory reporting).. Familiarity with Python and at least one modern AI/ML library (e.g., PyTorch, TensorFlow, scikit-learn).. Family building benefits like adoption assistance, surrogacy, and cryopreservation. Social well-being benefits like subsidized back-up child/elder care and tutoring
Do you have prior experience in Workday Payroll and resolving sophisticated problems in payroll?. The role will require adaptability to work in a fast-paced team environment with a customer-centric focus.. Proactive attitude that focuses on crafting ideas and plans for correcting issues or handling daily tasks. Actively support internal controls and external audit requests. Workday, UKG Workforce Management, UltiPro, and ADP SmartCompliance
Sr. Dealer Development Strategy Manager. The Sr. Dealer Development Strategy Manager will play a critical role in shaping the long-term direction and structure of the dealer network to support sustained business growth.. ✅ Identify and evaluate mergers and acquisitions (M&A) opportunities; lead due diligence, pro forma financial modeling, and ROI analysis to support recommendations. ✔ Bachelor’s degree in Business, Economics, Finance, Marketing, or a related field (MBA preferred). ✔ 10+ years of experience in distribution strategy, dealer network development, corporate strategy, or M&A
The Ethics, Compliance, and Risk Management (ECRM) CPA Licensing team supports our organization in managing risks related to CPA licensing requirements in the US. We collaborate across the organization to identify, manage, and monitor these risks while providing coordinated advice and assistance.. CPA Licensing Compliance is seeking an Assistant Director to support and manage the various requirements surrounding CPA compliance.. Participate in meetings with area leadership, general counsel’s office (“GCO”), and risk management.. Build and leverage a network of contacts within Ethics & Compliance and across the firm. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
Oversee accounting, disbursement, and accounts receivable functions.. Serve as a subject matter expert in SAP and other financial systems.. Process ACH payments, wire transfers, and SAP check payments.. Lead and manage all activities related to accounting, disbursement, and accounts receivable.. Experience with IAS/IFRS financial reporting.
Are you eager to explore how AI and analytics can revolutionize anti-fraud detection and prevention?. Provide thought leadership and guidance on how to transform fraud prevention programs.. Lead client and engagement teams in successfully delivering anti-fraud technology solutions using vendor solutions such as Pega, ServiceNow, Quavo, Orbograph etc.. Access current state anti-fraud detection and controls and help define a future state solution that includes Fraud operations.. Business Analyst - Contact Center & IVR (Banking & Agile) Business Analyst (FIS Configuration, GTM Database, Kafka) Business Immigration Analyst (Paralegal) Atlanta, GA $50,000.00-$60,000.00 2 weeks ago
As a senior editor, you will engage and inspire colleagues through your thought partnership and leadership skills to advance the firm’s publishing objectives.. In collaboration with authors and other stakeholders, you will shape content copy (e.g., PowerPoint presentation, outline, speaker notes) into a range of editorial products such as articles, white papers, reports, blog posts, podcasts, and videos.. Data literacy and familiarity with audience engagement (e.g., SEO, social media). Strong mastery of Microsoft Office (Word, Outlook, Teams, PowerPoint) and team share tools (e.g., SharePoint, Slack, Zoom). Excellent editorial skills (e.g., writing, editing), judgment, and business literacy, with ability to rapidly absorb complex ideas and distill them into accessible copy for global audiences
Our repeatable processes and cutting-edge tools help identify and capture high-potential opportunities, while providing founders with access to infrastructure, strategic acumen, and talent—enabling them to scale and build category-defining companies.. As an Associate at BIP Ventures, you will be involved in all aspects of the investment process, from underwriting and due diligence to crafting insightful memoranda and providing transaction and valuation modeling support. 1.5 - 4 years of experience in transaction due diligence, growth strategy consulting (market research), or private, buy-side investing. Comprehensive Exposure: You will rapidly gain exposure to all facets of venture capital, collaborating within a collegial team dedicated to investing in innovative companies and driving impactful returns. If you have a passion for the world of venture capital, we invite you to embark on a journey that combines hands-on experience with strategic insight.
Our client is a nationally recognized, client-focused RIA firm serving high-net-worth individuals and families. This role is ideal for a detail-oriented professional with a strong understanding of trading operations, financial markets, and compliance standards. Execute equity, fixed income, mutual fund, and ETF trades accurately and efficiently across multiple custodial platforms (e.g., Fidelity, Schwab).. 1–5 years of experience in a trading or investment operations role, preferably at an RIA or wealth management firm.. Familiarity with custodial and portfolio management platforms (e.g., Orion, Fidelity Wealthscape, Schwab Advisor Center)
At PwC, our people in deals focus on providing strategic advice and support to clients in areas such as mergers and acquisitions, divestitures, and restructuring.. In deal valuation at PwC, you will focus on providing analysis and valuation services for mergers, acquisitions, and other financial transactions.. Embracing increased ambiguity, you are comfortable when the path forward isn't clear, you ask questions, and you use these moments as opportunities to grow.. What Sets You Apart - CFA or ASA preferred - Knowledge of valuation methodology for business entities and intangible assets - Experience in professional services or corporate finance group - Aptitude for financial accounting and corporate finance - Experience in business enterprise valuation and financial modeling - Proficiency in derivatives and intellectual property valuation - Proficiency in impairment testing and purchase price allocation - Experience in private equity valuation. 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.
AIG member companies provide a wide range of property casualty insurance in approximately 70 countries and jurisdictions. Financial processes within AIG ensure adherence to IFRS and US GAAP, maintain strong internal controls, and conduct risk assessments to safeguard financial integrity. CPA, CA, ACCA, CMA, or equivalent professional certification preferred. Technical Skills: Experience with ERP systems such as SAP, BPC, Workday, and financial automation tools. Skilled in implementing financial controls, ensuring SOX compliance, developing risk mitigation strategies, and maintaining internal audit regulatory compliance.
Our portfolio companies span multiple industries including food, restaurants, consumer and business services, health, wellness and fitness, and education and youth activities.. We are best known for our portfolio companies such as, Dunkin', Jimmy John's, Jamba, Orangetheory, Mathnasium, Drybar just to name a few.. Develop and/or oversee critical business diligence work streams, including data analytics, consumer research, market studies, industry benchmarking, and management interviews. 2-4 years of experience in investment banking and/or private equity.. Top-tier college degree in Business, Finance, Economics, or Accounting is preferred
The incumbent ensures the timely and accurate execution of loan servicing and maintenance activity with an emphasis on analyzing calculations such as loan and fee accruals.. Candidate will be assigned responsibilities with a specialized team within servicing focusing on (but not limited to) asset management, portfolio management, treasury services, escrow (including tax or insurance) administration.. Experienced professional with 5+ years of industry and/or relevant experience, typically at a Loan Servicing and or Primary Servicing Analyst level role or external equivalent.. Knowledge of Financial Products (Especially Loans, Guarantee and Stand by Letter of Credit etc. $59,000.00 - $85,000.00 Specific compensation is determined through interviews and a review of relevant education, experience, training, skills, geographic location and alignment with market data.
The ideal candidate will have a solid understanding of Anti-Money Laundering (AML) Compliance and Bank Secrecy Act (BSA) laws; internal audit processes and best practices; risk and control matrices; and design/operational effectiveness testing.. This position would focus on AML compliance independent testing and internal audit engagements at institutions of various types, including large and mid-sized banking organizations, MSBs, alternative payment providers (i.e. Fintech organizations), broker/dealers, and asset managers.. Certified Anti-Money Laundering Specialists (CAMS), Certified Internal Auditor (CIA), Certified Information Systems Analyst (CISA) or other relevant professional certification.. Proficiency with AML/BSA regulatory requirements for retail banking activities, products, and services.. Strong understanding of BSA/AML, sanctions, legal and regulatory environment for financial institutions of all sizes.