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Educate and guide clients on financial planning concepts, portfolio decisions, and risk management. Our client, a distinguished member of the IFG consortium, is seeking an experienced financial professional with a strong investment analysis and portfolio management background. Precisely interpret fi
Chief Financial Officer – MEP Engineering and Design Services – Private Equity Our client is a well‑established and highly profitable lower middle market mechanical, electrical and plumbing engineering and design services business supporting the commercial and residential construction services
Deep understanding on standard financial processes such as Purchase order (PO) management and invoice accruals/matching for budget management. Remote Snr Mgr Financial Planning & Analysis needs 8 - 12 (w/o Master's) or 6 - 8 years (with Master's) years of relevant experience in biotech or pharmaceut
The Underwriting Commercial Portfolio Manager - Technology Finance (HTF) underwrites credit exposure for large, complex customer relationships and circumstances and actively manages a portfolio. Provides independent, in-depth analysis of financial statements, projections, and business plans; identif
Chief Financial Officer – Multi Location Healthcare Services – Private Equity. The company is well capitalized by an established private equity investor and plans to leverage favorable market trends and growth opportunities across its particular niche market. This position requires a finance pro
This role involves day‑to‑day interaction with assigned Sales Reps, portfolio risk management, and adherence to regulatory and compliance guidelines. Provides independent, in‑depth analysis of financial statements, projections, and business plans; identifies and mitigates key risks. The Underw
Provides independent, in-depth analysis of financial statements, projections, and business plans; identifies and mitigates key risks. The Underwriting Commercial Portfolio Manager - Technology Finance (HTF) underwrites credit exposure for large, complex customer relationships and circumstances and a
Financial Planning & Analysis, Analyst III. Overview The FP&A Analyst III will play a key role in supporting strategic planning, budgeting, forecasting, and performance management for the organization.
The Commercial Portfolio Manager III supports the commercial loan and deposit portfolio of one or more Relationship Managers (Commercial and CRE) providing quality underwriting, sound portfolio management and superior client service. The commercial loan package includes, but is not limited to, a wri
Prepare and maintain required reporting related to impairment analysis, accrual status justification, criticized loan asset reporting, and other regulatory or management reporting, with a focus on precision, timeliness, and regulatory compliance. Develop, interpret, and challenge advanced analytical
Reporting to the Vice President, Portfolio Management - Commercial Surety, The Senior Underwriter, Surety Portfolio Management, will play a crucial role in assessing and managing the risk of accounts that make up Ascot's surety portfolio. Work closely with a team of colleagues and VP, Portfolio Man
Minimum 5 years' experience in commercial banking, credit risk, portfolio management with Asset Based Lending financing knowledge. As a Lead Credit Officer in Asset Based Lending Credit Risk, you will be part of the firm's risk governance framework and a critical member of the risk management team.
Bachelor's degree, or equivalent education and related training Ten+ years of experience in commercial lending and/or credit experience Comprehensive commercial lending, underwriting, and regulatory knowledge Demonstrated effective problem solving skills Understanding of financial and cost accountin
General Requirements: Advanced knowledge of corporate finance and leveraged lending, including Asset Based Lending practices and procedures. Ares Commercial Finance is the asset-based lending team of Ares Management Corporation. Ares Management Corporation is currently seeking a candidate for the po
Develop advanced audit skills and begin developing risk assessment and project management skills. Strong knowledge of audit principles, practices, and methodologies including risk assessment, and audit documentation. Truist Senior Internal Auditor is responsible for assisting in the completion and d
Basic knowledge of audit principles, practices, and methodologies including risk assessment, and audit documentation. Truist Internal Auditor 2 is responsible for assisting in the completion and documentation of risk based internal audit assurance activities. The Truist Internal Auditor 2 will inter
At Regions, the Private Wealth Management Advisor develops and maintains a portfolio of client relationships within the defined affluent and high net worth market segments utilizing unbiased, consultative advisory approaches and sound personal financial planning and financial advisory concepts. Coll
Demonstrated aptitude for quantitative and qualitative analysis with a solid understanding of financial statements, financial modeling and company or industry analysis. The Investment Banking Analyst will be involved in all facets of Citizens' investment banking activities and will play an integral
A leading financial institution is seeking an Underwriting Commercial Portfolio Manager for Technology Finance to manage credit exposure for complex customer relationships. Candidates should hold a Bachelor's Degree in Finance or Accounting and possess over 5 years of experience in commercial credit