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The Business Development Associate Director will join a private investment firm in their Austin, TX or San Francisco, CA office.. The Associate Director will support the VP of Business Development.. 2-4 years of professional experience with business development familiarity within investment banking, private equity, or other relevant financial or transaction work.. Soul Equity is a retained Executive Search firm dedicated to guiding Middle Market Private Equity Firms and their Portfolio Companies to top-tier talent.. We work exclusively with Middle Market Private Equity firms to grow their internal teams and transform their portfolio companies.
The Finance & Operations Analyst will be an integral member of the finance team, reporting directly to the VP of Finance and VP of Operations.. This role is ideal for someone looking to be challenged and exposed to all facets of strategic finance within a growing consumer product company.. Manage state-level sales tax tracking and compliance in Avalara.. Provide ad-hoc analytics via Shopify, Tableau, etc.. Experience in e-commerce or omni-channel brands a bonus.
Macdonald & Company is pleased to be exclusively retained by one of their top clients to identify and appoint a Managing Director of Industrial Asset Management to oversee their industrial pipeline across the U.S. This role will be based in Austin, Texas.. This well-established yet entrepreneurial firm is rapidly scaling its platform and seeks an experienced asset management professional to work closely with the CIO in developing and executing asset strategies nationwide.. Provide leadership and direction to third-party property management and leasing teams, ensuring alignment with company objectives.. Lead the asset management components of property acquisitions, including due diligence, operational integration, and management strategy implementation.. Support special projects and initiatives as assigned by the CIO or executive team.
Join us and be part of a team that is driven by these values—where growth, simplicity, and integrity define our path forward. We are currently seeking experienced applicants to join our team as a Senior Commercial Lending professional (Business Banker) at our Austin-Downtown Banking Center. The ideal candidate should possess over 10 years of experience in commercial lending, maintain a robust professional network, and actively engage with the Austin community. Acquire, manage, and maintain a portfolio of business clients; offer business depository and treasury management solutions; identify and manage business credit opportunities for owner-occupied commercial real estate loans, investor commercial real estate loans, and commercial and industrial (C&I) loans. Minimum of 10 years' experience as a Business Banker or related business lending experience.
As a key member of the executive team, you will translate business strategy into actionable financial plans, provide insights that shape organizational growth, and optimize processes across accounting, budgeting, and forecasting.. Serve as a trusted financial advisor to the executive team, offering insights to guide strategic initiatives, growth, and risk management.. Lead financial planning, budgeting, forecasting, and multi-year modeling processes.. Oversee cash-flow planning and ensure liquidity and financial stability across operations.. Evaluate capital investments, ROI, and support decisions on strategic growth initiatives, including real estate and technology.
As a Senior Manager, Corporate Development, you will play a key role in shaping the strategic growth of the firm through M&A and investments.. Financial modeling, valuation, synergy assessments, and deal structuring. Coordinate due diligence across service lines (e.g., legal, finance, HR, IT, risk) and manage external advisors. 7 years of experience in corporate development, investment banking, or private equity. 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.
In this leadership role, you will provide strategic tax advisory services to private equity firms and their portfolio companies, focusing on mergers, acquisitions, restructurings, and complex transactions.. 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
The Internal Audit Department (IAD) of The Charles Schwab Corporation provides independent and objective assessments to figure out whether all significant risks are identified and appropriately reported by management and risk functions to the Board and Executive Management, to evaluate whether risks are adequately controlled, and to challenge Executive Management to improve the efficiency of governance processes, risk management, and internal controls.. The Broker-Dealer/Asset Management team provides internal audit coverage of the business process activities and compliance functions for Schwab’s registered domestic and international broker-dealers and registered retail and institutional investment advisors.. Reporting to a Director or Senior Manager in the Broker-Dealer/Asset Management enterprise team, the Senior Auditor will have responsibility for assisting in the for the independent and objective assurance activity designed to improve the organization’s operations and compliance with key regulations by evaluating and improving the efficiency of risk management, control, and governance processes.. Issues Identification: Based on the results of audit testing, identify and draft audit observations for review by the Internal Audit Manager/Senior Manager (and above levels) and subsequent debriefing with the key partners (typically VP-level and below).. Risk Assessment: Under the direct supervision of IAD Management, participate in the annual Risk Assessment process, including scheduling and participation in meetings with partners, and the scoring and documentation of risk ratings.