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Oppenheimer & Co. Inc. (Oppenheimer) is a leading middle-market investment bank and full service broker-dealer, With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Our Investment Banking Team is committed to providing in-depth industry knowledge and delivering creative, market-based strategies to clients in all major industries, with a specific focus on Consumer and Retail, Energy, Financial Institutions, Healthcare, Industrial Growth and Services, Rental Services, Technology, Media and Communications as well as Transportation and Logistics. Our product groups include Equity Capital Markets, Debt Capital Markets and Restructuring and Special Situations Advisory. This combination of industry and product groups enables the firm to deliver advice, strategies and capital with a universal banking approach to our targeted client high growth, entrepreneurial, middle market companies. FINRA Registrations: Series 63, 79 licenses and Securities Industry Essentials (SIE) Exam required at time of hiring or shortly thereafter
The Vice President of Private Equity will play a key leadership role across the full investment lifecyclefrom sourcing and executing transactions to portfolio management and value creation.. Lead full transaction lifecycle, including sourcing, due diligence, financial modeling, LOI, legal documentation, debt financing, closing, and post-close monitoring.. Bachelors degree required; MBA, CFA, or other relevant graduate degree preferred.. 5+ years of experience in private equity, investment banking, or strategic advisory.. Venture Capital and Private Equity Principals
Senior Tax Manager - 1065 & 1120S through HNW Individual. This rapidly expanding national investment management firm is excited to add Tax Services and Tax Planning as a bolt-on service included as part of their holistic Wealth Management umbrella!. The firm is adding advisors around the country at a rapid pace who feed this business.. Joining the firm now will leave this Senior Tax Manager at the top of the growing tax team!. Investment Management, Investment Banking, and Venture Capital and Private Equity Principals
Neighborhood Impact Investment Fund is a place-based, non-profit investment fund with a mission to mobilize capital and leverage partnerships that support community development, drive economic opportunity, and promote equity in Baltimores disinvested neighborhoods.. Launched in 2019, NIIF is a Community Development Financial Institution (CDFI) certified by the US Department of Treasury that has committed over $75 million in loans and investments in Baltimore communities.. This is a full-time position that calls for a creative, team-oriented, proactive, and goal-focused leader who is deeply committed to community investment and urban development.. Minimum of 5 years of experience in lending administration, with progressive leadership responsibilities, and preferably in a CDFI or similar mission-driven organization.. As a CDFI, we seek to foster this vision by mobilizing capital and leverage partnerships that support community development, drive economic opportunity, and promote equity in disinvested neighborhoods.
Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date. MBA, JD, CFA, or CFP preferred. Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate. 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.. J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions.
Providing expert guidance and support to the organization's senior leadership as well as HIAS network of refugee resettlement affiliates and other partners. Provide support and expert guidance on financial management to the HIAS Foundation Executive Director and Board. Through the Risk team, oversee the agencys overall governance, risk management and control framework as well as the Internal Audit & Control (IAC) function, to enhance financial and other organizational systems, processes and controls, ensuring continuous improvement internal control and compliance. Strong knowledge of data analysis, forecasting & financial modelling, investments, financial reporting, budgeting, audit, tax, strategic planning, internal controls and risk management. Advanced degree (MBA or MPA) in Finance, Accounting and/or Management.
Kforce has a client that is seeking a Treasury Manager in Bethesda, MD. Summary: We are seeking a highly motivated and detail-oriented Treasury Manager to lead and manage daily treasury operations.. Strong knowledge of cash analysis, banking operations, and internal controls. CTP (Certified Treasury Professional) designation is a plus. We offer comprehensive benefits including medical/dental/vision insurance, HSA, FSA, 401(k), and life, disability & ADD insurance to eligible employees.. Get notified about new Treasury Manager jobs in Bethesda, MD.
Acquaint has been engaged to identify a highly skilled, detail-oriented, and proactive Treasury Manager.. The Treasury Manager will develop and enforce treasury policies, oversee daily operations, and serve as the primary liaison to banking partners.. This position reports to the SVP, Corporate Accounting and includes the supervision of a Treasury Analyst.. Manage consolidated cash monitoring and forecasting in collaboration with portfolio management and debt/capital markets teams. Oversee the investment of excess operating cash and support the development of investment strategies in partnership with the debt/capital markets team
Identify and implement scalable financial systems, including general ledger, payroll, accounts payable, and commission tracking platforms. Manage all tax, payroll, and regulatory reporting obligations. Establish and monitor internal controls to ensure audit readiness and mitigate financial risk. Familiarity with systems such as NetSuite, QuickBooks Enterprise, Sage Intacct, Gusto, Spiff, and related platforms. Equity Participation: Option package tied to company performance, with participation in any future liquidity event
The Vice President Chief Financial Officer (VP CFO- BMC) Johns Hopkins Bayview Medical Center (JHBMC) serves as a key member of the Executive Management team, providing leadership and direction of the financial health and financial operations of the organization.. Reporting dually to the President of JHBMC and the Vice President, Corporate Finance of the Johns Hopkins Health System, the VP CFO-BMC is responsible for planning and organizing the strategic financial direction of JHBMC and strategic management in conjunction with the JHBMC senior leadership team.. Managing the financial resources and investments of JHBMC through subordinates and service relationships with members of the Johns Hopkins Health System central finance structure, overseeing the following functions: general accounting, regulatory compliance, financial analysis, budgeting and cost accounting, decision support, patient financial services, fiscal policy, treasury and cash management, information technology and clinical informatics.. The VP CFO- BMC will ensure that JHBMCs finance positions align with the direct analytical and internal control needs of JHBMC and harmonize with the finance shared services model of JHHS.. Interacts and collaborates with leaders in Revenue Management (HSCRC rate setting and compliance), Revenue Cycle Management and Treasury to help ensure the accurate management, reporting and forecasting of JHBMC financial activities of those areas.
Real Estate Investment firm is seeking a detail-oriented and analytical Financial Analyst to support asset management activities across a multifamily portfolio. Compile financial data for investor, partner, and lender reporting.. Support the budgeting and forecasting process with financial modeling and recommendations.. Contribute to revenue management and pricing strategies.. 0-4 years of experience in multifamily real estate, asset management, or financial analysis
Leveraging past experience in strategy formulation, pipeline development, and transaction execution, the Director will lead CareFirst initiatives including mergers & acquisitions, joint ventures, strategic contracting and partnerships.. Lead corporate development initiatives including mergers & acquisitions, joint ventures, strategic contracting and partnerships.. Build and maintain an external network of corporate development, transaction advisors and industry thought partners.. 11 years of experience in investment banking, corporate development, management consulting, or a corporate finance environment.. Prior experience in strategic venture capital and fund investments.
Join to apply for the Director of Finance role at AgencyQ.. AgencyQ is the champion of the human experience through digital transformation.. Our cross-functional teams of Data Scientists, Content Strategists, Marketing Gurus, Digital Experts, and Creative Designers use research and data to achieve, inform, and shape digital transformation strategies for our clients.. AgencyQ is looking for a Director of Finance responsible for developing and maintaining accounting principles, practices, and procedures to ensure accurate and timely financial statements.. The Director will work closely with the CEO to ensure timely and accurate completion of work, managing activities such as general ledger, financial reporting, audit preparation, and supporting budget and forecast activities.
Manages assigned team within a functional area of Treasury Management Services.. Oversee the daily activities of a unit within Treasury Management Services to meet the objectives of the assigned department.. Exercise usual authority of a manager concerning staffing, performance appraisals, promotions, salary recommendations, performance management and terminations.. Design, implement, maintain and enhance internal controls to mitigate risk on an ongoing basis.. Strong knowledge of relevant spreadsheet, word processing, and presentation software as required within unit managed
At Stifel, Senior Associates/Junior Vice Presidents are primarily responsible for acting as the keystone of all project teams, serving as a project manager taking guidance from senior bankers and managing and mentoring Analysts.. Participate in M&A, corporate finance (debt, public, and private equity) and restructuring assignments. Minimum Required: 5-7 years post-undergraduate work experience in investment banking.. We are a global wealth management and investment banking firm serious about innovation and fresh ideas.. At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.
I am currently searching for a best-in-class CFO to lead a private equity backed material distribution business, in the construction industry, through professionalisation post investment.. Following a period of rapid growth from $5m to $25m EBIDTA in the last 3 years, the business has secured funding from a private equity fund to lead them through a period of organic and inorganic growth and rapidly steer the business to exit in the next 24-36 months.. Monitor and manage cash flow, working capital, and liquidity to ensure the business's financial stability and to optimize capital allocation.. Lead financial due diligence for potential acquisitions, assessing their financial viability and alignment with the company's growth strategy.. Experience as CFO in a private equity backed business.
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services.. The Finance Division reports to the Chief Financial Officer and consists of some 3,000 employees worldwide.. Finance protects the Morgan Stanley franchise by serving as guardian of the Firm's books and records, and by contributing to Firmwide risk management and risk reduction.. The Financial Reporting Assurance (FRA) team is part of the Global Corporate Controllers and Planning Organization within the Finance Division and reports directly to the Deputy Chief Financial Officer.. Proficiency in digital tools such as Tableau, Alteryx & PowerBI
Strategic Finance & Investor Relations Associate Strategic Finance & Investor Relations Associate This range is provided by CAVA. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.. Strategic Finance & Investor Relations Associate. 2–3 years of experience in investment banking, management consulting, or a strategic/analytical role in a corporate environment. Unlimited PTO, paid parental leave, plus paid opportunities to give back to the community. Portfolio Associate (Infrastructure Project & Corporate Finance) (Based in Beijing, China) Associate Analyst – Centralized Private Equity Team, Baltimore or San Francisco Portfolio Associate (Financial Institution Finance) (Based in Beijing, China) Associate Dean, Portfolio Planning and Evaluation - School of Cybersecurity Washington, DC $70,000.00-$95,000.00 1 week ago
The Corporate Development Manager will participate in and drive our strategic growth initiatives.. We invest in a robust Total Rewards package that includes everything from generous PTO, a flexible work environment, expanded parental leave, extensive learning & development, and even paid time off for employees to volunteer.. Own various ad-hoc corporate finance projects, including cost of equity analysis, goodwill model valuation testing, and market/industry research. 5+ years (preferably within professional services) of corporate development, M&A, and/or investment banking experience, with experience executing transactions across the lifecycle. CohnReznick LLP is a licensed CPA firm that provides attest services to its clients.
Knowledge of a wide range of commercial lending (C&I, IRE, Muni, and NFP), underwriting practices, and banking practices. FNB's total rewards package may include other components such as: overtime, incentive, equity and benefits.. FNB offers a comprehensive benefits package including but not limited to, medical, dental, vision, life insurance, flexible spending accounts, health savings account, 401(k), paid time off, including sick time, vacation time, and paid holidays, and other voluntary benefits.. It is the policy of FNB not to discriminate against any employee or applicant for employment because of his or her race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, or status as a protected veteran.. FNB provides all applicants and employees a discrimination and harassment free workplace.