Collecting information
Organizing data
Provide in-depth, independent analysis of financial statements, management competencies, industry impact, competitive dynamics, collateral, and guarantor support for new/renewal opportunities and other credit risk management deliverables.. May support the preparation of detailed short or long term financial projections within a vendor provided solutions such as Moody's Risk Analyst or within an Excel spreadsheet.. Adhere to all applicable laws and regulations governing bank operations, including compliance with Atlantic Union Bankshares' BSA/AML Policy and Procedures.. Prioritize new deal, renewal, and portfolio management requirements and coordinate as appropriate with clients and prospects, Relationship Managers, Credit Risk, Treasury Management, and other internal and external stakeholders.. If supporting commercial real estate lenders, requisite skills would also include construction loan underwriting and administration (construction budgets, sources/uses, construction draw administration, property entitlement, lease analysis and property valuation principles).
Our client, a respected and growing privately-held company in Baltimore, MD is looking to hire a Senior Accountant to their team!. This role will support the CFO in managing day-to-day accounting operations, financial reporting, budgeting, and internal controls.. The company is growing with well over $60 million in annual revenue with the opportunity for this Senior Accountant to work directly for the CFO!. Training and development to bet set up for success. Assist with financial reporting, budgeting, and forecasting, month-end close, etc.
The ACE Program offers immersive exposure to critical functional areas such as Finance, Strategy, M&A, Corporate Development, and Marketing. WagWay Group is a high-growth platform company delivering premier pet care services—including boarding, daycare, grooming, training, and veterinary care—across 20+ locations in six states. Drive inorganic growth through corporate development activities to expand the company’s store count through geographic expansion with new acquisitions and de novo locations. 6+ years of experience in management consulting, investment banking, private equity, corporate strategy, corporate development, or similar roles. Strong financial, analytical, and corporate development skillset Highly proficient in Excel, PowerPoint, and ideally Tableau or Power BI.
Currently working with a rapidly growing bank in Headquartered in Baltimore Maryland, which manages around $5 billion in AUM. Currently they are searching for a CRO where the role provides critical leadership in overseeing the audit, CRA / compliance, and risk functions of the bank. Responsibilities include maintaining the Bank's enterprise risk management (ERM) program, planning and staffing the risk management team, reviewing risk assessments, implementing the ERM program, and coordinating regulatory internal audits. Develop and implement the annual risk assessment methodology, internal audit risk assessment, and audit plan for comprehensive coverage of internal controls and compliance. Establish and maintain the Bank's Enterprise Risk Management System. Thorough understanding of internal controls, internal audit principles, and risk management concepts.
Soul Equity is a retained Executive Search firm, dedicated exclusively to guiding Middle Market Private Equity Firms and their Portfolio Companies to best-in-class talent.. We work exclusively with Middle Market Private Equity firms to grow their internal teams and transform their portfolio companies.. This firm focuses on lower middle market, acquiring businesses with EBITDA ranging from $5M - $25M. They primarily invest in the business services, healthcare, and healthcare services.. Investor relations and fundraising - Compile financial reports and valuation estimates of current portfolio companies for current and potential investors.. Industries: Venture Capital and Private Equity Principals
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.
Climate United will use funding from the EPA under the Inflation Reduction Act to rapidly deploy low- and zero-emission products, technologies, and services to all American communities in order to (1) reduce GHG emissions and other forms of air pollutants; (2) bring direct benefits to American communities in the form of energy security, energy savings, cleaner air, and quality jobs; and (3) transform the capital markets so they can drive an equitable clean energy transition at scale.. Climate United is seeking a seasoned and strategic leader to join our team as the VP of Credit Risk and Asset Management.. Loan Servicing: Supervise loan operations team that will manages, processes and closes the Climate United portfolio of loans.. A minimum of 10 years of experience in commercial lending, renewable energy debt financing, structured finance, and/or project finance, with a proven track record of leading high-impact investment and credit initiatives.. Deep understanding of renewable energy sectors, investment trends, and risk management strategies.
A Senior Consultant in Risk Advisory Services will offer internal audit, internal controls, compliance and risk management consulting. Supervise and mentor audit staff members, providing timely feedback, guidance, and training to support their professional development. Knowledge of technology platforms (e.g. network, security, ERP) risks to provide client service. Internal audit, internal controls, compliance or risk management or other professional services environment. We harness the power of our network to empower you to achieve your goals, and to ensure we meet or exceed your expectations and objectives.
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
Role: Chief Financial Officer (CFO). This is a rare opportunity to lead the finance function of a Maryland-based spin-off scaling next-generation, AI-driven compute environments by leveraging the data center, cloud, and fiber assets of a well-established infrastructure company.. Lead strategic finance, long-range planning, budgeting, and forecasting to drive growth.. 15+ years in senior finance leadership (CFO/VP Finance) within data center, cloud, technology, or related sectors.. CPA, CFA, or MBA preferred; SEC reporting experience a plus.
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.
The Director of Treasury will be responsible for assisting the CFO with the organization's cash management and financial risk management functions.. This role will manage all aspects of treasury management and operations, including tracking and optimizing cash flow, liquidity planning, identifying and mitigating financial risk, and ensuring compliance with regulatory requirements.. Minimum of 8 years finance, treasury operations and/or related experience or an equivalent combination of relevant education and/or experience. Enhances treasury operations and drives innovation in cash management and financial analysis through multiple approaches, especially leveraging technology.. Delivers treasury management reporting inclusive of cash flow analysis, market trends and KPIs that are aligned with FPI's strategic goals.
We’re looking for a smart, driven individual to lead our Strategic Finance (FP&A) function. Strategic Finance is responsible for owning the company’s budget and financial planning processes, performing financial analyses across the company, providing financial guidance for business partners to effectively invest, maximizing impact of spend in our largest cost centers and investing strategically to accelerate our business. 15+ years of experience in investment banking, private equity, venture capital and/or corporate finance. Understanding of a lending P&L and debt capital markets. Base pay is part of a total compensation package that may include equity rewards, monthly stipends for health, wellness and tech spending, and benefits (including 100% subsidized medical coverage, dental and vision for you and your dependents.)
We are seeking a dynamic and analytically driven Corporate Development Manager to join our team and help accelerate our strategic growth initiatives.. This role sits at the intersection of strategy, finance, and business development , and plays a key role in identifying, evaluating, and executing growth opportunities, including partnerships, acquisitions, and new market expansion.. Financial Modeling & Analysis Build detailed financial models to assess ROI, synergies, and valuation scenarios.. 4–8 years of experience in corporate development, investment banking, strategy consulting, or FP&A.. Strong financial modeling, valuation, and analytical skills (Excel and/or Power BI proficiency required).
Description & SummaryAt PwC, our people in audit and assurance focus on providing independent and objective assessments of financial statements, internal controls, and other assurable information enhancing the credibility and reliability of this information with a variety of stakeholders.. In digital assurance at PwC, you will focus on providing assurance services over clients' digital environment, including processes and controls, cyber security measures, data and AI systems, and their associated governance, to help organisations and their stakeholders build trust in their technology while complying with relevant regulations.. You are expected to be a guardian of PwC's reputation, understanding that quality, integrity, inclusion and a commercial mindset are all foundational to our success.. Balance long-term, short-term, detail-oriented, and big picture thinking.. As a Director you are expected to set the strategic direction, lead business development efforts, and oversee multiple projects while maintaining impactful executive-level client relations.
This is a remote, part-time associate role.. You will complete tasks that an investment banking, private equity, or hedge fund analyst/associate would complete.. This is a remote, part-time associate role designed for current MBA students.. You will complete tasks that an investment banking, private equity, or hedge fund analyst/associate would typically handle.. This is an excellent opportunity to apply your business school education to real-world finance challenges while building your network and resume.
Nature of Work: The Director of Treasury and Debt’s primary focus is to manage the investments, financings, banking, and accounting for investment related activities.. In addition to core duties of management, the Director of Treasury and Debt is tasked with providing analysis and recommendations on elements of MDTA’s Financial Forecast, Traffic Revenue Studies, Insurance Program, and Legislation.. This position will report directly to the Deputy Director of Budget, Treasury, and Debt.. Experience: Five (5) years of experience in institutional investment management with bond portfolios.. The ideal candidate will possess experience in: Financial analysis, forecasting, and modeling Time value of money and break-even calculations Bond financings Your placement on an eligible list may be based solely on the contents of your application; therefore, it is essential that you provide complete and accurate information.
With features including maternity and parental leaves, wellness discounts, healthcare premium sharing, employer funding in your HSA account, and 100% 401(k) matching up to 4%, we pride ourselves in the ways we support our internal relationships.. This position is eligible for our hybrid remote work and will work in the Lanham, MD office four days per week.. We offer competitive, Commercial Loans and Lines of Credit, Treasury Solutions, Acquisition Financing, Equipment Leasing, Owner Occupied Commercial Real Estate, Small Business Lending, SBA, and Other Financing solutions.. Our teams propose value add solutions that are creative and flexible to help small and middle market businesses’ goals become a reality.. 5 years of proven sales record in meeting or exceeding goals in commercial lending.
Join to apply for the Proprietary Trader role at T3 Global.. Job Title: Proprietary Trader.. Designed with a focus on enabling professionals to effectively scale their trading businesses, T3 includes a diverse community of individuals with backgrounds in investment banking, quantitative trading, private equity, hedge funds, and other non-finance fields. If you are passionate about trading, possess a strong work ethic, and thrive in a dynamic trading environment, we encourage you to apply for the Trader position at T3 Global. Sign in to set job alerts for “Proprietary Trader” roles.
Job Title: Proprietary Trader.. As a Trader at T3 Global, you will play a vital role. Designed with a focus on enabling professionals to effectively scale their trading businesses, T3 includes a diverse community of individuals with backgrounds in investment banking, quantitative trading, private equity, hedge funds, and other non-finance fields. Elite Trading Community: Engage with a network of professional traders for live trade discussions, market analysis, and real-time trade ideas. If you are passionate about trading, possess a strong work ethic, and thrive in a dynamic trading environment, we encourage you to apply for the Trader position at T3 Global.