Collecting information
Organizing data
Working as a collaborative leader, the CAO is responsible for managing and reporting on all fiscal and fiduciary affairs of the organization, including reporting to the Board and company ownership among others; cash and investment management; budgeting and forecasting; and oversight of all aspects of the accounting department. Together with the President/CEO and executive leadership team, develops the strategy to ensure that the organization has the financial resources needed to achieve its current and future goals, while mitigating financial and operational risk. Supervises the accounting staff on day-to-day operations that includes, but is not limited to, month/year end close, accounts receivable & payable, financial reporting, invoicing, cash receipts and disbursements. Responsible for evaluation of internal controls with President/CEO. Assists President/CEO and executive leadership with corporate financial statements and any other tasks, projects, and responsibilities as requested/assigned.
Investment Banking Associate - Leveraged Finance Portfolio Management.. This Investment Banking Associate, Leveraged Finance Portfolio Manager position is a newly created opportunity within a leading specialty finance investment bank and commercial lender. Based out of the companies primary headquarters in Chevy Chase, MD this position will offer a hybrid work from home/office schedule, a base salary in the $125,000 range, a 20%-30% annual bonus, full benefits, and excellent career mobility. This is an unique opportunity for candidates with 2 or more years professional experience within investment banking, public accounting deal/transactions, leveraged lending, or private equity experience to pivot into one of the regions premiere financial services firm. 2-4 years of professional experience within investment banking, public accounting deal/transactions, leveraged lending, or private equity
The ideal candidate will have a proven track record in collections management, credit analysis, and cash flow forecasting, with the ability to collaborate cross-functionally. 8-10+ years of experience in credit & collections, cash forecasting, or financial analysis, with a proven track record in a senior or leadership role. Advanced Excel skills (pivot tables, financial modeling, VLOOKUP, etc.. · Bachelor's degree in Finance, Accounting, Business Administration, or a related field; MBA, CPA, or CFA is a plus. Experience working in accounts receivable, collections, or cash management within industries such as electrical contracting, industrial services, power generation, or engineering, including exposure to both union and non-union workforce environments across multiple entities.
Chesapeake Corporate Advisors (CCA), a leading Baltimore-based boutique investment banking and corporate advisory firm, seeks to hire an Investment Banking Vice President to support the continued growth of the firm.. This position works closely with and in support of the Managing Directors, Directors and Vice Presidents of CCA’s investment banking practice and will be required to support deal execution, due diligence, modeling, and analysis on transactions.. The candidate is expected to work on investment banking mandates assisting clients with buy & sell-side M&A advisory and capital raising mandates in addition to financial modeling and other advisory services.. Minimum of 4 years of investment banking experience at a reputable investment bank or M&A advisory firm. Support senior staff in the preparation of financial projections and business valuations, including DCF modeling, comparable company and transaction multiple analyses as well as leveraged buyout analysis and other financial models necessary to support the transaction process and the firm’s strategic relationships
Seeking a highly analytical and strategic Real Estate Asset Manager to oversee and optimize the performance of a diverse portfolio of real estate assets.. This individual will be responsible for driving value creation through proactive asset management, financial analysis, and strategic planning, ensuring properties meet or exceed financial and operational goals.. Oversee property managers and leasing teams to ensure operational efficiency and tenant satisfaction.. 3–7 years of relevant experience in real estate asset management, investment, or finance.. Strong understanding of real estate financial modeling (Argus, Excel, etc
The Senior Analyst / Associate will support the Associate Director of Finance, Vice President of Finance, and Chief Financial Officer.. This role offers a dynamic opportunity to contribute to corporate finance, investor relations, and strategic initiatives within a leading publicly traded REIT. Oversee market data research (e.g., Smith Travel Research reports) and analyze key trends at both corporate and market levels.. Perform financial and strategic analyses, including peer benchmarking and macroeconomic trend assessments.. Advanced proficiency in Microsoft Excel, with experience in financial modeling, data visualization, and analysis to support strategic decision-making.
Carney, Sandoe & Associates , an education recruitment firm, has been retained by an independent school in Annapolis, Maryland to find their next Chief Strategic Finance and Operations Officer. The Chief Strategic Finance and Operating Officer is responsible for overseeing the financial management and operations of the school. The Chief Strategic Financial and Operating Officer oversees finance, audit, enrollment, budgeting and planning, purchasing, endowment, risk management, and related interactions with parents, faculty, and employees, while also providing leadership and oversight to the operations of the school. Oversee the creation and maintenance of accurate financial records, prepare periodic financial statements, and report on the financial affairs of the school to the Head of School and the Board of Trustees. Ensure all Financial Aid documents are complete and ready for review with the Head of School to determine awards, monitor budget, award amounts, and manage appeals.
Investment Operations Associate. This unique Investment Operations Associate opportunity will allow for DAILY interaction and mentoring by industry leading investment experts!. 3+ Years of progressive experience with a Private Equity, Venture Capital or Hedge Fund or similar Asset Management Firm. Exposure to Trading Desk Operations, Fund Accounting, Investment Reporting/Compliance will be a major plus. If you are an investment operations professional looking for a game-changing opportunity to become a critical team-member of this strategically growing boutique investment shop, EASY APPLY or reach out to me to learn more!
This role requires familiarity with AT LEAST one of the common financial management/accounting functional areas (General Ledger Accounting and sub-ledger accounting, Accounts Payable, Accounts Receivable, Fixed Asset Management, Inventory Management, Project and Grants Accounting, Budgeting and Forecasting, Procurement, Treasury and Cash Management). Facilitate requirements gathering sessions and design activities with stakeholders for the following functional areas: General Ledger Accounting and sub-ledger accounting, Accounts Payable, Accounts Receivable, Fixed Asset Management, Inventory Management, Revenue Expenditure Accounting, Project and Grants Accounting, Budgeting and Forecasting, Procurement, Treasury and Cash Management). Experience gathering requirements for one or more of the following functional areas: General Ledger Accounting and sub-ledger accounting, Accounts Payable, Accounts Receivable, Fixed Asset Management, Inventory Management, Revenue Expenditure Accounting, Project and Grants Accounting, Budgeting and Forecasting, Procurement, Treasury and Cash Management). Strong understanding of ERP/Financial Management System concepts, modules, and best practices, with experience working with ERP systems such as Workday, Oracle, SAP, and/or CGI. Experience with implementation of ERP and financial management systems, such as Workday, Oracle, SAP, and/or CGI. Experience with business process modeling tools (e.g. Visio). Experience supporting State & Local Government and/or Federal Government Client(s) is highly preferred.
Base-2 Solutions is hiring an accounting and finance manager that will be focused on internal accounting and finance duties that will include in depth government contract work.. Managing all company accounting, cost accounting and government contract costs-related compliance functions, including the initiation, preparation and maintenance of all company accounting policies and procedures.. Preparation and review of all monthly financial statements, review of monthly payroll, all federal and state tax filings, compliance with all FAR and DCAA regulations including management of the audit process and filing of annual DCAA rate proposal.. Flexible work schedules including flex time and compressed work period.. Remote work including partial or fully remote (contract and project-dependent).
Investment Banking Associate - Leveraged Finance Portfolio Management. This Investment Banking Associate, Leveraged Finance Portfolio Manager position is a newly created opportunity within a leading specialty finance investment bank and commercial lender.. Based out of the companies primary headquarters in Chevy Chase, MD this position will offer a hybrid work from home/office schedule, a base salary in the $125,000 range, a 20%-30% annual bonus, full benefits, and excellent career mobility.. This is an unique opportunity for candidates with 2 or more years professional experience within investment banking, public accounting deal/transactions, leveraged lending, or private equity experience to pivot into one of the regions premiere financial services firm.. 2-4 years of professional experience within investment banking, public accounting deal/transactions, leveraged lending, or private equity
This position drives the marketing efforts and execution of leveraged finance mandates for the Financial Sponsors Group. Assists Managing Directors and Directors to structure, originate and execute transactions while working with partners including Debt Capital Markets and product-specific business lines, as well as the Middle Office, and various Credit, Risk and Operations teams. Support Managing Directors and Directors with the generation, development, and execution of leveraged finance mandates in alignment with the overall strategy for the Financial Sponsors Group to support the expansion of the division and drive revenue growth. Experience in Leveraged Finance within capital markets and/or investment banking. MBA and 7 years’ proven and progressive leveraged finance and capital markets roles, including a strong network of private equity relationships to enhance the business development efforts of the group.
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.
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.
We are seeking a highly skilled and experienced Senior IT Portfolio Manager to join our team.. As a Senior IT Portfolio Manager, you will be responsible for managing investment portfolios, developing investment strategies, and overseeing asset allocation to ensure optimal financial performance.. Serves as subject matter expert (SME), possessing in-depth knowledge of IT management, mission driven IT governance and Federal IT portfolio management.. Bachelor’s degree in Finance, Economics, or related field (Master’s or MBA preferred). Strong proficiency in portfolio management software tools (i.e.: Bloomberg, Morningstar, etc.)
Location: Remote Salary: $60 - $100/hr Type: Part-time / Contract Take the next step in your career journey This is a remote, project-based role for finance professionals with 1–3 years of work experience.. You will complete tasks similar to those performed in investment banking, private equity, corporate development, or hedge funds.. Work is over the next 2-3 weeks, asynchronous, and assigned on a project-by-project basis, with an expected commitment of 10–20 hours per week for the projects you accept.. This position offers highly competitive pay, exposure to real-world financial analysis, and an excellent opportunity to boost your resume.
The Global Chief Financial Officer for Amplity will work together with our company’s CEO, leadership team, and private equity partners to develop and implement the corporate strategy to profitably grow the business (organically and through acquisitions) and drive continued value creation.. In terms of functional accountability, the CFO leads all aspects of financial management including working capital optimization, accounting and financial reporting, corporate finance, capital markets, financial planning & analysis, tax, treasury, M&A analysis/negotiations/financial integration, margin enhancement, and functional support to other areas of Amplity including operations.. Maintain overall responsibility for the financial operations of the company, including planning and analysis, cash and debt management, forecasting and budgeting, accounting, reporting, treasury, audit, and tax.. Proven experience as a hands-on, private equity-backed Chief Financial Officer in a global, growth-oriented business environment of scale.. Whether you knew us in the 80’s as Physician Detailing Inc., or in the 00’s as part of Publicis Health, the companies that came together in 2019 to form Amplity have delivered contract medical, commercial + communications excellence for 40+ years.
Directs and lead processes to track and report on NorAm Supply Chain value via Global scorecard reporting; including general compliance measurements, inflation and more complex Supply Chain KPI's with visibility of flow through to P&L. Directs, leads, drive and/or delegates price variance audit and product/vendor compliance processes, including implementation plans from internal and external audits. Medical, Dental, Vision Care and Wellness Programs. Demonstrate knowledge of global and corporate business context particularly with market economics and impact on Food and Facilities Management. We do this by providing food service, catering, facilities management, and other integrated solutions worldwide.
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 incumbent will act as the main Treasury contact for all corporate projects related to premium payment processing and will handle the more analytical functions of the Cashier department,. Records revenue receipts by noting incoming checks; completing deposits; reconciling and balancing daily cash transactions; distributing daily reports.. Operates control disbursement system by downloading exception items; researching approvals; forwarding results to bank.. One year Treasury Operations or Corporate Finance experience; preferably an analytical role.. This compensation range is specific and considers factors such as (but not limited to) the scope and responsibilites of the position, the candidate's work experience, education/training, internal peer equity, and market and business consideration.