Collecting information
Organizing data
The Funding Associate performs various funding and banking operations in support of the treasury team at Planet Home Lending, LLC. The funding associate is responsible for placing funding requests received from all business channels with warehouse banks, monitoring daily reports from warehouse banks to track loan status, and reconciling related debt balances on a daily and monthly basis. This individual will interface with personnel in other offices regarding loan documents and closing status and with external banking operations teams. Minimum of two years’ experience in finance role or in operations in the mortgage industry, title company, etc. Basic excel proficiency is critical (i.e. pivot tables, VLOOKUP’s, keyboard shortcuts, and multiple workbook entries).. Our benefits package includes 3 comprehensive Cigna or Kaiser medical plans, dental, and vision insurance.
Communicates direction for financial decision-making, providing insights and analysis on organizational budgeting, forecasting, and financial performance.. Ensures the governance and maintenance of effective internal controls to safeguard company assets and ensure compliance with regulations.. Follows relevant accounting standards and regulations to ensure compliance and accurate financial reporting.. Master’s degree in Accounting/Finance/Business or related fields from an accredited college/university or CPA eligible; licensed CPA/equivalent certification is preferred.. At least 15 years of finance/accounting experience and 5 years of supervisory experience in accounting/finance functions is required.
The Accountant will prepare and analyze financial statements (P&L and Balance Sheet) in compliance with US GAAP. You’ll be hands-on with month-end close, payroll accounting, financial consolidation, and SOX compliance—supporting executive leadership and financial reporting at the highest level.. Support financial consolidation and reporting. Ensure SOX compliance and assist with audits. Bachelor’s in Accounting, Finance, or related. Advanced Excel skills (pivot tables, reporting)
The Accounts Payable Assistant Supervisor provides guidance and support to a team of processors, ensures compliance with policies and procedures, and contributes to process improvements and efficiency enhancements within the department.. Familiarity with financial systems and software used in accounts payable functions.. Support monitoring of invoice processing, payment approvals, and vendor reconciliations.. Generate regular reports on departmental performance, including invoice processing time, accuracy, and payment timeliness.. Work collaboratively with the Accounts Payable Manager and cross-functional teams to implement process enhancements.
Assists the VP, L&D Facilitation Manager and other Learning & Development team members in the coordination, scheduling, and delivery of teller and/or platform system training as well as various sales, technical, and other training specifically for new and existing retail banking employees.. Includes weekly check-ins, review of eLearning progress, helping the new hire take a deeper dive in topics, and develops a plan, in tandem with the new hire, to take 30 credits during their "senior year" of learning and takes an active role in ensuring the new hire stays on track.. Generates positive attitudes in employees to promote high morale, cooperation, and enthusiasm to achieve bank sales and service goals as specified in WesBanco's Mission, Vision and Pledge.. The wage range for the Learning & Development Facilitation Officer position is $52,000-$57,000 annually.. Consumer Lending and Commercial Lending a plus.
Driven Innovation: Lead the strategic development of new financial learning programs and certifications that address the evolving needs of the banking, fintech, and broader financial services sector.. MBA, Master's Degree, or Ph. D. in quantitative finance, business management, or a related field.. With over a century of experience, NYIF offers comprehensive courses and professional certification across both traditional and emerging finance areas, including asset management, AI application, fintech, sustainable finance, and capital markets.. NYIF operates training and education programs through offices and staff in the USA, China, Hong Kong, Australia, India, Dubai, and Lebanon.. Minimum Education: MBA, Master's Degree or Ph. D. in quantitative finance, business management, or related field
Candidates ("ACEs") join the ACE Program as senior team members of an Access portfolio company, directly supporting and reporting to C-Suite executives in key operational functions including Finance, M&A / Strategy, Development and Marketing. ACEs will attend and participate in Access activities, training sessions, and summits with other executives and ACEs across the Access portfolio. ACEs will work with Access to build skillsets, report out to other ACEs, develop playbooks, and train executives where appropriate. ACEs will be well-positioned to move into a C-Suite position within one of Access' portfolio companies or on the Access investment team. Hands-on experience leading financial analysis, financial modeling, forecasting, strategic planning, and budgeting; and ability to work with financial systems
Proficiency in Microsoft 365 & Azure and one or more programming/scripting languages Preferred Qualifications: Relevant certifications such as CISSP, CISA, or CISM. Experience working in a security operations center (SOC) or similar environment.. From diverse locations and backgrounds; Committed to driving programs that advance climate action and sustainable development through high-quality web applications, database solutions, and analytical platforms using the latest and evolving technology stacks; That embodies the values the client has established for itself, and which include Teamwork, Results, Integrity, Balance and Exploration.. A leading provider of professional staffing and search services, Addison Group distinguishes itself through exceptional delivery, specialized knowledge and strong relationships.. Addison Group provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws.. Addison Group complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities.
Ensure alignment of asset management practices with the overall IT and business strategy.. Collaborate with field engineering teams, IT support, procurement, and finance departments to ensure efficient asset management processes.. Basic Qualifications: Bachelor’s degree in information technology, Business Administration, Supply Chain Management, or a related field At least 7 years’ experience in asset management, inventory management, or a related field, with at least 3 years in a leadership role.. At least 1 year experience in IT asset management principles, practices, and tools, including asset lifecycle management and inventory control.. to help secure your financial future and preserve your health and well-being, including: Premier Medical, Dental and Vision Insurance with no waiting period
Overview Abacus Technology is seeking a Controller to provide overall support to the CFO and VP of Financial Services related to financial and accounting matters for the company.. Perform internal audits of the various branch operations and report results to the CFO. Prepare vendor analysis reports and communicate findings to the CFO. Communicate with company’s bank representatives regarding the initiation and monitoring of sweep accounts and the renewal of line of credit accounts.. Supervise/handle all international payroll/correspondence related to our UK, German, and Italy etc.. Thorough knowledge of all accounting functions including accounts payable, accounts receivable, general ledger, journal entries, bank reconciliations, and financial statements.. Experience with an accounting system such as JAMIS or Deltek CostPoint.
You will review and analyse financial data, prepare and file tax returns, and assist businesses in meeting their tax obligations while minimising risks of non-compliance.. You embrace technology and innovation to enhance your delivery and encourage others to do the same.. Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements.. The Opportunity As part of the Financial Services Tax team you are expected to provide benefits through digitization, automation, and increased efficiencies.. As a Manager you are expected to supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by supervising teams and independently solving and analyzing complex problems to develop top-quality deliverables.
Position Responsibilities : Organization – Responsible for providing support to the Bethesda office through underwriting, loan request/investment report packaging, due diligence, closing, servicing and various support functions.. Underwriting – Prepares underwriting of commercial real estate properties based on historical financial statements, projections, and market standards to determine a projected income, value and loan amount.. These reports include analysis of the borrower, property, underwriting, valuation, location, market, leases/rent roll, photographs, aerials, maps, etc.. Strong understanding of cash flow analysis and demonstrated analytical skills with the ability to calculate NOI, DSC, ROC, IRR, etc.. Strong tech knowledge and skills, including in-depth expert knowledge of Argus and Excel.
Implement collection strategies and tactics to improve collections efficiency and reduce DSO (Days Sales Outstanding).. Manage a team of credit and collections professionals, providing coaching, guidance, and support as needed.. Prepare regular reports and updates for senior management on credit and collections performance, trends, and issues.. Qualifications: Bachelor's degree in Finance, Accounting, Business Administration, or related field; MBA or relevant certifications (e.g., CCE) preferred.. 5+ years of experience in credit and collections managementStrong knowledge of credit risk management principles, credit analysis techniques, and collections best practices.
COMPANY DESCRIPTION: Join a premier U.S. manufacturer at the forefront of the steel industry, delivering high-quality solutions for thousands of projects each year—from massive distribution centers and high-rise buildings to municipal facilities and retail developments.. Hybrid Schedule – Work from home 3 days a week!. ESSENTIAL FUNCTIONS: Support management in compliance initiatives through analysis and implementation of key controls over financial reporting.. Serve as a critical audit liaison and subject matter expert during interim and year-end financial statement audits, as well as quality of earnings analyses.. Administer and enhance various financial reporting systems, including Jet, Dynamics, and Power BI, by creating and updating reports, dashboards, and queries.
Do you have experience serving clients in partnership taxation, leading and mentoring teams, and advising on important tax and business issues?. If you’re a leader who wants to develop and thrive in the most strategic part of our tax practice and serve our largest clients, we have an exciting opportunity for you as a Tax Manager on our growing team!. What you’ll do As a Tax Manager, you will utilize your prior experience to provide tax compliance and advisory services to investment management clients.. Our US tax industry group is comprised of more than 1,400 partners, principals, and employees providing a spectrum of tax services to a broad range of Investment Management companies.. Our financial services clients include investment advisers and administrators from every sector of the industry, including hedge funds, private equity, investment partnerships, alternative products, family offices, mutual funds, broker-dealers, banks, insurance companies, and other investment managers.
- Ensure data integrity and accuracy within financial systems, including data migration, validation, and reconciliation.. - Ensure financial systems comply with regulatory requirements, industry standards, and best practices for data security and privacy.. - These responsibilities are crucial for a Financial Management Information Systems Business Analyst to effectively assess, design, implement, and support financial systems that meet the organization's needs and drive operational efficiency and effectiveness.. - Master’s degree or relevant certifications such as Certified Business Analysis Professional (CBAP), Certified Information Systems Auditor (CISA), or Chartered Financial Analyst (CFA) are highly desirable.. - Need 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.
We are looking to hire a Senior Finance Manager, Sales (US Consumer) immediately in a Hybrid (50/50) capacity at our Global Headquarters in Hunt Valley, Maryland.. Tuition assistance POSITION OVERVIEW This position is the primary financial partner of a Regional Vice President (RVP) of Sales and the Regional Sales team.. Partner with Sales leadership to achieve Sales and Profit objectives • Develop Customer P&Ls and analytics in support of Customer deal proposals to CAC committee and provide direction in the development of customer contracts, pricing and deal structures.. Oversee controls for the trade spending process including managing Sales team checkbooks, monitoring forecast accruals and planned promotional spending • Provide leadership and financial training to all team members regarding customer and product profitability, trade spend optimization and TPM enhancements/rollouts.. Develop, document and ensure adequate controls exist for the trade spending process including monitoring of TPM forecast accruals, planned spending and amounts available for planning for all customers in the region.
About us:ACY Yachts is a leading North American yacht dealership known for its expertise in sailing yachts and innovative ownership programs.. Employees at ACY Yachts are part of a professional team dedicated to providing unparalleled customer service, from yacht acquisition and commissioning to ongoing support.. This position will manage all aspects of the monthly financial close, maintain accounting records, oversee accounts payable and receivable functions, reconcile accounts, manage fixed assets, contribute to budget management, support cash flow forecasting and analysis, ensure income tax compliance, and coordinate audits.. Supervises accounts payable and receivable: Manages bank reconciliations, Euro payments, AP/AR processes, aging reports, expense reports, and related journal entries.. Supervisory Responsibilities:Oversee the daily operations of the Accounting Department staff, including accounts payable, accounts receivable, and bank reconciliations.
Morgan Consulting Resources, Inc. has been retained to conduct the search for the Chief Financial Officer for Planned Parenthood of Maryland (PPM).. The CFO will have the opportunity to build a more strategic finance function to support PPM’s growth and expansion.. Planned Parenthood of Maryland (PPM) is a not-for-profit family planning agency that provides high-quality, affordable reproductive health care for all people.. By providing medical services, education, training, and advocacy, PPM seeks to help individuals make informed decisions about their reproductive health, family planning options, and sexuality.. We are looking for an experienced CFO with a passion for Planned Parenthood and reproductive healthcare.
Corporate & Finance – Securities/Capital Markets, Mid-Level to Senior Associate.. Keen to become part of a truly global, collaborative team of professionals?. The Baltimore office of seeks an outstanding mid-level to senior Corporate/Capital Markets associate with a minimum of three years of experience with public company advisory work and capital markets offerings. The ideal candidate will possess deep experience in the practical and strategic aspects of corporate work; excellent technical drafting skills; the ability to interact effectively with sophisticated client management teams; and interest in cutting edge, complex transactions. A strong desire and ability to integrate into a collegial team environment is critical.