Collecting information
Organizing data
Join to apply for the Tax Managing Director, Alternative Investments role at BDO USA. This role in our Alternative Investments practice assists in providing tax compliance & consulting services to our Venture Capital, Private Equity, Hedge Fund, and Real Estate clients.. Financial Services industry experience supporting Alternative Investment funds including: Venture Capital, Private Equity, Real Estate, and Hedge Funds, preferred. CPA or Licensed Attorney, or Internal Revenue Service Enrolled Agent, required. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firms success, with no employee contributions.
Digital Finance Transformation Expertise and proven implementation experience.. RPA, Finance Analytics, NLG, Predictive Forecasting models. Experience in Digital Finance technologies, including RPA, Predictive Forecasting, Finance Analytics, NLG, data visualization. Over 12 years of experience related to: Accounting / Finance, Financial Due Diligence, Restructuring, Investment Banking or Private Equity.. CPA, CFA, MBA, or Masters Degree Preferred but not Required
Huntington's Director, Portfolio Management will manage a book of business in the bank's Aerospace & Defense (A&D) vertical within Huntington's Corporate Specialty and Government Banking group. Provide credit recommendations to the appropriate level of credit administration.. Review loan documentation in consultation with legal counsel.. As appropriate, assist in optimizing customer relationships working with Relationship Managers, Treasury Management, Capital Markets and other team members.. 10 years of diversified banking experience including portfolio management experience and positions of increasing responsibility, with 5 years of expertise in the Aerospace & Defense and government contractor space.
We are seeking a highly motivated and experienced Data Domain Lead to manage and drive the strategic direction of the Non Trading Market Risk (NTMR) data domain.. This role ensures consistency in data provisioning, oversees data consumption into reports and other systems, and enforces compliance with Enterprise data governance policies.. by coordinating with stakeholder, ensuring effective communication and driving alignment between data strategy and business objectives.. Interest Rate Risk on the Banking Book risk management metrics. Business Acumen, Data Analysis, Financial Modeling, Internal Controls, Management Reporting, Market Risk, Problem Solving, Process Execution, Risk Identification and Assessment.
Truist Audit Manager is responsible for providing a leadership role in the delivery of high-risk, complex and value-added independent and objective risk-based internal audit assurance and advisory services.. The Audit Manager will proactively coach junior team members by providing candid and constructive feedback.. Experience in auditing and issue validations reviews (examples of key areas include wealth management, enterprise risk management, credit and information technology). Possess appropriate professional certification such as Certified Internal Auditor (CIA), Certified Public Accountant (CPA), Certification in Risk Management Assurance (CRMA) and Certified Information Systems Auditor (CISA).. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan.
The Product Lead's primary role is to advise commercial banking clients and prospects on a range of capital markets transactions, including capital raising, M&A, and financial risk management.. + Seven (7) years experience in capital markets, leveraged finance, and/or investment banking (i.e. M&A). + Capable of identifying and qualifying M&A and financial risk management opportunities for referral to the respective business units. + Exposure to ISDA standards. + Credibility with industry banking teams, the financial risk management team, and BlackArch/Clearsight professionals
Truist Audit Manager is responsible for providing a leadership role in the delivery of high-risk, complex and value-added independent and objective risk-based internal audit assurance and advisory services.. The Audit Manager will proactively coach junior team members by providing candid and constructive feedback.. Experience in auditing and issue validations reviews (examples of key areas include wealth management, enterprise risk management, credit and information technology). Possess appropriate professional certification such as Certified Internal Auditor (CIA), Certified Public Accountant (CPA), Certification in Risk Management Assurance (CRMA) and Certified Information Systems Auditor (CISA).. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan.
Summary:Huntington's Director, Portfolio Management will manage a book of business in the bank's Aerospace & Defense (A&D) vertical within Huntington's Corporate Specialty and Government Banking group. Provide credit recommendations to the appropriate level of credit administration.. + Review loan documentation in consultation with legal counsel.. + As appropriate, assist in optimizing customer relationships working with Relationship Managers, Treasury Management, Capital Markets and other team members.. + 10 years of diversified banking experience including portfolio management experience and positions of increasing responsibility, with 5 years of expertise in the Aerospace & Defense and government contractor space.
In this role, Analysts must communicate with Dealer Principles/Owners and Chief Financial Officers, Field Sales Team, Credit Management, and Legal Counsel on a regular basis.. Prepare, analyze and submit new credit requests, as well as file reviews, to the Dealer Credit Manager providing sound and reasoned explanations.. Perform monthly reviews of dealership financial statements and make sound and reasoned recommendations to the Dealer Credit Manager based on guidelines established by Daimler Truck Financial and previous experience with the dealership.. Review wholesale inventory and book audits and make recommendations to the Dealer Credit Manager on audit issues and exceptions.. Daimler Truck Financial is the captive financial services provider for the Daimler Trucks North America family of commercial vehicle products, including Freightliner Trucks, Western Star, SelecTrucks, Sprinter Vans, Thomas Built Buses and Fuso. We have specialized in financing commercial vehicles for more than 40 years.
We are seeking an experienced IT Audit Manager to lead audits focused on SOX compliance, system integration risks, and IT controls within a dynamic and evolving technology environment.. The IT Audit Manager will work closely with IT, finance, and business process owners to ensure compliance with regulatory requirements and identify risks associated with business transformation initiatives.. Conduct IT risk assessments to identify emerging risks in the technology landscape, including cybersecurity, data privacy, and regulatory compliance.. Act as a trusted advisor to IT and business leadership, providing insights into IT governance, risk management, and compliance best practices.. Relevant certifications preferred (CISA, CISSP, CPA, or CIA).
Allspring Global Investments™ is a leading independent asset management firm that offers a broad range of investment products and solutions designed to help meet clients' goals.. At Allspring, our vision is to inspire a new era of investing that pursues both financial returns and positive outcomes.. We do this through the independence of thought that powers our investment strategies and by bringing a renewed approach to look around the corner to unlock what's possible.. We currently operate in a hybrid working model, whereby you will be required to work in-office 3 days a week.. Analyzing the firm's financial performance against historical and forecast data and benchmarking against our peers and competitors.
The Private Banking Advisor will serve as primary relationship advisor for high net worth and ultra-high net worth, multi-generational clients.. Accomplished and proven at acquiring new clients by leveraging their external network and firm place in the community to provide confident, comprehensive wealth management advice and solutions with an emphasis on custom credit, and strategic asset allocation recommendations, multi-generational estate and tax planning, cash flow analysis and budgeting, and risk management to ultra-high net worth clients.. Meet revenue growth, profitability and client retention goals by acquiring new clients through business development and expanding services and marketing new products to existing clients.. Team and peer group role model for other Wealth Advisors, Private Bankers, and Wealth Associates.. Maintain appropriate legal, operating and regulatory controls to manage risk and compliance.
Title: IT Auditor. Our client is seeking experienced IT Audit professionals to support our Global Banks practice on a temporary basis.. Evaluate IT controls, systems, and regulatory compliance against frameworks such as SOX, FFIEC, COBIT, and OCC/FRB guidance. 510+ years of experience in IT Audit, Internal Audit, or Technology Risk roles. Experience in audit and advisory services regarding Identity Access Management Lifecycle, including client authentication and privileged access management tools and processes
As a Treasury Management Advisor III, you will play a pivotal role in driving the growth and success of our treasury management business at Huntington Bank. You will deliver sophisticated treasury solutions tailored to complex business needs and take full ownership of the sales cycle for cash management, liquidity, card, and merchant services deals.. 8+ years in treasury management sales role focusing on Commercial Real Estate clients with a deep understanding of the CRE Industry and experience working with developers, property managers, REITs and private equity real estate firms.. Recognition for outstanding performance in treasury services sales or corporate banking. Note to Agency Recruiters: Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume.. All unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property.
The Capital Markets Group is a high growth business within Capital One's commercial bank serving corporate and institutional clients across multiple business lines including M&A, syndicate finance (loans, bond, equity and structured products) and customer derivatives.. Work to deliver value to clients and business teams across our Structured Finance, Investment Banking, Derivatives, M&A, and Tax Credit Finance platforms.. Strong risk management mindset with working knowledge of regulatory requirements relevant to the bank's Broker Dealer (SEC / FINRA) and Swap Dealer (CFTC / NFA) activities.. Designations including Series 7 / 63 License or Chartered Financial Analyst (CFA) certification. This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI).
Citi provides consumers, corporations, governments, and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management.. Our commitment to diversity includes a workforce that represents the clients we serve from all walks of life, backgrounds, and origins.. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.. Demonstrated Subject Matter Expert (SME) in area(s) of Applications Development. Experience in regulatory reporting technology
Huntington’s Director, Portfolio Management will manage a book of business in the bank’s Aerospace & Defense (A&D) vertical within Huntington’s Corporate Specialty and Government Banking group. Provide credit recommendations to the appropriate level of credit administration.. Review loan documentation in consultation with legal counsel.. As appropriate, assist in optimizing customer relationships working with Relationship Managers, Treasury Management, Capital Markets and other team members.. 10 years of diversified banking experience including portfolio management experience and positions of increasing responsibility, with 5 years of expertise in the Aerospace & Defense and government contractor space.
The role of Managing Director is a partner position that is designed to lead and oversee the audit process for a variety of different financial institutions. The Managing Director is responsible for the customer experience, supporting financial institution business development opportunities, and resource development and growth of team members. Bachelor’s degree in business, finance, or accounting (MBA/MAcc preferred).. 10+ years of experience in a public accounting with a concentration in Financial Institutions and Banking.. 16 weeks of paid maternity and adoption leave, 8 weeks of paid parental leave, 4 weeks of paid and caregiver leave (once eligible)
The Global Resiliency Organization establishes policies and standards for Resiliency at Energy and Sustainability Solutions (ESS) including Business Continuity (BC), Crisis Management (CM), Supplier Resilience (SR) and Technology Resilience (TR).. Provide global leadership and guidance for all ESS Resiliency matters including the business continuity lifecycle, crisis management, and other resiliency risks.. Partner with enterprise risk management and senior leadership to develop a comprehensive view of the material business risk including assessment methodology, impacts, mitigation measures and gaps to deliver robust ESS enterprise-wide risk management and resilience strategies.. Senior Manager, Global ESG and Emerging Risk ControllerFinancial Services Director | Financial Crimes, Risk and Compliance. Sr Audit Manager - Investment Banking & Capital MarketsTreasury Management Audit & Risk ManagerRisk Consulting Manager, Senior DevSecOps Engineer (Location Flexible/Remote)FS R&R – Financial Risk Transformation, Director
The Senior Associate, Credit Portfolio Management, will partner with an Asset Manager to service a portfolio of securitized commercial real estate loans, including compliance with associated agreements and portfolio surveillance.. Manage borrower consent requests and coordinate with securitization parties when necessary.. Director – American Express National Bank Compliance Governance and Oversight. Director | Managing Director, Non-Sponsored Originations Eastern US (Direct Lending). Director of Financial Planning & Analysis