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.
Millennium is seeking a Chief Financial Officer (CFO) of its parent company, Millennium Consolidated Holdings, LLC, which wholly owns the US broker-dealer Millennium Advisors, LLC and the FCA registered broker-dealer, Millennium Europe Limited.. The US broker-dealer also has two foreign branch offices located in Singapore and the UK. Based in Charlotte and reporting to the Group CEO, the successful candidate will have overarching financial responsibility for all Millennium entities.. Manage relationships and be the main point of contact for investors, bond rating agencies, investment banking relationships, and valuation firms.. Candidates should have held positions of increasing responsibility within an accounting department, such as director of finance, director of accounting or controller.. In return for a long-term commitment, Millennium Advisors offers a highly competitive compensation package that includes base salary commensurate with experience, and incentive compensation, which could include equity in the firm.
Closely partner with data science team and provide guidance on leading model risk management practices. Provide model governance oversight over CECL and loss models and write model governance reports for distribution to audit agencies. Have good familiarity with CECL standards published by The Financial Accounting Standards Board (FASB). Effectively communicate outcomes of model risk management to various forums both internal and external to the organization. 7 years of progressive experience in Model Risk Management, including 3+ years as a manager of direct reports, within the Banking or Financial Services industry.
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.
Working knowledge of various testing methodologies (automated -vs- manual) as well as specific tools/technologies (JIRA, Cucumber, Selenium), preferred.. Compliance, ERM, Legal, Audit, ETS).. Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.. Analytical Thinking, Customer Support Policies, Standards and Procedures, Effectiveness Measurement, Internal Controls, Quality Management, Regulatory Environment - Financial Services. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
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).
Job Title: Director, Mergers & Acquisitions. Anywhere Real Estate Inc. (NYSE: HOUS) is a global leader in residential real estate services, encompassing renowned brands like Coldwell Banker, Century 21, Sotheby's International Realty, and Corcoran.. The Director of Mergers & Acquisitions will play a key role in identifying, evaluating, and executing acquisitions and investments across Anywhere's ecosystem-including franchise operations, brokerage businesses, and adjacent proptech opportunities.. 8-10+ years of experience in M&A, corporate development, investment banking, or private equity, ideally with exposure to real estate or franchise businesses.. Sotheby's International Realty ( , we fulfill our purpose to empower everyone's next move through our leading integrated services, which include franchise, brokerage, relocation, and title and settlement businesses, as well as mortgage and title insurance underwriter minority owned joint ventures.
Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of SMBC Group, which is one of the three largest banking groups in Japan.. In the Americas, SMBC Group has a presence in the US, Canada, Mexico, Brazil, Chile, Colombia, and Peru. Backed by the capital strength of SMBC Group and the value of its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients.. The Group's operating companies in the Americas include Sumitomo Mitsui Banking Corp. (SMBC), SMBC Nikko Securities America, Inc., SMBC Capital Markets, Inc., SMBC MANUBANK, JRI America, Inc., SMBC Leasing and Finance, Inc., Banco Sumitomo Mitsui Brasileiro S.A., and Sumitomo Mitsui Finance and Leasing Co., Ltd.. SMBC Capital Markets is a derivatives trading company since 1988 based in New York City, with offices in London and Hong Kong. SMBC CM is an established derivatives dealer with a broad product portfolio, with specific emphasis on interest rates and foreign exchange.. This role will be part of the system development team and will involve maintaining and enhancing existing in-house applications and services used for financial data processing.
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.
Monitor and train the teller staff in supporting all bank marketing efforts and cross-sell products.. Handle single control vault, ensuring proper control of vault cash, follow all audit and security policies and procedures.. Monitor the daily balancing and processing of ATM(s), including the processing of all entries, servicing and required audits.. Observe, coach, and lead the Teller team to ensure all strategic initiatives are executed effectively.. Expected compliance with bank regulations, policies, procedures, risk management, internal controls, and the First Horizon code of ethics.
TAT Technologies is a fast-growing profitable provider of aerospace thermal management, power and actuation products and repair services.. With a very strong momentum in the capital markets and back up from the lending industry, TAT is ready to start growing much faster.. The Director of M&A is responsible for leading the company's mergers, acquisitions, divestitures, and strategic investments.. Conduct comprehensive market research, financial analysis, and valuation modeling to support deal decisions.. 8+ years of experience in M&A, Corporate Development, Investment Banking, or related functions.
TAT Technologies is a fast-growing profitable provider of aerospace thermal management, power and actuation products and repair services.. With a very strong momentum in the capital markets and back up from the lending industry, TAT is ready to start growing much faster.. The Director of M&A is responsible for leading the company's mergers, acquisitions, divestitures, and strategic investments.. Conduct comprehensive market research, financial analysis, and valuation modeling to support deal decisions. 8+ years of experience in M&A, Corporate Development, Investment Banking, or related functions
Complex analysis and modeling : You'll be responsible for detailed forecasting and financial modeling.. Developing financial strategies : You'll contribute new ideas for how we approach financial planning and analysis.. Managing costing models : You'll take ownership of our company-wide channel and product costing models, ensuring they're accurate and continuously improved.. Responding to data requests : You'll handle requests for internal business data and trends, finding the right information and analyzing it to support our business strategy.. Bonus points if you have : Experience in retail banking or cash and savings.
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 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).
Complex analysis and modeling: You'll be responsible for detailed forecasting and financial modeling.. Developing financial strategies: You'll contribute new ideas for how we approach financial planning and analysis.. Managing costing models: You'll take ownership of our company-wide channel and product costing models, ensuring they're accurate and continuously improved.. Responding to data requests: You'll handle requests for internal business data and trends, finding the right information and analyzing it to support our business strategy.. Bonus points if you have: Experience in retail banking or cash and savings.
That is precisely what we have created at MSC Industrial Supply Co. We are a leading North American distributor of metalworking and maintenance, repair, and operations (MRO), products and services.. The Finance Business Partner, SrBusiness Development & Solutions is responsible for creating a strong partnership between finance and the commercial team, driving value for the organization, and creating visibility to the strategy and performance of the Business Development team.. Ensures effective internal controls and compliance with MSCs accounting policies and procedures. Fosters the MSC Culture in the department and throughout the company to ensure unity of purpose and fulfillment of MSCs mission. Proficient in Tableau, Alteryx, ThoughtSpot, MicroStrategy or similar data & analytics platforms
The Senior Manager of Credit Products - Specialized (Counterparty) is responsible for overseeing first-line credit underwriting and portfolio management within an assigned vertical, ensuring alignment with the bank’s risk appetite and business objectives.. Assessing and monitoring counterparty creditworthiness: Analyzing financial statements, credit reports, market data, and other relevant information to determine the credit risk associated with counterparties.. Conducting risk analysis: Performing detailed analysis of derivatives, repos, swaps, and other financial products to identify and evaluate counterparty credit risk.. Underwriting: Creating detailed reports on counterparty credit risk for individual financial institutions.. Minimum experience required: 12+ Years of 1st line of defense credit underwriting, portfolio management, and risk management experience within the Financial Industry including credit strategy and credit analytics.