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Cherry Bekaert’s Strategic Financing Services Advisory Team (SFS) is looking for a New Markets Tax Credits Applications and Strategic Planning Director (Director).. We offer an opportunity to work with a team of experts with a deep track record in New Markets Tax Credit (NMTC) allocation applications, CDFI Fund Applications, other Government and Philanthropic funding applications, strategic planning services for community development entities and projects, NMTC placement and deployment assistance, and NMTC compliance and asset management services.. CPA license, MBA, JD, LLM, Master’s Degree (other field related certifications may be considered). Minimum of 10 years of demonstrated progressive experience in community development finance, tax credit finance, CDE/CDFI Lending, structured finance or related field. Expert knowledge of tax credit finance reporting required, with specific experience with CDFI Fund’s AMIS reporting strongly preferred
Provide primary support to the Sustainable Investment Services team, including review and advice on ethical investment exclusions, shareholder engagement activities, white papers and other external communications, church governance/legislative matters, and related risk mitigation strategies. Support Corporate Secretary function in providing corporate governance support for investment-facing board and committee activities, including fiduciary committee of the board and subsidiary boards engaged in investment management/advisory activities. Support regulatory change management and implementation, including monitoring legislative policy developments and engagement with ecumenical partners regarding legislative advocacy efforts. Partner with the Compliance function to support investment compliance activities, including investor eligibility vetting, development and guidance on policies and procedures, advising on remediation plans and conducting training to address compliance and internal audit findings, and supporting risk management efforts. Law degree and admission to Illinois bar.
We will encourage you to bring your true self to work every day, we will celebrate you and we will cheer you on as you shine bright in your career journey.. Whether it be our health & wellness programs, best in class learning and development or our travel discounts that ‘feed your inner explorer’, we work hard to create and deliver on what YOU need.. Monitor hotel revenues and expenses and ensure the accurate recording in accordance with Crescent Hotels and Resorts established guidelines.. Ensure hotels’ compliance on all regulatory licenses and permits, leases, contracts, legal agreements, and the proper execution of all operational taxes.. Establish and continually audit all internal financial controls including purchasing, cash handling, disbursements, credit extension, inventories, hotel assets, master keys, payroll, and employee records.
Oversee multi-faceted projects across finance and accounting process lifecycles from current state evaluation, gap analysis, requirements gathering, future state design, and remediation execution across people (organizational design/assessment/training), process, technology (financial systems) and data architecture; interacting directly with Portfolio Company CFOs and Controllers, Operating Partners, Portfolio Support teams, Deal Teams, and our Private Equity practice. Leverage expertise in leading business processes (e.g., Procure-to-Pay, Opportunity-to-Cash, Record-to-Report including Financial Planning/Analysis and Close, Recruit-to-Hire-to-Retire and Master Data Management) and cross-functional dependencies to implement best practices and provide value-added insights. Experience selling to and delivering for senior executive client leaders (e.g., Operating Partners, Portfolio Support Teams, CFO, Controller). Knowledge of financial systems and data analytics and related tools (e.g., Salesforce, NetSuite, Intacct, Dynamics, Adaptive, Coupa, OneStream, Floqast, Blackline, Tableau, Alteryx, SQL) a plus. 9+ years’ experience working in a client-facing role at a public accounting firm or equivalent consulting firm.
From reimagining orange juice to creating functional smoothies and driving afternoon refreshments, we are striving to become the undisputed global leader in fresh and chilled beverages.. This role will be responsible for assisting the Global Treasurer in overseeing Tropicana’s North America cash management activities as well as build the team, processes, and structure necessary to develop a world class cash management function capable of supporting the growth and operationalization of this dynamic consumer products business.. Interact regularly with legal counsel, FP&A, Commercial Operations, Accounting, Accounts Receivable and Accounts Payable teams to create best in class processes and thought leadership to the Treasury function. Willingness to adapt and thrive in a blended work environment with 3-days in office, seamlessly transitioning between remote work and in-office operations. Chief Financial Officer for Private Equity Portfolio Company
International Banking organization seeks a Marketing Officer – Bilingual Japanese.. Ensure the efficient processing of loans, time deposits, foreign exchange, funds transfer, etc. Serve as liaison between the account officer, related departments in the US, Tokyo head office, and clients, ensuring timely and accurate execution of financial transactions such as loans, deposits, and foreign exchange deals. Basic banking compliance knowledge. Bachelor's degree (preferably in Finance or Accounting) or three years of related experience.
We foster programs that empower our communities, continuously invest in our employees, and actively pursue brighter futures for all. At Midland States Bank, base salary is one component of our Total Rewards program. Total Rewards also include banking perks, an Employee Stock Purchase Plan, 401K plan with company match and may include the opportunity to participate in our Non-Qualified Deferred Compensation plan. Ability to analyze Treasury Management structures and develop and negotiate transactions and perform Commercial Services maintenance items. Maintain compliance with all applicable regulations including, but not limited to, the Bank Secrecy Act (BSA).
Role Overview: Wealth Investment Solutions - Fixed Income Client Portfolio Management (CPM) Team. is responsible for client engagement, marketing and product development of our customized fixed income solutions for the Wealth Management client base.. The team is looking for a client portfolio manager to focus on the growth of our leading fixed income Separately Managed Accounts (SMA) platform.. Client Coverage & Portfolio Management – Responsible for covering Sales Teams, Wealth Advisors and end clients with regard to their fixed income investments; advising on portfolio positioning, performance, product platform, markets etc.. Project Management – Engage on a variety of projects related to product development, portfolio management and our ability to leverage technology to scale and improve the client experience.
Directly supervise the Assistant Executive Director, Information Technology and Director, Financial Services; Overall responsibility for a combined Acct/IT staff of 6.. Direct the banking and investment operations to adhere to investment policy statements and fiduciary oversight.. Knowledge of Generally Accepted Accounting Principles (GAAP) for non-profit organizations.. Dedicated to excellence in the art and science of endodontics and to the highest standard of patient care, the association inspires its members to pursue professional advancement and personal fulfillment through education, research, advocacy, leadership, communication, and service.. The Foundation for Endodontics, a 501(c)3 charity that was incorporated in 1966, is the philanthropic arm of the AAE. It works to ensure the specialty’s place at the forefront of the dental health arena through securing contributions, shepherding resources, and sharing grant funds that support research, generate new knowledge, and enhance endodontic education.
The GB Finance Controls Team, a vital component of the Finance department reporting to the Chief Financial Officer (CFO), is seeking a dynamic and adaptable professional to join our team.. Our team is structured around three core pillars: GB Controls, Client Controls, and Finance Systems Projects and Transformation.. The Finance Systems Projects and Transformation pillar drives the evolution and enhancement of finance systems, leading projects that transform and modernize financial operations.. We are seeking a highly skilled and motivated Lead Financial Control Analyst to join the GB Controls pillar of the GB Finance Controls team, reporting to the AVP - GB Controls & Revenue Optimization.. SOX compliance, SOC reporting, Enterprise Risk Management, and COSO Framework experience desire
Whether it’s retirement planning, charitable giving, estate planning, active investing or managing banking and lending needs, Planning can help.. The plan includes a customized analysis to address financial goals, such as: retirement, college, risk management, asset allocation, and estate planning needs.. Developing others - We are seeking an individual with extensive financial services experience to lead and coach their team of CFP professionals.. Active and valid FINRA Series 7 license. Active and valid FINRA Series 63/65 or 66, and 9/10 (or to be obtained within 90 days)
The role serves as an excellent opportunity to build a career in either Portfolio Management, Credit, or Sales functions within the dynamic inventory finance industry.. Special Projects/Travel:Opportunity to engage in process improvement projects at the discretion of Portfolio Manager.. Degree in accounting, finance, business, or economics. Ability to analyze qualitative and quantitate data and draw conclusions to solve complex account issues or concerns. Agency Statement: Huntington does not accept solicitation from Third Party Recruiters for any position
Since spinning out of a large brokerage firm in 2016, DV Trading has rapidly scaled as an independent proprietary trading firm utilizing its own capital, trading strategies, and risk management methodologies to provide liquidity to worldwide financial markets and hedging opportunities to commodity producers and users.. Overview:We are seeking an experienced Quantitative Analyst to play a critical role in designing and managing calculations and metrics essential to the firm's risk management framework.. A master's degree in a data-intensive field (e.g., Data Science, Quantitative Finance, Mathematics, or Engineering) is preferred.. 5+ years of relevant experience in a hedge fund, proprietary trading firm, or bank's trading desk, with a focus on P&L, performance data, and quant analytics.. Specialized experience in one or more asset classes-fixed income, commodities, crypto, equities, or currencies-is preferred.
The Corporate Quality Manager will be joining a private equity business with iconic brands, strong retail presence, and outstanding manufacturing capabilities.. The Corporate Quality Manager is responsible for overseeing the quality systems and food safety programs across external and internal manufacturing facilities focused on canning, UHT (Ultra-High Temperature), and aseptic food operations.. Review and approve product labels, nutritional and allergen claims.. Lead training and development of quality personnel in thermal processing and aseptic techniques.. 5+ years of quality assurance experience in food manufacturing, with specific expertise in canning, UHT, and aseptic processing.
Manage initial tenant file certification approval process and annual tenant file audit process by auditing files, supervising property management staff correction of errors, and documenting findings for follow-up recommendations to policy/process. Maintain working knowledge of affordable housing compliance best practices and participate in industry-wide advocacy efforts to streamline compliance and reporting and eliminate unnecessary burdens.. QUALIFICATIONS: This position requires a BA in a related field of study and specialized compliance training and certification in Low Income Housing Tax Credits (Section 42) and HUD assisted properties.. West Town, Humboldt Park, Logan Square, Hermosa and Avondale residents preferred.. In the absence of this supervisor, shall report to the Chief Operating Officer.
We strive to have a remarkable impact on people's lives across several key therapeutic areas immunology, oncology, neuroscience, and eye care and products and services in our Allergan Aesthetics portfolio.. Partners with all levels of key business functions to provide moderate to complex OEC (Office of Ethics & Compliance) and functional policy interpretation and provide guidance on the requirements.. Develops, delivers and updates OEC s comprehensive training program on moderate to complex OEC and functional policies and procedures, including the Operating Procedures for Program Funding and AbbVie's Code of Business Conduct, as well as the current compliance environment and compliance issues specific to Market Access contracting, pricing, access, reimbursement and pre-approval messaging to payers and health care decisions makers, including, but not limited to FDA Guidance.. Assists OEC Director/ECO on compliance audits, when necessary, such as overseeing the fulfillment of auditors requests and acting as a liaison between the business and auditors during on site activities.. market access/managed markets , regulatory affairs, government affairs, and finance.
LaSalle Network has partnered with a fast-growing, industry-leading manufacturing company located in the heart of downtown Chicago to identify a.. This is a high-impact role for a hands-on finance professional who thrives in fast-paced environments and is ready to take ownership of complex treasury operations. Advanced Excel and experience with treasury management systems (TMS).. LaSalle Network is the leading provider of direct hire and temporary staffing services. LaSalle Network is the premier staffing and recruiting firm, earning over 100 culture, revenue and industry-based awards from major publications and having its company experts regularly contribute insights on retention strategies, hiring trends and hiring challenges, and more to national news outlets.
Senior Project Manager - Professional Practice Group (Audit) page is loaded Senior Project Manager - Professional Practice Group (Audit) Apply remote type Hybrid locations Chicago, IL Boston, MA Tempe, AZ time type Full time posted on Posted 12 Days Ago job requisition id R129785. The Senior Project Manager role requires a seasoned internal auditor that is able to demonstrate strong audit skills, business acumen, and communication skills.. Professional certifications (e.g., CPA, CISA, CIA, ACA, ACCA) are preferred.. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com.. If, because of a medical condition or disability, you need a reasonable accommodation for any part of the employment process, please email our HR Service Center or call 1-800-807-0302 (North America), +630-276-5353 (Asia Pacific), 1800-425-0333 (India), +44(0)207 982 4357 (Europe, Middle East and Africa) and let us know the nature of your request and your contact information.
Lead and manage fieldwork for model validation and financial crime risk engagements for banks, asset managers, and other financial institutions.. Perform technical validation of credit risk, market risk, AML/sanctions, and optimization models, including the review of assumptions, methodology, testing, and performance monitoring.. Assess financial crime compliance programs, including sanctions, transaction monitoring, and KYC processes.. Familiarity with financial crimes systems such as NICE Actimize, Oracle FCCM, Verafin, or Fircosoft.. Professional certifications such as CPA, CAMS, FRM, or CFA.
My client, a top Private Credit Asset Manager is looking for an Foreign Exchange Specialist to join and lead their expanding team.. Our client works on a hybrid basis in downtown Chicago, offers competitive compensation, comprehensive health, PTO and retirement benefits.. Role Summary: Serve as the main FX expert, supporting Treasury and Operations with hedging strategies, trade execution, and market analysis.. Collaborate with internal teams on cash flow, hedging, and analytics. Strong Excel skills; Bloomberg and Power BI a plus