Collecting information
Organizing data
This position works within Schwab Wealth Advisory Inc. (SWAI), a registered investment advisor and an affiliate of Charles Schwab & Co. Inc.. As a Senior Manager, Alternative Investment Consultant (AIC), you play a critical role in meeting a growing need to help our ultra-high-net-worth (UHNW) Retail clients navigate the private alternative investment landscape and thoughtfully incorporate this asset class into their overall wealth management experience.. In this role, you will deliver a white-glove alternative investment experience to these UHNW clients who have sophisticated wealth management needs and are interested in investing in various alternative investments, including private equity, private credit, hedge funds, private real estate, and the like.. Advice experience in Alternative Investments strongly preferred. CAIA or CFA, or progress towards, highly desirable
Function: Finance & Accounting Job Summary: The senior tax analyst will be responsible for working with the Director, Tax, primarily supporting the global transfer pricing function and also supporting the international and international income tax function.. Manages preparation of contemporaneous transfer pricing documentation and compliance.. Manages periodic transfer pricing calculations, functional analyses, modeling, projections, and scenario planning.. Assists in the development and refinement of internal controls as they relate to income tax accounting and reporting.. Two to three years of tax experience in global transfer pricing related matters.
Driving lasting impact and building long-term capabilities with our clients is not easy work.. You will develop and implement AI models, including machine learning, deep learning, and natural language processing algorithms, tailored to address client-specific challenges.. Staying current with advancements in AI, machine learning, and deep learning, and applying these innovations to client projects and product development initiatives, is expected.. Hands-on experience applying data science methods (i.e., statistical modeling, machine learning techniques: regression, forecasting/predictive modeling, decision trees) to business problems. Experience with AI and machine learning frameworks and libraries (e.g., TensorFlow, PyTorch)
Reporting to the Director of Revenue Operations, this position will be responsible for the management and delivery of our core corporate products, including renewable energy credits (RECs) and power purchase agreements (PPAs, ensuring strategic alignment between sales, sales operations, client partnerships, and asset management.. The ideal candidate will have a strong background in renewable energy markets, financial and data analysis, and reporting, as well as operational process improvement.. Partner with structured finance and accounting to deliver on-time payments, billing reconciliation, and documentation required to meet internal and external audit requirements. Research and document process, improvements and market competitor information that support SunCentral’s implementation of best-in-industry REC and PPA management. Get notified about new Revenue Manager jobs in Chicago, IL.
Our services include mergers and acquisitions advisory, private funds and capital markets advisory, and valuation and fairness opinions.. We value diversity, equity and inclusion as a catalyst to foster innovation and creative problem solving, access the best candidates and adapt to a highly dynamic, competitive environment.. We encourage you to read more about our commitment to diversity and Environmental, Social & Governance (ESG) efforts.. Our employees work in-office Monday through Thursday each week, with the option to work remotely or from the office on Fridays.. Bachelor's degree in Finance, Accounting or Economics from top tier institution; strong academic record (both undergraduate and graduate)
This includes budgeting income statement, balance sheet, and cash flow, DSO , DPO, Capex and many more.. This includes budgeting and forecasting income statement, depreciation/amortizations, tax, balance sheet, and capital expense, cash flow, DSO, DPO etc.. Proficiency with MS Excel, pivot tables, formulas, data format/sort/filter, VLOOKUP, predictive models, and tools.. Experience in Oracle Fusion and Hyperion Planning is highly desired.. These benefits include coverage related to medical, dental, vision, disability, and life; retirement savings; paid sick leave; paid vacation (or other personal time); paid parental leave; and paid time off for purposes of bereavement, voting, and/or attendance at naturalization proceedings.
As Manager, Finance Systems, you will lead the design, development, and optimization of complex Oracle EPM solutions that drive enterprise planning and decision-making.. Maintain effective internal controls related to system access, change management, data governance and other processes impacting the Anaplan system, ensuring compliance with SOX requirements. Proficiency in financial systems (Oracle Cloud EPM, Tableau, Anaplan etc.). 8+ years of experience in finance, finance systems, or accounting, with a proven track record in project management and EPM system implementation. Our portfolio of brands includes Moen, House of Rohl, Aqualisa, SpringWell, Therma-Tru, Larson, Fiberon, Master Lock, SentrySafe and Yale residential.
The person will also be responsible for tax accounting and tax planning strategies.. Perform consolidation accounting across multiple subsidiaries, ensuring accurate elimination of intercompany transactions and equity adjustments.. Maintain and improve consolidation processes and reporting tools to ensure efficiency, accuracy, and compliance.. Proficiency with accounting software (e.g., NetSuite, Oracle, SAP, Sage100) and Excel.. Paid maternity leave
Talent Acquisition Lead at Futran Solutions. Staff Accounting, IFRS, Corporate Exp. Please note that candidates seeking remote or work-from-home options will not be considered.. Ensure timely follow-ups of all outstanding items for accurate accounting. Ensure compliance with internal controls, procedures, policies, and IFRS
diversity, equity, and inclusion as we believe in the undeniable. our inclusive, committed team to be a challenger, own outcomes, and stay. Circana is seeking a Senior Accountant to join our Controllership team. insights through analysis and storytelling for leadership.. Familiarity with NetSuite, Blackline, or similar accounting systems.
VP, Finance - Platform Forecasting - Promo This VP, Platform Forecasting - Promo role is responsible for preparing and coordinating short range and long-range forecasts for the Promotional and Installment portfolios within each platform.. Create and maintain a financial forecasting framework for the Synchrony Installment business, including legacy secured installment and SYF SetPay with integration of Allegro and Ally businesses.. Minimum 7 years of progressive experience in FP&A (financial planning & analysis) or similar role. Master’s degree, Certified Public Accountant (CPA), CFA or equivalent certification.. Experience in financial planning & analysis (FP&A)
Strongpoint Partners is tech-enabled retirement services platform serving small- to mid-sized businesses with integrated retirement third party administration, recordkeeping, payroll, and HR solutions. Strongpoint Partners is seeking an ambitious, strategic, and experienced Vice President of Accounting to lead and scale the accounting function in a fast-paced, private equity-backed organization. Foster cross-functional collaboration by partnering with executive leadership, finance, operations, and external stakeholders to ensure alignment on financial strategies, compliance initiatives, and business objectives. Support shared services and ensure proper alignment of billing and financial reporting teams. Expertise in financial systems and tools for scaling finance operations.
Job Description Wilshire seeks a VP, Corporate Development, to join the team in Santa Monica, New York, or Chicago.. Monitor industry trends and provide insights to guide corporate strategy. Bachelor's degree in Business, Finance, or related field; MBA preferred. 5 - 10 years of experience in corporate development, investment banking, management consulting, or related fields. In-depth knowledge of mergers and acquisitions processes, industry dynamics, emerging trends, and competitive landscapes
The Senior Indirect Tax Manager is responsible for leading and managing the Company's indirect tax compliance, audit management, and tax-related customer service efforts.. Lead all indirect tax activities including the implementation and maintenance of indirect tax best practices and internal controls with the assistance of internal staff and external resources. Strong knowledge of US indirect tax; experience with sales and use tax. Experience with Avalara software. If this role isn't what you're looking for, please explore the other opportunities listed on our career page: No matter who you are, we hope you find an exciting path forward - hopefully with us!
Work with various branches and correspondent banks to develop new business with domestic clients and promote existing products.. Work closely with the Credit Risk Management Department to respond to their enquires, ensure that the credit proposed comply with the credit risk policy and guidelines, security control manual and compliance policies and procedures.. Understands, complies with and monitors the activities, if necessary, of all applicable laws and regulations regarding anti-money laundering, Bank Secrecy Act, currency transaction reporting, and suspicious activity reporting.. 7+ years of combined work experience in banking industry and/or corporate financial institutions and/or commercial real estate business relationship management experience is required.. Bilingual ability in Mandarin Chinese (oral and writing) is preferred.
Support the Director, Accounting Research, Planning & Policy and Controller in establishing the Company’s accounting policies and procedures, monitor changes to GAAP and provide support in the determination of appropriate accounting treatment for investments and other transactions.. All levels within GATX including senior management, Treasury, Financial Planning & Analysis, Structured Finance, Fleet Portfolio Management, Operations.. Additionally, close collaboration with Accounting, Financial Reporting, International entities, and Portfolio Management.. Ideally a combination of Big 4 public accounting firm and multinational public company experience.. Expert knowledge in U.S. GAAP for various financial services products including, but not limited to, leases and leased equipment, loans, allowance for losses, equity investments, joint ventures, debt, stock, foreign currency-denominated transactions, consolidation, guarantees, warrants, and derivatives.
Team Leader | Middle Market | Equipment Finance. Middle Market Equipment Finance. commercial credit underwriting , including familiarity with bank credit policies and risk parameters.. Technologically proficient with Microsoft Office and industry-standard finance systems.. Finance, Business Administration, or Operations Management ; MBA preferred.
This is a great opportunity for someone who is interested in developing their skills in an aggressive, fast-paced and rapidly growing trading environment.. Prepare consolidated financial statements. Bachelor’s degree in Accounting required: CPA preferred. Previous experience working in trading firms, hedge funds, or other similar asset management firms required. Previous experience working with Great Plains preferred
West Monroe is seeking a dynamic and experienced Manager of Finance Transformation. Lead end-to-end finance transformation projects, including assessments, process reengineering, technology enablement, and change management.. 5+ years of progressive experience contributing to and leading Finance Transformation programs, and/or providing Finance leadership and support of large-scale process/technology projects.. Continuing experience in understanding and/or configuring Corporate Performance Management (CPM) systems (e.g., Hyperion, Adaptive Insights, Host Analytics, etc. Expert project manager with extensive experience leading multiple finance transformation projects including developing work plans, project scopes, pricing estimates, budget management, issue and risk management, and presenting deliverables.
is a fast-growing, well-funded food startup headquartered in Chicago on a mission to help diners discover new and exquisite dishes, and to give traditional mom and pop restaurants a fighting chance to succeed without compromising who they truly are.. By building a super app, our goal is to be the one-stop shop for everything related to food.. Looking for a detail-oriented, Excel rockstar, and prefer start-up experience with exposure to SaaS and/or a high-transaction fintech environment.. Accounts Payable Management - New vendor setup, processing invoices, track payment due dates and monitor AP Aging. Perform monthly bank account reconciliations and match banking transactions to NetSuite on a weekly basis