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BetterPitch specializes in creating sophisticated investment marketing collateral for clients in the Commercial Real Estate (CRE), Private Equity (PE), and Venture Capital (VC) sectors. As an Investment Associate at BetterPitch, your mission is to drive our clients' fundraising success through sophisticated CRE, PE, and VC investment marketing collateral. You'll work directly with deal sponsors and private equity firms to understand their capital needs, analyze market opportunities, and develop compelling materials that resonate with institutional investors. QualificationsExperience in commercial real estate, private equity, venture capital, or investment banking.. Bachelor's degree in finance, business, economics, or related field; MBA or advanced degree preferred
The Milestone Group is a leading national real estate investment firm that focuses on the U.S. multifamily sector.. Milestone is looking for a Senior Fund Accountant with strong technical accounting skills to support the firm’s continued business growth.. This position will primarily focus on financial accounting and investor reporting for multiple real estate funds and related entities and will report directly to the CFO. The Senior Fund Accountant will interact with other departments and functions including Legal, Acquisition, Capital Markets and Portfolio Management, and Asset Management.. · 10+ years of experience in real estate private equity fund Accounting. · Proven strong technical skills in real estate fund accounting, partnership accounting, private equity waterfall and
4+ years of experience working as a Commercial Lending Assistant. Strong knowledge of loan documentation, compliance regulations, and banking systems.. Supports the commercial lending Officer with loan collection, overdrafts, clearing exceptions, certifications, and dormant accounts.. Attends meetings, events and participates in the bank’s outreach projects.. An employer in Dallas, TX is seeking a Commercial Loan Admin to join their Commercial Lending Team. They will interact with the Credit team & Commercial Lending teams to ensure efficiency and accuracy throughout the loan approval process.
The Controller will drive operational excellence across financial systems, lead audit and compliance efforts, and play a critical role in post-acquisition integration.. Own financial reporting across the enterprise—leading the monthly close, compliance, internal controls, and consolidated reporting across multiple states.. Lead initiatives for ERP implementation, systems automation, and financial data integrity.. Oversee cash flow forecasting, treasury management, and tax compliance in a multi-state environment.. We have a strong reputation for finding top talent in private equity, asset management, financial services, FinTech, and accounting leadership.
Our client, a global banking organization, is currently looking to expand their respective Governance Remediation department with a AVP – Financial Analysis & Governance will play a key role in overseeing financial reporting, risk management, and governance processes within the bank. Oversee internal controls and compliance with financial reporting requirements (e.g., SOX, Basel III). Strong knowledge of regulatory requirements such as SOX, Basel III, and FDIC guidelines. Proficiency in financial software and data analytics platforms (Excel, SQL, Power BI). CPA, CFA, or FRM certification is a plus.
Chief Financial Officer – Industrial Services, Private Equity.. Our client is a dynamic and growing Industrial Services enterprise headquartered in the South with ambitious growth plans. We are seeking an operationally-oriented Chief Financial Officer who is able to roll-up their sleeves and work in a hands-on fashion to drive value and growth as a strategic partner to the Chief Executive Officer. You will have a successful track record and mix of financial reporting, planning, controllership and treasury operations. Ideally you will have experience working with a leveraged balance sheet in a private equity or a venture capital sponsored situation.
Proven technical ability handling compliance issues, CRCM certification preferred and/or former commissioned bank examiner with the FDIC, FRB, OCC, or CFPB preferred. Knowledge of consumer protection principles, compliance management systems, compliance risk management, consumer protection laws in the banking industry (UDAP/UDAPP, TILA, ECOA, RESPA, Flood Insurance, HMDA, FDCPA, FCRA, UDAAP, TISA, EFTA, EFAA, SCRA, MLA, Privacy, etc.). Understanding of banking regulatory and risk hot topics focus areas, and concepts such as Fair Lending, Unfair or Deceptive Acts or Practices, Truth in Lending, Truth in Savings, Fraud Prevention, Third Party Risk Management, Regulatory Change Management, Enterprise Risk Management, Credit Risk, and Capital and Liquidity Management, etc.. Knowledge and understanding of consumer financial products, including transaction accounts, savings deposits, time deposits, prepaid cards, mortgages, home equity loans/lines of credit, credit cards, auto loans, student loans, personal loans/lines of credit, and overdraft services. Familiarity with CFPB, FDIC, FRB, OCC, and NCUA compliance examination procedures
We are working with a Private Equity-backed Dallas Energy investment company that is looking to add a Finance Associate to its team. This position will join a small but growing team and be the go-to for valuations, corporate modeling, board presentations, etc. 1-3 years of Investment Banking experience; upstream O&G focus.. Strong Excel, financial modeling, and presentation skills.. This company offers a unique opportunity to join an early-stage team and gain experience in asset management as well as competitive compensation, benefits, positive culture, etc.
This individual will lead and execute internal audits, ensure regulatory compliance, and manage organizational risk.. Main areas of focus/need are Internal Risk Management (Internal Audit, Operations, Controls) & Third-Party Risk management (I.e. Vendor Management). Bachelor's degree required Accounting, Finance, or related field. Experience/knowledge with internal audit, operations, controls, vendor management, due diligence. If this sounds like a place you would be glad to work for, please apply immediately or reach out to Stefanie at stefanie.suber@snifinancial.com
Compensation: Up to ~$120,000 Base + Bonus + Benefits (medical, dental, vision, unlimited PTO, 401(k) matching). They’re redefining a fragmented market with a blend of organic momentum and strategic acquisitions—driving an impressive arc: $2B in revenue two years ago, $2.5B last year, and a projected $3B this year.. You’ll join a team of A+ talent—drawn from investment banking, private equity, and top public accounting firms—under the guidance of an executive lineup with unmatched expertise.. Experience: 2+ years in strategic finance, investment banking, transaction advisory, or private equity.. This is a team shaping a business with ambition and finesse, offering a strong base, bonus, and benefits like medical, dental, vision, unlimited PTO, and 401(k) matching.
Roots Management Group is a manufactured housing community (MHC) investment platform and management company. Work alongside the Associate(s) and SVP of Investments to submit offers and manage due diligence and closing requirements. Assist with all due diligence relating to new investments, including the review of business plans, third party reports, title/survey, historical financial statements, leases, vendor contracts, and market research. BA/BS degree in Real Estate Finance and/or Business Finance with one to four years of experience in acquisitions, asset/portfolio management, or investment banking. High energy company, a friendly & supportive team environment
Mid-size Dallas (Uptown) law firm seeks banking/finance associate with 2-5 years of experience. Ideal candidate will have strong competency in drafting and negotiating financing documents, intercreditor agreements, workout, restructure and related agreements. Previous banking/finance experience in real estate lending, commercial lending, asset-based lending, workouts, restructurings and foreclosures (both real and personal property) is essential. Requisite skills include title and survey review, familiarity with title insurance regulations, UCC search review, organizational document review, document drafting and negotiations, and due diligence coordination, research and analysis. Exceptional writing and oral presentation skills, detail-oriented, proactive, self-starter, with strong academic background;
This role will lead monthly operating reviews for operating regions to drive field financial planning, field performance management, monthly performance analytics, monthly action planning, and decision support.. Financial Planning & Analysis. Serve as a strategic finance partner to operational leadership, providing data-driven insights.. Bachelor’s degree in Finance, Accounting, Economics, or related field (MBA preferred).. 5+ years of experience in corporate finance, FP&A, private equity, investment banking, management consulting, or transaction advisory services.
Culver Investment Partners (“CIP”) is a dynamic real estate investment firm based in Dallas, TX, specializing in multifamily and student housing acquisitions and investments across Sunbelt markets.. The Associate or Vice President - Finance & Operations will be a pivotal member of CIP’s finance team, with a primary focus on overseeing all aspects of corporate and joint venture (JV) accounting, reporting, forecasting, treasury, lender compliance, and investor relations.. Work directly with the asset management team to align investor reporting with asset performance strategies and market opportunities.. Strong knowledge of US GAAP, SEC reporting requirements, state and federal compliance regulations, and treasury operations.. Experience with real estate JV accounting, investor reporting for institutional clients, lender compliance, or asset management collaboration.
Our client, a diversified financial services company providing banking and investing services, is seeking a Banking Ops Specialist for a 6+ month contract role located in Jacksonville, FL, Islandia, NY or Lewisville, TX.. The Reconciliation & Government Reporting Team reconciles deposit bank accounts & GL's, completes unclaimed property reporting, Year End Tax form corrections, Year End reporting, Bank Control changes, Interface updates.. Assists Wealth Management Advisors, Infinity and Loan Officers to process multi-channel inbound and outbound leads.. Unclaimed property experience. Knowledge of banking operations, financial principles and regulations
Our client is seeking a talented and motivated Banking & Finance Associate (Class of 2019 - 2021) to join their esteemed team in Dallas.. Their Banking & Finance practice is globally recognized for its market-leading expertise, providing comprehensive legal solutions across leveraged finance, institutional finance, private equity finance, and investment-grade finance.. Assist in structuring and negotiating cash flow lending, asset-based lending, loan restructurings, and debtor-in-possession financings.. Collaborate with our global M&A, Private Equity, and Restructuring teams to provide integrated solutions to clients.. J.D. from a top-tier law school with strong academic credentials.
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 Master's Degree Preferred but not Required
Director, Private Equity Investment Management Advisory (OPEN TO ALL US LOCATIONS) (Finance). Understanding accounting and finance process flows and how information is consolidated into the general ledger to ensure improvement and value creation. 10-15 years of experience related to: Accounting / Finance, Financial Due Diligence, Investment Banking or Private Equity with experience at a fund/asset manager or equivalent business strongly preferred. Graduate of accredited 4-year college / university with educational concentration in relevant areas (accounting, finance, economics) preferred but not required. CPA, CFA, or Master's Degree Preferred but not Required
This position requires a strong understanding of credit analysis, deal structuring, and portfolio management.. Origination: Identify and source new direct lending opportunities in the lower middle market.. Underwriting: Conduct thorough credit analysis and due diligence on potential investments.. Portfolio Management: Monitor and manage existing investments, ensuring compliance with investment guidelines and performance metrics.. 2-4 years of experience in direct lending, investment banking, private equity, or related areas.
This job is responsible for providing advice and valuable financial solutions to complex Business Banking clients and prospects.. Collaborates with local market stakeholders and teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in Credit, Treasury Management, and Merchant Services in order to design and deliver financial solutions to clients and prospects. 5+ years experience in commercial lending, business development, commercial credit and portfolio management in business banking or middle market sector required. Bachelors degree in Business, Finance or Economics preferred or equivalent relevant work experience. Client Experience Branding