Collecting information
Organizing data
PMs are directly accountable for managing a portfolio of accounts through their review of updated financial statements, proactive monitoring, and interaction with the Credit Analyst.. Partners with the Relationship Manager, forming the "coverage team" to: Meet with clients and Participate in business Development calls, Assess prospective client's viability for credit, Define borrowers and guarantors, deal structure, credit terms and conditions, and financial covenants value collateral.. Collaborates with the Credit Analyst to perform Portfolio management duties such as: Establish and maintain Investor Group on lender Portal, perform Monitoring action and Conduct periodic deal Review and execute decisions to renew or modify deals.. Bachelor's degree in Business (e.g. Business Administration, Finance, or Accounting).. At least 8 years credit analysis and/or loan review experience in Commercial Banking.
Job Description: Overseeing the account management, client / lender compliance, and ongoing relationships for building, monitoring, and retaining a performing customer base. Products include participations, senior and junior lender finance loans, focused in ABL, inventory, factoring, purchase order, equipment finance, and other commercial platforms. Manage new and existing complex ABL/factoring lender finance loans and participations with lenders in specific transactions, fostering strong partnerships to achieve strategic goals. Manage oversight and resolutions for troubled loans and workout situations, crafting effective strategies to mitigate risk and recover value. Mentor and train junior team members in best practices for portfolio management and client relations.
We’re looking for a sharp Senior FP&A Analyst to join a growing, private equity-backed company in the Daphne/Mobile area.. This role will lead budgeting, forecasting, and financial analysis efforts to drive key business decisions and performance improvements.. Collaborate with teams across Accounting, Ops, and Sales. Bachelor’s in Finance, Accounting, or related field. Experience with ERP systems and data tools preferred
Mackenzie Stuart are currently partnered with a leading Healthcare company company who are looking for a talented Financial Analyst to join their FP&A team.. Bachelor’s degree in Finance, Accounting, or related field.. 4+ years of experience in an Analyst position (Investment Banking experience preferred). CFA Certification is preferred, but not required.. Proficiency in Microsoft Excel and financial software.
ViaPlus is a global mobility company in the Intelligent Transportation Systems (ITS) market, specializing in revenue and services management solutions for the transportation industry.. We are seeking a highly skilled and experienced Senior Finance Manager to lead critical financial planning and analysis functions, including the development of our 10-year business plan, annual budgeting, and financial reporting.. Lead the implementation and optimization of finance tools, such as Power BI, SmartView, or similar systems, to enhance reporting and analytics capabilities.. Advanced proficiency in Microsoft Excel, including financial modeling and data visualization.. Proven experience implementing and optimizing financial systems and tools (e.g., Power BI, SmartView).
The Director of Finance directs the accounting and control functions at the hotel, while ensuring timely reporting of operating results and maintaining the integrity of the management information system.. The Omni Frisco PGA Resort & Spa provides north Texas with 127,000 square feet of event space, 13 food and beverage outlets, an extravagant spa and a full entertainment district.. Review forecasts and budgets prepared by hotel management team to ensure that owners, the General Manager, and Omni Corporate Management are provided with guidelines of performance that are both reasonable and achievable. 4+ years’ experience as a hotel/resort Director of Finance. Must have experience as an Assistant Controller or Public Accounting Senior/Management
Oliver Wyman - Director of Actuarial and Insurance & Asset Management Talent Management - Americas. Join to apply for the Oliver Wyman - Director of Actuarial and Insurance & Asset Management Talent Management - Americas role at Oliver Wyman. Our Actuarial Practice is a division of Oliver Wyman Group, part of Marsh & McLennan Companies, recognized as one of Fortune's 100 Best Companies to Work For in 2019.. The Director of Actuarial and Insurance & Asset Management (I&AM) Talent Management leads global talent strategies, partnering with business leaders across different talent models.. Oversee staffing and utilization of Actuarial, IAM, and ICG colleagues.
Banner Solutions is more than a typical door hardware distributor – we’re obsessed with making our customers’ jobs easier through inventory availability, product findability, and top-tier customer support.. Our expertise spans commercial, electronic access control, residential hardware, and locksmith supplies, supported by an industry leading e-commerce platform featuring products from over 260 manufacturers.. Oversee all financial operations within the distribution center, including budgeting, forecasting, and cost control.. Bachelor’s degree in finance, Accounting, Business Administration, or a related field (MBA or CPA preferred).. Proficiency in financial software, ERP systems (SAP, Oracle, AS400 or similar), and Microsoft Excel.
StevenDouglas has been exclusively engaged on a unique Tax Accounting Manager in Dallas, Texas.. Reporting to the Assistant Controller, this position is a critical role in driving the tax, financial reporting and operations of this high growth company.. Oversee U.S. federal, state, and local income tax return preparation and filings. Ensure compliance with transfer pricing requirements, including documentation and intercompany transactions. Support M&A transactions, including due diligence and integration planning
This position plays a critical role in driving financial performance, operational excellence, and service delivery effectiveness within our growing data center operations.. Lead financial planning and analysis for datacenter operations , including full P&L ownership , cost controls, and profitability tracking.. Excellent collaboration skills across cross-functional teams (engineering, PMO, field service, finance). Skilled in ERP and financial systems (e.g., Oracle, SAP, NetSuite), and BI tools (Power BI, Tableau). Bachelor's degree in Finance, Business, Engineering, or related field (MBA or PMP preferred)
ING’s product suite includes Global Liquidity Management and Cash Management, Working Capital Solutions, Debt Capital Markets, Corporate Derivatives and various lending Products.. Responsible for origination and structuring, and overseeing the execution of new food & Agri transactions across the full spectrum of the food chain: Animal protein, dairy, grains, sugar, casual dining, biofuels, snacks, processed foods, beverages; etc.. The deal captain will present transaction memos in commercial committees, perform due diligence, oversee credit applications and ancillary documents, review and/or negotiate financing documents and material project agreements with the client, and lead discussions with Credit Risk and senior management;. Engage with ING’s broader network, including other offices and teams globally (EMEA / APAC). In addition to comprehensive health benefits, a generous 401k savings plan, and competitive PTO, ING provides a broad array of benefits including adoption, surrogacy, and fertility services; student debt assistance; and subsidies for expenses associated with commuting and fitness.
Build and maintain complex financial models to support property performance tracking, lease-up planning, development pro formas, and renovation ROI analysis.. Drive process improvement initiatives, focusing on reporting automation, system enhancements, and data integrity across platforms like Yardi, RealPage, or MRI.. 6–10 years of progressive finance experience, ideally within real estate, development, construction, or asset/property management.. Advanced Excel required; experience with real estate systems (Yardi, MRI, Argus), ERP platforms (Oracle, SAP), and BI tools (Power BI, Tableau) preferred.. Bachelor’s degree in Finance, Accounting, Economics, or Real Estate; MBA and/or CPA a plus.
Coordinate and perform regulatory reporting, including:Support the preparation of quarterly MBFRF and NMLS filings.. Review and distribute monthly net worth and liquidity calculations for all Government Sponsored Agencies, Government agencies, and state level calculations.. All employees are required to have smart phones that meet Company security standards with the ability to install apps such as Okta Verify and Microsoft Authenticator.. Our Corporate Social Responsibility program, Newrez NOW, empowers employees to become leaders in their communities through a robust program that includes volunteering, philanthropy, nonprofit grants, and more. Employee Matching Gifts Program: We will match monetary employee donations to eligible non-profit organizations, dollar-for-dollar, up to $1,000 per employee
Acting as an agent for positive change with agility, adaptability, and flexibilityTakes ownership and executes on priorities to deliver results in a proactive and timely manner.. Responsible for upholding Fair and Responsible Banking practices and Code of Ethics and Conduct guidelines.. Ideally 8+ years of experience executing monitoring and testing functions in a banking institution, regulatory agency, or major consulting company with a particular focus on consumer compliance laws/regulations and industry rules that govern lending and loan servicing (ex: Reg Z, Reg X, FCRA, Reg O, FDPA, GSE requirements, etc. Strong strategic, judgement and integrative thinking skills, risk management and risk assessment knowledge.. We strive to be the financial backbone of their lives and we know that starts with our team.
Our recycling client is searching for a candidate who will report to the CFO and oversee all accounting and financial reporting functions, as well as assisting the CFO and senior management team with budgeting, audit and tax support, treasury management and banking relationships.. CFA, CMA, or CPA certification required. Industry experience in metal manufacturing or metal recycling. Microsoft Dynamics or a similar platform ERP. Treasury management knowledge and experience, including cash forecasting and reporting and online bank treasury platforms
A law firm in Dallas, TX, is seeking an experienced Real Estate Finance Associate Attorney to join their team.. This role requires expertise in managing complex commercial real estate transactions, including mezzanine loans and preferred equity, and proficiency in handling transactions from inception through closing and post-closing, including secondary market repurchase facility work and other exit strategies.. Manage and oversee real estate finance transactions from start to finish, including inception, closing, and post-closing stages.. Provide legal support in asset management and workout situations as needed.. Juris Doctor (JD) degree from an accredited law school.
Document gaps identified in assessments using the Schwab Enterprise Risk Management framework.. 3-5 years’ experience in third-party cybersecurity, risk assessments, operational risk management, and/or cyber resilience.. Experience as a subject matter expert in third-party risk management, internal controls, financial/banking regulations, risk assessments, and mitigation strategies.. One of more of the following certifications is preferred: CISM, CISSP, CCSP, CRISC, CISA, or other standard industry certifications.. Experience with one or more of the following tools: ProcessUnity, Ariba Risk, Recorded Future, Risk Recon, OpenPages, Fusion Risk Management
This role works closely with the Enterprise Data Management team, the Legal Privacy attorney, and information technology teams to support an effective Privacy Compliance program, meeting our members’ and regulatory expectations.. Provide subject matter expertise, support, and leadership to Compliance partners, Business Units, and Internal Audit with regard to privacy compliance risk and issues;. Conduct risk assessments under the Privacy Compliance Program to measure the residual level of privacy risk and drive enhancements or corrective actions, as indicated. Eight (8) plus years of compliance or risk management experience at large financial institutions, with at least five (5) focused on privacy compliance. Certified Information Privacy Professional (CIPP), Artificial Intelligence Governance Professional (AIGP), Certified Risk Professional (CRP), or Certified Regulatory Compliance Manager (CRCM)